Ngakhale mitengo yamagetsi yatsika kwambiri chifukwa cha mliri wapambuyo pa mliri, pali chifukwa chokhulupirira kuti vutoli silinathe.Lipoti laposachedwapa la International Energy Agency (IEA) linatcha "vuto loyamba lenileni la mphamvu padziko lonse lapansi."
Izi ndichifukwa choti geopolitics ikuchulukitsa mavuto m'makampani omwe akhudzidwa kale ndi mliriwu.Kwa ogula, makamaka magulu otsika omwe amawononga ndalama zambiri pamagetsi, izi ndizowirikiza kawiri.Chifukwa ngakhale adalandira ndalama zaulere panthawi ya mliri, ayenera kubweza chifukwa mitengo ya chilichonse kuyambira chakudya ndi gasi kupita kunyumba komanso magalimoto akukwera.Ndipo tsopano a Fed akuchita zonse zomwe angathe kuti ululuwo ukule.Chifukwa zinthu ziyenera kuipiraipira zisanakhale bwino.
Zowawa momwe ziliri, izi ndizovuta kwamakampani amafuta ndi gasi aku US, omwe ali okonzeka kupitilizabe kukweza mitengo ndikuchepetsa kupanga.Kupatula apo, vuto lamagetsi lakhala likumanga kwazaka zambiri pomwe makampani amafuta akupitilizabe kuchepetsa mphamvu asanatulutse mphamvu zoyera zokwanira kuti zilowe m'malo.Otsatsa amathandizira lingaliro la kukhala ndi mphamvu zochepa chifukwa ndi zida zosamalira kwambiri zomwe zimatha kuchepetsa kwambiri phindu pakafunika kuchepa.
Koma chaka chino olamulira a Biden adayenera kumasula nkhokwe kuti mitengo itsike m'malo oyenera, kotero zikuwonekeratu kwa aliyense kuti pakufunika mphamvu zina.Izi ndi zomwe tikuwona tsopano.Mitengo ikuyenera kukhalabe mu $70- $90 kwa ambiri a 2023, kulolanso boma kubwezeretsanso nkhokwe zaukadaulo.Kotero ziribe kanthu zomwe tingaganize, zofuna sizipita kulikonse.
Padziko lonse, zinthu zilinso bwino.Zotsatira za kulepheraku zikanakhala zochepa kwambiri ngati Russia ikanakhala wosewera wamng'ono pamsika uno.Koma chifukwa cha udindo wake monga wogulitsa mafuta ambiri, komanso wogulitsa gasi wamkulu (ku Ulaya), adapeza zofunika kwambiri.Russia idati idzachepetsa kupanga ndi 7% poyankha zilango zaku Western ndikuyesa kuchepetsa mtengo wamafuta aku Russia.Sitikudziwa kuti angapitirizebe kuchita zimenezi mpaka liti, chifukwa mitengo yokwera idzavulaza makasitomala ake.
Komabe, mu 2023, chinthu china chidzachitika.Ichi ndi China.Dziko la Asia latsekedwa pafupifupi chaka chino.Chifukwa chake ngakhale US ingachedwe pang'ono, China ikhoza kuyamba kung'ung'udza.Izi zidzatanthauza kufunikira kwakukulu (ndi mphamvu yamtengo) pamagawo awa.
Malingaliro a IEA oti awonjezere kugwiritsa ntchito mphamvu zamagetsi m'malo mwa mafuta amatanthauza kuti vuto lomwe lilipo liyenera kupitilirabe mpaka mafuta otsalira (omwe awonjezeka chifukwa cha kukula kwachuma) afika pachimake ndiyeno kulowa pansi pang'onopang'ono.
Imaneneratu kuti "kugwiritsa ntchito malasha kudzachepa m'zaka zingapo zikubwerazi, kufunika kwa gasi kukhazikika kumapeto kwa zaka khumi, ndipo kukwera kwa magalimoto amagetsi (EV) kumatanthauza kuti kufunikira kwamafuta kudzakhazikika pakati pa 2030s ndikutsika pang'ono. kumapeto kwa zaka khumi.”pakati pa zaka zana..”
Komabe, kuti akwaniritse zotulutsa ziro pofika chaka cha 2050, ndalama zogulira mphamvu zoyera zimayenera kupitilira $4 thililiyoni pofika 2030, yomwe ingakhale theka lazomwe zili pano.
Ponseponse, kufunikira kwamafuta kudzakhalabe kolimba pazaka zingapo zikubwerazi, ndipo titha kuchita bwino popanga ndalama mwanzeru.Onani zomwe ndasankha lero -
Helmerich & Payne imapereka ntchito zoboola ndi mayankho kwamakampani ofufuza mafuta ndi kupanga.Imagwira m'magawo atatu: North American Solutions, Offshore Gulf of Mexico ndi International Solutions.
Zomwe kampaniyo idapeza mugawo lachinayi zinali zogwirizana ndi Zacks Consensus Estimate, zomwe zidakwera 6.8%.
Zolosera zake zazaka zachuma 2023 ndi 2024 (kupyolera mu Seputembala) zasinthidwanso ndi masenti 74 (19.9%) ndi masenti 60 (12.4%), motsatana, m'masiku 60 apitawa.Ofufuza tsopano akuyembekeza kuti ndalama za kampaniyo zidzakwera 45.4% ndi 10.2%, motero, pazaka ziwiri, pamene phindu limakwera 4,360% ndi 22.0%.Malo a Zacks #1 (Omwe Akulimbikitsidwa Kugula) ndi amafuta ndi gasi ndi kubowola (pa 4% yapamwamba ya mafakitale omwe ali m'gulu la Zacks).
Oyang'anira ali ndi chiyembekezo chokhudza "kukula kwakukulu muzachuma cha 2023".Otsatsa malonda ayenera kulimbikitsidwa kuti aganizire pa zinthu zitatu zofunika.
Choyamba, ndi Flexrig zombo, zomwe zimapangitsa kuti kugawa ndalama zikhale bwino.Izi zimasiya nthawi yocheperako pa chipangizo chilichonse pomwe mgwirizano wake umasamutsidwa kwa kasitomala wina atangotulutsidwa ndi kasitomala m'modzi.Zimenezi zingapulumutse ndalama zambiri.Chaka chino, Helmerich ayambitsanso zida zoziziritsa kuzizira 16 zomwe zimakhala ndi makontrakitala osachepera zaka 2.Pafupifupi magawo awiri mwa magawo atatu a ndalamazi zaperekedwa kale, zambiri zomwe zidzakhale zogulitsa poyera kufufuza ndi kupanga katundu, makamaka mu theka loyamba la chaka chandalama.
Chachiwiri, mitengo yamtengo wapatali yakhala yokwera kwambiri chaka chino, zomwe sizodabwitsa chifukwa cha vuto la mphamvu.Koma chomwe chili cholimbikitsa kwambiri ndichakuti kufunikira kwakukulu ndi kukulitsa kontrakitala zikuyembekezeredwa kukulitsa mtengo wapakati wa zombo zogwirira ntchito.Utsogoleri wawona kukwera kwakukulu chaka chino chandalama.Zopereka zake zaukadaulo ndi mayankho a automation zikuyendetsa bwino chifukwa zida zakale sizigwiranso ntchito.
NexTier Oilfield Solutions imapereka ntchito zomaliza ndi kupanga m'malo omwe alipo komanso ena.Kampaniyo imagwira ntchito m'magawo awiri: Ntchito Zomaliza Zabwino ndi Zomangamanga ndi Ntchito Zogwirira Ntchito.
M'gawo laposachedwa kwambiri, NexTier idachita bwino kwambiri kuyerekezera kwa Zacks ndi 6.5%.Ndalama zatsika ndi 2.8%.Zomwe zapeza mu 2023 zidakhazikika m'masiku 60 apitawa, koma zidakwera ndi masenti 16 (7.8%) m'masiku 90 apitawa.Izi zikutanthauza 24.5% kuwonjezeka kwa ndalama chaka chamawa ndi 56.7% kuwonjezeka kwa ndalama.Zacks Rank #1 stock imagwiridwa ndi Oil & Gas - Field Services (Top 11%).
Oyang'anira adalankhula zaubwino wamapangidwe omwe kampaniyo imasangalala nayo.Kusapezeka kwa zombo zophulika ndi chimodzi mwazinthu zomwe zikulepheretsa kukula kwa nthaka ku US.Ngakhale kuti zombo zatsopanozi zikuyenera kuonjezera kukula kwa zombo za 270 ndi 25%, kulemedwa kwa kufunikira kwakukulu ndi zovuta zopezera katundu pa sitima zapamadzi zomwe sizinapangidwe kuti zigwire ntchito zamakono zidzachotsa zombo zambiri.Chotsatira chake, zombozi zidzapitirizabe kuchepa.Makampani a E&P akuyang'ananso kubweza mtengo kwa omwe akugawana nawo m'malo mopanga mphamvu.
Zotsatira zake, pofika kumapeto kwa 2023, zofuna za US (oyang'anira amatchula mgwirizano wamakampani a 1 mb / d) apitilizabe kupitilira (1.5 mb/d), ndipo ngakhale kutsika kwachuma pang'ono, kusiyana kumeneku kuyenera kupitiliza.kwa mayiko ena.nthawi Osachepera kwa miyezi 18 yotsatira.
Ngakhale mitengo ya NexTier idzakhala yokwera mu 2023, idzakhalabe 10-15% pansi pa mliri usanachitike.Komabe, kampaniyo idagwiritsa ntchito mwayiwu kuti ikambiranenso zamalonda abwino ndikulowa m'mabwenzi amphamvu.Pakadali pano, zida zake zoyendera gasi zikupitilizabe kubweretsa mitengo yabwinoko chifukwa cha mtengo wake wamafuta achilengedwe.Chifukwa chake, amayembekezeredwa kukhalabe achangu ngakhale pakakhala kutsika kwachuma.
Patterson amapereka ntchito zobowola m'mphepete mwa nyanja kwa US ndi ogwira ntchito zamafuta ndi gasi padziko lonse lapansi.Imagwira m'magawo atatu: Contract Drilling Services, Injection Services, ndi Directional Drilling Services.
Kampaniyo idanenanso zotsatira zamphamvu kwambiri mgawo laposachedwa, kumenya Zacks Consensus Estimate ndi 47.4% pazopeza ndi 6.4% pazogulitsa.Chiyerekezo cha mgwirizano wa Zacks cha 2023 chakwera ndi masenti 26 (13.5%) m'masiku 60 apitawa, kutanthauza kuti awonjezeka ndi 302.9% pazopeza.Kukula kwa ndalama kukuyembekezeka kukhala kolimba kwambiri chaka chamawa, pa 30.3%.#1 Zacks stock yomwe ili ndi Mafuta & Gasi & Drilling (Pamwamba 4%)
Kafukufuku waposachedwa womwe wachitika ngati gawo lakukonzekera kwa 2023 akuwonetsa kuti pali chiyembekezo champhamvu pazowonjezera zamakasitomala 70 a Patterson, kuphatikiza akatswiri akuluakulu, odziyimira pawokha aboma ndi ogwira ntchito ang'onoang'ono.Pakali pano akukonzekera kuwonjezera ma 40 rigs mu gawo lachinayi ndi ena 50 mu 2023. Ichi ndi chizindikiro chabwino cha kukula kwa bizinesi chaka chamawa.
Kampaniyo ikugwiritsa ntchito kufunikira kwamphamvu kwa ma rig kuti akambirane zamitengo yokwera, ndikuwonjezeranso kuchuluka kwa ma rig pamakontrakitala anthawi yokhazikika, kuwongolera kuwonekera kwa phindu ndikuwonjezera chiyembekezo chakuyenda bwino kwandalama.Zida zake zapamwamba, kuphatikiza milingo yayikulu yodzipangira okha komanso mpweya wochepa, zimapangitsa izi kukhala zotheka.
Nine Energy Service ndiwopereka ntchito zomaliza pamtunda ku North America Basin komanso padziko lonse lapansi.Imakhala ndi simenti yabwino, zida zomalizitsa monga zopachika liner ndi zowonjezera, zopakira zodzipatula, manja ophwanyika, zida zokonzekera siteji yoyamba, mapulagi ophwanyika, zida zoyandama casing, ndi zina.ntchito.
M'gawo la Seputembala, kampaniyo idanenanso ndalama zomwe zidapambana chiwongolero cha Zacks ndi 8.6%, pomwe zopeza zidaposa kuwongolera kwa Zacks ndi 137.5%.M'masiku 60 apitawa, chiwerengero cha Zacks chikugwirizana chawonjezeka ndi $ 1.15 (100.9%), zomwe zikutanthauza kuwonjezeka kwa phindu la 301.8% mu 2023. Ofufuza amayembekezeranso kuwonjezeka kolimba kwa 24.6% kwa ndalama.Zacks Rank #1 stock imagwiridwa ndi Oil & Gas - Field Services (Top 11%).
Malo abwino omwe osewera omwe tawatchulawa akuwona akuwonekeranso muzotsatira za Nine.Oyang'anira ati kuchuluka kwa kuchuluka kwa kotala ndi kotala kumayendetsedwa ndi mitengo yokwera ya simenti ndi machubu, komanso zida zambiri zomaliza.Zida ndi kuchepa kwa ntchito zikupitirirabe kuchepetsa kupezeka, kotero makasitomala ali okonzeka kulipira mitengo yapamwamba.Komabe, mbali ina ya kukwera kwa mitengo ya simenti m’zaka zingapo zapitazi kwachitika chifukwa cha kusowa kwa simenti yaiwisi.
Nine ili ndi gawo lalikulu pamsika pamagawo otsekera simenti ndi osungunuka.Poyang'anizana ndi kusowa kwa zida zopangira komanso kufunikira kochepetsera mpweya, njira zatsopano zidathandizira kampaniyo kutenga nawo gawo 20% pakuyika simenti bwino.Gawo lake la msika wa soluble plugs (ndi mmodzi mwa ogulitsa anayi omwe ali ndi gawo la 75%) amatetezedwa ndi zotchinga zazikulu zolowera chifukwa zimaphatikizapo zipangizo zamakono zomwe sizili zophweka kubwereza.Ilinso gawo lomwe likukula mwachangu, pomwe oyang'anira akuyembekeza kukula kwa 35% pofika kumapeto kwa 2023.
Mukufuna kulandira upangiri waposachedwa kuchokera ku Zacks Investment Research?Lero mutha kutsitsa masitoko 7 apamwamba kwambiri masiku 30 otsatira.Dinani kuti mupeze lipoti ili laulere
Nthawi yotumiza: Jan-14-2023