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RBC表示,受美國鑽井平台數量週線走勢喜憂參半的影響,OFS股票上漲12.7%。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週日發布的一份報告顯示,美國陸上鑽井平台數量本週增加2台,達到531台,其中石油鑽井平台數量減少,天然氣鑽井平台數量增加。 報告指出,貝克休斯(Baker Hughes)的數據顯示,石油鑽井平台數量本週減少2台,至395台,而天然氣鑽井平台數量增加4台,至129台,反映出鑽井趨勢喜憂參半。 報告也指出,鑽井平台總數仍比五年平均低72台,降幅達12%。 報告補充道,二疊紀盆地的鑽井活動本周保持穩定,鑽井平台數量為242台,占美國本土48州石油鑽井平台總數的61%,佔陸上鑽井平台總數的46%。 加拿大皇家銀行表示,Helmerich & Payne公司以88台鑽井平台領先二疊紀盆地鑽井市場,其次是Patterson-UTI公司(32台)和Nabors公司(28台)。 報告補充道,埃克森美孚以34台鑽機領先二疊紀盆地營運商,其次是西方石油公司(20台)和康菲石油公司(17台),而私營營運商佔該盆地活躍鑽機總數的39%。 報告指出,鷹灘頁岩油田的鑽孔機數量保持穩定,為42台,其中海爾默里奇-佩恩公司以16台鑽機位居榜首,其次是納伯斯公司(10台)和帕特森-UTI公司(6台)。 報告也指出,康菲石油公司以7台鑽機領跑鷹灘頁岩油田營運商,其次是EOG公司(6台)和新月能源公司(4台),而私人營運商佔該盆地活躍鑽機總數的37%。 報告稱,威利斯頓頁岩油田的鑽井活動本周保持穩定,為28台鑽機,其中納伯斯公司以12台鑽機位居榜首,其次是帕特森-UTI公司(6台)和海爾默里奇-佩恩公司(4台)。 加拿大皇家銀行(RBC)表示,雪佛龍和Chord Energy各擁有4台鑽孔機,並列領先營運商,康菲石油公司緊追在後,擁有3台鑽孔機。公共業者的鑽孔機數量佔48%,高於去年同期的38%。 海恩斯維爾地區的鑽孔機數量本週增加1台,達到56台。其中,Helmerich & Payne公司以11台鑽孔機位居榜首,其次是Independence Contract Drilling公司(9台)和Precision Drilling公司(8台)。 加拿大皇家銀行補充道,Apex公司以12台鑽機位居營運商之首,Comstock公司以5台鑽機位居第二,Exco公司以4台鑽機位居第三。私人業者的鑽孔機數量佔72%,高於去年同期的73%。 報告指出,阿巴拉契亞地區的鑽井活動本周保持穩定,鑽機數量為37台。其中,Patterson-UTI公司以15台鑽孔機位居榜首,Precision Drilling公司以9台鑽孔機位居第二,Helmerich & Payne公司以5台鑽孔機位居第三。 EQT以5台鑽孔機領先業者,其次是Ascent Energy(4台)和EOG(3台)。私營業者的鑽機數量佔41%,低於去年同期的47%。 報告顯示,美國壓裂作業船隊數量本週增加4台,達169台,鑽孔機與壓裂作業比率為2.86倍。 報告指出,本週油田服務(OFS)相關股票上漲12.7%,其中Liberty Energy漲幅最大,達24.5%,其次是Atlas Energy Solutions(22.7%)和Patterson-UTI Energy(20.3%)。 報告也指出,SLB漲幅最小,僅6.6%,其次是Calfrac Well Services(7.0%)和NOV(7.3%)。今年以來,該板塊累計上漲47.7%,而標普500指數同期僅上漲5.1%。

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