据安迅思3月16日消息称,据路透社报道,雪佛龙概述了到2025年扩大石油和天然气生产的计划,但不会大幅增加支出,并承诺限制其碳排放的增长速度。
2020年,由于大规模封锁导致的能源需求下降导致行业陷入混乱,导致雪佛龙公司自2016年以来首次出现55.4亿美元的年度亏损。
投资者一直在向雪佛龙和其他石油公司施压,要求它们保持支出不变,减少导致气候变化的排放。
雪佛龙首席执行官Michael Wirth在周二的报告中对分析师表示,无论油价如何波动,雪佛龙都可以实现其产量和碳排放目标。
“我们不会押注更高的价格来拯救我们,” 他说,这显然是在挖苦埃克森和其它指望油价反弹来弥补派息和偿还债务的公司。到2025年,雪佛龙的资本回报率(衡量公司投资效率的指标)可以翻一番以上,达到10%以上。
尽管如此,一些分析人士对气候和排放目标并不满意,认为它们过于温和。股价从一年高点小幅下跌至109.50美元。
加拿大皇家银行资本市场分析师Biraj Borkhataria表示,预计到2025年,扣除股息和项目支出后的自由现金流将达到250亿美元,这“令人失望”。
他补充说,碳强度目标“落后于行业平均水平”,“专注于其可控元素”,而不是建立新的业务线”,这可能有助于利润。
朱佳妮 摘译自 安迅思
原文如下:
Chevron to slow carbon emissions, raise oil and gas output through 2025
Chevron outlined a plan to expand oil and gas production through 2025, but without spending significantly more, and pledged to limit the pace of growth of its carbon emissions, reported Reuters.
Falling energy demand due to pandemic-driven lockdowns sent the industry into a tailspin in 2020 and led Chevron to a USD5.54 billion annual loss, its first since 2016.
Investors have been pressuring Chevron and other oil companies to hold spending flat and reduce emissions that contribute to climate change.
Chief Executive Officer Michael Wirth told analysts in a presentation on Tuesday that Chevron can achieve its output and carbon goals regardless of oil price fluctuations.
"We're not betting on higher prices to bail us out," he said in an apparent dig at Exxon and others counting on oil's rebound to cover dividends and debt repayments. By 2025, Chevron can more than double its return on capital employed, a measure of how efficiently a company invests, to more than 10%.
Still, some analysts were unimpressed with the climate and emissions goals, viewing them as too modest. Shares dipped a fraction from a one-year high to USD109.50.
A forecast of USD25 billion in free cash flow through 2025 after dividends and project outlays is "underwhelming," said Biraj Borkhataria, an analyst with RBC Capital Markets.
The carbon intensity goals "lag the industry average" and "focus on its controllable elements" rather than building new business lines," that could contribute to profits, he added.
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