据油价网7月7日报道，壳牌这个英国超级石油巨头在2023年第二季度更新报告中指出，由于季节性和较少的优化机会，与强劲的第一季度相比，其天然气交易业务在第二季度将大幅下降。壳牌预计，天然气交易部门在第二季度的贡献将与2021年和2022年第二季度的平均贡献相当。
在第一季度，壳牌报告了96亿美元的调整后收益，这是由于“欧美市场能源价格持续波动导致天然气和电力交易和优化利润强劲”。
在2022年，由于天然气价格飙升和整体能源商品市场的极端波动，交易帮助壳牌和其他从事天然气交易业务的主要公司实现历史最高水平的盈利。
对于2023年第二季度，壳牌预计其油气生产将低于第一季度，这反映计划中维护工作对生产的影响，包括在墨西哥湾、挪威、马来西亚和巴西的资产。营销业绩预计与第一季度持平，而壳牌化学品子部门的调整后收益预计将在第二季度出现亏损，主要由于利用率降低和炼油利润从第一季度的每桶15美元下降到第二季度的每桶9美元。
壳牌将于7月27日公布第二季度收益。
本周早些时候，另一家超级石油巨头美国埃克森美孚公司表示，由于低天然气价格和较低的炼油利润，预计其第二季度收益将大幅下降，与去年同期和第一季度相比。
在周三的美国证券交易委员会（SEC）文件中，因为上游部门的盈利将减少22亿美元，这家美国超级石油巨头估计其第二季度收益将低于第一季度的114亿美元。
胡耀东 译自 油价网
原文如下：
Shell Expects ‘Significantly Lower’ Earnings From Gas Trading
Shell expects its gas trading business to have been significantly lower in the second quarter, compared to a strong first quarter, due to seasonality and fewer optimization opportunities, the UK-based supermajor said in its second quarter 2023 update note on Friday.
Shell anticipates the second-quarter contribution of the gas trading division to be in line with the average contribution of the second quarter in 2021 and 2022.
For the first quarter, Shell reported adjusted earnings of $9.6 billion, driven by “strong trading and optimisation margins for gas and power due to continued price volatility primarily in European and American markets.”
Trading helped Shell and other majors active in the gas trading business to post record earnings for 2022 amid natural gas price spikes and the overall extreme market volatility in energy commodities.
For the second quarter of 2023, Shell expects its oil and gas production to be lower than in the first quarter, reflecting scheduled maintenance, including at its assets in the Gulf of Mexico, Norway, Malaysia, and Brazil.
Marketing results are set to be in line with the first quarter, while Shell’s adjusted earnings at the chemicals sub-segment are expected to reflect a loss for the second quarter, amid lower utilization and a decline in the refining margin from $15 per barrel in Q1 to $9 a barrel in the second quarter.
Shell reports second-quarter earnings on July 27.
Earlier this week, another supermajor, U.S. ExxonMobil, said it expects to report on July 28 sharply lower second-quarter earnings compared to the same period last year and to the first quarter, due to low natural gas prices and lower refining margins.
In an SEC filing on Wednesday, the U.S. supermajor estimates that its second-quarter earnings would be lower than the $11.4-billion profit for Q1, due to up to $2.2 billion lower earnings in the upstream division because of low U.S. benchmark natural gas prices, and another up to $2.2 billion decline in the energy products division, due to lower industry margins.
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