Nubwo ibiciro by'ingufu byagabanutse cyane bivuye ku cyorezo cya nyuma y’icyorezo, hari impamvu yo gutekereza ko ikibazo kitarangiye.Raporo iherutse gukorwa n’ikigo mpuzamahanga gishinzwe ingufu (IEA) yise “ikibazo cya mbere cy’ingufu ku isi.”
Ni ukubera ko geopolitike ikomeje ibibazo mu nganda zimaze kwibasirwa n'icyorezo.Ku baguzi, cyane cyane amatsinda yinjiza make akoresha igice kinini cyimishahara yabo ku mbaraga, ibi nibikubye kabiri.Kuberako niba barabonye cyangwa batabonye amafaranga yubusa mugihe cyicyorezo, bagomba kwishyura kuko ibiciro byibintu byose kuva ibiryo na gaze kugeza kumazu n'imodoka bizamuka.Noneho Fed irakora ibishoboka byose kugirango ububabare burusheho kwiyongera.Kuberako ibintu bigomba kuba bibi mbere yuko biba byiza.
Birababaje uko bimeze, iyi ni umuyaga ku masosiyete ya peteroli na gaze yo muri Amerika, yiteguye gukomeza kuzamura ibiciro mu gihe agabanya umusaruro.N'ubundi kandi, ikibazo cy'ingufu kimaze imyaka cyiyongera mu gihe amasosiyete ya peteroli akomeje kugabanya ubushobozi mbere yo gutanga ingufu zihagije zo kuyisimbuza.Abashoramari bashyigikira igitekerezo cyubushobozi buke kuko nibikoresho byo kubungabunga cyane bishobora kugabanya cyane inyungu mugihe ibyifuzo bigabanutse.
Uyu mwaka ariko ubuyobozi bwa Biden bwagombaga kurekura ingamba zifatika kugirango ibiciro bigabanuke kurwego rushimishije, bityo rero biragaragara kuri buri wese ko hakenewe ubushobozi bwinyongera.Ibi nibyo tubona ubu.Ibiciro birashoboka ko bizaguma mu madorari 70- $ 90 hafi ya 2023, byongeye kwemerera guverinoma kuzuza ibigega by’ingamba.Ntakibazo rero twatekereza, icyifuzo ntaho kijya.
Ku rwego rw'isi, ibintu nabyo ni byiza.Ingaruka zo kunanirwa ntizaba zikomeye iyo Uburusiya bwaba umukinnyi muto muri iri soko.Ariko kubera umwanya wacyo nkuwatanze peteroli, kimwe nogutanga gaze (muburayi), yagize akamaro kanini.Uburusiya bwavuze ko buzagabanya umusaruro 7% mu rwego rwo gusubiza ibihano by’iburengerazuba no kugerageza kugabanya igiciro cya peteroli y’Uburusiya.Ntabwo tuzi igihe ashobora gukomeza gukora ibi, kuko ibiciro biri hejuru bizababaza abakiriya be, byanze bikunze.
Ariko, muri 2023, ikindi kintu kizatangira gukoreshwa.Ubu ni Ubushinwa.Igihugu cya Aziya cyafunzwe hafi yuyu mwaka.Nubwo rero Amerika yatinda gato, Ubushinwa bushobora gutangira hum.Ibi bizasobanura ibyifuzo byinshi (nimbaraga zibiciro) kuriyi migabane.
Icyifuzo cya IEA cyo kongera amafaranga akoreshwa mu ngufu zisukuye aho kuba peteroli bivuze ko ikibazo kiriho kigomba gukomeza kugeza igihe ikoreshwa ry’ibikomoka kuri peteroli (ryiyongereye bitewe n’iterambere ry’ubukungu) rigeze hejuru hanyuma rikinjira mu cyiciro cyo kugabanuka gahoro gahoro.
Iteganya ko "ikoreshwa ry’amakara rizagabanuka mu myaka mike iri imbere, gaze gasanzwe izagenda ihagarara neza mu mpera z’imyaka icumi, kandi kugurisha ibinyabiziga by’amashanyarazi (EV) bivuze ko ibikenerwa na peteroli bizagenda neza hagati ya 2030 hanyuma bikagabanuka gato ugana. iherezo ry'imyaka icumi. ”hagati y'ikinyejana..”
Nyamara, kugira ngo imyuka ihumanya ikirere bitarenze 2050, ishoramari ry’ingufu zisukuye ryakenera kurenga tiriyari 4 z'amadolari muri 2030, bikaba ari kimwe cya kabiri cy’urwego ruriho.
Muri rusange, ibikenerwa kuri peteroli bizakomeza gukomera mumyaka mike iri imbere, kandi dushobora kubyungukiramo neza dushora imari mubwenge.Reba ibyo nahisemo uyu munsi -
Helmerich & Payne itanga serivisi zo gucukura nibisubizo kubushakashatsi bwa peteroli hamwe namasosiyete akora.Ikora binyuze mu bice bitatu: Ibisubizo byo muri Amerika y'Amajyaruguru, Ikigobe cya Offshore cya Mexico na International Solutions.
Igihembwe cya kane cy'isosiyete yinjije cyari kijyanye n'ikigereranyo cya Zacks Consensus, cyazamutseho 6.8%.
Ibiteganijwe mu myaka y’ingengo y’imari 2023 na 2024 (kugeza muri Nzeri) byavuguruwe hejuru hejuru y’amafaranga 74 (19.9%) n’amafaranga 60 (12.4%), mu minsi 60 ishize.Abasesenguzi ubu bateganya ko amafaranga y’isosiyete yiyongera 45.4% na 10.2%, mu gihe cy’imyaka ibiri, mu gihe inyungu ziyongera 4.360% na 22.0%.Urutonde rwa Zacks # 1 (Kugura Kugura) rufite inganda za peteroli na gaze no gucukura (muri 4% byambere byinganda zashyizwe mu byiciro na Zacks).
Ubuyobozi bufite ibyiringiro by "imbaraga zikomeye mu ngengo yimari 2023 ″.Abashoramari bagomba gushishikarizwa kwibanda ku bintu bitatu by'ingenzi.
Mbere ya byose, ni amato ya Flexrig, atuma igabanywa ryimari rikorwa neza.Ibi bisiga umwanya muto kuri buri ruganda nkuko amasezerano yabyo yimuriwe kubandi bakiriya nyuma yigihe gito asizwe numukiriya umwe.Ibi birashobora kuzigama amafaranga menshi.Uyu mwaka, Helmerich azongera gutangiza ibyuma 16 bikonje-imiyoboro yagiranye amasezerano yigihe gito byibura imyaka 2.Hafi ya bibiri bya gatatu by'amafaranga yamaze gutangwa, inyinshi muri zo zikaba ari iz'ubushakashatsi bunini bugurishwa ku mugaragaro n'umutungo utanga umusaruro, cyane cyane mu gice cya mbere cy'umwaka w'ingengo y'imari.
Icya kabiri, ibiciro bya rig byari hejuru muri uyumwaka, ntibitangaje urebye ikibazo cyingufu.Ariko igishimishije cyane ni uko icyifuzo gikomeye no kongererwa amasezerano biteganijwe ko bizakomeza igiciro cyo kugereranya ibiciro.Ubuyobozi bwabonye imbaraga nyinshi muri uyu mwaka w’ingengo y’imari.Itangwa ryikoranabuhanga hamwe nibisubizo byikora birasobanutse neza kubisabwa kuko ibyuma bishaje bitagikora neza.
NexTier Oilfield Solutions itanga serivisi zo kurangiza no gutanga umusaruro mubigega bihari nibindi.Isosiyete ikora mu bice bibiri: Serivise zo Kurangiza neza na Serivisi zo Kubaka no Gukora.
Mu gihembwe giheruka, NexTier yarushije igereranyo cya Zacks 6.5%.Amafaranga yinjira yagabanutseho 2.8%.Amafaranga ateganijwe kwinjiza mu 2023 yagumye ahamye mu minsi 60 ishize, ariko yiyongereyeho amafaranga 16 (7.8%) mu minsi 90 ishize.Ibi bivuze ko 24.5% byinjira mu mwaka utaha no kwiyongera kwa 56.7%.Urutonde rwa Zacks # 1 rufite na peteroli na gazi - Serivisi zo mu murima (Top 11%).
Ubuyobozi bwavuze ku nyungu zubatswe isosiyete yishimira.Kutaboneka kw'amato yamenetse ni imwe mu mbogamizi zikomeye zituma izamuka ry'umusaruro w'ubutaka muri Amerika.Mugihe amato mashya yo kubaka agomba kongera ubunini bwamato agera kuri 270 hafi 25%, umutwaro uremereye wibisabwa byinshi hamwe nimbogamizi zogutanga kumato mumurage utagenewe ibikorwa byo kuvunika bigezweho bizakura amato menshi kumurimo.Kubera iyo mpamvu, amato azakomeza kuba make.Ibigo bya E&P nabyo birashaka gusubiza agaciro abanyamigabane aho kubaka ubushobozi.
Kubera iyo mpamvu, mu mpera za 2023, icyifuzo cy’Amerika (ubuyobozi kivuga ko inganda zemeranijweho 1 mb / d) zizakomeza kurenga ku isoko (1.5 mb / d), ndetse n’ubukungu bworoheje, ubwo busumbane bushobora gukomeza.ku bihugu bimwe.igihe Nibura amezi 18 ari imbere.
Mugihe ibiciro bya NexTier bizaba hejuru muri 2023, bizakomeza kuba 10-15% munsi yurwego rwicyorezo.Icyakora, isosiyete yifashishije icyo kibazo kugira ngo yongere yongere amasezerano y’ubucuruzi kandi yinjire mu bafatanyabikorwa bakomeye.Hagati aho, ibikoresho byayo bikoresha ingufu za gaze bikomeje gutegeka ibiciro byiza bitewe na gaze gasanzwe ifite akamaro kanini.Rero, bategerejweho gukomeza gukora nubwo haba hari ubukungu bwifashe nabi.
Patterson atanga serivisi zo gucukura amasezerano kubutaka hamwe n’abakora peteroli na gaze mpuzamahanga muri Amerika.Ikora ikoresheje ibice bitatu: Serivise zo gucukura amasezerano, serivisi zo gutera inshinge, hamwe na serivise zogucukura.
Isosiyete yatangaje ko umusaruro ushimishije mu gihembwe gishize, yatsinze igereranyo cya Zacks ku kigereranyo cya 47.4% ku nyungu na 6.4% ku byagurishijwe.Ikigereranyo cy’ubwumvikane bwa Zacks mu 2023 cyiyongereyeho 26 ku ijana (13.5%) mu minsi 60 ishize, bivuze ko inyungu yiyongereyeho 302.9%.Ubwiyongere bw'amafaranga buteganijwe gukomera umwaka utaha, kuri 30.3%.# 1 Zack stock ifitwe na peteroli & gazi & gucukura (Hejuru ya 4%)
Ubushakashatsi buherutse gukorwa mu rwego rwo gutegura igenamigambi rya 2023 bwerekana ko hari icyizere gikomeye cy’ibindi bikoresho byiyongera kuri Patterson yagutse y’abakiriya 70, barimo abahanga mu by'ibidasanzwe, abigenga ba Leta ndetse n’abikorera ku giti cyabo.Kugeza ubu barateganya kongera 40 rigs mu gihembwe cya kane nindi 50 muri 2023. Iki nikimenyetso cyiza cyo kuzamura ubucuruzi umwaka utaha.
Isosiyete ikoresha cyane ibisabwa kugira ngo yumvikane ku biciro biri hejuru, kandi inongera umubare w’ibisambo ku masezerano y'igihe cyagenwe, bizamura inyungu z’inyungu kandi byongere amahirwe yo gutembera neza.Ibikoresho byayo byateye imbere, harimo urwego rwo hejuru rwo kwikora no kohereza imyuka yo hasi, bituma ibi bishoboka.
Serivisi icyenda itanga ingufu ni serivisi yo kurangiza ku butaka mu kibaya cya Amerika y'Amajyaruguru ndetse no ku rwego mpuzamahanga.Itanga sima neza, ibikoresho byo kurangiza nkibimanika liner nibikoresho, ibikoresho byo gutandukanya imvune, kuvunika amaboko, ibikoresho byo gutegura icyiciro cya mbere, ibikoresho byo kumena ibyuma, kumena ibikoresho bireremba, nibindi, nibindi.serivisi.
Mu gihembwe cya Nzeri, isosiyete yatangaje ko amafaranga yinjije yayoboye Zacks ku gipimo cya 8,6%, mu gihe inyungu yatsindiye ubuyobozi bwa Zacks ku kigero cya 137.5%.Mu minsi 60 ishize, igenamigambi ry’ubwumvikane bwa Zacks ryiyongereyeho $ 1.15 (100.9%), bivuze ko inyungu yiyongereyeho 301.8% mu 2023. Abasesenguzi kandi bateganya ko amafaranga yinjira yiyongera 24,6%.Urutonde rwa Zacks # 1 rufite na peteroli na gazi - Serivisi zo mu murima (Top 11%).
Ibidukikije byiza abakinnyi bavuzwe haruguru babona nabyo bigaragarira mubisubizo icyenda.Ubuyobozi bwavuze ko ibyinshi mu gihembwe byiyongereye byatewe n’ibiciro byo hejuru bya sima hamwe n’ibiciro bya tekinike, hamwe n’ibikoresho byinshi byo kurangiza.Ibikoresho n'ibura ry'umurimo bikomeje kugabanya kuboneka, bityo abakiriya bafite ubushake bwo kwishyura ibiciro biri hejuru.Nyamara, igice cyizamuka ryibiciro bya sima mumyaka mike ishize byatewe no kubura sima mbisi.
Icyenda ifite uruhare runini ku isoko mu bice bya sima no gukemuka.Mu guhangana n’ibura ry’ibikoresho fatizo no gukenera kugabanya ibyuka bihumanya ikirere, ibisubizo bishya byafashije isosiyete gufata imigabane 20% muri sima nziza.Umugabane wacyo kumashanyarazi acomeka kumasoko (ni umwe mubatanga bane bafite umugabane wa 75%) urinzwe nimbogamizi nyinshi zo kwinjira kuko zirimo ibikoresho bigezweho bitoroshye kwigana.Nicyo gice cyihuta cyane, hamwe nubuyobozi buteganya kuzamuka 35% mumpera za 2023.
Urashaka kubona inama zanyuma mubushakashatsi bwishoramari rya Zacks?Uyu munsi urashobora gukuramo ububiko 7 bwa mbere muminsi 30 iri imbere.Kanda kugirango ubone iyi raporo yubuntu
Igihe cyo kohereza: Mutarama-14-2023