Jeremy Poland Oil has been under tremendous pressure, recently dropping to its lowest level in over a year. While the increased supply and lower demand are concerning, low oil prices could lead to more production cuts, which minimizes the potential downside here. Also, the economy is likely going through a transitory slowdown, and demand could increase as we advance. Additionally, the FOMC will likely cut rates next week, and a long-term easing cycle will likely begin. This dynamic is bullish for oil as ...

文章核心观点 - SLB公司开发了一种创新的直接锂提取(DLE)技术,可以大幅提高锂生产效率,同时降低环境影响 [1][2][3] - SLB的DLE技术可以在短时间内从卤水中提取和生产高纯度的碳酸锂或氢氧化锂,比传统方法快500倍,且土地和水资源使用量只有10% [2][3][4] - SLB的锂提取工艺具有很强的可扩展性,有望在满足不断增长的锂需求的同时,成为负责任的锂生产领导者 [4] 公司概况 - SLB是一家美国油田服务公司,在内华达州克莱顿谷建立了一个DLE技术演示厂 [1] - SLB的DLE技术可以灵活生产不同形式的锂产品,如氯化锂、碳酸锂和氢氧化锂,以适应市场需求 [4] 行业分析 - 锂是生产智能手机、电动汽车等电气化技术的关键组件,需求不断增长 [4] - SLB的创新技术有望在满足不断增长的锂需求的同时,成为负责任的锂生产领导者 [4]

文章核心观点 - 公司与SLB公司建立合作关系,共同开发公司100%拥有的内华达州克莱顿谷锂矿项目[1][2][3][4] - SLB公司已完成技术演示和测试计划,满足获得该项目100%所有权的条件[2] - 公司在2012-2023年期间通过自行勘探和并购获得了该项目的大部分矿权[3] - 该项目正在建设先进的直接锂提取试验生产线,已于2024年3月开始生产碳酸锂[3][4] 公司概况 - 公司全称为Pure Energy Minerals Ltd.,主要从事锂矿资源勘探和开发[1][3] - 公司在内华达州克莱顿谷拥有950个采矿权,面积达9,450公顷,是该地区最大的矿权持有者之一[3] - 公司于2017年启动了该项目的试验生产线建设许可申请[3] 合作情况 - 公司于2019年5月与SLB公司建立合作关系,由SLB公司负责设计、许可、开发和建设该项目的先进试验生产线[1][2][4] - SLB公司已完成技术演示和测试计划,满足获得该项目100%所有权的条件[2] - 在SLB公司取得100%所有权后,公司将获得3%的净熔炼收益率(NSR)royalty[2] 项目进展 - 公司于2014-2019年期间完成了9个钻孔,其中CV-9号生产井为试验生产线提供了卤水[3] - 公司于2018年4月发布了经修订的初步经济评估(PEA)报告[3] - 试验生产线于2023年第一季度开始建设,并于2024年3月开始生产碳酸锂[4]

Successful Operation at SLB's Clayton Valley, Nevada Demonstration PlantSAN DIEGO, Sept. 11, 2024 /PRNewswire/ -- Today, ILiAD Technologies, LLC celebrates the use of its direct lithium extraction (DLE) technology at scale at SLB's (NYSE: SLB) Clayton Valley Demonstration Plant, producing high-purity, battery-grade lithium. This comes as SLB announced the successful completion of its integrated technology solution at its demonstration plant in Clayton Valley, Nevada.ILiAD's technology was integral to the su ...

The Oil/Energy sector is well-known for its inherent unpredictability, with frequent spikes and falls. While significant price fluctuations have always been a hallmark of investments in oil and natural gas, the level of uncertainty has significantly increased in recent years, particularly following the COVID-19 pandemic.This volatility is a reflection of substantial uncertainty in demand/supply fundamentals, with the companies’ profits often depending on commodity prices. Headwinds across the political spec ...

CalypsoArtFamed investor Peter Lynch once said that if you look at 10 different stocks, you might find one that is interesting. That also goes for bull markets like the one we are in now. Despite headline-making gains in the DJIA and S&P 500 (SPY), there is plenty of value to be had so long as one is willing to do a bit of digging, or “drilling” as it relates to this particular stock. This brings me to SLB (formerly known as Schlumberger) (NYSE:SLB), which strikes me as the pick and shovel play to the o ...

文章核心观点 - SLB推出了一种新的井完整性评估解决方案,旨在推进碳捕集技术,支持低碳能源生态系统的建立 [1] - 该解决方案可以帮助碳储存开发商评估之前进行过钻探活动的油气田中每口井的风险 [1] - 该解决方案使用了一种新的方法论来量化潜在碳泄漏的概率和影响,并提供缓解策略 [2][3] - 该方法论包括故障模式影响和关键性分析(FMECA),可以识别潜在的泄漏途径、井筒屏障问题和失效机理,并评估其后果 [2] - SLB还可以使用高级多物理场3D建模来评估盐水和碳泄漏的流量和数量,帮助项目开发商更好地理解风险 [3] 文章其他要点 - 井完整性风险及其缓解成本可能会使碳储存项目在经济上不可行 [4] - SLB的解决方案可以帮助公司在项目早期发现这些风险及其潜在影响,避免延误和中断,实现净零目标 [4] - SLB目前评级为持有评级,但同行业的SM Energy和MPLX LP评级为强烈买入,TechnipFMC评级为买入 [5][6] - SM Energy上游业务前景良好,MPLX LP中游资产抗风险能力强,TechnipFMC手持订单充足 [5][6]

In the latest market close, Schlumberger (SLB) reached $45.60, with a +1.06% movement compared to the previous day. The stock's change was more than the S&P 500's daily loss of 0.32%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.85%.Heading into today, shares of the world's largest oilfield services company had lost 7.6% over the past month, lagging the Oils-Energy sector's gain of 0.1% and the S&P 500's gain of 1.52% in that time.The upcoming earnings release of Schlumberger will be ...

Floriana Investment Thesis SLB (NYSE:SLB), formerly known as Schlumberger, is a company in transition from a highly cyclical and services heavy revenue mix to a more stable, product-driven business. The new revenue mix is driving higher profit margins and is aimed at a larger addressable market, which should result in more stable, predictable operating results. Already three years underway, this transformation and the potential for continued dividend growth is underappreciated and under owned by institution ...

文章核心观点 - 公司最近受到市场关注 [1] - 公司股价在过去一个月下跌8%,而同期标普500指数上涨2.2%,行业下跌9.2% [2] - 公司业绩预测和收益预测的变化是影响股价的关键因素 [3][4][5] 收益预测变化 - 当前季度预计每股收益0.89美元,同比增长14.1% [6] - 当前财年预计每股收益3.49美元,同比增长17.1% [7] - 下个财年预计每股收益4.10美元,同比增长17.5% [8] - 公司过去4个季度均超出市场预期 [14] 收入增长预测 - 当前季度预计收入93亿美元,同比增长11.9% [11] - 当前财年预计收入368.7亿美元,同比增长11.3% [11] - 下个财年预计收入429.4亿美元,同比增长16.4% [11] - 上个季度收入同比增长12.8% [12] 估值 - 公司当前估值相对同行处于折价水平 [18]