Kunyangwe mitengo yemagetsi yadzika zvakanyanyisa kubva kune yavo-post-denda yakakwira, pane chikonzero chekutenda kuti dambudziko riri kure nekupera.Mushumo uchangobva kuitwa neInternational Energy Agency (IEA) wakaudaidza kuti "dambudziko rekutanga remagetsi pasi rose."
Izvi zvinodaro nekuti geopolitics iri kuwedzera matambudziko muindasitiri yatorohwa nedenda.Kune vatengi, kunyanya mapoka ane mari shoma anoshandisa yakawanda yemubhadharo wavo pamagetsi, izvi zvinopeta kaviri.Nekuti kunyangwe vakagamuchira mari yemahara panguva yedenda, vanosungirwa kuidzorera sezvo mitengo yezvinhu zvese kubva pachikafu negasi kuenda kudzimba uye mota dziri kukwira.Uye ikozvino Fed iri kuita zvese zvainogona kuita kuti marwadzo awedzere.Nekuti zvinhu zvinofanirwa kuipa zvisati zvave nani.
Zvinorwadza sezvavari, iyi imhepo kumakambani emafuta negasi eUS, ayo ari kuda kuramba achikwidza mitengo uku achidzikamisa kugadzirwa.Mushure mezvose, dambudziko remagetsi rave nemakore richivaka sezvo makambani emafuta ari kuramba achicheka huwandu asati agadzira simba rakachena rakakwana kuti ritsive.Vagadziri vemari vanotsigira iyo pfungwa yehushoma huwandu nekuti ndeye yakakwirira-yekugadzirisa michina inogona kuderedza zvakanyanya pundutso kana kudiwa kwadzikira.
Asi gore rino manejimendi eBiden aifanira kuburitsa matura ekudzikisa mitengo kusvika pamazinga anonzwisisika, saka zviri pachena kumunhu wese kuti kumwe kudiwa kunodiwa.Izvi ndizvo zvatiri kuona.Mitengo inogona kuramba iri mumadhora makumi manomwe nemakumi mapfumbamwe emadhora mazhinji e2023, zvakare ichibvumidza hurumende kuti idzore nzvimbo dzakachengetwa.Saka zvisinei kuti tinofungei, kudiwa hakuna kwainoenda.
Munyika yose, mamiriro acho ezvinhu akanakawo.Mhedzisiro yekutadza uku kwaizove kushoma kana Russia yaive mutambi mudiki mumusika uyu.Asi nekuda kwechimiro chayo semutengesi mukuru wemafuta, pamwe chete nemutengesi mukuru wegesi (kuEurope), yakawana kukosha kwakawanda.Russia yakati ichacheka kugadzirwa ne7% mukupindura zvirango zvekuMadokero uye kuyedza kudzikisira mutengo wemafuta ekuRussia.Hatizivi kuti anogona kuramba achiita izvi kwenguva yakareba sei, sezvo mitengo yakakwira ichikuvadza vatengi vake, hongu.
Nekudaro, muna 2023, chimwe chinhu chichauya mukutamba.Iyi iChina.Nyika yeAsia yakavharwa kwenguva zhinji yegore rino.Saka kunyangwe iyo US ikadzikira zvishoma, China inogona kutanga kurira.Izvi zvinoreva kudiwa kwepamusoro (uye simba remutengo) kune aya masheya.
Kurudziro yeIEA yekuwedzera mari yekushandisa pamagetsi akachena kwete mafuta zvinoreva kuti dambudziko riripo rinofanira kuenderera mberi kusvika kushandiswa kwemafuta efosil (iyo yakawedzera nekuda kwekukura kwehupfumi) kwakwira uye yopinda muchikamu chekudzikira.
Inofanotaura kuti "kushandiswa kwemarasha kuchadzikira mumakore mashoma anotevera, kudiwa kwegasi rechisikigo kuchadzikama kusvika pakupera kwemakore gumi, uye kukwira kwemotokari yemagetsi (EV) kutengesa kunoreva kuti kudiwa kwemafuta kuchadzikama pakati pe2030s uye kuderera zvishoma kwakanangana. pakupera kwemakore gumi.”pakati pezana remakore..”
Nekudaro, kuti uwane zero emissions panosvika 2050, yakachena simba rekudyara raizoda kudarika $4 tiririyoni panosvika 2030, ingave hafu iyo pamazinga aripo.
Pakazere, kudiwa kwemafuta kucharamba kwakasimba mumakore mashoma anotevera, uye isu tinogona kuzviita zvakanyanya nekuita smart investments.Tarisa zvandasarudza nhasi -
Helmerich & Payne inopa masevhisi ekuchera uye mhinduro dzekutsvaga oiri uye makambani ekugadzira.Inoshanda kuburikidza nezvikamu zvitatu: North American Solutions, Offshore Gulf yeMexico uye International Solutions.
Mihoro yekambani iyi yechina yaienderana neZacks Consensus Estimate, yakakwira 6.8%.
Mafungiro ayo emakore emari 2023 uye 2024 (kusvika Gunyana) akadzokororwa kumusoro nemasendi makumi manomwe nemana (19.9%) uye 60 masenti (12.4%), zvichiteerana, mumazuva makumi matanhatu apfuura.Vaongorori ikozvino vanotarisira kuti mari yekambani ichakwira 45.4% uye 10.2%, zvichiteerana, mumakore maviri, nepo purofiti inokwira 4,360% uye 22.0%.Zacks Chinzvimbo #1 (Yakakurudzirwa Tenga) ndeyamafuta negasi uye maindasitiri ekuchera (mune yepamusoro 4% yemaindasitiri akaiswa muchikamu neZacks).
Management ine tarisiro nezve "yakakosha kukurumidza mumari 2023".Vanoisa mari vanofanirwa kukurudzirwa kuti vatarise pazvinhu zvitatu zvakakosha.
Chokutanga pane zvose, iFlexrig fleet, iyo inoita kuti kugoverwa kwemari kubudirire.Izvi zvinosiya nguva shoma yekudzikira kune yega yega rig sezvo kondirakiti yayo ichiendeswa kune mumwe mutengi nguva pfupi yabva yasiiwa nemumwe mutengi.Izvi zvinogona kuchengetedza mari yakawanda.Gore rino, Helmerich ichatangazve 16 inotonhora-pipe rigs iyo ine yakagadziriswa-yenguva zvibvumirano zveanosvika makore maviri.Zvikamu zviviri muzvitatu zvemari iyi zvakatobviswa, zvizhinji zvacho zvichange zviri zvekutsvaga nekugadzirwa kwezvinhu zvinotengeswa pachena, kunyanya muhafu yekutanga yegore rezvemari.
Chechipiri, mitengo yemitengo yakakwira gore rino, izvo zvisingashamise nekuona dambudziko remagetsi.Asi chinonyanya kukurudzira ndechekuti kudiwa kwakasimba uye kuwedzerwa kwekondirakiti kunotarisirwa kuwedzera avhareji yemutengo wezvikepe.Management yakaona kuwedzera kukuru gore rino remari.Yayo tekinoroji inopa uye otomatiki mhinduro zviri pachena kutyaira kudiwa sezvo maregi ekare haasisiri kuita seanoshanda.
NexTier Oilfield Solutions inopa kupedzisa uye kugadzira masevhisi mune aripo uye mamwe madhirigi.Iyo Kambani inoshanda muzvikamu zviviri: Zvakanaka Kupedzisa Masevhisi uye Zvakanaka Kuvaka uye Workover Services.
Muchikamu chekupedzisira, NexTier yakapfuura fungidziro yeZacks ne6.5%.Revenue yakaderera ne2.8%.Mari yekufungidzira ya2023 yakaramba yakagadzikana mumazuva makumi matanhatu apfuura, asi yakawedzera nemasendi gumi nematanhatu (7.8%) mumazuva makumi mapfumbamwe apfuura.Izvi zvinoreva kuwedzera kwe24.5% mumari gore rinouya uye 56.7% kuwedzera kwemari.Zacks Rank #1 stock inobatwa neOil & Gas - Field Services (Pamusoro 11%).
Management yakataura nezve zvimiro zvakanakira izvo kambani inonakidzwa nazvo.Kusawanikwa kwezvikepe zvinotsemuka ndeimwe yemabhodhoro makuru anodzosera kumashure kukura kwekugadzirwa kwenyika muUS.Kunyange zvikepe zvitsva zvekuvaka zvichifanira kuwedzera saizi yezvikepe zvazvino zve270 ne25%, kuremerwa kwekudiwa kukuru uye zvipingamupinyi zvekutakura zvinhu pazvikepe zvenhaka zvisina kugadzirwa zvemazuva ano zvinoparadza zvichatora ngarava dzakawanda kunze kwebasa.Izvi zvinoita kuti zvikepe zvirambe zvichishomeka.Makambani eE&P ari kutsvagawo kudzorera kukosha kune vanogovana pane kuvaka hunyanzvi.
Nekuda kweizvozvo, pakupera kwa2023, kudiwa kweUS ( manejimendi anotsanangura indasitiri kubvumirana kwe1 mb/d) icharamba ichipfuura kupa (1.5 mb/d), uye kunyangwe nekuderera kwehupfumi, kusawirirana uku kungangoenderera mberi.kune dzimwe nyika.nguva Kanenge kune inotevera 18 months.
Nepo NexTier mitengo ichave yakakwira muna 2023, icharamba iri 10-15% pazasi pre-denda mazinga.Nekudaro, iyo kambani yakatora mukana wemamiriro ezvinhu kutaurirana zvakare mamwe mazwi akanaka ekutengesa uye kupinda muvadyidzani vakasimba.Zvichakadaro, midziyo yayo yegasi-yemagetsi inoramba ichiraira mitengo iri nani nekuda kwekukosha kwemutengo wemafuta echisikigo.Nekudaro, vanotarisirwa kuramba vachishanda kunyangwe pakaitika kudzikira.
Patterson inopa onshore kondirakiti yekuchera masevhisi kuUS uye kune vepasirese oiri uye gasi vanoshanda.Inoshanda kuburikidza nezvikamu zvitatu: Contract Drilling Services, Injection Services, uye Directional Drilling Services.
Iyo kambani yakashuma mhedzisiro yakasimba kwazvo mukota yazvino, ichirova Zacks Consensus Estimate ne47.4% pamuhoro uye 6.4% pakutengesa.The Zacks kubvumirana fungidziro ye2023 yakawedzera nemasendi makumi maviri nematanhatu (13.5%) mumazuva makumi matanhatu apfuura, zvichireva kuwedzera kwe302.9% yemuhoro.Kukura kwemari kunotarisirwa kuve kwakasimba zvikuru gore rinouya, pa30.3%.#1 Zacks stock inobatwa neOiri & Gasi & Drilling (Pamusoro 4%)
Ongororo ichangoburwa yakaitwa sechikamu chehurongwa hwekuronga 2023 inoratidza kuti kune tarisiro yakasimba yekuwedzera maregi muPatterson's yakakura portfolio yevatengi makumi manomwe, kusanganisira ma superspecialists, vehurumende vakazvimirira uye vadiki vanoshanda.Iye zvino vanoronga kuwedzera 40 rigs mukota yechina uye imwe 50 muna 2023. Ichi chiratidzo chakanaka chekukura kwebhizimisi gore rinouya.
Kambani iyi iri kushandisa kudiwa kwakasimba kwemarig kutaurirana mitengo yakakwira, uye zvakare iri kuwedzera huwandu hwema rig pazvibvumirano zvenguva yakatarwa, kuvandudza kuoneka kwepurofiti uye kuwedzera tarisiro yekugadzikana kwemari.Midziyo yayo yepamberi, kusanganisira yakakwira mazinga e otomatiki uye yakaderera emissions, inoita kuti izvi zvigoneke.
Nine Energy Service ndeye onshore kupedzisa sevhisi muNorth America Basin uye kune dzimwe nyika.Inopa zvakanaka simende, midziyo yekupedzisa senge liner hangers uye zvishongedzo, fracture yekuzviparadzanisa packers, fracturing sleeve, yekutanga nhanho yekugadzirira maturusi, fracturing plugs, casing float maturusi, nezvimwe, nezvimwe.masevhisi.
Muchikamu chaGunyana, kambani yakashuma mari yakakunda kutungamira kwaZacks ne8.6%, ukuwo mihoro yakakunda gwara reZacks ne137.5%.Mumazuva makumi matanhatu apfuura, Zacks kubvumirana kukosha kwakawedzera ne $ 1.15 (100.9%), izvo zvinoreva kuwedzera kwepurofiti ye301.8% muna 2023. Vaongorori vanotarisirawo kuwedzera kwakasimba kwe24.6% mumari.Zacks Rank #1 stock inobatwa neOil & Gas - Field Services (Pamusoro 11%).
Mamiriro akanaka anoonekwa nevatambi vambotaurwa anoratidzwawo mumibairo yeNine.manejimendi akati kwakawanda kwekota-on-kota kuwedzera kwaifambiswa nemitengo yakakwira simende uye yakasungirirwa tubing mitengo, pamwe nemamwe maturusi ekupedzisa.Zvishandiso uye kushomeka kwevashandi kuri kuramba kuchidzikamisa kuwanikwa, saka vatengi vanoda kubhadhara mitengo yakakwira.Zvakadaro, kumwe kukwira kwemitengo yesimende mumakore mashoma apfuura kwakakonzerwa nekushomeka kwesimende mbishi.
Zvipfumbamwe zvine chikamu chakakosha chemusika muzvikamu zvekuisa uye zvinonyungudika zvekuvharisa.Yakatarisana nekushomeka kwezvinhu zvinogadzirwa uye kukosha kwekudzikisa kuburitswa, mhinduro dzehunyanzvi dzakabatsira kambani kutora chikamu che20% mukusimbisa simende.Chikamu chayo chemusika we soluble plugs (ndiwo mumwe wevatengesi vana vane 75% mugove) inodzivirirwa nezvipingamupinyi zvakakwirira zvekupinda nekuti inosanganisira zvinhu zvepamberi izvo zvisiri nyore kutevedzera.Icho zvakare chikamu chiri kukurumidza kukura, nemanejimendi achitarisira 35% kukura mukupera kwa2023.
Unoda kuwana zano razvino kubva kuZacks Investment Research?Nhasi unogona kudhawunirodha epamusoro masheya manomwe kwemazuva makumi matatu anotevera.Dzvanya kuti uwane iyi rondedzero yemahara
Nguva yekutumira: Jan-14-2023