石油设备网讯 据Oil & Gas Journal网站3月19日休斯顿报道 Rystad能源最近的一份报告显示，全球服务市场收入将在上一个高峰后（11年前），恢复到2014年的9200亿美元，并将持续到2025年。
Rystad能源油田服务研究主管Audun Martinsen表示：“这将是自20世纪80年代以来油田服务业面临的最长衰退，一路上损失约2.3万亿美元的收入。”
Martinsen说：“有利的一面是，在短短3年的时间内，活动水平将高于2014年，尽管该行业的成本削减意味着支出水平将仅为当年峰值水平的80%。”
Rystad指出，收益将在各部分之间不均匀分布。
浮式生产、储存和卸船租赁业的复苏最为迅速，相对而言，正从经济衰退中复苏，预计到2020年将恢复到100%。
北美的压力泵行业很可能只会达到其2023年前峰值的100%。
预计到2027年，海上钻井和地震承包商才能完全恢复。
Martinsen 说：“至于离岸市场，我们预计复苏将慢于陆上和北美服务。离岸市场在2018年触底，由于资本投资增长缓慢，一些成本效率尚未实现，完全扭转局面需要一段时间。”
Martinsen指出：“由于供应过剩、钻井效率提高、利用率低以及对勘探兴趣不足等多种因素的影响，海上钻探公司和地震承包商是最后一批有望恢复往日辉煌的公司。”
王磊 摘译自 Oil & Gas Journal
原文如下：
Rystad: Oil service market to remain depressed until 2025
It won’t be until 2025—11 years after the last peak—that global service market revenues again will make it back to the $920-billion mark seen in 2014, according to a recent report from Rystad Energy.
“This will be the longest slump faced by the oil field services industry since the 1980s, with about $2.3 trillion in revenues lost along the way,” said Audun Martinsen, Rystad Energy’s head of oil field service research.
“On the bright side, in only 3 years’ time, activity levels will be higher than they were in 2014, although the cost cuts achieved in the sector means spending levels will only be 80% of what was seen in that peak year,” Martinsen said.
The recovery will be spread unevenly between the segments, Rystad noted.
The floating production, storage, and offloading vessel leasing sector has seen the quickest recovery, emerging from the downturn relatively unscathed. It is forecast to be back at 100% by 2020.
The pressure pumping industry in North America is only likely to reach 100% of its previous peak in 2023.
The offshore drillers and seismic contractors are not expected to see full recovery until 2027.
“As for the offshore market, we expect recovery to be slower than for onshore and North American services. The offshore market bottomed out in 2018, and it will take some time to turn around fully, as capital investments are ramping up slowly and some cost efficiencies have yet to be realized,” Martinsen said.
“Offshore drillers and seismic contractors are the last segments expected to return to their former glory, as recovery is slowed by multiple factors—a supply overhang, higher drilling efficiency, low utilization, and scant interest in exploration,” Martinsen noted.
