石油设备网讯 据路透社纽约报道，尽管埃克森美孚和雪佛龙的股票在页岩油积极扩张计划中表现优于较小的公司，但预计埃克森美孚和雪佛龙的季度每股收益将低于去年第一季度。
分析人士在周五公布结果之前表示，油价下跌、液化天然气（LNG）投资组合疲软以及炼油利润率低迷等因素，可能会对综合性石油公司造成损害。
不过，近几个月来，两家公司的股票表现良好，因为它们都在大力推动对二叠纪地区（西德克萨斯州和新墨西哥州）的投资，在这两个地区，大量的原油产量已将美国原油产量推高至创纪录的每天1200万桶以上。
今年以来，埃克森美孚的股价上涨了约20%，而雪佛龙的股价则上涨了约10%。
据Refinitiv Eikon估计，全球最大的公开交易石油生产商埃克森美孚预计每股收益为69美分，低于一年前的每股收益1.09美元，而第一季度收入预计将达到648亿美元，比一年前同期下降5%。雪佛龙预计每股收益为1.30美元，低于一年前的每股收益1.90美元，预计营收将增长1.7%，至384亿美元。
埃克森美孚上月表示，该公司去年第四季度二叠纪的石油和天然气产量为30万桶/日，计划到2024年将产量提高到100万桶/日以上。
雪佛龙出价330亿美元收购阿纳达科石油公司，以扩大其业务范围。周三，竞争对手西方石油公司出价380亿美元收购阿纳达科，开启了多年来石油公司的首次收购大战。
美国投资银行Piper Jaffray能源专家西蒙斯公司的分析师费尔南德斯表示，自去年年底以来，美国石油价格上涨了40%以上，炼油厂的利润率也有所提高，这可能有助于将石油巨头的地位放在更有利的位置。
詹晓晶摘自路透社
原文如下：
Exxon, Chevron first-quarter earnings expected to dip from last year
Exxon Mobil and Chevron are expected to report lower quarterly earnings per share when compared with last year’s first quarter, though their stocks have outperformed smaller companies with both in the midst of aggressive expansion plans in shale oil.
A combination of lower oil prices, weakness in liquefied natural gas (LNG) portfolios and lackluster refinery margins could hurt integrated oil companies across the board, analysts said ahead of results announcements on Friday.
Still, shares of both companies have performed well in recent months amid extensive efforts to boost investment in the Permian region of west Texas and New Mexico, where heavy production has driven U.S. crude output to an all-time record of more than 12 million barrels per day.
Shares of Exxon Mobil Corp have rallied about 20 percent since the start of the year, while Chevron Corp stock has risen roughly 10 percent.
Exxon, the world’s largest publicly traded oil producer, is expected to earn 69 cents a share, down from $1.09 a year ago. Revenues are expected to come in at $64.8 billion, down 5 percent from a year ago, according to Refinitiv Eikon estimates.
Chevron is forecast to earn $1.30 a share, down from $1.90 a year ago, even as revenue is expected to rise by 1.7 percent to $38.4 billion, Refinitiv data shows.
Exxon’s fourth-quarter Permian oil and gas output was 300,000 bpd; it plans to boost that to more than 1 million bpd by 2024, it said last month.
Chevron has bid $33 billion to take over Anadarko Petroleum to expand its reach. On Wednesday, rival Occidental bid $38 billion on Anadarko, kicking off the first takeover battle for an oil company in years.
U.S. oil prices are up more than 40 percent since late last year and refinery margins have improved, which could help position the majors for better results ahead, said Fernandez of Piper Jaffray & Co’s Simmons Energy.
