中國(guó)石化新聞網(wǎng)訊 據(jù)油價(jià)網(wǎng)7月28日?qǐng)?bào)道，美國(guó)能源巨頭?？松梨?ExxonMobil)上周五公布，由于天然氣價(jià)格下跌和煉油利潤(rùn)率下降，該公司第二季度收益下降56%，未能達(dá)到分析師的預(yù)期。
?？松梨谥芪骞嫉?023年第二季度收益為79億美元，即每股收益為1.94美元。這低于2022年第二季度的178.5億美元利潤(rùn)，當(dāng)時(shí)油氣價(jià)格飆升。
?？松梨诮衲甑诙径鹊拿抗墒找娴陀凇度A爾街日?qǐng)?bào)》編制的分析師普遍預(yù)期的每股收益2.03美元。
本月初，埃克森美孚已經(jīng)表示，由于天然氣價(jià)格低迷和煉油利潤(rùn)率下降，預(yù)計(jì)第二季度收益將大幅下降。
事實(shí)確實(shí)如此，但即使有了利潤(rùn)預(yù)警，?？松梨谝矝](méi)有達(dá)到分析師們已經(jīng)下調(diào)的普遍預(yù)期。
上游業(yè)務(wù)第二季度盈利為46億美元，較第一季度下降了19億美元，較2022年第二季度的110億美元的減少了一半以上。
?？松梨诒硎荆嫌问找嫦陆抵饕捎谔烊粴鈨r(jià)格下跌，第二季度天然氣價(jià)格下跌了40%，以及季節(jié)性的定期維護(hù)費(fèi)用增加。這家超級(jí)巨頭的煉油業(yè)務(wù)收入為23億美元，低于第一季度的42億美元和2022年第二季度的53億美元。行業(yè)利潤(rùn)率較第一季度的強(qiáng)勁業(yè)績(jī)有所下滑，由于供應(yīng)擔(dān)憂(yōu)緩解，柴油利潤(rùn)率下降。
?？松梨谠谠摴窘陙?lái)最關(guān)注的開(kāi)發(fā)領(lǐng)域二疊紀(jì)和圭亞那的季度產(chǎn)量達(dá)到歷史最高水平。與2022年同期相比，圭亞那和二疊紀(jì)的石油當(dāng)量產(chǎn)量第二季度共增長(zhǎng)20%。
首席執(zhí)行官Darren Woods在財(cái)報(bào)電話(huà)會(huì)議上表示，“在二疊紀(jì)盆地，我們創(chuàng)造了另一項(xiàng)產(chǎn)量新高，今年的總產(chǎn)量有望保持10%的增長(zhǎng)”。
然而，二疊紀(jì)和圭亞那產(chǎn)量的增加并不足以抵消實(shí)際價(jià)格的下降和煉油利潤(rùn)率的下降，?？松梨诩尤肫渌驾^低收益的超級(jí)巨頭行列，也加入了利潤(rùn)低于分析師預(yù)測(cè)的歐洲巨頭殼牌和道達(dá)爾能源行列。
郝芬 譯自 油價(jià)網(wǎng)
原文如下：
Exxon Misses Earnings Estimate With 56% Profit Decline
ExxonMobil missed analyst forecasts as it reported on Friday 56% lower earnings for the second quarter amid lower natural gas prices and weaker refining margins.
Exxon reported on Friday second-quarter 2023 earnings of $7.9 billion, or $1.94 per share assuming dilution. This was down from a record $17.85 billion profit for the second quarter of 2022 when oil and gas prices surged.
Exxon’s earnings per share for the second quarter this year missed the analyst consensus estimate of $2.03 EPS compiled by The Wall Street Journal.
Early this month, Exxon already flagged it expects sharply lower second-quarter earnings, due to low natural gas prices and lower refining margins.
And so it did, but even with the profit warning, Exxon missed the already downgraded analyst consensus estimates.
Upstream second-quarter earnings were $4.6 billion, down by $1.9 billion from the first quarter and more than halved from $11 billion earnings in the upstream business for the second quarter of 2022.
The main factors for the lower upstream earnings were lower natural gas prices, which slumped by 40% in Q2, and seasonally higher scheduled maintenance, Exxon said.
The supermajor’s refining business booked earnings of $2.3 billion, down from $4.2 billion for the first quarter and $5.3 billion for the second quarter of 2022.
Industry margins declined sequentially from a strong first quarter on weaker diesel margins as supply concerns eased,” Exxon said.
Exxon achieved record quarterly production in the Permian and in Guyana, its top development focus areas for this decade. Oil-equivalent production in Guyana and the Permian jumped by a combined 20% in the second quarter compared to the same quarter of 2022.
“In the Permian, we set another production record and remain on track for an overall growth in production of 10% this year,” CEO Darren Woods said in prepared remarks on the earnings call.
Higher Permian and Guyana production, however, was not enough to offset lower price realizations and weakening refining margins, and Exxon joined the other supermajors in reporting lower earnings and also joined European majors Shell and TotalEnergies which missed analysts’ forecasts, too.
