石油设备网讯 据路透社休斯顿报道,周五,美国石油巨头埃克森美孚报告称,虽然美国页岩产量的飙升,但第二季度炼油和化工利润的下降抵消了美国页岩产量的飙升。
埃克森美孚的业绩超过了分析师对该季度下调后的预期,尽管二叠纪页岩油产量几乎翻了一番,但该公司净利润较上年同期下降了21%,这是该公司连续第三个季度利润较上年同期有所下降。
埃克森美孚的收益与其竞争对手荷兰皇家壳牌公司和道达尔的收入相比有所下降,天然气价格和化学利润均较上年同期有所下降。
埃克森美孚第二季度的净收入从去年同期的39.5亿美元,即每股92 美分降至31.3亿美元,即每股73美分。上个月,在该公司公布了天然气、化工和炼油领域的疲弱业绩后,分析师们大幅下调了其预期。
美国著名金融服务公司Edward Jones的分析师Jennifer Rowland表示:“他们的季度业绩再次相当疲软。”她说,在大型项目和股息上支出后,埃克森的自由现金流缺口为27亿美元,投资者密切关注这一举措,自由现金流为公司财务状况是否良好的标志。
埃克森美孚的化学产品业务在美国至少三年来首次出现亏损,收入连续五个季度下降。由于成本上升和几个工厂的产量损失,该公司从炼油中获得的利润较低。
美国最大的石油生产商一直在投资大型项目以提高产量,而此时投资者一直在敦促石油公司削减开支,增加股东的回报。
埃克森美孚高级副总裁Neil Chapman在与分析师的通话中表示,尽管该公司三项业务的市场状况不佳,但总的来说,公司的业务表现非常好。
他指出,该公司的二叠纪产量同比增长了90%,石油和天然气产量总体增长了7%。埃克森美孚仍在增加美国最大页岩油田的钻探,并着眼于在那里进行潜在的收购。尽管今年的收益总额为1.4亿美元,低于上年同期的17.5亿美元,但该公司仍致力于在2021年之前出售约150亿美元的资产。
詹晓晶摘自路透社
原文如下:
Exxon Mobil profit sinks, Chevron rises as both boost output
Weaker second-quarter refining and chemicals profits offset surging U.S. shale production at U.S. oil majors Exxon Mobil Corp (XOM.N) and Chevron Corp (CVX.N), the two reported on Friday.
Exxon’s topped analysts’ reduced estimates for the quarter but net fell 21% from a year earlier, its third quarter in a row of weaker year-over-year profit, despite a near doubling in Permian shale oil output.
Exxon’s weaker earnings mirrored those at rivals Royal Dutch Shell (RDSa.L) and Total SA (TOTF.PA), and both U.S. companies said natural gas prices and chemical margins fell from a year-earlier.
Exxon’s net income fell to $3.13 billion, or 73 cents per share, in the second quarter, from $3.95 billion, or 92 cents per share, last year. Analysts had slashed their estimates last month after the company disclosed weaker results in natural gas, chemicals and refining.
“Pretty weak quarter from them once again,” said Jennifer Rowland, analyst with Edward Jones. After spending on major projects and dividends, Exxon had a free cash flow shortfall of $2.7 billion, she said. Investors closely watch that measure as a sign of the company’s financial health.
Exxon’s chemicals business fell to a loss in the United States for the first time in at least three years and earnings have declined for five quarters in a row. It collected lower profits from refining due to higher costs and lost production at several plants.
The largest U.S. oil producer by volume has been investing in major projects to boost production at a time when investors have been pressing oil companies to cut spending and increase returns to shareholders.
In a call with analysts, Exxon Senior Vice President Neil Chapman said despite weak market conditions in three of the company’s businesses, “on the whole, our businesses performance extremely well.”
He pointed to the company’s 90% year-over-year in Permian production and a 7% overall increase in its oil and gas production.
Exxon remains on track to increase its drilling in the top U.S. shale field and had its “eyes wide open” for potential acquisitions there, Chapman said. It remains committed to selling about $15 billion in assets through 2021, although proceeds this year have totaled $140 million, down from $1.75 billion a year earlier.