据世界能源网8月1日转发美国消费者与新闻商业频道报道(CNBC),石油巨头英国石油公司(bp)周二报告称,由于化石燃料价格下跌,第二季度利润同比下降近70%,这与整个能源行业的趋势相呼应。
bp公布第二季度基本重置成本利润为26亿美元,这通常被视为净利润的指标。
根据路孚特(Refinitiv)的统计,分析师曾预计bp第二季度利润为35亿美元。
第二季度的业绩与今年前三个月49.6亿美元的利润和2022年第二季度85亿美元的盈利相比,有所下滑。
公司表示,盈利情况反映出已实现的炼油利润率大幅下降,周转和维护活动支出较高,石油交易疲软。
尽管如此,这家能源巨头第二季度的股息提高了10%,达到每股7.27美分。公司还表示,将在未来三个月回购15亿美元的股份。
bp首席执行官Bernard Looney周二在接受CNBC的“欧洲财经论坛”采访时表示:“这是一个非常好的季度,这让董事会……有信心宣布本季度15亿美元的回购计划,此外,我们还将股息提高了10%。”
他补充道:“所以,总的来说,我们正在做我们说过要做的事情,即在转型的同时有所表现,我们对结果感到非常满意。”
在伦敦上市的bp股价在早盘交易中上涨0.6%。
由于大宗商品价格下跌,石油巨头们未能实现去年同期的丰厚利润。
同在英国的竞争对手壳牌(Shell)和法国石油巨头道达尔能源(TotalEnergies)周四公布的第二季度利润大幅下降,而总部位于美国的埃克森美孚二季度利润同比下降56%。
“快速”和“有序”的过渡
2022年,地缘政治冲突发生后,石油和天然气价格飙升,西方五大石油公司的总利润接近2000亿美元。就bp而言,其2022年全年利润达到277亿美元,创下历史新高。
然而,今年上半年,由于对全球经济的担忧超过了供需基本面影响,石油和天然气价格面临压力。
与壳牌一样,bp最近几个月也因淡化其气候承诺而受到批评。2020年,该公司承诺“到2050年或更早”成为净零排放公司,然而在今年早些时候表示,将缩减“减少石油和天然气产量来减少碳排放”的计划。
该公司此前承诺到本世纪末,排放量将减少35%至40%,但在2月初又表示,目前的目标缩减至“减少20%至30%”。
当被问及为什么要改变这些目标时,该公司CEO回答说:“事实上,我们在2月份宣布正在执行我们的战略,并宣布我们将在本十年内再投入80亿美元用于能源转型,支出将达到550亿至650亿美元。”
他补充道:“与此同时,我们宣布将增加对石油和天然气的投资,这是因为我们的投资对于‘当今能源系统的供应能否满足需求’至关重要。”
他补充道:“如果我们不这样做,只会发生一件事,那就是油气价格会上涨。”“我们需要快速过渡,但我们更需要确保有序过渡。”
林圣泽 译自 世界能源网
原文如下:
Oil Major BP Posts 70% Drop In Second-Quarter Profit, Raises Dividend by 10%
Oil major BP on Tuesday reported a nearly 70% year-on-year drop in second-quarter profits on the back of weaker fossil fuel prices, echoing a trend observed across the energy industry.
The British energy major posted second-quarter underlying replacement cost profit, used as a proxy for net profit, of $2.6 billion.
Analysts had expected BP to report second-quarter profit of $3.5 billion, according to estimates collated by Refinitiv.
The second-quarter result compared with a profit of $4.96 billion recorded in the first three months of the year and with the $8.5 billion logged in the second quarter of 2022.
BP said the earnings reflected significantly lower realized refining margins, a higher level of turnaround and maintenance activity and a weak oil trading result.
Nonetheless, the energy giant boosted its dividend by 10% to 7.27 cents per ordinary share for the second quarter. BP also said it would repurchase $1.5 billion of its shares over the next three months.
"A very good quarter and that has given the board … the confidence to announce a $1.5 billion buyback program for the quarter and additionally we've raised the dividend by 10%," BP CEO Bernard Looney told CNBC's "Squawk Box Europe" on Tuesday.
"So, all in all, we're doing what we said we would do which is performing while transforming and we're very pleased with the results," he added.
Shares of London-listed BP rose 0.6% during early morning deals.
Oil majors have failed to match the bumper profits posted during the same period of last year amid weaker commodity prices.
British rival Shell and French oil major TotalEnergies on Thursday reported a steep drop in second-quarter profit, while U.S.-based Exxon Mobil's second-quarter profit slumped 56% year-on-year.
A 'rapid' and 'orderly' transition
The West's five largest oil companies raked in combined profits of nearly $200 billion in 2022, as oil and gas prices soared following the war. For its part, BP reported annual record profit of $27.7 billion for the full year of 2022.
Oil and gas prices came under pressure in the first half of this year, however, as global economic jitters outweighed supply-demand fundamentals.
Like Shell, BP has attracted criticism in recent months for watering down its climate commitments. In 2020, the company committed to become a net-zero company "by 2050 or sooner," then said earlier this year that it would scale back plans to cut carbon emissions by reducing its oil and gas output.
It had previously pledged that emissions would be 35% to 40% lower by the end of the decade, but said in early February that it was now targeting a 20% to 30% cut.
Asked on Tuesday why BP had moved these goalposts, Looney replied, "We, actually, in February announced that we're leaning into our strategy and announced that we were going to put $8 billion more into the energy transition this decade, spending between $55 [billion] and $65 billion."
"At the same time, we announced that we would increase our investment in oil and gas, and that's because it's crucial that we invest in the supply of today's energy system to meet the demand," Looney added.
"If we don't, there's only one thing that is going to happen and that's that prices are going to go up," he added. "We need a rapid transition and we need to make sure that the transition is orderly."
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