石油设备网讯 据休斯顿报道，埃克森美孚和雪佛龙公司周五报告利润下降，理由是利润下降和炼油业务薄弱，这两个领域已经困扰这两家石油公司一年多了。
埃克森美孚公布了自2009年以来其炼油业务的首个亏损，称其在汽油和其他利润方面的炼油利润率达到了10年来的最低水平。雪佛龙公司报告称，其炼油和化工利润下降了65%。
由于前期原油价格疲软，这两份报告的上限数据均未达到华尔街的预期，且低于去年同期的水平。
埃克森美孚第一季度利润下降49%，这表明这家美国最大的石油生产商的好转仍在进行中。
埃克森美孚高级副总裁Jack Williams在与分析师的通话中说：“对我们来说，这个季度的市场环境很艰难。”
埃克森美孚继续大举投资以提高产量，其资本支出较一年前增加了42%，原因是它向页岩和近海业务注入了新的投资。投资者一直在向石油公司施压，要求它们削减开支，增加股东的回报。
据Refinitiv Eikon估计，该公司第一季度利润从一年前同期的46.5亿美元（每股1.09美元）降至23.5亿美元（每股55美分），分析师曾预计埃克森美孚的每股收益为70美分。
RBC资本市场分析师在一份客户报告中表示：“很明显，前景比我们预期的还要遥远，我们预计这将在短期内导致业绩不佳。”
雪佛龙方面，投资者忽视了超过预期的收益，并专注于收购竞争对手阿纳达科石油公司，西方石油公司周三以380亿美元主动收购阿纳达科，试图破坏雪佛龙的报价（330亿美元）。
雪佛龙首席执行官Michael Wirth在周五告诉分析师，这两家公司的联合整合计划已经开始，他拒绝透露是否会提高对阿纳达科的报价，并表示已经与阿纳达科签署了协议。
雪佛龙的产量上升，并从其美国页岩业务中获得了更高的利润，抵消了部分国际石油和天然气收入的下降。但今年第一季度，整体炼油和化学品的大幅下降使第一季度净利润从一年前同期的 36.4亿美元或每股1.90美元跌至26.5亿美元或每股1.39美元，之前华尔街预计每股收益为1.30美元。
雪佛龙的石油和天然气日产量从去年同期的28.5亿桶上升到30.4亿桶，得益于其二叠纪产量增长了55%。
二叠纪盆地的产量增长是埃克森美孚的亮点，每天增加到22.6万桶石油当量。Williams称，该公司仍有望在2024年之前每天生产100万桶石油，届时将使用现有库存的一半。
埃克森美孚的石油和天然气产量整体增长了2%，达到每天400万桶，高于前一年同期的每天390万桶。
詹晓晶摘自路透社
原文如下：
Exxon Mobil, Chevron dogged by refining, chemicals troubles
Exxon Mobil Corp and Chevron Corp on Friday reported lower profits, citing lower margins and refining weaknesses, areas that have plagued the two oil companies off and on for more than a year.
Exxon posted the first loss in its refining business since 2009, citing the worst refining margins on gasoline and other profits it had seen in a decade. Chevron reported its refining and chemical profits fell 65 percent.
Both reported top-line figures that missed Wall Street expectations and were lower than year-ago levels due to weaker crude pricing.
Exxon’s 49 percent drop in first-quarter profit showed the turnaround at the largest U.S. oil producer remains a work in progress.
“It was a tough market environment for us this quarter,” Exxon Senior Vice President Jack Williams said on a call with analysts.
Exxon continued to spend heavily to boost output, with capital spending up 42 percent over a year ago as it poured new investment into its shale and offshore operations. Investors have been pressing oil companies to cut back on spending and increase returns to shareholders.
Its first-quarter profit fell to $2.35 billion, or 55 cents a share, from $4.65 billion, or $1.09 a share, a year ago. Analysts had expected Exxon to earn 70 cents per share, according to Refinitiv Eikon estimates.
“Clearly, the corner is further away than we expected and we expect this to lead to underperformance in the near term,” analysts at RBC Capital Markets said in a client note.
At Chevron, investors ignored earnings that beat estimates and focused on its $33 billion bid for rival Anadarko Petroleum Corp.
Occidental Petroleum Corp on Wednesday sought to derail Chevron’s offer with a unsolicited, $38 billion bid for Anadarko.
Chevron Chief Executive Michael Wirth told analysts on Friday joint integration planning to combine the two companies had begun. He declined to say if it would raise its offer for Anadarko, saying it had a signed agreement with Anadarko.
Chevron’s production rose and achieved higher profit from its U.S. shale business, offsetting some of the drop in international oil and gas earnings. But sharp declines in overall refining and chemicals knocked first-quarter net to $2.65 billion, or $1.39 per share, from $3.64 billion, or $1.90 per share, a year earlier. Wall Street had expected $1.30 per share.
Chevron’s daily production of oil and gas rose to 3.04 billion of barrels, from 2.85 billions of barrels in the year-ago period, boosted by a 55 percent increase in its Permian output.
Growing output in the Permian Basin was a bright spot at Exxon, rising to 226,000 barrels of oil equivalent per day. It remains on track to produce 1 million barrels by 2024, and would use half of its existing inventory by then, he said.
Exxon’s oil and gas production rose 2 percent overall to 4 million barrels per day (bpd), up from 3.9 million bpd in the same period the year prior.
