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北京时间·🕒 发布 19:00:00·⟳ 抓取 19:00:20 +20s·⚡ 决策 08-27 19:16:04 +15m44s·61.2 天前
Nabors以3500万美元增持Quaise Energy并获得14%完全摊薄股权
该公告是Nabors地热业务长期期权增强,而非已落地的大额订单或指引上修;投资用股支付带来小幅稀释,短线正向预期差不足以覆盖商业化不确定性和近期股价波动。
📄 原文PR Newswire All News Releases↗ 原文
Nabors Expands Geothermal Growth Platform with $35 Million Strategic Investment in Quaise Energy
Investment increases Nabors' ownership to extend its technology-enabled growth strategy and positions the Company to su…
不做 Nabors Industries Ltd.(NBR.US)
3500万美元战略投资方向偏正面但短期业绩增量未披露,Quaise商业化仍远,且底层项目和融资进展此前已公开,当前风险收益不足以开新多。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Nabors通过3500万美元增持Quaise至14%并取得未来地热钻井服务排他机会,方向偏利好;但Quaise的Project Obsidian仍处建设和技术商业化阶段,公开材料显示项目收入兑现仍偏远,公告未披露可确认订单金额或Nabors近期收入贡献。按约14亿美元市值估算,3500万美元投资约占市值2.5%,更像战略期权而非短线业绩重估催化,因此不做。
消息传播链
- Nabors发布完成3500万美元Quaise战略投资、持股14%和地热钻井服务排他框架的公告。市场反应:美股当时为盘前,未形成常规交易时段反应。
- Quaise此前已披露1.34亿美元Series B首关及Project Obsidian商业化计划,说明本次公告的底层项目并非全新出现。
关键理由
- Nabors成为Quaise最大股东并绑定未来地热钻井服务,长期可扩大其油服能力在地热市场的应用场景。
- 3500万美元投资约占Nabors约14亿美元市值的2.5%,但公告没有披露近期订单金额、收入确认或利润贡献。
- Quaise此前已在7月宣布1.34亿美元Series B首关及Project Obsidian进展,本次更多是Nabors持股和排他服务关系强化,新增预期差有限。
主要风险
- Quaise超高温地热商业化仍存在技术、融资、许可和项目建设风险,Nabors收入兑现可能滞后多年。
- Nabors以约39.2万股普通股支付3500万美元对价,带来小幅股本稀释,短期未必被市场视为纯利好。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-07 · 影响 weakens
Quaise融资和Project Obsidian商业化计划此前已公开,本次Nabors公告未给出短期收入金额或正式客户订单。
检索:Nabors Quaise geothermal investment commercialization revenue risk dilution 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 weakens
NBR近几周波动较大,8月上旬已有多日大涨,不能把当前公告后的潜在高开简单视为低风险追买点。
检索:Nabors Industries stock recent price history August 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足使交易从潜在小利好降为不做,等待后续商业化订单、收入确认或项目融资落地。
方向:缺少足够高相似的同市场先例来支持短线买入;战略少数股权投资通常需要可量化订单或收入里程碑才更容易形成强反应。
涨幅量级:无可用高相似样本校准涨幅,不能据此设定可执行止盈止损。
形态:本次更接近长期技术期权投资,存在公告后短线无反应或高开回落风险。
原文全文
展开原文 · 6,636 字
Investment increases Nabors' ownership to extend its technology-enabled growth strategy and positions the Company to support the commercialization of next-generation superhot geothermal drilling
HAMILTON, Bermuda, Aug. 27, 2026 /PRNewswire/ -- Nabors Industries Ltd. ("Nabors" or the "Company") (NYSE: NBR) today announced the completion of a $35 million strategic equity investment in Quaise Energy, Inc. ("Quaise"). The transaction positions Nabors as Quaise's largest shareholder with a fully diluted ownership of 14%. The investment deepens the longstanding relationship between Nabors and Quaise, and gives Nabors meaningful potential value creation from Quaise's millimeter-wave drilling platform as it advances toward commercial deployment. The funding is part of Quaise's Series B financing round and underscores Nabors' continued support for Quaise's technology development and expansion efforts.
The transaction advances Nabors' strategy to deploy its differentiated drilling, automation, and well-construction capabilities into attractive adjacent energy markets. Quaise's hybrid platform combines conventional rotary drilling with high-power millimeter-wave technology designed to reach deeper, hotter geothermal resources that are otherwise inaccessible with conventional methods. Upon successful deployment, the technology broadens the addressable market for geothermal power and creates future opportunities for Nabors' rigs, drilling services, engineering, and automation solutions.
"This investment brings together strategic commitment and one of the most compelling opportunities in geothermal energy," said Anthony G. Petrello, Chairman, President and Chief Executive Officer of Nabors. "Quaise's technology closely aligns with our core strengths. By pairing its innovation with Nabors' global platform, technical expertise, and field execution capabilities, we believe we can help accelerate industry adoption while creating an attractive pathway for long-term value creation."
Nabors funded the investment through the issuance of approximately 392,000 shares of Nabors common stock.
Carlos Araque, Chief Executive Officer and President of Quaise Energy, said, "Nabors combines world-class drilling, advanced technology, field execution, and a global operating footprint. Its increased investment is a strong endorsement of our technology and growth strategy. We could not be more excited to move forward together as we advance our technology and bring the world's first superhot geothermal power plant to life – a meaningful next step toward deploying geothermal at commercial scale."
Quaise's gyrotron-powered drilling platform is designed to ablate rock using millimeter-wave energy transmitted downhole through a waveguide, reducing reliance on complex downhole equipment in extreme-temperature environments. By integrating this technology with established drilling practices, infrastructure and supply chains, Quaise is pursuing a scalable pathway to access deeper and hotter geothermal resources.
A Nabors PACE®-B rig is currently drilling at Quaise's Project Obsidian in Oregon, providing Nabors with a direct role in the project's field execution. The planned first phase targets 50 megawatts of reliable power, with subsequent phases targeting up to one gigawatt of additional capacity. Project Obsidian is intended to become the first commercial deployment of a superhot enhanced geothermal system.
Nabors' investment in Quaise establishes a strategic framework including an exclusivity arrangement to provide drilling services in support of Quaise's geothermal projects. Following this investment, the companies expect to continue evaluating additional opportunities, including drilling-system integration, rig engineering, field deployment, automation and global project development. These opportunities could extend Nabors' participation beyond its current ownership and support potential future revenue as Quaise progresses toward broader market adoption.
About Nabors Industries
Nabors Industries (NYSE: NBR) is a leading provider of advanced technology for the energy industry. With operations in approximately 20 countries, Nabors has established a global network of people, technology and equipment to deploy solutions that deliver safe, efficient and responsible energy production. By leveraging its core competencies, particularly in drilling, engineering, automation, data science and manufacturing, Nabors aims to innovate the future of energy and enable the transition to a lower-carbon world. Learn more about Nabors and its energy technology leadership: www.nabors.com.
About Quaise Energy
Quaise Energy is unlocking the Earth's deep heat to deliver clean, reliable, baseload energy at scale—almost anywhere in the world. As both a technology innovator and project developer, Quaise builds and operates solutions that harness superhot geothermal energy far below the surface, enabling power generation that can rival the output of today's most efficient fossil fuel and nuclear plants. With its millimeter wave drilling technology, developed after more than a decade of research at the Massachusetts Institute of Technology (MIT), Quaise's mission is to make superhot geothermal a backbone of the modern energy system, offering affordable, zero-carbon power and true energy independence for communities and nations everywhere. https://www.quaise.com/
Forward-Looking Statements
The information included in this press release includes forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. Such forward-looking statements are subject to a number of risks and uncertainties, as disclosed by Nabors from time to time in its filings with the Securities and Exchange Commission. As a result of these factors, Nabors' actual results may differ materially from those indicated or implied by such forward-looking statements. The forward-looking statements contained in this press release reflect management's estimates and beliefs as of the date of this press release. Nabors does not undertake to update these forward-looking statements.
Nabors Investor Contacts:
William C. Conroy, CFA, Vice President of Corporate Development & Investor Relations, via email [email protected] or Kara Peak, Director of Corporate Development & Investor Relations, via email [email protected]. To request investor materials, contact Nabors' corporate headquarters in Hamilton, Bermuda via email [email protected]
Quaise Media Contact:
Diane Hughes
Vice President, Marketing & Communications, Quaise Energy
[email protected]
SOURCE Nabors Industries Ltd.
HAMILTON, Bermuda, Aug. 27, 2026 /PRNewswire/ -- Nabors Industries Ltd. ("Nabors" or the "Company") (NYSE: NBR) today announced the completion of a $35 million strategic equity investment in Quaise Energy, Inc. ("Quaise"). The transaction positions Nabors as Quaise's largest shareholder with a fully diluted ownership of 14%. The investment deepens the longstanding relationship between Nabors and Quaise, and gives Nabors meaningful potential value creation from Quaise's millimeter-wave drilling platform as it advances toward commercial deployment. The funding is part of Quaise's Series B financing round and underscores Nabors' continued support for Quaise's technology development and expansion efforts.
The transaction advances Nabors' strategy to deploy its differentiated drilling, automation, and well-construction capabilities into attractive adjacent energy markets. Quaise's hybrid platform combines conventional rotary drilling with high-power millimeter-wave technology designed to reach deeper, hotter geothermal resources that are otherwise inaccessible with conventional methods. Upon successful deployment, the technology broadens the addressable market for geothermal power and creates future opportunities for Nabors' rigs, drilling services, engineering, and automation solutions.
"This investment brings together strategic commitment and one of the most compelling opportunities in geothermal energy," said Anthony G. Petrello, Chairman, President and Chief Executive Officer of Nabors. "Quaise's technology closely aligns with our core strengths. By pairing its innovation with Nabors' global platform, technical expertise, and field execution capabilities, we believe we can help accelerate industry adoption while creating an attractive pathway for long-term value creation."
Nabors funded the investment through the issuance of approximately 392,000 shares of Nabors common stock.
Carlos Araque, Chief Executive Officer and President of Quaise Energy, said, "Nabors combines world-class drilling, advanced technology, field execution, and a global operating footprint. Its increased investment is a strong endorsement of our technology and growth strategy. We could not be more excited to move forward together as we advance our technology and bring the world's first superhot geothermal power plant to life – a meaningful next step toward deploying geothermal at commercial scale."
Quaise's gyrotron-powered drilling platform is designed to ablate rock using millimeter-wave energy transmitted downhole through a waveguide, reducing reliance on complex downhole equipment in extreme-temperature environments. By integrating this technology with established drilling practices, infrastructure and supply chains, Quaise is pursuing a scalable pathway to access deeper and hotter geothermal resources.
A Nabors PACE®-B rig is currently drilling at Quaise's Project Obsidian in Oregon, providing Nabors with a direct role in the project's field execution. The planned first phase targets 50 megawatts of reliable power, with subsequent phases targeting up to one gigawatt of additional capacity. Project Obsidian is intended to become the first commercial deployment of a superhot enhanced geothermal system.
Nabors' investment in Quaise establishes a strategic framework including an exclusivity arrangement to provide drilling services in support of Quaise's geothermal projects. Following this investment, the companies expect to continue evaluating additional opportunities, including drilling-system integration, rig engineering, field deployment, automation and global project development. These opportunities could extend Nabors' participation beyond its current ownership and support potential future revenue as Quaise progresses toward broader market adoption.
About Nabors Industries
Nabors Industries (NYSE: NBR) is a leading provider of advanced technology for the energy industry. With operations in approximately 20 countries, Nabors has established a global network of people, technology and equipment to deploy solutions that deliver safe, efficient and responsible energy production. By leveraging its core competencies, particularly in drilling, engineering, automation, data science and manufacturing, Nabors aims to innovate the future of energy and enable the transition to a lower-carbon world. Learn more about Nabors and its energy technology leadership: www.nabors.com.
About Quaise Energy
Quaise Energy is unlocking the Earth's deep heat to deliver clean, reliable, baseload energy at scale—almost anywhere in the world. As both a technology innovator and project developer, Quaise builds and operates solutions that harness superhot geothermal energy far below the surface, enabling power generation that can rival the output of today's most efficient fossil fuel and nuclear plants. With its millimeter wave drilling technology, developed after more than a decade of research at the Massachusetts Institute of Technology (MIT), Quaise's mission is to make superhot geothermal a backbone of the modern energy system, offering affordable, zero-carbon power and true energy independence for communities and nations everywhere. https://www.quaise.com/
Forward-Looking Statements
The information included in this press release includes forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. Such forward-looking statements are subject to a number of risks and uncertainties, as disclosed by Nabors from time to time in its filings with the Securities and Exchange Commission. As a result of these factors, Nabors' actual results may differ materially from those indicated or implied by such forward-looking statements. The forward-looking statements contained in this press release reflect management's estimates and beliefs as of the date of this press release. Nabors does not undertake to update these forward-looking statements.
Nabors Investor Contacts:
William C. Conroy, CFA, Vice President of Corporate Development & Investor Relations, via email [email protected] or Kara Peak, Director of Corporate Development & Investor Relations, via email [email protected]. To request investor materials, contact Nabors' corporate headquarters in Hamilton, Bermuda via email [email protected]
Quaise Media Contact:
Diane Hughes
Vice President, Marketing & Communications, Quaise Energy
[email protected]
SOURCE Nabors Industries Ltd.
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