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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($36.3B)

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

Segment Breakdown & Key Customers

Product Details

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

Macro & Market Context

에너지Sector News

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%

Upcoming Catalysts

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

Latest News

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AI Analysis

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Company Info

Headquarters

Houston, Texas, USA

Founded

1926

Employees

110,000+

Website

slb.com

Sector Overview에너지

Sector News

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%

Key Themes

  • 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

Upcoming Catalysts

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