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SLB (Schlumberger)

SLBsupplier

SLB (formerly Schlumberger) is the world's largest oilfield services company, providing technology and services across the entire oil and gas value chain. Its digital transformation strategy, anchored by the DELFI AI platform, is reshaping how operators explore, drill, and produce hydrocarbons.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($36.3B)

Données statiques (chargement des finances en temps réel…)

Digital & Integration (30%)
Reservoir Performance (25%)
Well Construction (30%)
Production Systems (15%)

Composition des segments et principaux clients

Détails du produit

Digital & Integration30%

AI-powered subsurface analytics, DELFI platform, and integrated performance contracts

Reservoir Performance25%

Wireline logging, testing, stimulation, and intervention services

Well Construction30%

Drilling systems, fluids, bits, and measurement-while-drilling technology

Contexte macro et de marché

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Prochains catalyseurs

OPEC+ 생산 정책 회의 (2026.06)XOM·CVX·COP Q1 실적 (2026.04)EIA 여름 에너지 수급 전망 보고서

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de SLB (Schlumberger) par intelligence artificielle.

Informations sur l'entreprise

Siège social

Houston, Texas, USA

Fondée en

1926

Effectifs

110,000+

Site web

slb.com

Aperçu du secteur에너지

Actualités du secteur

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

Thèmes clés

  • AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • 유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

Prochains catalyseurs

  • OPEC+ 생산 정책 회의 (2026.06)
  • XOM·CVX·COP Q1 실적 (2026.04)