据ICIS-MRC网站5月27日莫斯科报道，道达尔(Total)上游油气业务第一季度强劲复苏，油价上涨导致该部门调整后的营业利润较上年同期增长近两倍，但该公司也指出，市场持续波动，炼油利润率“非常低”。
道达尔还公布了包括液化天然气业务在内的“综合天然气可再生能源和电力”部门的调整后营业利润创下历史新高。与去年同期相比，该公司的液化天然气销量保持稳定，为990万公吨，但该公司表示，去年其可再生能源发电装机容量已从3吉瓦增加到7.8吉瓦，增加了一倍多，整个部门调整后的营业利润增加了8%。
尽管第一季度油气产量同比下降7%，为286万桶/天油当量，其中液体产量下降11%，至151万桶/天，但这家法国巨头预测2021年油气产量将与2020年水平保持稳定。
道达尔表示，上游产量下降的原因是欧佩克+协议下的产量减少，这限制了哈萨克斯坦、尼日利亚和阿联酋的产量，以及挪威计划外的维护。
该公司首席执行官帕特里克•普亚恩（Patrick Pouyanne）强调，该季度调整后的利润高于2019年同期，增强了经济复苏的希望。不过，该公司补充称，石油环境仍不稳定，依赖全球需求复苏，仍受新冠疫情的影响。
道达尔表示，欧洲炼油利润率较去年同期下降80%，为5.3美元/吨，反映出欧洲成品油日需求量下降200万桶，至1300万桶，突显出欧洲炼油行业的不稳定状态。道达尔在全球范围内减少了38%的炼油能力，在法国减少了81%，分别为115万桶/天和11.4万桶/天，因为该公司正在努力减少产能或将设施转化为可再生燃料生产。不过，道达尔表示，炼油业务业绩不佳，被石化业务的强劲表现以及“弹性”的营销和服务所抵消。
总之，道达尔本季度调整后净利润同比增长69%，达到30亿美元。
郝芬 译自 ICIS-MRC
原文如下：
Total operating profit in upstream oil and gas business almost triple in Q1
Total has reported a strong first-quarter recovery in its upstream oil and gas business, with higher prices leading to almost triple the level of adjusted operating profit in the segment compared to a year ago, but also noted continued market volatility and "very poor" refining margins.
Total also reported record-high adjusted operating profit from its 'integrated gas renewables & power' division, which includes its LNG business. The company's LNG sales were stable compared with a year ago at 9.9 million mt, but the company said it had more than doubled its installed renewable power generation capacity in the last year from 3 GW to 7.8 GW, and the division as a whole generated 8% more in adjusted operating profit.
The French major forecast its oil and gas production would remain stable in 2021 compared with 2020 levels, even though first-quarter hydrocarbon production was down 7% on the year at 2.86 million b/d of oil equivalent, within which liquids output fell 11% to 1.51 million b/d.
The fall in upstream output was due to reductions under the OPEC+ agreement, which crimped volumes from Kazakhstan, Nigeria and the UAE, as well as unplanned Norwegian maintenance, Total said.
CEO Patrick Pouyanne highlighted that adjusted profit for the quarter was higher than the same quarter two years earlier, in 2019, reinforcing hopes for recovery. However, "the oil environment remains volatile and dependent on the global demand recovery, still affected by the COVID-19 pandemic," the company added.
Underlining the precarious state of European refining, Total said European refining margins were 80% lower than a year earlier, at USD5.3/mt, reflecting a 2 million b/d drop in European demand for refined products, to 13 million b/d. Total reduced its refinery throughput by 38% globally and 81% in France, to 1.15 million b/d and 114,000 b/d respectively, as it works to reduce capacity or convert facilities to renewable fuel production. Poor refining results were, however, offset by strong petrochemical performance and "resilient" marketing and services, Total said.
Overall, Total reported a 69% year-on-year increase in adjusted net profit, to USD3 billion for the quarter.
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