據(jù)OE網(wǎng)站7月30日報道，雪佛龍(Chevron)周五公布六個季度以來最高利潤，并加入石油業(yè)以股票回購回報投資者的行列，因原油價格反彈令其獲利和現(xiàn)金流恢復至疫情前水平。
油氣價格接近多年來的高點，由于燃料消耗擺脫了疫情損失，而天然氣價格因天氣需求飆升。歐佩克決定將產(chǎn)量限制延續(xù)到明年，這一決定使油價維持在每桶70美元以上。
該公司下調(diào)了其年度資本支出預期。目前約為130億美元，低于去年的支出。此前，其曾預算到2025年每年資本支出為140億-160 億美元。
據(jù)官員們稱，雪佛龍去年削減了開支，使利潤流在每桶50美元以上。較低的成本和較高的價格產(chǎn)生了兩年來最高的現(xiàn)金流，使該公司得以削減債務，恢復股票回購。
該公司首席執(zhí)行官邁克爾沃爾斯（ Michael Wirth ）表示，本季度股票回購將恢復，年回購額將在20億-30億美元之間，約為原計劃的一半。
去年年初，由于疫情導致石油需求減少，該公司及其競爭對手停止了采購。雪佛龍如今加入荷蘭皇家殼牌、道達爾(TotalEnergis)和Equinor的行列，恢復回購。
該公司首席財務官 Pierre Breber 對路透表示，我們總是說，當我們有信心維持下去的時候，我們就會開始回購，我們的盈虧平衡是每桶50美元，現(xiàn)在我們已經(jīng)遠遠高于這個水平了。我們正在努力贏回投資者……對我們產(chǎn)品的需求已經(jīng)完全恢復，對我們股票的需求正在恢復。
在上市前交易中，該公司股價上漲1.4%，至 104美元。
這家美國第二大石油和天然氣生產(chǎn)商在截至6月30日的季度油氣盈利31.8億美元，而去年同期虧損60.9億美元。
石油和天然氣總產(chǎn)量比去年同期增長了5%，達到每日313萬桶油當量，而雪佛龍上季度在美國的石油售價為每桶54美元，而去年同期為19美元。
雪佛龍預計二疊紀盆地的產(chǎn)量將與去年持平，但表示將在下半年增加鉆機數(shù)量。到今年年底，該公司在美國頂級頁巖盆地的產(chǎn)量預計將達到60萬桶油當量/天。
總部位于倫敦的Palissy Advisors能源主管Anish Kapadia表示，雪佛龍在二疊紀盆地的增收"似乎仍是經(jīng)過慎重考慮的…因為其似乎專注于創(chuàng)造自由現(xiàn)金流。
與此同時，美國最大的石油生產(chǎn)商埃克森美孚（ Exxon Mobil ）表示，在公布強勁的季度利潤后，預計今年下半年將在圭亞那和二疊紀等關鍵項目上投入更多資金。
今年截至6月份，原油價格上漲了57%，同時受到重創(chuàng)的煉油和化工行業(yè)由于工廠利用率和利潤率的提高而有所改善。
雪佛龍本季度煉油業(yè)務利潤為8.39億美元，其中美國占了大部分，而亞洲業(yè)務的利潤率較低。
該公司首席財務官Breber表示，成本削減已經(jīng)基本結(jié)束，從2020年收購來寶能源(Noble Energy)以來，該公司已經(jīng)實現(xiàn)了目標節(jié)約。該公司計劃今年通過出售資產(chǎn)籌集多達20億美元的資金。
根據(jù) Refinitiv IBES的數(shù)據(jù)顯示，該公司調(diào)整后的利潤為每股1.71美元，超過華爾街預期的1.59美元。
郝芬 譯自 OE
原文如下:
Chevron Posts Highest Profit in Six Quarters. Moves to Reward Investors
Chevron Corp on Friday reported its highest profit in six quarters and joined an oil industry stampede to reward investors with share buybacks, as rebounding crude oil prices carried earnings and cash flow to pre-pandemic levels.
Oil and gas are trading near multi-year highs as fuel consumption has thrown off pandemic losses and natural gas has soared on weather demand. OPEC's decision to carry production curbs into next year has kept oil trading above $70 per barrel.
The company cut its annual capital spending forecast. At about $13 billion, it is now below what it had spent last year. It had earlier budgeted $14 billion to $16 billion a year in annual capital spending through 2025.
Chevron last year cut expenses to allow profits to flow at above $50 a barrel. Lower costs and higher prices generated the highest cash flow in two years, enabling the company to pare debt and resume share repurchases, officials said.
Share buybacks will resume this quarter at an annual rate of between $2 billion and $3 billion, said Chief Executive Michael Wirth, about half the annual rate it had planned.
The company and its rivals had halted purchases early last year as the pandemic cut oil demand. Chevron now joins Royal Dutch Shell, TotalEnergies and Equinor in resuming buybacks.
"We've always said we would begin buybacks when we were confident that we could sustain it, and our breakeven is $50 per barrel and we are now well above it," Chief Financial Officer Pierre Breber told Reuters.
"We're trying to win back investors...demand for our products has fully recovered, demand for our stock is recovering."
The company's shares were up 1.4% at $104 in premarket trade.
The second-largest U.S. producer's oil and gas production earned $3.18 billion in the quarter ended June 30, compared with a loss of $6.09 billion a year ago.
Total oil and gas production rose 5% over a year ago to 3.13 million barrels of oil equivalent per day (boepd), while Chevron sold its U.S. oil for $54 a barrel last quarter, compared with $19 a year earlier.
Chevron expects output from the Permian basin to be almost same as last year's, but said it will add drilling rigs in the second half. Its production rate from the top U.S. shale basin is expected to be 600,000 boepd by the end of 2021.
Anish Kapadia, director of energy at London-based Palissy Advisors said Chevron's Permian additions "still seem measured... as it appears to be focusing on free cash flow generation".
Meanwhile, top U.S. oil producer Exxon Mobil said it expects more spending on key projects, including Guyana and Permian, in the second half of this year after posting a strong quarterly profit.
Crude oil prices this year through June were up 57%, while hard-hit refining and chemicals improved with better plant utilization rates and margins.
The United States accounted for most of a $839 million profit at Chevron's refining operations in the quarter, as Asia units suffered from weak margins.
CFO Breber said cost-cuts are largely over and it has achieved targeted savings from its 2020 takeover of Noble Energy. It is aiming to raise as much as $2 billion from asset sales this year.
The company's adjusted profit of $1.71 per share beat Wall Street estimates of $1.59, according to Refinitiv IBES data.
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