美伊战争扰动供应，SLB与贝克休斯预计油气勘探支出将增加

环球市场播报04-25

全球领先的油田服务公司斯伦贝谢和贝克休斯周五表示，预计油气勘探和生产支出将增加。中东冲突导致全球供应趋紧，凸显了能源领域投资的必要性，尤其是在北美地区。　　美国与以色列对伊朗的战争已导致霍尔木兹海峡关闭，全球通常流经该海峡的20%石油运输中断，并造成每日900万桶的石油生产停滞，迫使亚洲和欧洲国家争相寻找替代供应。贝克休斯首席执行官在财报电话会议上表示：“扩大全球生产能力、确保满足不断增长的需求...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-25/doc-inhvrxrs2875206.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球领先的油田服务公司斯伦贝谢和贝克休斯周五表示，预计油气勘探和生产支出将增加。中东冲突导致全球供应趋紧，凸显了能源领域投资的必要性，尤其是在北美地区。\n　　美国与以色列对伊朗的战争已导致霍尔木兹海峡关闭，全球通常流经该海峡的20%石油运输中断，并造成每日900万桶的石油生产停滞，迫使亚洲和欧洲国家争相寻找替代供应。贝克休斯首席执行官在财报电话会议上表示：“扩大全球生产能力、确保满足不断增长的需求...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-25/doc-inhvrxrs2875206.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0068578508.USD","symbol_name":"First Eagle Amundi International Cl AU-C 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supply","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159195":1.5,"SLB":1.5},"content_text":"全球领先的油田服务公司斯伦贝谢和贝克休斯周五表示，预计油气勘探和生产支出将增加。中东冲突导致全球供应趋紧，凸显了能源领域投资的必要性，尤其是在北美地区。\n　　美国与以色列对伊朗的战争已导致霍尔木兹海峡关闭，全球通常流经该海峡的20%石油运输中断，并造成每日900万桶的石油生产停滞，迫使亚洲和欧洲国家争相寻找替代供应。贝克休斯首席执行官在财报电话会议上表示：“扩大全球生产能力、确保满足不断增长的需求，需要增加上游投资。”他补充说，北美液化天然气项目的投资决策可能会加速。\n　　斯伦贝谢首席执行官指出，一旦冲突缓和，许多国家可能会优先考虑供应多元化并投资于勘探。他预计北美和拉丁美洲的项目（包括深水海上市场）投资将会增加，并认为战后油价将维持在高于战前的水平。\n　　尽管前景看好，但中东地区的当前扰动已对两家公司的业绩造成冲击。由于卡塔尔宣布天然气出口遭遇不可抗力，以及伊拉克和该地区海上作业面临生产限制和安全问题，斯伦贝谢在中东和亚洲的营收第一季度下降了10%，至26.9亿美元。贝克休斯在该地区的营收同期下降了19%，至11.5亿美元。\n　　油田服务公司为油气勘探和生产公司提供设备、服务和劳动力。中东地区是这两家公司的最大市场，占其季度营收的三分之一以上。\n　　分析师预计，随着冲突缓和，该地区活动将复苏，战后的修复工作也将为行业带来需求。行业研究机构预计相关修复成本将高达580亿美元。有分析师表示：“鉴于中东冲突导致的石油市场基本面变化，2027年和2028年预计将是强劲的增长年份。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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