据全球能源新闻网4月26日报道，2021年第一季度斯伦贝谢全球营收为52亿美元，环比下降6%，较疫情前水平下降30%。国际营收环比下降3%，北美营收下降17%。
去年第四季度，斯伦贝谢剥离了北美的某些业务。这些业务在去年第四季度的收入为2.85亿美元，去年第一季度的收入为6.59亿美元。
不包括这些资产剥离的影响，今年第一季度全球收入基本与上一季度持平，同比下降23％。
北美地区2021年第一季度收入(不包括这些资产剥离的影响)环比增长10%，同比下降36%。
斯伦贝谢首席执行官奥利维尔·勒·佩赫（Olivier Le Peuch）评论道，今年伊始，我们对自己的战略方向和2021年的前景充满信心。令人鼓舞的第一季度业绩与日益建设性的宏观经济观点相结合，坚定了这一信念。随着复苏情绪的改善和我们以回报为重点的战略的执行进展良好，我为斯伦贝谢的员工们带来又一个稳健的季度感到非常自豪。
第一季度收入环比下降6％，反映了在去年第四季度资产剥离后北美地区的预期下降，资产剥离主要集中在对我们业务组合进行高等级化和合理化以扩大利润率，最大程度地减少收益波动并专注于较少资本密集型业务。除去这些资产剥离的影响，我们的全球收入基本持平，因为北半球季节性活动减少的影响被多个国家的增长完全抵消了。尽管有季节性的影响，第一季度证实了上个季度开始的经济活动复苏。
在北美，不考虑资产剥离的影响，尽管得克萨斯州冻结，但由于钻井活动增加，土地收入增长了24％，因此收入环比增长10％。上季度的季节性季度末产品销售之后，海上收入环比下降了10％。
但是，由于拉丁美洲以及中东和非洲几个主要国家的强劲增长，收入环比下降的幅度不及前几年。第一季度营收的环比下降是2008年以来的最低水平，而国际钻机数量则出现了2011年以来最强劲的第一季度环比增长，证实了国际市场的复苏。
展望未来，我们将继续受到建设性宏观经济驱动力的鼓舞。尽管全球仍在与新冠疫情作斗争，但疫苗接种计划和财政刺激计划预计将在今年支撑经济活动的反弹和石油需求的复苏。据行业分析估计，由于需求复苏预计将在第二季度改善，到今年年底，石油需求将增加500 - 600万桶/天，仅比2019年水平少200万桶/天。
郝芬 译自 全球能源新闻网
原文如下：
IMPACTED BY DIVESTMENTS IN NORTH AMERICA SCHLUMBERGER REVENUE DECREASED BY 6 %
For the first quarter of 2021 Schlumberger reported a worldwide revenue of $5.2 billion, down 6% sequentially and 30% from the pre-pandemic level. International revenue was down 3% sequentially and North America down 17%
During the fourth quarter of 2020, Schlumberger divested of certain businesses in North America. These businesses generated revenue of $285 million during the fourth quarter of 2020 and $659 million during the first quarter of 2020.
Excluding the impact of these divestitures, worldwide first-quarter 2021 revenue was essentially flat sequentially and declined 23% year-on-year.
North America first-quarter 2021 revenue, excluding the impact of these divestitures, increased 10% sequentially and declined 36% year-on-year.
Schlumberger CEO Olivier Le Peuch commented, “We started the year with conviction in our strategic direction and our resulting outlook for 2021. The combination of the promising first-quarter results and an increasingly constructive macroeconomic view are strengthening this conviction. With recovery sentiment improving and the execution of our returns-focused strategy progressing well, I am extremely proud of the women and men of Schlumberger for delivering yet another solid quarter.
“First-quarter revenue declined 6% sequentially, reflecting the expected reduction in North America following divestitures during the fourth quarter of last year that were focused “In North America, excluding the effects of divestitures, revenue grew 10% sequentially driven by land revenue which increased 24% due to higher drilling activity, despite the Texas freeze. Offshore revenue declined 10% sequentially following the seasonal fourth-quarter year-end product sales.
However, the sequential revenue decline was less pronounced than in prior years due to strong growth in Latin America and in several key countries in the Middle East and Africa. The first-quarter revenue sequential decline was the shallowest since 2008, while international rig count experienced the strongest first-quarter sequential growth since 2011, affirming the international recovery.
“Looking ahead, we continue to be encouraged by constructive macroeconomic drivers. While the world is still grappling with COVID-19 infection rates, vaccination programs and fiscal stimulus packages are expected to support a rebound of economic activity and oil demand recovery through the year. Industry analysis estimates 5–6 million bbl/d of oil demand will be added by the end of the year as demand recovery is projected to improve in the second quarter, exiting the year just 2 million bbl/d short of 2019 levels.