Le ha litheko tsa matla li theohile haholo ho tloha ka mor'a lefu la seoa, ho na le lebaka la ho lumela hore koluoa e sa le hole le ho fela.Tlaleho ea morao tjena ea International Energy Agency (IEA) e e bitsitse “mathata a pele a sebele a lefatše a matla a lefatše.”
Lebaka ke hobane geopolitics e mpefatsa mathata indastering e seng e anngoe ke seoa sena.Bakeng sa bareki, haholo-holo lihlopha tse nang le chelete e tlaase tse sebelisang boholo ba meputso ea tsona ka matla, sena se habeli.Hobane hore na ba fumane chelete ea mahala nakong ea seoa kapa che, ba tlameha ho e lefa ha litheko tsa ntho e ngoe le e ngoe ho tloha ho lijo le khase ho ea matlong le likoloi li ntse li nyoloha.'Me hona joale Fed e etsa sohle seo e ka se khonang ho mpefatsa bohloko le ho feta.Hobane lintho li tlameha ho mpefala pele li ka ntlafala.
Le ha li le bohloko, sena ke moea oa moea bakeng sa lik'hamphani tsa oli le khase tsa US, tse ikemiselitseng ho lula li nyolla litheko ha li ntse li fokotsa tlhahiso.Ntle le moo, bothata ba matla bo ntse bo aha ka lilemo tse ngata ha lik'hamphani tsa oli li ntse li tsoela pele ho fokotsa matla pele li ka hlahisa matla a lekaneng a hloekileng ho a nkela sebaka.Bareki ba ts'ehetsa mohopolo oa bokhoni bo fokolang hobane ke lisebelisoa tsa tlhokomelo e phahameng tse ka fokotsang phaello haholo ha tlhoko e fokotseha.
Empa selemong sena tsamaiso ea Biden e ile ea tlameha ho lokolla lipolokelo tsa maano ho theola litheko ho isa maemong a loketseng, ka hona ho hlakile ho motho e mong le e mong hore ho hlokahala bokhoni bo bong.Sena ke seo re se bonang hona joale.Litheko li kanna tsa lula li le ho $70- $90 bakeng sa boholo ba 2023, hape li lumella mmuso ho tlatsa mehloli ea maano.Kahoo ho sa tsotellehe hore na re nahana eng, tlhokahalo ha e ea kae kapa kae.
Lefaseng ka bophara, boemo le bjona bo lokile.Liphello tsa ho hlōleha hona li ne li tla fokola haholo haeba Russia e ne e le sebapali se senyenyane 'marakeng ona.Empa ka lebaka la boemo ba eona e le mofani e moholo oa oli, hammoho le mofani e moholo oa khase (ho ea Europe), e fumane bohlokoa bo bongata.Russia e boletse hore e tla fokotsa tlhahiso ka 7% ho arabela likotlo tsa Bophirimela le boiteko ba ho fokotsa theko ea oli ea Russia.Ha re tsebe hore na a ka tsoela pele ho etsa sena ho fihlela neng, kaha litheko tse phahameng li tla utloisa bareki ba hae bohloko, ehlile.
Leha ho le joalo, ka 2023, ho tla hlaha ntlha e 'ngoe.Mona ke China.Naha ea Asia e koetsoe boholo ba selemo sena.Kahoo leha US e ka fokotseha hanyane, China e kanna ea qala ho lla.Sena se tla bolela tlhokahalo e phahameng (le matla a theko) bakeng sa likarolo tsena.
Keletso ya IEA ya ho eketsa tshebediso ya tshebediso ya eneji e hlwekileng ho ena le oli e bolela hore bothata ba hajwale bo lokela ho tswelapele ho fihlela tshebediso ya mafura a mafura (e eketsehileng ka lebaka la kgolo ya moruo) e fihla sehlohlolong mme ebe e kena mohatong wa ho theoha ho tsitsitseng.
E bolela esale pele hore "tšebeliso ea mashala e tla fokotseha lilemong tse 'maloa tse tlang, tlhokahalo ea khase ea tlhaho e tla tsitsa ho elella bofelong ba lilemo tse leshome,' me thekiso e ntseng e eketseha ea likoloi tsa motlakase (EV) e bolela hore tlhokahalo ea oli e tla tsitsa bohareng ba 2030s ebe e theoha hanyane ho ea pele. qetellong ea lilemo tse leshome.”bohareng ba lekholo..”
Leha ho le joalo, ho fihlela khase e tsoang ka 2050, matsete a matla a hloekileng a tla hloka ho feta $4 trillion ka 2030, e ka bang halofo ea maemo a hajoale.
Ka kakaretso, tlhoko ea oli e tla lula e le matla lilemong tse 'maloa tse tlang,' me re ka e sebelisa hamolemo ka ho etsa matsete a bohlale.Sheba seo ke se khethileng kajeno -
Helmerich & Payne e fana ka litšebeletso tsa ho cheka le litharollo bakeng sa lik'hamphani tsa ho hlahloba oli le tlhahiso.E sebetsa ka likarolo tse tharo: North American Solutions, Offshore Gulf of Mexico le International Solutions.
Meputso ea kotara ea bone ea k'hamphani e ne e tsamaellana le Khakanyo ea Zacks Consensus Estimate, e nyolohileng ka 6.8%.
Likhakanyo tsa eona tsa lilemo tsa lichelete tsa 2023 le 2024 (ho fihlela Loetse) li ntlafalitsoe ho ea holimo ka lisente tse 74 (19.9%) le lisente tse 60 (12.4%) ka ho latellana, matsatsing a 60 a fetileng.Hona joale bahlahlobisisi ba lebeletse hore chelete ea k'hamphani e tla nyoloha ka 45.4% le 10.2%, ka ho latellana, ka lilemo tse peli, ha phaello e nyoloha ka 4,360% le 22.0%.Zacks Rank #1 (Recommended Buy) ke ea liindasteri tsa oli le khase le tsa ho cheka (ka holimo ho 4% ea liindasteri tse arotsoeng ke Zacks).
Batsamaisi ba na le tšepo mabapi le "khatelo-pele e kholo ea lichelete tsa 2023".Batseteli ba lokela ho khothaletsoa ho tsepamisa maikutlo linthong tse tharo tsa bohlokoa.
Pele ho tsohle, ke likepe tsa Flexrig, tse etsang hore kabo ea lichelete e atlehe haholoanyane.Sena se siea nako e fokolang bakeng sa rig ka 'ngoe ha konteraka ea eona e fetisetsoa ho moreki e mong nakoana ka mor'a hore moreki a le mong a e tlose.Sena se ka boloka chelete e ngata.Selemong sena, Helmerich e tla boela e qale hape li-rigs tse 16 tse batang tseo e nang le likonteraka tsa nako e tsitsitseng tsa bonyane lilemo tse 2.Hoo e ka bang karolo ea bobeli ho tse tharo ea chelete ena e se e fanoe, boholo ba eona e tla ba ea thepa e kholo ea lipatlisiso le tlhahiso ea sechaba, haholo-holo halofong ea pele ea selemo sa lichelete.
Ea bobeli, litheko tse thata li bile holimo selemong sena, e leng ntho e sa makatseng ha ho nahanoa ka bothata ba matla.Empa se khothatsang ka ho khetheha ke hore tlhokahalo e matla le katoloso ea konteraka li lebelletsoe ho eketsa ho eketsa karolelano ea theko ea likepe tse sebetsang.Botsamaisi bo bone kholo e kholo selemong sena sa lichelete.Litlhahiso tsa eona tsa theknoloji le litharollo tsa othomathike li hlakile ka ho hlaka hobane li-rigs tsa khale ha li sa sebetsa hantle joalo.
NexTier Oilfield Solutions e fana ka lits'ebeletso tsa ho phethela le ho etsa tlhahiso matamong a teng le a mang.Khampani e sebetsa ka likarolo tse peli: Litšebeletso tsa Phello ea Hantle le Litšebeletso tsa Kaho ea Setsi le Litšebeletso tsa Workover.
Karolong ea morao-rao, NexTier e atlehile ho feta khakanyo ea tumellano ea Zacks ka 6.5%.Lekeno le theohile ka 2.8%.Polelo ea meputso ea 2023 e lutse e tsitsitse matsatsing a 60 a fetileng, empa e eketsehile ka lisente tse 16 (7.8%) matsatsing a 90 a fetileng.Sena se bolela keketseho ea 24.5% ea lekhetho selemong se tlang le keketseho ea 56.7% ea lekhetho.Zacks Rank #1 stock e tšoaroa ke Oil & Gas - Field Services (Top 11%).
Batsamaisi ba buile ka melemo ea meralo eo k'hamphani e e thabelang.Ho se be teng ha likepe tse robehileng ke e 'ngoe ea litšitiso tse kholo tse sitisang kholo ea tlhahiso ea mobu naheng ea Amerika.Leha likepe tse ncha tsa kaho li lokela ho eketsa boholo ba likepe tsa hajoale tsa 270 ka hoo e ka bang 25%, boima bo feteletseng ba tlhokahalo e phahameng le litšitiso tsa phepelo ea likepe tse sa reroang bakeng sa ts'ebetso ea sejoale-joale ea ho robeha ho tla tlosa likepe tse ngata mosebetsing.Ka lebaka leo, likepe tsena li tla tsoela pele ho haella.Likhamphani tsa E&P le tsona li batla ho khutlisetsa boleng ho ba nang le kabelo ho fapana le ho aha bokhoni.
Ka lebaka leo, bofelong ba 2023, tlhoko ea US (tsamaiso e qotsa tumellano ea indasteri ea 1 mb/d) e tla tsoelapele ho feta phepelo (1.5 mb/d), esita le ka ho putlama ha moruo, phapang ena e kanna ea tsoela pele.bakeng sa linaha tse ling.nako Bonyane bakeng sa likhoeli tse 18 tse tlang.
Le ha litheko tsa NexTier li tla ba holimo ka 2023, li ntse li tla ba 10-15% ka tlase ho maemo a pele ho koluoa.Leha ho le joalo, k'hamphani e ile ea nka monyetla oa boemo boo ho buisana hape ka mantsoe a molemo a khoebo le ho kena ho balekane ba matla.Ho sa le joalo, thepa ea eona e tsamaisoang ka khase ea tlhaho e ntse e tsoela pele ho fana ka litheko tse ntle ka lebaka la molemo o moholo oa theko ea mafura a khase ea tlhaho.Kahoo, ho lebeletsoe hore ba lule ba le mafolofolo le ha moruo o oa.
Patterson e fana ka litšebeletso tsa ho cheka ka konteraka ea lebopong ho US le basebetsi ba machaba ba oli le khase.E sebetsa ka likarolo tse tharo: Litšebeletso tsa ho Cheka Konteraka, Litšebeletso tsa Ente, le Litšebeletso tsa ho Cheka ka Directional.
Khamphani e tlalehile liphetho tse matla haholo kotareng ea morao-rao, e hlola Khakanyo ea Tumellano ea Zacks ka 47.4% ho meputso le 6.4% ho thekiso.Khakanyo ea tumellano ea Zacks bakeng sa 2023 e eketsehile ka lisente tse 26 (13.5%) matsatsing a 60 a fetileng, ho bolelang keketseho ea meputso ea 302.9%.Keketseho ea lekeno e lebelletsoe ho ba matla haholo selemong se tlang, ho 30.3%.#1 Setoko sa Zacks se ts'oeroeng ke Oli le Khase le Ho Drilling (Top 4%)
Patlisiso ea morao-rao e entsoeng e le karolo ea moralo oa 2023 e bonts'a hore ho na le ts'epo e matla bakeng sa lits'oants'o tsa tlatsetso ho pholletsa le potefolio e pharalletseng ea Patterson ea bareki ba 70, ho kenyeletsoa litsebi tse kholo tsa maemo a holimo, batho ba ikemetseng ba mmuso le basebetsi ba banyenyane ba ikemetseng.Hona joale ba rera ho eketsa li-rigs tse 40 karolong ea bone le tse ling tse 50 ka 2023. Ena ke pontšo e ntle bakeng sa kholo ea khoebo selemong se tlang.
Khampani e sebelisa tlhokahalo e matla ea li-rigs ho buisana ka litheko tse phahameng, hape e eketsa palo ea lisebelisoa tsa likonteraka tsa nako e tsitsitseng, ho ntlafatsa ponahalo ea phaello le ho eketsa menyetla ea ho phalla ha chelete e tsitsitseng.Thepa ea eona e tsoetseng pele, ho kenyelletsa le maemo a phahameng a boiketsetso le mesi e tlase, e etsa hore sena se khonehe.
Nine Energy Service ke mofani oa litšebeletso tsa phetheho ea lebopong la North America Basin le machabeng.E fana ka samente hantle, lisebelisoa tsa ho phethela joalo ka li-hangers le lisebelisoa, liphutheloana tsa ho itšehla thajana, li-sleeve tsa fracturing, lisebelisoa tsa ho lokisa mohato oa pele, li-plug tsa fracturing, lisebelisoa tsa casing float, joalo-joalo, le tse ling.ditshebeletso.
Karolong ea Loetse, k'hamphani e tlalehile lekeno le otlang tataiso ea Zacks ka 8.6%, ha meputso e feta tataiso ea Zacks ka 137.5%.Matsatsing a 60 a fetileng, tekanyetso ea tumellano ea Zacks e eketsehile ka $ 1.15 (100.9%), e bolelang keketseho ea phaello ea 301.8% ka 2023. Bahlahlobisisi ba boetse ba lebeletse keketseho e tiileng ea 24.6% ea chelete.Zacks Rank #1 stock e tšoaroa ke Oil & Gas - Field Services (Top 11%).
Tikoloho e ntle eo libapali tse boletsoeng ka holimo li e bonang le eona e bonahala liphethong tsa Robong.Batsamaisi ba boletse hore keketseho ea kotara ka kotara e tsamaisitsoe ke litheko tse phahameng tsa samente le li-tubing tse kopantsoeng, hammoho le lisebelisoa tse ling tsa ho phethela.Thepa le khaello ea basebetsi li tsoela pele ho fokotsa ho fumaneha, kahoo bareki ba ikemiselitse ho lefa litheko tse phahameng.Leha ho le joalo, karolo ea ho phahama ha litheko tsa samente lilemong tse ’maloa tse fetileng e bile ka lebaka la khaello ea samente e tala.
Robong e na le karolo ea bohlokoa ea 'maraka likarolong tsa samente le tse koalang metsi.Ka lebaka la khaello ea lisebelisoa tse tala le tlhoko ea ho fokotsa mesi, litharollo tse ncha li thusitse k'hamphani ho nka karolo ea 20% ho samenteng hantle.Karolo ea eona ea 'maraka oa li-soluble plugs (ke e mong oa bafani ba bane ba nang le karolo ea 75%) e sirelelitsoe ke lithibelo tse phahameng tsa ho kena hobane e kenyelletsa lisebelisoa tse tsoetseng pele tseo ho seng bonolo ho li etsa.Hape ke karolo e ntseng e hola ka potlako, mme batsamaisi ba lebelletse kholo ea 35% mafelong a 2023.
U batla ho fumana likeletso tsa morao-rao ho tsoa ho Zacks Investment Research?Kajeno o ka khoasolla li-stock tse 7 tse holimo matsatsing a 30 a tlang.Tobetsa ho fumana tlaleho ena ea mahala
Nako ea poso: Jan-14-2023