据2月19日Energy Voice报道，埃尼集团公布，该公司2020年第四季度业绩强劲，勘探和生产部门调整后营业利润为8.02亿欧元(9.725亿美元)。在强劲的油价推动下，勘探开发成果较上一季度增长了60%。
埃尼首席执行官克劳迪奥·德斯卡尔兹表示，2020年是“独一无二的一年”，但该公司对危机反应迅速，削减了资本支出，增强了资产的流动性，同时继续进行能源转型。
第四季度调整后的净利润为6600万欧元(8000万美元)，但埃尼全年亏损7.4亿欧元(8.97亿美元)。全年调整后的息税前利润为19亿欧元(23亿美元)。
德斯卡尔兹表示："在油价每桶44美元的情况下，我们第四季营运利润和净利润表现优于预期，这得益于我们的营运现金产生能力和有效的危机应对能力。上游业务正在不断复苏, 而我们脱碳产品的生产和销售业务在本年度取得了优异的业绩，这得益于埃尼天然气公司（Eni Gas e Luce）息税前利润增长17%，生物精炼加工业务增长130%，以及已安装和批准的1千兆瓦太阳能和风力发电新产能。”
他指出，埃尼集团将进入英国战略性的Dogger Bank海上风电项目，这将是世界上该领域最大的项目。
德斯卡尔兹补充道，借款水平仍与2019年底大致相同。该公司调整后的现金流为67亿欧元(合81.2亿美元)，足以支付资本支出，还有17亿欧元(合20.6亿美元)的剩余资金。埃尼集团将2020年的资本支出较原计划削减了35%。
2020年该公司第四季度的产量下降了11%，为每天171万桶。埃尼集团将减产归咎于新冠肺炎疫情和欧佩克+减产，以及埃及天然气需求下降。
埃尼在本季度的产量为80.9万桶/天，同比下降13%。利比亚的减产和欧佩克+的减产在一定程度上抵消了墨西哥1区、安哥拉Agogo start和刚果布拉柴维尔Nenè 2B的产量增长。埃尼预计将在第一季度重启埃及的Damietta液化天然气工厂。
随着油价的上涨，埃尼集团2020年第四季度的炼油利润同比下降了95%。意大利国内需求下降了约20%。
除了油气业务，埃尼还表示在能源转型方面取得了进展。根据与Falck可再生能源公司(Falck Renewables)达成的一项协议，该公司已进军到美国可再生能源市场，例如风能和太阳能。
该公司还在努力捕获和抵消碳排放。英国石油和天然气管理局(OGA)授予该公司在利物浦湾建造一个碳储存项目的许可证。埃尼集团还投资了林业项目，如赞比亚的卢安瓜社区森林项目。
王佳晶 摘译自 Energy Voice
原文如下：
Oil price recovery drives E&P result for Eni
Eni reported strong results for the fourth quarter, with an adjusted operating profit of 802 million euros ($972.5mn) reported at its exploration and production unit.
E&P results were up 60% from the previous quarter, with stronger oil prices driving the recovery.
Eni’s CEO Claudio Descalzi said 2020 had been a “year like no other” but that the company had reacted quickly to the crisis. It cut capital expenditure and strengthened liquidity, while continuing its energy transition shift.
Adjusted net profit in the fourth quarter was 66mn euros ($80mn). For the full year, it reported a loss of 740mn euros ($897mn). Adjusted EBIT was 1.9 billion euros ($2.3bn) for the full year.
“The fourth quarter operating profit and net profit outperformed estimates, achieved through a $44 per barrel oil price, underpinned by our operating cash generation and the effectiveness of our response to the crisis,” Descalzi said.
“The upstream business is strengthening its recovery, while our businesses in the production and sale of decarbonised products achieved excellent results in the year, driven by a 17% EBIT increase from Eni Gas e Luce, a 130% increase in bio-refining processing and 1 GW of new solar and wind generation capacity already installed or sanctioned.”
The CEO noted Eni’s entry into the UK’s strategic Dogger Bank offshore wind project, “which will be the largest in the world in the sector”.
Borrowing remains around the same level as at the end of 2019, he continued. The company’s adjusted cash flow of 6.7bn euros ($8.12bn) was enough to cover capex with 1.7bn euros ($2.06bn) to spare. Eni cut capex by 35% from its original plans for 2020.
Production in the fourth quarter was down 11%, at 1.71mn barrels of oil equivalent per day. Eni blamed the decrease on COVID-19 and OPEC+ production cuts, in addition to lower gas demand primarily in Egypt.
Eni produced 809,000 bpd of liquids in the quarter, down 13% year on year. Reductions in Libya and as a result of OPEC+ cuts were somewhat offset by growth in Mexico at Area 1, Angola’s Agogo start and the Nenè phase 2B in Congo Brazzaville.
The Italian company expects to restart the Damietta LNG plant in Egypt in the first quarter.
As oil prices rose, Eni’s refining margin in the fourth quarter fell by 95% year on year. Demand in Italy was down around 20%.
Beyond its hydrocarbon business, Eni flagged up progress in the energy transition. It has expanded into the US renewable market under a deal with Falck Renewables, covering wind and solar, for instance.
It is also working to capture and offset emissions. The UK’s Oil and Gas Authority (OGA) awarded it a licence to build a carbon storage project in the Liverpool Bay. Eni has also invested in forestry projects, such as the Luangwa Community Forest Project in Zambia.
