殼牌預計天然氣交易部門第四季度業績將非常強勁

殼牌預計其石油產品交易和優化結果將顯著低于2021年第三季度

殼牌將于2022年2月3日公布第四季度業績

據油價網1月7日消息，殼牌周五在其2021年第四季度更新報告中表示，由于天然氣和液化天然氣現貨價格高企，該公司預計2021年第四季度天然氣部門的交易業績將顯著高于第三季度。

與此同時，殼牌預計其石油產品交易和優化結果將顯著低于2021年第三季度。該公司表示，盡管指示性煉油利潤率較高，但預計煉油和交易部門的調整后收益將為負值。指示性煉油利潤率是殼牌全球凈實現煉油利潤率的近似值。

殼牌在計劃于2022年2月3日公布2021年第四季度業績之前發布了更新報告。

在今天的財報發布前，殼牌表示，將以股票回購的形式分配出售二疊紀資產的剩余55億美元。

今年9月，殼牌宣布退出二疊紀盆地，將其在頁巖區的資產以 95 億美元的總價出售給康菲石油公司。

殼牌上游主管Wael Sawan表示:“在評估了我們二疊紀資產的多種戰略和投資組合選項后，與康菲石油的這筆交易是一個非常有吸引力的價值主張。”

殼牌表示:“根據我們現有的資本配置框架，二疊紀相關區塊的分配是在運營現金流分配20%-30%的基礎上進行的。”

關于二疊紀相關回購的決定是在2021年12月31日在英國舉行的第一次董事會會議上做出的，該會議決定實施公司股權結構的簡化。

去年年底，殼牌向股東提議，并以壓倒性多數投票贊成，從名稱中刪除雙重股權結構和“荷蘭皇家”的計劃，將其稅居所從荷蘭移至英國，并簡化股權結構使其投資者便于估算和理解。

裘寅 編譯自 油價網

原文如下：

Shell’s Gas Trading Booms While Oil Trading Slows

Shell expects very strong Q4 results from gas trading division

Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021

Shell is set to publish its Q4 results on February 3, 2022

Shell expects the trading results of its gas division to have been significantly higher in the fourth quarter of 2021 compared to the third quarter, on the back of high natural gas and LNG spot prices, the supermajor said in its fourth quarter 2021 update note on Friday.

At the same time, Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021. Adjusted earnings at the refining and trading division are expected to be negative despite higher indicative refining margins, an approximation of Shell’s global net realized refining margin, the company said.

Shell issued the update note ahead of the publishing of the Q4 2021 results scheduled for February 3, 2022.

In today’s note ahead of the earnings release, Shell said it would distribute the remaining $5.5 billion of proceeds from the sale of its Permian assets “in the form of share buybacks at pace.”

Shell announced in September its exit from the Permian with a divestment of its assets in the shale play to ConocoPhillips for a total price of $9.5 billion.

“After reviewing multiple strategies and portfolio options for our Permian assets, this transaction with ConocoPhillips emerged as a very compelling value proposition,” said Wael Sawan, Upstream Director at Shell.

“The Permian related distributions are in addition to the distributions of 20-30% of cash flow from operations as per our existing capital allocation framework,” Shell said today.  

The decision for the Permian-related buybacks was taken on December 31, 2021, during the first Board meeting held in the UK following the decision to implement the simplification of the company’s share structure.

At the end of last year, Shell proposed to shareholders, and they overwhelmingly voted in favor of, a plan to drop the dual share structure and ‘Royal Dutch’ from the name, move its tax residence to the UK from the Netherlands, and make its share structure simpler for investors to value and understand.

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