Nangona amaxabiso amandla ehle kakhulu ukusuka phezulu emva kobhubhani, kukho isizathu sokukholelwa ukuba le ngxaki isekude ukuphela.Ingxelo yakutshanje ye-International Energy Agency (IEA) iyibize ngokuba “yeyona ngxaki yokuqala yokwenyani yamandla ehlabathini lonke.”
Oku kungenxa yokuba i-geopolitics ikhulisa iingxaki kwishishini esele lithwaxwe ngubhubhane.Kubathengi, ngakumbi amaqela anengeniso ephantsi abachitha uninzi lwemivuzo yabo kumandla, oku kuphinda kabini.Kuba nokuba bayifumene na imali yasimahla ngexesha lo bhubhani, kuyanyanzeleka ukuba bayibuyise njengoko amaxabiso ayo yonke into ukusuka kukutya kunye negesi ukuya kwizindlu kunye neemoto ziyenyuka.Kwaye ngoku iFed yenza konke okusemandleni ukwenza intlungu ibe mandundu.Kaloku izinto kufuneka zibe worse ngaphambi kokuba zibengcono.
Zibuhlungu njengoko zinjalo, lo ngumoya kwiinkampani zeoyile negesi zase-US, ezizimisele ukuqhubeka zinyusa amaxabiso ngelixa zinciphisa imveliso.Emva kwayo yonke loo nto, ingxaki yamandla yakha iminyaka njengoko iinkampani zeoyile ziqhubeka nokunciphisa umthamo ngaphambi kokuba zivelise amandla acocekileyo aneleyo ukuze ziwabuyisele.Abatyali-mali bayawuxhasa umbono womthamo olinganiselweyo kuba sisixhobo sogcino oluphezulu esinokunciphisa kakhulu inzuzo xa imfuno iyancipha.
Kodwa kulo nyaka ulawulo lwe-Biden kuye kwafuneka lukhulule oovimba bobuchule ukuze behlise amaxabiso afikelele kumanqanaba afanelekileyo, ngoko kucacile kuye wonke umntu ukuba kufuneka umthamo owongezelelweyo.Yile nto siyibonayo ngoku.Amaxabiso anokuhlala kuluhlu lweedola ezingama-70- $ 90 uninzi luka-2023, kwakhona evumela urhulumente ukuba azalise oovimba bobuchule.Ke kungakhathaliseki ukuba sicinga ntoni, imfuno ayiyi ndawo.
Kwihlabathi jikelele, imeko nayo intle.Iziphumo zolu kusilela ziya kuba nzima kakhulu ukuba iRussia ibingumdlali omncinci kule marike.Kodwa ngenxa yesimo sayo njengomthengisi omkhulu weoli, kunye nomthengisi omkhulu wegesi (ukuya eYurophu), uye wafumana ukubaluleka okukhulu.IRashiya yathi iya kunciphisa imveliso nge-7% ekuphenduleni izohlwayo zaseNtshona kunye nemizamo yokunciphisa ixabiso leoli yaseRashiya.Asazi ukuba unokuqhubeka ixesha elingakanani ukwenza oku, njengoko amaxabiso aphezulu aya kukhathaza abathengi bakhe, kunjalo.
Nangona kunjalo, ngo-2023, enye into eza kusebenza.Le yiTshayina.Ilizwe laseAsia livaliwe phantse kulo nyaka.Ke nokuba i-US iyacotha kancinci, iChina inokuqalisa ukuncwina.Oku kuya kuthetha imfuno ephezulu (kunye namandla exabiso) kwezi zabelo.
Isindululo se-IEA sokunyusa inkcitho kumandla acocekileyo kune-oyile sithetha ukuba ingxaki ekhoyo ngoku kufuneka iqhube de ukusetyenziswa kwamafutha efosili (okuthe kwanyuswa umbulelo kuhlumo loqoqosho) kufikelele incopho kwaye emva koko kungene kwinqanaba lokuhla okuthe chu.
Iqikelela ukuba "ukusetyenziswa kwamalahle kuya kwehla kule minyaka imbalwa izayo, imfuno yegesi yendalo iya kuzinza ngasekupheleni kweminyaka elishumi, kwaye ukunyuka kwentengiso yemoto yombane (EV) kuthetha ukuba imfuno yeoli iya kuzinza phakathi koo-2030 kwaye emva koko yehle kancinci ukuya. ekupheleni kweminyaka elishumi.”phakathi kwinkulungwane..”
Nangona kunjalo, ukuphumeza ukukhutshwa kwezinto ezikhutshwayo ngo-2050, utyalo-mali lwamandla acocekileyo luza kufuneka ludlule kwi-4 yezigidi zezigidi zezigidi zeedola ngo-2030, oluya kuba sisiqingatha salo kumanqanaba angoku.
Lilonke, imfuno yeoli iya kuhlala yomelele kule minyaka imbalwa izayo, kwaye sinokwenza uninzi lwayo ngokwenza utyalo-mali olukrelekrele.Jonga into endiyikhethile namhlanje -
I-Helmerich & Payne ibonelela ngeenkonzo zokomba kunye nezisombululo zokuhlola ioyile kunye neenkampani zokuvelisa.Isebenza ngamacandelo amathathu: Izisombululo zaseNyakatho Melika, i-Offshore Gulf yaseMexico kunye neZisombululo zamazwe ngamazwe.
Ingeniso yekota yesine yenkampani yayihambelana neZacks Consensus Estimate, inyuke nge-6.8%.
Uqikelelo lwayo lweminyaka-mali ka-2023 kunye no-2024 (ngoSeptemba) luye lwahlaziywa phezulu ngama-74 eesenti (19.9%) kunye ne-60 yeesenti (12.4%), ngokulandelanayo, kwiintsuku ezingama-60 ezidlulileyo.Abahlalutyi ngoku balindele ukuba ingeniso yenkampani inyuke nge-45.4% kunye ne-10.2%, ngokulandelanayo, kwiminyaka emibini, ngelixa inzuzo ikhuphuka nge-4,360% kunye ne-22.0%.I-Zacks Rank #1 (Kuyacetyiswa ukuba kuThengwe) yeye-oyile negesi kunye nemizi-mveliso yokomba (kwi-4% ephezulu yamashishini ahlelwe yiZacks).
Abalawuli banethemba “ngokukhawuleza okubalulekileyo kwezemali ka-2023”.Abatyali-mali kufuneka bakhuthazwe ukuba bagxininise kwizinto ezintathu ezibalulekileyo.
Okokuqala, yiFlexrig fleet, eyenza ulwabiwo lwenkunzi lusebenze ngakumbi.Oku kushiya ixesha elincinane lokuphumla kwirig nganye njengoko ikhontrakthi yayo idluliselwa komnye umthengi kamsinya nje emva kokuba ishiywe ngumthengi omnye.Oku kunokonga imali eninzi.Kulo nyaka, i-Helmerich iya kuphinda iqalise iirigi zombhobho obandayo ezili-16 apho inezivumelwano zexesha elimiselweyo ubuncinci iminyaka emi-2.Malunga nesibini esithathwini sale mali sele ikhutshiwe, uninzi lwayo iya kuba yeyorhwebo olukhulu lwee-asethi zokuhlola nemveliso, ingakumbi kwisiqingatha sokuqala sonyaka-mali.
Okwesibini, amaxabiso e-rig ebephezulu kulo nyaka, nto leyo ayimangalisi xa kujongwa ubunzima bamandla.Kodwa eyona nto ikhuthazayo kukuba imfuno eyomeleleyo kunye nokwandiswa kwekhontrakthi kulindeleke ukuba kunyuse ngakumbi umndilili wexabiso lezithuthi.Ulawulo lubone ukonyuka okukhulu kulo nyaka-mali.Ukubonelela ngetekhnoloji kunye nezisombululo ezizenzekelayo ziqhuba ngokucacileyo imfuno njengoko iirigi ezindala zingasasebenzi ngokufanelekileyo.
I-NexTier Oilfield Solutions ibonelela ngokugqitywa kunye neenkonzo zemveliso kwiindawo ezikhoyo kunye nezinye iindawo zokugcina amanzi.Inkampani isebenza kumacandelo amabini: Iinkonzo zokuGqibezela kakuhle kunye neeNkonzo zoKwakha iNdawo kunye neeNkonzo zokuSebenza.
Kweyona kota yamva nje, i-NexTier iphumelele uqikelelo lwemvumelwano ye-Zacks nge-6.5%.Ingeniso yehle nge-2.8%.Uqikelelo lwemivuzo ka-2023 luhleli luzinzile kwiintsuku ezingama-60 ezidlulileyo, kodwa lunyuke ngeesenti ezili-16 (7.8%) kwiintsuku ezingama-90 ezidlulileyo.Oku kuthetha ukunyuka kwe-24.5% kwingeniso kunyaka ozayo kunye nokunyuka kwe-56.7% kwingeniso.I-Zacks Rank #1 isitokhwe ibanjwe yi-Oil & Gas - Iinkonzo zeNsimu (i-Top 11%).
Abaphathi bathethe ngeenzuzo zesakhiwo esonwabela inkampani.Ukungafumaneki kwenqanawa eziqhekekayo yenye yeengxaki ezinkulu ezibambezela ukukhula kwemveliso yomhlaba e-US.Ngelixa izithuthi ezitsha kufuneka zandise ubungakanani bezithuthi obukhoyo obungama-270 malunga ne-25%, ukunyanzeliswa kweemfuno eziphezulu kunye nezithintelo zekhonkco lonikezelo kwiinqwelo ezishiyekileyo ezingenzelwanga imisebenzi yangoku yokuqhekeka kuya kukhupha iinqwelo ezininzi emsebenzini.Ngenxa yoko, iinqanawa ziya kuqhubeka zinqongophele.Iinkampani ze-E&P nazo zijonge ukubuyisela ixabiso kubaninizabelo endaweni yokwakha amandla.
Ngenxa yoko, ekupheleni kuka-2023, imfuno yase-US (ulawulo luchaza imvumelwano yoshishino ye-1 mb / d) iya kuqhubeka idlula unikezelo (1.5 mb / d), kwaye nangona ukudodobala koqoqosho okuncinci, oku kungafani kuya kuqhubeka.kwamanye amazwe.ixesha Ubuncinane kwiinyanga ezili-18 ezizayo.
Ngelixa amaxabiso e-NexTier eza kuba phezulu ngo-2023, asazakuba yi-10-15% ngaphantsi kwamanqanaba angaphambi kobhubhane.Nangona kunjalo, inkampani yathatha ithuba lemeko ukuphinda ixoxe ngemibandela yorhwebo evumayo kwaye ingene kumaqabane anamandla.Ngeli xesha, izixhobo zayo ezisebenza ngerhasi yendalo ziyaqhubeka ukuba ngamaxabiso angcono ngenxa yoncedo olubalulekileyo lwexabiso lerhasi yendalo.Ngoko ke, kulindeleke ukuba bahlale bekhuthele nokuba kukho ukudodobala koqoqosho.
I-Patterson ibonelela ngeenkonzo zokomba zekhontrakthi elunxwemeni kwi-US kunye nabaqhubi be-oyile negesi bamanye amazwe.Isebenza ngokwamacandelo amathathu: Iinkonzo Zokugrumba iikhontrakthi, iiNkonzo zokuTofa, kunye neeNkonzo zokuGwaba eziNgqongileyo.
Inkampani ibike iziphumo ezinamandla kakhulu kwikota yakutshanje, ibetha i-Zacks Consensus Estimate nge-47.4% kwimivuzo kunye ne-6.4% kwiintengiso.Uqikelelo lwemvumelwano yeZacks ngo-2023 lonyuke ngeesenti ezingama-26 (13.5%) kwiintsuku ezingama-60 ezidlulileyo, nto leyo ethetha ukunyuka kwemivuzo ngama-302.9%.Ukukhula kwengeniso kulindeleke ukuba komelele kakhulu kunyaka ozayo, kuma-30.3%.#1 Zacks isitokhwe esibanjwe yi-Oli kunye neGesi kunye noKwemba (Phezulu kwe-4%)
Uphando lwakutsha nje oluqhutywe njengenxalenye yenkqubo yocwangciso luka-2023 lubonisa ukuba kukho ithemba eliqinileyo lokufumana izixhobo ezongezelelweyo kwipotifoliyo ebanzi yasePatterson yabathengi abangama-70, kubandakanywa iingcali ezinkulu, abazimeleyo bakarhulumente kunye nabaqhubi abancinci babucala.Okwangoku baceba ukongeza i-rigs ye-40 kwikota yesine kunye nenye i-50 ngo-2023. Esi sibonakaliso esihle sokukhula kweshishini kunyaka ozayo.
Inkampani isebenzisa imfuno eqinileyo yeerigs ukuthethathethana ngamaxabiso aphezulu, kwaye iphinda inyuse inani lee-rigs kwiikontrakthi zexesha elimiselweyo, iphucula ukubonakala kweengeniso kunye nokwandisa amathuba okuhamba kwemali okuzinzileyo.Izixhobo zayo eziphambili, kubandakanywa amanqanaba aphezulu okuzenzekelayo kunye nokukhutshwa okuphantsi, kwenza oku kwenzeke.
Inkonzo yaMandla eliThoba ngumnikezeli wenkonzo yokugqibezela elunxwemeni kuMntla waseMelika nakwihlabathi jikelele.Ibonelela kakuhle ngesamente, izixhobo zokugqibezela ezifana ne-hangers ye-liner kunye nezixhobo, iipakethe zokuqhawula i-fracture, i-sleeve eqhekezayo, izixhobo zokulungiselela inqanaba lokuqala, iiplagi zokuqhekeza, izixhobo ze-casing float, njl., kunye nabanye.iinkonzo.
Kwikota kaSeptemba, inkampani ibike ingeniso ebetha isikhokelo sikaZacks nge-8.6%, ngelixa ingeniso ibetha isikhokelo sikaZacks nge-137.5%.Kwiintsuku ezingama-60 ezidlulileyo, ixabiso lesivumelwano se-Zacks liye lanyuka nge-$ 1.15 (100.9%), oku kuthetha ukunyuka kwengeniso ye-301.8% ngo-2023. Abahlalutyi nabo balindele ukunyuka okuqinileyo kwe-24.6% kwingeniso.I-Zacks Rank #1 isitokhwe ibanjwe yi-Oil & Gas - Iinkonzo zeNsimu (i-Top 11%).
Imeko-bume entle ebonwa ngabadlali abakhankanywe ngasentla ibonakala nakwiziphumo zeNine.Abaphathi bathi uninzi lokunyuka kwekota kwikota kuqhutywa ngamaxabiso aphezulu esamente kunye namaxabiso etyhubhu ebotshelelweyo, kunye nezixhobo zokugqibezela ezongezelelekileyo.Izixhobo kunye nokunqongophala kwabasebenzi kuqhubeka ukunciphisa ukufumaneka, ngoko abathengi bazimisele ukuhlawula amaxabiso aphezulu.Nangona kunjalo, inxalenye yokunyuka kwamaxabiso esamente kule minyaka imbalwa idlulileyo kubangelwe kukunqongophala kwesamente ekrwada.
Isithoba sinesabelo semarike esibalulekileyo kumacandelo e-samente kunye nokuvalwa kwe-soluble.Ngokujongene nokunqongophala kwezinto eziluhlaza kunye nesidingo sokunciphisa ukukhutshwa kwezinto ezikhutshwayo, izisombululo ezitsha zanceda inkampani ukuba ithathe i-20% yesabelo ekufakweni kwesamente kakuhle.Isabelo salo semarike yeeplagi ezinyibilikayo (ngomnye wababoneleli abane abanesabelo se-75%) ikhuselwe yimiqobo ephezulu yokungena ngenxa yokuba iquka izinto eziphambili ezingelula ukuziphindaphinda.Ikwalicandelo elikhula ngokukhawuleza, nabaphathi balindele ukukhula nge-35% ekupheleni kuka-2023.
Ngaba uyafuna ukufumana iingcebiso zamva nje kwiZacks Investment Research?Namhlanje unokukhuphela ii-stocks eziphezulu ze-7 kwiintsuku ze-30 ezizayo.Cofa ukufumana le ngxelo yasimahla
Ixesha lokuposa: Jan-14-2023