据油价网2023年7月27日报道，北美最大的炼油企业瓦莱罗能源公司7月27日发布的统计数据显示，瓦莱罗能源公司第二季度净收入与去年同期相比显著下降，原因是其炼油利润率比去年同期减少一半。
瓦莱罗能源公司表示，其今年第二季度的净利润降至19亿美元或每股5.40美元，而去年第二季度的净利润为47亿美元或每股11.57美元。
尽管如此，瓦莱罗能源公司今年第二季度的每股收益还是超过了《华尔街日报》分析师们预期的每股利润5.04美元。
统计数据显示，瓦莱罗能源公司第二季度总收入从去年第二季度的516亿美元暴跌至345亿美元。
瓦莱罗能源公司第二季度的炼油利润从去年第二季度的每桶30.01美元减半至15.62美元，原因是燃料出口增加、经济活动减弱以及全球炼油能力提高打击了全球炼油利润率。
因此，瓦莱罗能源公司的炼油业务报告称，今年第二季度的营业收入为24亿美元，远低于去年第二季度的62亿美元。
瓦莱罗能源公司第二季度原油总加工量与去年持平，今年第二季度原油日加工量约为300万桶，产能利用率也与去年同期基本持平为94%。
瓦莱罗能源公司首席执行官兼总裁Lane Riggs在一份声明中表示：“我们的炼油厂运行良好，产能利用率为94%，我们的美国批发系统在5月和6月创下了每天超过100万桶的销售历史最高水平。”
去年，在炼油利润率高企和美国运营能力下降的情况下，美国炼油商获得了丰厚的利润，远远超过了从2020年以来的巨额亏损，当时疫情打击了燃料需求。
今年，全球炼油利润率下降，这也影响了包括壳牌公司和道达尔能源公司在内的主要综合性石油和天然气公司第二季度的收益。由于石油和天然气价格下跌，炼油利润率下降，这两家公司都未能达到分析师们的第二季度预测。
李峻 译自 油价网
原文如下：
Valero’s Q2 Earnings Drop On Weaker Refining Margins
Valero Energy reported significantly lower net income for the second quarter compared to the same period of 2022, as refining margins halved from a year ago.
Valero Energy said its net income slumped to $1.9 billion, or $5.40 per share, for the second quarter of 2023, compared to $4.7 billion, or $11.57 per share, for the second quarter of 2022.
Still, the Q2 2023 earnings per share beat the analyst consensus of $5.04 per-share profit compiled by The Wall Street Journal.
Total revenues plunged to $34.5 billion from $51.6 billion for the second quarter of 2022.
Valero’s refining margin per barrel of throughput halved to $15.62, from $30.01 in the second quarter of 2022, as refining margins globally were hit by higher fuel exports, weaker economic activity, and higher global refining capacity.
As a result, the company’s refining business reported operating income of $2.4 billion for the second quarter of 2023, sharply down from $6.2 billion booked for the second quarter of 2022.
Total throughput volumes were flat on the year, at around 3 million barrels per day (bpd) in the second quarter of 2023, and capacity utilization was also basically in line with this time last year, at 94%.
“Our refineries ran well with throughput capacity utilization at 94 percent and our U.S. wholesale system set a sales record of over 1 million barrels per day in May and June,” Valero’s chief executive officer and president, Lane Riggs, said in a statement.
Refiners in the U.S. booked bumper profits last year amid high refining margins and reduced operational capacity in America, more than recovering the hefty losses from 2020, when the pandemic hit fuel demand.
This year, refining margins globally have declined and have weighed on the second-quarter earnings of the major integrated oil and gas firms, too, including Shell and TotalEnergies, which both missed Q2 analyst forecasts amid lower oil and gas prices and weaker refining margins.
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