据美国油价网2022年7月15日报道，今年第二季度高炼油高利润率和强劲的燃料需求，将为大型石油公司的炼油业务带来丰厚的利润。
一些最大的国际石油巨头已经宣布，在本月晚些时候公布第二季度利润时，他们预计炼油部门将获得“罕见的”巨额利润。
最新一家预测炼油业务将出现巨额盈利的公司是法国能源巨头道达尔能源公司，道达尔能源公司7月15日表示，“考虑到馏分油和汽油裂解利润率达到非常高水平，该公司炼油和化工部门第二季度的业绩预计将非常出色。”
今年第二季度，道达尔能源公司在欧洲炼油业务的可变成本利润率跃升至每吨145.70美元，是今年第一季度每吨46.3美元利润的3倍多。
道达尔能源公司补充说：“天然气、液化天然气和电力交易活动的表现预计将保持高水平，但不会复制今年第一季度的出色贡献。”
壳牌公司上周也表示，其指示性炼油利润率（接近壳牌公司全球炼油单位总利润率）在第二季度飙升至每桶28.04美元，而今年第一季度为每桶10.23美元。与今年第一季度相比，近3倍的炼油利润率预计将为壳牌公司产品部门第二季度的业绩增加8亿至12亿美元。
7月1日，埃克森美孚公司在提交给美国证券委员会（SEC）的一份文件中表示，其炼油部门利润率的上升将使其第二季度业绩增加44亿-46亿美元。未结算衍生品价值的变化将为埃克森美孚公司第二季度的收益再增加9亿美元。
因此，大型石油公司将在7月份最后一周公布又一个季度的巨额利润，这一次得益于创纪录的炼油利润率，因为全球炼油产能受到限制，原油价格在第二季度反弹，燃料需求强劲反弹。
美国政府不断批评大型石油公司创纪录的炼油利润率和高收益，他们在上月汽油价格创历史新高之际警告石油企业不要“牟取暴利”。
李峻 编译自 美国油价网
原文如下：
Big Oil Poised For “Exceptional” Earnings Thanks To High Refining Margins
High refining margins and fuel demand in the second quarter are set to lead to exceptional earnings at Big Oil’s refining businesses.
Some of the largest international oil majors have already announced expectations of blockbuster earnings from their refining divisions when they report Q2 profits later this month.
The latest company to preview blockbuster earnings in refining was France’s supermajor TotalEnergies, which said on Friday that “Refining & Chemicals results are expected to be exceptional given the very high levels of distillate and gasoline cracks.”
TotalEnergies’ variable cost margin across its European refining business jumped to $145.70 per ton in the second quarter, more than three times the $46.3 per ton margin for the first quarter of this year.
“Performance of the gas, LNG and power trading activities is expected to remain high, but without replicating the exceptional contribution of the first quarter of 2022,” TotalEnergies added.
Shell also said last week that its indicative refining margin—an approximation of Shell’s global gross refining unit margin—surged to $28.04 per barrel in the second quarter, compared to $10.23 barrel in the first quarter of 2022.
The nearly tripled refining margin is expected to add between $800 million and $1.2 billion to the second quarter results of Shell’s Products division, compared to the first quarter 2022.
On July 1, ExxonMobil said in an SEC filing that the rise in industry margins is set to add between $4.4 billion and $4.6 billion to its Q2 results. The change in the value of unsettled derivatives would add another up to $900 million to Exxon’s earnings for the second quarter.
So, Big Oil will be reporting in the last week of July another quarter of blockbuster earnings, this time aided by record refining margins as refining capacity globally is constrained, crude prices rallied in Q2, and fuel demand rebounded strongly.
Record refining margins and high earnings at the biggest oil corporations have been under continuous criticism by President Joe Biden and his Administration who have been warning firms against “profiteering” while gasoline prices hit records last month.
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