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ProFrac第一季活動受天氣影響；北美2026年下半年展望增強

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-- ProFrac (ACDC) 週四公佈了第一季財報，由於天氣因素影響了季度初的業務活動，其第一季營運業績較去年同期有所下滑。 能源產業也因持續的地緣政治緊張局勢而面臨日益加劇的波動。 ProFrac 執行董事長 Matt Wilks 表示：「地緣政治事件持續影響更廣泛的能源格局。」他補充說，中東衝突造成了供應中斷，並嚴重影響了原油和液化天然氣基礎設施。 Wilks 表示，霍爾木茲海峽的長期關閉「正在促使全球情緒轉向能源安全」。 同時，Wilks 指出，產業活動「一直低於維持頁岩油產量所需的水平」。 他表示：“隨著運營商活動的持續加速，我們看到北美地區的服務供需環境日益向好，尤其是在我們進入 2026 年下半年之際。” ProFrac預計第二季增產服務活動將更加強勁，因為營運商需求改善，且該公司在活動水準提高的推動下收緊了水力壓裂作業計劃。 該公司預計第二季支撐劑用量將因營運問題和計畫外停機而下降，但完井活動正在增加。 該公司表示：“儘管行業完井活動預計將會增加，但由於運營問題和計劃外停機，公司（ProFrac）預計2026年第二季度完井用量將環比下降。”

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

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