据天然气新闻2021年6月30日报道，在完成对二叠纪盆地运营商康丘资源公司的收购近6个月以后，美国第3大石油公司大陆菲利普斯公司（康菲公司）于6月30日制定了一个雄心勃勃的10年运营计划，目标是每年增加3%的石油产量，并在平均盈亏平衡成本略低于30美元/桶的情况下向股东提供优厚的回报。
康菲公司计划通过每年约70亿美元的资本支出来实现这一目标，超过其2021年的资本支出计划。由于运营效率高于预期，该公司还在6月30日把资本支出减少了2亿美元，至53亿美元。
康菲石油公司首席执行官瑞安·兰斯在公司年度市场更新情况介绍中表示，像大多数行业一样，康菲公司关注的不是产量增长，而是回报。
兰斯表示，产量的年增长率在今年第一季度接近150万桶油当量/天，到2031年应该达到200万桶油当量/天，这是一系列重要财务指标的综合结果。
他表示：“这不仅关乎我们如何在资产层面配置资本，还关乎向股东返还(现金)和提高我们获得的资本回报率。”“我们会平衡所有这些东西。”
此外，继康菲公司在今年1月97亿美元收购康丘资源公司以后，这笔交易预计将节省成本并产生10亿美元/年的协同效应——是去年年底宣布交易时的目标金额的两倍，兰斯如是说。
与此同时，康菲公司增加了今年向股东返还资本的计划，增加了10亿美元的股票回购，总额约为60亿美元，约占其当前市值的8%。
李峻 编译自 天然气新闻
原文如下：
ConocoPhillips reduces 2021 capex 4% to $5.3 billion
Nearly six months after closing its acquisition of Permian Basin operator Concho Resources, ConocoPhillips June 30 set out an ambitious 10-year operating plan June 30 that aims to grow oil production about 3%/year and deliver superior returns at an average breakeven cost slightly under $30/b.
The company plans to achieve that with capital spending of roughly $7 billion/year – more than its 2021 capital spending program, which it also reduced June 30 by $200 million to $5.3 billion owing to stronger-than-expected operational efficiencies.
ConocoPhillips, like most of industry, is not focused on production growth, but returns, its CEO Ryan Lance said during the company's annual market update presentation which was webcast.
Annual growth in production, which in Q1 2021 pro forma was just shy of 1.5 million boe/d and should be roughly 2 million boe/d by 2031 – is an outcome of a number of combined important financial metrics, Lance said.
"It's not only about how we allocate capital at the asset level, but about returning [cash] to shareholders and advancing the return on capital we're getting," he said. "We balance all those things."
Moreover, following ConocoPhillips' $9.7 billion acquisition of Concho in January 2021, cost savings and synergies of $1 billion/year are expected from the deal – double the amount targeted when the transaction was announced in late 2020, Lance said.
And at the same time, the company has increased its planned 2021 return of capital to shareholders by an additional $1 billion of share buybacks, for a total of about $6 billion, or roughly 8%, of its current market cap.
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