证券日报网2月12日讯，德石股份在接受调研者提问时表示，除螺杆钻具外，公司还有井口装置、 MWD、压裂软管等产品，其中公司自行研发的新产品超耐磨高压酸化压裂软管具备耐高压、耐腐蚀、 耐磨损、长使用寿命的性能优势，可以替代传统钢管管汇，目前该类产品在北美等海外市场已普及应 用，国内油田正在处于小批量的试用阶段，依托海外成熟的应用示范效应，国内市场的推广使用将在未 来几年逐步展开，该产品有望成为公司未来新的业绩增长点。 （文章来源：证券日报） ...

Core Insights - U.S. and EU sanctions have significantly impacted Russian oil production capabilities, limiting access to necessary technology and equipment [1][5][11] - The U.S. shale production has been a major contributor to global oil supply growth, adding approximately 8 million barrels of oil per day (BOPD) since 2010 [1] - Russian oil production is facing a decline due to aging infrastructure and the inability to utilize Western technology for shale extraction [2][11] Group 1: Production Dynamics - U.S. crude oil production has increased from about 5.4 million BOPD to 13.5 million BOPD, demonstrating the effectiveness of U.S. producers in optimizing production at lower oil prices [1] - The decline in Russian oil production is exacerbated by sanctions and the aging of legacy production hubs, particularly in Western Siberia and the Volga-Urals region [2][11] - Analysts predict that Russian oil production could drop over 20% by 2030, potentially falling to about 8 million BOPD [11] Group 2: Technological Limitations - Sanctions have hindered Russia's access to advanced drilling technologies and software essential for efficient shale production [5][6][10] - The lack of trained field crews due to the ongoing war in Ukraine further complicates Russia's ability to maintain or expand oil production [7][11] - High-pressure pumping equipment and modern directional drilling tools are critical for shale production, but Russia lacks these resources [8][10] Group 3: Market Implications - Both OPEC and Russia have historically aimed for Brent crude prices in the $80 range to balance their budgets, but recent production increases have driven prices down to the mid-$60s [3][4] - The decline in Russian oil supply could create challenges for global energy needs, especially as demand is projected to rise significantly by 2030 [12]