ʻOiai ua hāʻule nui nā kumukūʻai ikehu mai ko lākou kiʻekiʻe post-pandemic, aia ke kumu e manaʻoʻiʻo ai ua mamao loa ka pilikia.ʻO kahi hōʻike hou e ka International Energy Agency (IEA) i kapa ʻia ʻo ia "ka pilikia mua o ka ikehu honua."
ʻO kēia no ka mea ke hoʻonui nei ka geopolitics i nā pilikia i kahi ʻoihana i loaʻa i ka maʻi maʻi.No nā mea kūʻai aku, ʻoi aku ka nui o nā hui haʻahaʻa e hoʻolilo i ka hapa nui o kā lākou uku ma ka ikehu, he pālua kēia.No ka mea, inā i loaʻa iā lākou ke kālā manuahi i ka wā maʻi maʻi, pono lākou e uku no ka mea ke piʻi nei nā kumukūʻai o nā mea āpau mai ka meaʻai a me ke kinoea i ka hale a me nā kaʻa.A i kēia manawa ke hana nei ka Fed i nā mea āpau e hiki ai ke hoʻonui i ka ʻeha.No ka mea, e ʻoi aku ka ʻino ma mua o ka maikaʻi.
ʻO ka ʻeha e like me lākou, he makani makani kēia no nā hui ʻaila a me nā hui kinoea o ʻAmelika, ka mea makemake e hoʻomau i ka hoʻonui ʻana i nā kumukūʻai ʻoiai e kaupalena ana i ka hana.Ma hope o nā mea a pau, ke kūkulu nei ka pilikia o ka ikehu no nā makahiki i ka wā e hoʻomau nei nā hui aila e ʻoki i ka hiki ma mua o ka hiki ke hana i ka ikehu maʻemaʻe e hoʻololi ai.Kākoʻo nā mea hoʻopukapuka i ka manaʻo o ka hiki ke kaupalena ʻia no ka mea ʻo ia nā lako mālama kiʻekiʻe e hiki ke hōʻemi nui i ka loaʻa kālā ke emi ka noi.
Akā i kēia makahiki ua hoʻokuʻu ka hoʻokele Biden i nā waihona hoʻolālā e hoʻohaʻahaʻa i nā kumukūʻai i nā pae kūpono, no laila ua maopopo i ka poʻe āpau e pono ai kekahi mau mana keu.ʻO kēia kā mākou e ʻike nei i kēia manawa.E noho mau ana nā kumukūʻai ma ka $70-$90 no ka hapa nui o 2023, e ʻae hou i ke aupuni e hoʻopiha i nā waihona hoʻolālā.No laila, ʻaʻohe mea a mākou e manaʻo ai, ʻaʻole hele ka noi ma kahi āpau.
Ma ka pae honua, maikaʻi nō hoʻi ke kūlana.ʻO nā hopena o kēia hāʻule ʻana e ʻoi aku ka liʻiliʻi inā he mea pāʻani liʻiliʻi ʻo Russia ma kēia mākeke.Akā, ma muli o kona kūlana he mea hoʻolako nui i ka aila, a me ka mea hoʻolako nui o ke kinoea (i ʻEulopa), ua loaʻa iā ia ka mea nui.Ua ʻōlelo ʻo Rūsia e ʻoki ʻo ia i ka hana ʻana e 7% i ka pane ʻana i nā hoʻopaʻi Western a me ka hoʻāʻo e kaupalena i ke kumukūʻai o ka aila Lūkini.ʻAʻole maopopo iā mākou pehea ka lōʻihi e hiki ai iā ia ke hana i kēia, no ka mea, e hōʻeha nā kumukūʻai kiʻekiʻe i kāna mea kūʻai aku, ʻoiaʻiʻo.
Eia nō naʻe, i ka makahiki 2023, e hele mai kekahi kumu.ʻO Kina kēia.Ua pani ʻia ka ʻāina ʻAsia no ka hapa nui o kēia makahiki.No laila inā e lohi iki ka US, hoʻomaka paha ʻo Kina e hum.ʻO ia ke ʻano o ka koi kiʻekiʻe (a me ka mana kumukūʻai) no kēia mau ʻāpana.
ʻO ka ʻōlelo a ka IEA e hoʻonui i ka hoʻolilo ʻana i ka ikehu maʻemaʻe ma mua o ka aila, ʻo ia ka mea e hoʻomau ka pilikia o kēia manawa a hiki i ka piʻi ʻana o ka hoʻohana ʻana i ka wahie fossil (i hoʻonui ʻia i ka ulu ʻana o ka hoʻokele waiwai) a laila komo i kahi pae o ka emi mau.
Ua wānana ʻo ia "e emi ana ka hoʻohana ʻana i ka lanahu i nā makahiki e hiki mai ana, e hoʻomau ka koi kinoea kūlohelohe a hiki i ka hopena o nā makahiki he ʻumi, a ʻo ka piʻi ʻana o ke kūʻai ʻana i nā kaʻa uila (EV) ʻo ia ka mea e hoʻomau ka noi aila i ka waena o 2030s a laila e emi iki i mua. ka pau ana o na makahiki he umi."waena o ke kenekulia..”
Eia nō naʻe, no ka loaʻa ʻana o nā hoʻokuʻu ʻole i ka makahiki 2050, pono e ʻoi aku ka hoʻopukapuka ʻana o ka ikehu maʻemaʻe ma mua o $4 trillion ma 2030, ʻo ia ka hapalua o nā pae o kēia manawa.
ʻO ka holoʻokoʻa, e ikaika mau ka noi no ka aila i nā makahiki e hiki mai ana, a hiki iā mākou ke hana i ka hapa nui o ia mea ma o ka hana ʻana i nā hoʻopukapuka akamai.E nānā i kaʻu i koho ai i kēia lā -
Hāʻawi ʻo Helmerich & Payne i nā lawelawe wili a me nā hoʻonā no ka ʻimi ʻaila a me nā hui hana.Hoʻohana ia ma ʻekolu mau ʻāpana: North American Solutions, Offshore Gulf of Mexico a me International Solutions.
ʻO ka loaʻa ʻana o ka hapahā hapaha o ka hui me ka Zacks Consensus Estimate, piʻi 6.8%.
ʻO kāna mau wānana no nā makahiki kālā 2023 a me 2024 (a hiki i Kepakemapa) ua hoʻoponopono hou ʻia e 74 keneta (19.9%) a me 60 keneta (12.4%), kēlā me kēia, i nā lā 60 i hala.Manaʻo ka poʻe loiloi i ka piʻi ʻana o ka loaʻa kālā o ka ʻoihana ma 45.4% a me 10.2%, i kēlā me kēia, ma mua o ʻelua mau makahiki, ʻoiai ke piʻi nei ka loaʻa kālā he 4,360% a me 22,0%.ʻO Zacks Rank #1 (Recommended Buy) nona nā ʻoihana ʻaila a me ke kinoea a me nā ʻoihana wili (ma ka 4% kiʻekiʻe o nā ʻoihana i hoʻokaʻawale ʻia e Zacks).
Manaʻo ka hoʻokele e pili ana i "ka manawa koʻikoʻi i ka fiscal 2023".Pono e paipai ʻia nā mea hoʻopukapuka e nānā i ʻekolu mau mea nui.
ʻO ka mea mua, ʻo ia ka ʻauwaʻa Flexrig, e ʻoi aku ka maikaʻi o ka hoʻokaʻawale kālā.Ke waiho nei kēia i ka manawa haʻahaʻa no kēlā me kēia rig e like me ka hoʻoili ʻia ʻana o ka ʻaelike no ia mea i kahi mea kūʻai aku ma hope koke o ka haʻalele ʻia ʻana e kekahi mea kūʻai.Hiki i kēia ke mālama i ka nui o ke kālā.I kēia makahiki, e hoʻomaka hou ʻo Helmerich i nā rigs 16 anu i loaʻa iā ia nā ʻaelike paʻa ma kahi o 2 mau makahiki.Ma kahi o ʻelua hapakolu o kēia kālā i hoʻokaʻawale ʻia, ʻo ka hapa nui o ia mau mea no ka ʻimi ʻana a me nā waiwai hana i kūʻai nui ʻia, ʻo ka hapa nui o ka makahiki kālā.
ʻO ka lua, ua kiʻekiʻe nā kumukūʻai rig i kēia makahiki, ʻaʻole ia he mea kupanaha i ka pilikia o ka ikehu.Akā ʻo ka mea e hoʻoikaika nui ai ʻo ia ka koi ikaika a me ka hoʻonui ʻia ʻana o ka ʻaelike e manaʻo ʻia e hoʻonui hou i ke kumukūʻai o nā ʻauwaʻa hana.Ua ʻike ka hoʻokele i ka hoʻonui nui ʻana i kēia makahiki kālā.ʻO kāna hāʻawi ʻenehana a me nā ʻōnaehana automation e hoʻokele pono nei i ka noi no ka mea ʻaʻole maikaʻi nā rigs kahiko.
Hāʻawi ʻo NexTier Oilfield Solutions i ka hoʻopau ʻana a me nā lawelawe hana i loko o nā waihona wai e kū nei a me nā mea ʻē aʻe.Ke hana nei ka Hui ma nā ʻāpana ʻelua: Nā lawelawe hoʻopau maikaʻi a me nā lawelawe kūkulu hale a me nā hana hana.
I ka hapaha hope loa, ua ʻoi aku ʻo NexTier ma mua o ka manaʻo o ka ʻae ʻana o Zacks e 6.5%.Ua hāʻule ka loaʻa kālā he 2.8%.Ua paʻa ka wānana o ka loaʻa kālā no 2023 i nā lā 60 i hala iho nei, akā ua hoʻonui ʻia e 16 keneta (7.8%) i nā lā 90 i hala.ʻO kēia ke ʻano he 24.5% ka piʻi ʻana o ka loaʻa kālā i ka makahiki aʻe a me ka piʻi ʻana o 56.7% o ka loaʻa kālā.ʻO Zacks Rank #1 stock e mālama ʻia e ka Oil & Gas - Field Services (Top 11%).
Ua kamaʻilio ka hoʻokele e pili ana i nā pono hoʻolālā e hauʻoli ai ka ʻoihana.ʻO ka loaʻa ʻole o kahi ʻauwaʻa fracturing kekahi o nā bottlenecks nui e kāohi ana i ka ulu ʻana o ka hana ʻāina ma US.ʻOiai e hoʻonui ka ʻauwaʻa kūkulu hou i ka nui o nā ʻauwaʻa o kēia manawa he 270 ma kahi o 25%, ʻo ke kaumaha nui o nā koi kiʻekiʻe a me nā kaulahao hoʻolako i nā ʻauwaʻa hoʻoilina ʻaʻole i hoʻolālā ʻia no nā hana haʻihaʻi hou e lawe i nā ʻauwaʻa he nui i waho o ka lawelawe.ʻO ka hopena, e hoʻomau ʻia nā ʻauwaʻa i ka pōkole.Ke nānā nei nā hui E&P e hoʻihoʻi i ka waiwai i nā mea kuleana ma mua o ke kūkulu ʻana i ka hiki.
ʻO ka hopena, ma ka hopena o 2023, e hoʻomau ka noi ʻana o ʻAmelika (ʻo ka hoʻokele ʻana i ka ʻikepili ʻoihana o 1 mb/d) e hoʻomau i ka hoʻolako ʻana (1.5 mb/d), a me ka hoʻohaʻahaʻa haʻahaʻa, e hoʻomau paha kēia ʻokoʻa.no kekahi mau ʻāina.manawa Ma ka liʻiliʻi no nā mahina 18 e hiki mai ana.
ʻOiai ʻoi aku ka kiʻekiʻe o nā kumukūʻai NexTier i 2023, e mau ana lākou ma 10-15% ma lalo o nā pae pre-pandemic.Eia naʻe, ua hoʻohana ka hui i ke kūlana e hoʻoponopono hou i nā huaʻōlelo kālepa maikaʻi a komo i nā hoa ikaika.I kēia manawa, ʻoi aku ka maikaʻi o kāna mau mea hana kinoea kino ma muli o ka maikaʻi o ke kumukūʻai wahie maoli.No laila, ke manaʻo ʻia nei lākou e hoʻomau i ka hana ʻoiai i ka wā o ke kaʻe ʻana.
Hāʻawi ʻo Patterson i nā lawelawe wili aelike ma uka i ka US a me nā mea hana aila a me nā kinoea honua.Hoʻohana ia ma o ʻekolu mau ʻāpana: ʻO nā lawelawe hoʻoheheʻe ʻana i ka ʻaelike, nā lawelawe injection, a me nā lawelawe ʻo Directional Drilling Services.
Ua hōʻike ka hui i nā hopena ikaika loa i ka hapaha hope loa, e lanakila ana i ka Zacks Consensus Estimate e 47.4% ma nā loaʻa a me 6.4% ma ke kūʻai aku.Ua hoʻonui ʻia ka manaʻo manaʻo ʻo Zacks no 2023 e 26 keneta (13.5%) i nā lā 60 i hala iho nei, e hōʻike ana i ka piʻi ʻana o 302.9% o ka loaʻa kālā.Manaʻo ʻia ka ulu ʻana o ka loaʻa kālā i ka makahiki e hiki mai ana, ma 30.3%.#1 ʻO Zacks waiwai i mālama ʻia e ka ʻaila & Gas & Drilling (ʻO 4%)
ʻO kahi noiʻi hou i hana ʻia ma ke ʻano o ke kaʻina hoʻolālā 2023 e hōʻike ana i ka manaʻo nui no nā rigs hou ma waena o ka waihona ākea o Patterson o 70 mau mea kūʻai aku, me nā superspecialists nui, nā mokuʻāina kūʻokoʻa a me nā mea hana pilikino liʻiliʻi.Hoʻolālā lākou i kēia manawa e hoʻohui i nā rigs 40 i ka hapahā ʻehā a me 50 hou i 2023. He hōʻailona maikaʻi kēia no ka ulu ʻana o ka ʻoihana i ka makahiki e hiki mai ana.
Ke hoʻohana nei ka hui i ka koi ikaika no nā rigs e kūkākūkā i nā kumukūʻai kiʻekiʻe, a ke hoʻonui nei hoʻi i ka helu o nā rigs ma nā ʻaelike paʻa paʻa, e hoʻomaikaʻi ana i ka ʻike ʻana o ka loaʻa kālā a me ka hoʻonui ʻana i nā manaʻo no ke kahe kālā paʻa.ʻO kāna mau mea hana kiʻekiʻe, me nā pae kiʻekiʻe o ka automation a me nā haʻahaʻa haʻahaʻa, hiki i kēia.
ʻO Nine Energy Service kahi mea hoʻolako lawelawe hoʻopau ma uka ma ka ʻĀkau ʻAmelika a me ka honua.Hāʻawi ia i ka cementing maikaʻi, nā lako hoʻopau e like me nā kaula liner a me nā mea pono, nā mea hoʻokaʻawale ʻokoʻa haʻihaʻi, nā lima lima haki, nā mea hana mua o ka hoʻomākaukau ʻana, nā plug fracturing, nā mea hana pahu pahu, a me nā mea ʻē aʻe.lawelawe.
I ka hapaha Sepatemaba, ua hōʻike ka hui i ka loaʻa kālā i lanakila i ke alakaʻi ʻana o Zacks e 8.6%, ʻoiai ʻo ka loaʻa kālā i lanakila i ke alakaʻi a Zacks e 137.5%.I nā lā he 60 i hala iho nei, ua hoʻonui ka Zacks consensus valuation e $ 1.15 (100.9%), ʻo ia hoʻi ka piʻi ʻana o ka loaʻa kālā o 301.8% ma 2023. Manaʻo pū nā mea loiloi i ka piʻi ʻana o ka loaʻa kālā he 24,6%.ʻO Zacks Rank #1 stock e mālama ʻia e ka Oil & Gas - Field Services (Top 11%).
ʻO ke kaiapuni maikaʻi i ʻike ʻia e nā mea pāʻani i ʻōlelo ʻia ma luna nei i hōʻike ʻia ma nā hopena o Nine.Ua ʻōlelo ʻo Management, ʻo ka hapa nui o ka piʻi ʻana o ka hapaha ma ka hapahā ua alakaʻi ʻia e nā kumu kūʻai kiʻekiʻe o ka cementing a me ka coiled tubing, a me nā mea hana hou aʻe.Ke hoʻomau nei ka hemahema o nā lako a me nā limahana i ka loaʻa ʻana, no laila makemake nā mea kūʻai aku e uku i nā kumukūʻai kiʻekiʻe.Eia naʻe, ʻo kahi hapa o ka piʻi ʻana o nā kumukūʻai sima i nā makahiki i hala iho nei ma muli o ka nele o ka sima maka.
He ʻeiwa koʻikoʻi ka mākeke ma nā ʻāpana hoʻopaʻa ʻana a me nā mea hiki ke hoʻoheheʻe ʻia.Ke alo nei me ka hemahema o ka waiwai maka a me ka pono e hoemi i ka hookui ana, ua kokua na hana hou i ka hui e lawe i ka 20% mahele o ka luawai.ʻO kāna ʻāpana o ka mākeke plugs soluble (ʻo ia kekahi o nā mea hoʻolako ʻehā me ka 75% kahele) pale ʻia e nā pale kiʻekiʻe i ke komo ʻana no ka mea aia nā mea holomua ʻaʻole maʻalahi e hoʻopili.He ʻāpana ulu wikiwiki nō hoʻi ia, me ka manaʻo o ka hoʻokele e ulu ana he 35% ma ka hopena o 2023.
Makemake ʻoe e kiʻi i ka ʻōlelo aʻo hou mai Zacks Investment Research?I kēia lā hiki iā ʻoe ke hoʻoiho i nā waihona 7 kiʻekiʻe no nā lā 30 e hiki mai ana.Kaomi no ka loaʻa ʻana o kēia hōʻike manuahi
Ka manawa hoʻouna: Jan-14-2023