行业分析师认为，未来一年支出和产量持平将影响主要的OFS 参与者。
油田服务行业分析师对 2025 年的预期较低。
以马克·比安奇 (Marc Bianchi) 为首的 TD Cowen 分析师在 1 月 8 日的行业更新中表示：“由于市场数据和行业评论持续下滑，我们再次下调了 2025 年及以后全球 OFS 活动的假设。鉴于 OPEC 被迫停止向市场供应石油，且石油需求前景持续低迷，很难建立任何积极拐点的案例。”
支出和产量持平对整个行业产生了影响。TD Cowen 预测全球石油和天然气产量将增长 1%，达到 1.04 亿桶/天。该公司预计勘探与生产支出将达到 1,371 亿美元，也比 2024 年增长 1%（但低于 2023 年的 1,436 亿美元）。
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Industry analysts see flat spending and production affecting key OFS players in the year ahead.
Oilfield services industry analysts are keeping their expectations low for 2025.
“We’re again lowering our global OFS activity assumptions for 2025 and beyond as market data and industry commentary continues to erode,” TD Cowen analysts led by Marc Bianchi said in their industry update Jan. 8. “With OPEC forced to hold oil off the market and a continued sluggish oil demand outlook, it’s difficult to build a case around any positive inflection.”
Flat spending and production are rippling through the business. TD Cowen forecasts a 1% increase in global oil and gas production, to 104 MMbbl/d. It expects E&P spending of $137.1 billion, also up 1% from 2024 (but down from $143.6 billion in 2023).
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