据彭博新闻社2021年5月4日休斯敦报道,美国第3大石油公司大陆菲利普斯公司(康菲公司)将利用石油和天然气价格的反弹在未来5年内削减大约25%的债务,这表明即使在完成了近年来最大的一笔页岩收购案之后,康菲公司仍将关注财政稳健政策。
这家总部位于休斯敦的美国石油巨头5月2日在一份声明中说,该公司将削减50亿美元的借款,基本上使其债务规模回到今年早些时候收购康乔资源公司之前的水平。这一计划是在康菲公司每年15亿美元股票回购计划的基础上制定的。按计划出售所持塞诺佛斯能源公司10%的股份可能会增加回购规模。按当前价格计算,该公司所持股份的价值约为20亿美元。
美国石油巨头埃克森美孚公司和雪佛龙公司公司上周也表示,在2020年新冠肺炎疫情大流行造成一系列破坏性损失以后,两公司有意利用飙升的现金流偿还债务,恢复财务实力。最大的问题是,康菲公司这样的独立页岩油生产商是否也会这样做,因为他们有更多的债务需要解决,还是他们会利用更高的石油和天然气价格选择进行新的钻探作业。
到目前为止,所有迹象都表明美国石油行业需要严正自律。尽管美国蓬勃发展的页岩油田产量创下了历史新高,但过去十年来,美国石油行业的回报率一直很低,目前该行业正试图重建在投资者心目中的声誉。
5月4日纽约时间上午9点37分,康菲公司股票下跌了1.2%,至每股52.13美元。今年以来,康菲公司的股票累计上涨了30%.
康菲公司第一季度调整后的每股收益为69美分,高于彭博社调查中分析师平均预期的54美分。
李峻 编译自 彭博新闻社
原文如下:
ConocoPhillips Plans 25% Debt Reduction
ConocoPhillips will use a rebound in oil and gas prices to cut debt by about 25% over the next five years, signaling a focus on financial prudence even after completing one of the biggest shale takeovers in recent years.
The Houston-based company will cut its borrowings by $5 billion, it said in a statement Tuesday, essentially returning its debt pile to the same level as before its purchase of Concho Resources Inc. earlier this year. The plan comes in addition to Conoco’s $1.5 billion-a-year share buyback, which may be increased by the planned sale of its 10% stake in Cenovus Energy Inc., valued at about $2 billion at current prices.
U.S. oil giants Exxon Mobil Corp. and Chevron Corp. also signaled their intention to use surging cash flow to pay down debt and restore their financial strength last week, following a string of damaging losses caused by the Covid-19 pandemic in 2020. The big question is whether independent shale producers like Conoco will do the same given that they have even more debt to work through, or whether they choose to embark on fresh drilling to take advantage of higher oil and natural gas prices.
So far, all signs point to discipline as the U.S. oil industry attempts to rebuild its reputation with investors after a decade of poor returns despite record production from the country’s booming shale fields.
Conoco fell 1.2% to $52.13 at 9:37 a.m. in New York. It’s gained 30% this year.
Conoco’s adjusted earnings were 69 cents a share in the first quarter, beating the the 54-cent average of analysts’ estimates in a Bloomberg survey.
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