据OE网站7月30日报道，雪佛龙(Chevron)周五公布六个季度以来最高利润，并加入石油业以股票回购回报投资者的行列，因原油价格反弹令其获利和现金流恢复至疫情前水平。
油气价格接近多年来的高点，由于燃料消耗摆脱了疫情损失，而天然气价格因天气需求飙升。欧佩克决定将产量限制延续到明年，这一决定使油价维持在每桶70美元以上。
该公司下调了其年度资本支出预期。目前约为130亿美元，低于去年的支出。此前，其曾预算到2025年每年资本支出为140亿-160 亿美元。
据官员们称，雪佛龙去年削减了开支，使利润流在每桶50美元以上。较低的成本和较高的价格产生了两年来最高的现金流，使该公司得以削减债务，恢复股票回购。
该公司首席执行官迈克尔沃尔斯（ Michael Wirth ）表示，本季度股票回购将恢复，年回购额将在20亿-30亿美元之间，约为原计划的一半。
去年年初，由于疫情导致石油需求减少，该公司及其竞争对手停止了采购。雪佛龙如今加入荷兰皇家壳牌、道达尔(TotalEnergis)和Equinor的行列，恢复回购。
该公司首席财务官 Pierre Breber 对路透表示，我们总是说，当我们有信心维持下去的时候，我们就会开始回购，我们的盈亏平衡是每桶50美元，现在我们已经远远高于这个水平了。我们正在努力赢回投资者……对我们产品的需求已经完全恢复，对我们股票的需求正在恢复。
在上市前交易中，该公司股价上涨1.4%，至 104美元。
这家美国第二大石油和天然气生产商在截至6月30日的季度油气盈利31.8亿美元，而去年同期亏损60.9亿美元。
石油和天然气总产量比去年同期增长了5%，达到每日313万桶油当量，而雪佛龙上季度在美国的石油售价为每桶54美元，而去年同期为19美元。
雪佛龙预计二叠纪盆地的产量将与去年持平，但表示将在下半年增加钻机数量。到今年年底，该公司在美国顶级页岩盆地的产量预计将达到60万桶油当量/天。
总部位于伦敦的Palissy Advisors能源主管Anish Kapadia表示，雪佛龙在二叠纪盆地的增收"似乎仍是经过慎重考虑的…因为其似乎专注于创造自由现金流。
与此同时，美国最大的石油生产商埃克森美孚（ Exxon Mobil ）表示，在公布强劲的季度利润后，预计今年下半年将在圭亚那和二叠纪等关键项目上投入更多资金。
今年截至6月份，原油价格上涨了57%，同时受到重创的炼油和化工行业由于工厂利用率和利润率的提高而有所改善。
雪佛龙本季度炼油业务利润为8.39亿美元，其中美国占了大部分，而亚洲业务的利润率较低。
该公司首席财务官Breber表示，成本削减已经基本结束，从2020年收购来宝能源(Noble Energy)以来，该公司已经实现了目标节约。该公司计划今年通过出售资产筹集多达20亿美元的资金。
根据 Refinitiv IBES的数据显示，该公司调整后的利润为每股1.71美元，超过华尔街预期的1.59美元。
郝芬 译自 OE
原文如下:
Chevron Posts Highest Profit in Six Quarters. Moves to Reward Investors
Chevron Corp on Friday reported its highest profit in six quarters and joined an oil industry stampede to reward investors with share buybacks, as rebounding crude oil prices carried earnings and cash flow to pre-pandemic levels.
Oil and gas are trading near multi-year highs as fuel consumption has thrown off pandemic losses and natural gas has soared on weather demand. OPEC's decision to carry production curbs into next year has kept oil trading above $70 per barrel.
The company cut its annual capital spending forecast. At about $13 billion, it is now below what it had spent last year. It had earlier budgeted $14 billion to $16 billion a year in annual capital spending through 2025.
Chevron last year cut expenses to allow profits to flow at above $50 a barrel. Lower costs and higher prices generated the highest cash flow in two years, enabling the company to pare debt and resume share repurchases, officials said.
Share buybacks will resume this quarter at an annual rate of between $2 billion and $3 billion, said Chief Executive Michael Wirth, about half the annual rate it had planned.
The company and its rivals had halted purchases early last year as the pandemic cut oil demand. Chevron now joins Royal Dutch Shell, TotalEnergies and Equinor in resuming buybacks.
"We've always said we would begin buybacks when we were confident that we could sustain it, and our breakeven is $50 per barrel and we are now well above it," Chief Financial Officer Pierre Breber told Reuters.
"We're trying to win back investors...demand for our products has fully recovered, demand for our stock is recovering."
The company's shares were up 1.4% at $104 in premarket trade.
The second-largest U.S. producer's oil and gas production earned $3.18 billion in the quarter ended June 30, compared with a loss of $6.09 billion a year ago.
Total oil and gas production rose 5% over a year ago to 3.13 million barrels of oil equivalent per day (boepd), while Chevron sold its U.S. oil for $54 a barrel last quarter, compared with $19 a year earlier.
Chevron expects output from the Permian basin to be almost same as last year's, but said it will add drilling rigs in the second half. Its production rate from the top U.S. shale basin is expected to be 600,000 boepd by the end of 2021.
Anish Kapadia, director of energy at London-based Palissy Advisors said Chevron's Permian additions "still seem measured... as it appears to be focusing on free cash flow generation".
Meanwhile, top U.S. oil producer Exxon Mobil said it expects more spending on key projects, including Guyana and Permian, in the second half of this year after posting a strong quarterly profit.
Crude oil prices this year through June were up 57%, while hard-hit refining and chemicals improved with better plant utilization rates and margins.
The United States accounted for most of a $839 million profit at Chevron's refining operations in the quarter, as Asia units suffered from weak margins.
CFO Breber said cost-cuts are largely over and it has achieved targeted savings from its 2020 takeover of Noble Energy. It is aiming to raise as much as $2 billion from asset sales this year.
The company's adjusted profit of $1.71 per share beat Wall Street estimates of $1.59, according to Refinitiv IBES data.
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