中國(guó)石化新聞網(wǎng)訊 據(jù)油價(jià)網(wǎng)2023年7月27日?qǐng)?bào)道,英國(guó)殼牌公司第二季度調(diào)整后的收益比第一季度幾乎減少一半,比去年同期的利潤(rùn)下降50%以上。由于石油和天然氣價(jià)格下跌、煉油利潤(rùn)率下降以及液化天然氣交易影響該公司第二季度的業(yè)績(jī),殼牌公司第二季度利潤(rùn)未能達(dá)到分析師們的預(yù)期。
殼牌公司調(diào)整后的利潤(rùn)是分析師最密切關(guān)注的指標(biāo),第二季度下滑至51億美元,低于第一季度的96億美元利潤(rùn)和去年第二季度的114.72億美元利潤(rùn)。
今年4月至6月的第二季度收益低于分析師預(yù)期的60億美元。
考慮到今年第二季度的平均油價(jià)為每桶75美元,而去年同期為每桶113美元,第二季度天然氣價(jià)格僅為去年夏季水平的一小部分,殼牌公司最近一個(gè)季度的利潤(rùn)下降并不出人意料。
殼牌公司自身也表示,其天然氣交易部門(mén)在今年第二季度的貢獻(xiàn)將大幅下降。
7月早些時(shí)候,殼牌公司表示,由于季節(jié)性因素和優(yōu)化機(jī)會(huì)減少,預(yù)計(jì)第二季度天然氣交易業(yè)務(wù)將明顯低于強(qiáng)勁的第一季度。
在天然氣價(jià)格飆升和能源大宗商品市場(chǎng)整體極度波動(dòng)的情況下,交易幫助殼牌公司和其他活躍在天然氣交易業(yè)務(wù)中的大型公司在去年實(shí)現(xiàn)歷史新高的盈利。
殼牌公司首席執(zhí)行官7月27日表示,正如6月份承諾的那樣,殼牌公司將把第二季度股息提高15%,每股0.331美元,并將在未來(lái)3個(gè)月開(kāi)始30億美元的回購(gòu)計(jì)劃。這位高管指出,在董事會(huì)批準(zhǔn)的情況下,殼牌公司還將在今年第三季度進(jìn)行至少25億美元的額外回購(gòu)。
本周早些時(shí)候,由于石油和天然氣價(jià)格暴跌,挪威能源巨頭Equinor公布第二季度調(diào)整后的收益比去年同期下降57%。Equinor調(diào)整后的收益為75.4億美元,與21位分析師對(duì)Equinor提供的76億美元的共識(shí)預(yù)測(cè)一致。
李峻 譯自 油價(jià)網(wǎng)
原文如下:
Shell’s Earnings Plunge On Lower Oil And Gas Prices
Shell’s (NYSE: SHEL) second-quarter adjusted earnings nearly halved from the first quarter and fell by more than 50% from the record profits for the same period last year. The company missed analyst forecasts as lower oil and gas prices, refining margins, and LNG trading impacted the supermajor’s performance in Q2.
Shell’s adjusted earnings, the metric most closely watched by analysts, slipped to $5.1 billion for the second quarter, down from $9.6 billion profits for the first quarter and from the $11.472 billion profit for the second quarter of 2022.
The earnings for the April-June 2023 quarter missed analyst estimates of $6 billion.
The drop in profits in the latest quarter wasn’t unexpected, considering that oil prices averaged $75 per barrel in Q2 2023, compared to $113 a barrel in the same quarter last year, and natural gas prices were a fraction of the records seen in the summer of 2022.
Shell itself has also flagged a significantly lower contribution from its gas trading division in the second quarter of 2023.
Earlier this month, Shell said it expects its gas trading business to have been significantly lower in the second quarter, compared to a strong first quarter, due to seasonality and fewer optimization opportunities.
Trading helped Shell and other majors active in the gas trading business to post record earnings for 2022 amid natural gas price spikes and the overall extreme market volatility in energy commodities.
As pledged in June, Shell is raising its quarterly dividend by 15% $0.331 per share, and will begin a $3 billion buyback program for the next three months, CEO Wael Sawan said today. Subject to board approval, Shell will also launch at least $2.5 billion in additional buybacks at the Q3 2023 results, the executive noted.
Earlier this week, Norway’s energy giant Equinor reported 57% lower adjusted earnings for the second quarter compared to the same period of 2022 as oil and natural gas prices slumped. Equinor’s adjusted earnings of $7.54 billion were in line with a $7.6 billion consensus estimate provided by 21 analysts to Equinor.