中國石化新聞網(wǎng)訊 據(jù)油價網(wǎng)7月6日報道， ?？松梨陬A(yù)計今年第一季度的利潤將比去年同期和上一季度大幅下降，原因是美國基準(zhǔn)天然氣價格低迷和行業(yè)利潤率下降。
今年第一季度，?？松梨趧?chuàng)下了第一季度歷史最高利潤達到114億美元，比2022年第一季度的54.8億美元翻了一番，但較2022年第四季度的127.5億美元有所下降。第一季度的每股收益為2.79美元，超過了《華爾街日報》的共識預(yù)估2.60美元。
根據(jù)周三提交給美國證券交易委員會（SEC）的文件，這家美國超級石油公司預(yù)計，由于低于預(yù)期的美國基準(zhǔn)天然氣價格，上游部門的利潤將下降約22億美元，能源產(chǎn)品部門的利潤也將下降約22億美元，原因是行業(yè)利潤率降低。
總體而言，?？松梨陬A(yù)計第二季度的利潤約為78億美元，較第一季度的114億美元大幅下降，與2022年第二季度的178.5億美元相比更是急劇下滑，當(dāng)時地緣政治沖突導(dǎo)致石油和天然氣價格飆升。
?？松梨谥赋?，提交給SEC的“2023年第二季度利潤考慮因素”文件“并非全面涵蓋2023年第一季度與第二季度結(jié)果的所有變化，也不是對公司2023年第二季度利潤的估計”。
盡管如此，當(dāng)前的石油價格在70美元左右，而2022年春季曾一度飆升至100美元以上，而美國的天然氣價格在當(dāng)年二季度的大部分時間都持續(xù)處于兩年低點。
《華爾街日報》的分析師都預(yù)計，埃克森美孚第二季度每股收益為2.28美元。?？松梨谠谶^去四個季度中每次都超過了分析師的盈利預(yù)期，并將于7月28日發(fā)布第二季度的財報。
胡耀東 譯自 油價網(wǎng)
原文如下：
Exxon Flags Falling Profit Amid Low Natural Gas Prices And Refining Margins
ExxonMobil (NYSE: XOM) expects to book sharply lower second-quarter earnings compared to the same period last year and to the first quarter, due to low natural gas prices and lower refining margins.
For the first quarter this year, Exxon booked record earnings for a first quarter of $11.4 billion, double from the $5.48 billion for the first quarter of 2022 and down from $12.75 billion for the fourth quarter of 2022. The per-share earnings of $2.79 for the first quarter of 2023 beat The Wall Street Journal consensus estimate of $2.60.
In an SEC filing on Wednesday, the U.S. supermajor estimates that its second-quarter earnings would be lower than the $11.4-billion profit for Q1, due to up to $2.2 billion lower earnings in the upstream division because of low U.S. benchmark natural gas prices, and another up to $2.2 billion decline in the energy products division, due to lower industry margins.
Overall, Exxon’s second-quarter earnings are expected at around $7.8 billion, a sharp drop from $11.4 billion for Q1, and an even steeper slump compared to the $17.85 billion earnings for the second quarter of 2022, when oil and natural gas prices soared after the war.
Exxon noted that the 2Q23 Earnings Considerations filing with SEC “is not comprehensive of all changes between 1Q 2023 and 2Q 2023 results and is not an estimate of 2Q 2023 earnings for the Corporation.”
Still, oil prices are now in the mid-$70s, compared to spikes to above $100 per barrel in the spring of 2022, while natural gas prices in the United States have hovered around two-year lows for a large part of the second quarter.
The analyst consensus in The Wall Street Journal expects Exxon’s second-quarter earnings per share at $2.28. Exxon, which has beaten analysts’ earnings estimates in each of the past four quarters, reports Q2 earnings on July 28.
