Oil-services firms are the cowboys(牛仔；莽撞的人) of the energy industry. Their work—which includes everything from drilling holes and laying pipes to building roads—keeps the world’s hydrocarbons(碳氢化合物；油气) flowing. And it is often carried out in harsh physical conditions in risky places. Baker Hughes, Halliburton and SLB, the industry’s leading trio(三巨头), are now eagerly eyeing opportunities in Venezuela following the ousting(驱逐；罢免) of the country’s strongman(强人；独裁者), Nicolás Maduro, by Donald Trump. The president’s war with Iran, by contrast, has brought short-term pain to the oil-services industry. In time, it may pay off handsomely(带来丰厚回报).
油服公司是能源行业的牛仔。他们的工作——包括钻井、铺设管道、修建道路等一切——让世界的碳氢化合物得以流动。而且这些工作常常在恶劣的自然条件和危险的地点进行。该行业的三巨头——贝克休斯、哈里伯顿和斯伦贝谢——如今正热切关注委内瑞拉的机会，因为唐纳德·特朗普推翻了该国的强人尼古拉斯·马杜罗。相比之下，总统与伊朗的战争给油服行业带来了短期痛苦。但假以时日，这可能带来丰厚的回报。
The Iran war’s impact on oil-services firms was in evidence(显而易见的) when they recently reported earnings for the first quarter of the year. Their clients, which include national oil companies and Western majors, have scaled back(缩减) operations in the region. Offshore rigs in the Gulf lay idle(闲置，未使用); costs for insurance and logistics are soaring(飙升). The Middle East is a big market for both SLB and Baker Hughes, whose revenues from the region fell by 10% and 19% year on year(同比（与上年同期相比）) in the first quarter, respectively.
伊朗战争对油服公司的影响在其最近公布的第一季度财报中显而易见。他们的客户——包括国家石油公司和西方巨头——已经缩减了在该地区的业务。海湾地区的海上钻机闲置；保险和物流成本飙升。中东对于斯伦贝谢和贝克休斯来说都是个大市场，两家公司第一季度在该地区的收入同比分别下降了10%和19%。
Beyond the immediate disruption, however, lie opportunities. SLB executives talk of a “broad-based recovery(广泛复苏)” in upstream markets in 2027 and 2028. One factor is post-war reconstruction. Rystad Energy, a consultancy, reckons that damage to oil-and-gas infrastructure in the Middle East could cost $50bn to repair. As that takes place over the next few years, it promises a bonanza(意外之财；繁荣) for the roughnecks(油井工人；粗汉) who will perform the dangerous work.
然而，在眼前的混乱之外，还蕴藏着机遇。斯伦贝谢的高管们谈到2027年和2028年上游市场将出现“广泛复苏”。一个因素是战后重建。咨询公司Rystad Energy估计，中东油气基础设施的损坏修复可能耗资500亿美元。随着修复工作在未来几年展开，这将为从事危险工作的粗工带来巨大财富。