据海上能源2月2日报道，康菲石油（ConocoPhillips）周二报告称，2020年第四季度亏损8亿美元，而2019年第四季度收益为7亿美元。
除特殊项目外，2020年第四季度调整后的收益损失2亿美元，而2019年第四季度调整后的收益为8亿美元。
2020年全年亏损27亿美元，而2019年全年收益为72亿美元。
除特殊项目外，2020年全年调整后收益亏损10亿美元，而2019年全年调整后收益为40亿美元。
纵观康菲石油公司的同行，雪佛龙公司上周报告称，其已设将2020年最后一个季度的亏损减少6.65亿美元，而亏损66亿美元。
BP周二早些时候表示，其2020年第四季度的基础重置成本利润为1.15亿美元，而2020年第三季度为8600万美元，而2019年第四季度为26亿美元。
埃克森美孚周二宣布，估计2020年第四季度亏损201亿美元，而2019年同期利润为57亿美元。
康菲石油的产量下降
2020年第四季度，不包括利比亚在内的石油产量为114.4万桶/天油当量，比前一年同期减少了1.45亿桶。
在对已完成的收购和处置进行调整之后，2020年第四季度的产量比前一年同期减少了8800万桶/ 天油当量，即降幅为7%。
根据康菲公司的说法，产量下降主要是由于正常的油田产量下降，部分被美国48个州和其他开发项目的新产量所抵消。利比亚的日均产量为2500万桶油当量。
由于实现价格降低和交易量减少，以及阿拉斯加和美国本土48个州的非现金减损，收益较2019年第四季度有所下降。这些下降被Cenovus能源股票市值的增长部分抵消。
除去特殊项目，由于实现价格降低和业务量减少，调整后的利润低于2019年第四季度，部分被业务量减少相关的运营成本减少抵消。
康菲石油公司已经制定了2021年运营计划，资本预算为55亿美元。其中51亿美元用于维持现有生产，4亿美元用于投资主要在阿拉斯加的主要项目，此外还有正在进行的勘探评估活动。
康菲董事长兼首席执行官Ryan Lance表示，尽管行业基本面已经从2020年的低点回升，但我们认为，为2021年制定一个可持续的资本计划是我们公司正确的做法。这清楚地表明了我们对自由创造现金流的承诺，并创造了以更高价格向股东返还额外资本的灵活性。
郝芬 译自 海上能源
原文如下：
Lower prices push ConocoPhillips into the red
ConocoPhillips on Tuesday reported a fourth-quarter 2020 loss of $0.8 billion compared with fourth-quarter 2019 earnings of $0.7 billion.
Excluding special items, fourth-quarter 2020 adjusted earnings were a loss of $0.2 billion compared with fourth-quarter 2019 adjusted earnings of $0.8 billion.
Full-year 2020 earnings were a loss of $2.7 billion compared with full-year 2019 earnings of $7.2 billion.
Excluding special items, full-year 2020 adjusted earnings were a loss of $1 billion compared with full-year 2019 adjusted earnings of $4 billion.
Looking at ConocoPhillips peers, Chevron last week reported it had managed to cut its losses in the last quarter of 2020, which totalled $665 million compared with a loss of $6.6 billion.
Earlier on Tuesday, BP said that its underlying replacement cost profit for the fourth quarter of 2020 was $115 million compared to $86 million profit in 3Q 2020 and compared to a profit of $2.6 billion in 4Q 2019.
ExxonMobil on Tuesday announced an estimated fourth quarter 2020 loss of $20.1 billion compared to a profit of $5.7 billion in the same period of 2019.
ConocoPhillips’ production down
Production excluding Libya for the fourth quarter of 2020 was 1,144 thousand barrels of oil equivalent per day (MBOED), a decrease of 145 MBOED from the same period a year ago.
After adjusting for closed acquisitions and dispositions, fourth-quarter 2020 production decreased 88 MBOED or 7 per cent from the same period a year ago.
According to ConocoPhillips, this decrease was primarily due to normal field decline partially offset by new production from the Lower 48 and other development programs across the portfolio. Production from Libya averaged 25 MBOED.
Earnings decreased from fourth-quarter 2019 due to lower realized prices and reduced volumes, as well as non-cash impairments in Alaska and Lower 48.
These decreases were partially offset by the increase in Cenovus Energy equity market value.
Excluding special items, adjusted earnings were lower compared with fourth-quarter 2019 due to lower realized prices and reduced volumes, partially offset by a decrease in operating costs associated with reduced volumes.
ConocoPhillips has set a 2021 operating plan capital budget of $5.5 billion. This includes $5.1 billion to sustain current production and $0.4 billion for investment in major projects, primarily in Alaska, in addition to ongoing exploration appraisal activity.
Ryan Lance, ConocoPhillips chairman and chief executive officer, said: “While the industry fundamentals have strengthened off the 2020 lows, we believe setting a sustaining capital program for 2021 is the right approach for our company. It clearly demonstrates our commitment to free cash flow generation and creates flexibility to return additional capital to shareholders at higher prices”.
