油服公司受益于石油巨头进军二叠纪盆地计划

据道琼斯3月6日消息，雪佛龙和埃克森美孚公布了在德克萨斯州和新墨西哥州的二叠纪盆地实现产量增长的雄心勃勃的计划，这对油田服务公司来说可能是个好消息，这些公司在一定程度上受到当地较小运营商现金流限制的排挤。Wolfe研究公司表示:“在我们的研究范围内，我们认为雪佛龙和埃克森美孚公司在二叠纪盆地的增长目标的主要受益者是钻井方面的Nabors公司和压力泵方面的ProPetro公司。”

庞晓华    摘译自   道琼斯

原文如下：

Oilfield Services Eye Majors' Permian Push 

Chevron and Exxon's revelation of ambitious plans for production growth in the Permian Basin of Texas and New Mexico is probably good news for oilfield services companies somewhat sidelined by cash-flow constraints from smaller operators. "In our coverage, we believe the primary beneficiaries from CVX/XOM Permian growth targets are Nabors (NBR) on the drilling side and ProPetro on the pressure pumping side," says Wolfe Research.