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ProFrac第一季度活动受天气影响；北美2026年下半年展望增强

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-- ProFrac (ACDC) 周四公布了第一季度财报，由于天气因素影响了季度初的业务活动，其第一季度运营业绩较去年同期有所下滑。 能源行业也因持续的地缘政治紧张局势而面临日益加剧的波动。 ProFrac 执行董事长 Matt Wilks 表示：“地缘政治事件持续影响着更广泛的能源格局。”他补充说，中东冲突造成了供应中断，并严重影响了原油和液化天然气基础设施。 Wilks 表示，霍尔木兹海峡的长期关闭“正在促使全球情绪转向能源安全”。 与此同时，Wilks 指出，行业活动“一直低于维持页岩油产量所需的水平”。 他表示：“随着运营商活动的持续加速，我们看到北美地区的服务供需环境日益向好，尤其是在我们进入 2026 年下半年之际。” ProFrac预计第二季度增产服务活动将更加强劲，因为运营商需求改善，且公司在活动水平提高的推动下收紧了水力压裂作业计划。 该公司预计第二季度支撑剂用量将因运营问题和计划外停机而下降，但完井活动正在增加。 该公司表示：“尽管行业完井活动预计将会增加，但由于运营问题和计划外停机，公司（ProFrac）预计2026年第二季度完井用量将环比下降。”

Price: $6.63, Change: $-0.51, Percent Change: -7.08%

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