康菲石油第二季度盈利22亿美元

据康菲石油官网8月3日报道，康菲石油（纽交所：COP）公布了2023年第二季度调整后盈利，为22亿美元，即每股1.84美元，相比之下，2022年第二季度的盈利为51亿美元，每股3.96美元。

公司董事长兼首席执行官Ryan Lance表示：“第二季度展示了我们强劲的基本业绩，以及我们在四月份的分析师和投资者会议上提出的以回报为重点的价值主张。我们实现了历史最高产量，并连续第二个季度提高了全年产量指引。我们签署了购买Surmont剩余50％权益的协议，并进一步推进了全球液化天然气战略。我们全年分配目标为110亿美元，保持不变。展望未来，我们对下半年以及行业的长期前景保持积极态度。通过持续增强我们深厚、持久和多元化的资产基础，我们将为未来几十年创造有竞争力的现金流和回报。”

康菲石油表示，实现公司全球和美国48州产量达到历史最高，二季度完成了对卡塔尔北部South项目的股权收购。在墨西哥西海岸的Saguaro液化天然气出口设施签订了20年的离岸销售协议，每年约220万吨，需待墨西哥太平洋做出最终投资决定。

第二季度回顾

2023年第二季度产量为1805万桶油当量（MBOED），较去年同期增加113万桶油当量。经过考虑收购和处置的影响后，2023年第二季度产量较去年同期增加了100万桶油当量，增长了6%。来自美国48州和其他开发项目的有机增长完全抵消了下降和停产影响。

美国48州创下1063万桶油当量的历史最高产量，其中来自二叠纪盆地的709万桶油当量，来自鹰福特盆地的235万桶油当量以及来自巴肯盆地的104万桶油当量。挪威和卡塔尔的停产工作已成功完成。

盈利和调整后的盈利与2022年第二季度相比下降，主要是由于价格下跌部分抵消了产量增加。公司的总平均实现价格为每桶油当量54.50美元，较2022年第二季度的每桶油当量88.57美元下降了38％。

第二季度运营活动提供的现金为39亿美元。在排除了8亿美元的运营资本变动后，康菲石油创造了47亿美元的现金流，其中有2亿美元主要与前一年的处置有关。公司用于资本支出和投资的资金为29亿美元。此外，公司支付了14亿美元的普通股股息和现金返还，并回购了13亿美元的股票。

胡耀东 译自 康菲石油官网

原文如下：

ConocoPhillips Reports Second-Quarter 2023 Results; Raises Full-Year Production Guidance and Declares Quarterly Dividend and Variable Return of Cash Distribution

ConocoPhillips (NYSE: COP) today reported second-quarter 2023 earnings and adjusted earnings of $2.2 billion, or $1.84 per share, compared with second-quarter 2022 earnings of $5.1 billion, or $3.96 per share, and second-quarter 2022 adjusted earnings of $5.1 billion, or $3.91 per share.

“The second quarter demonstrated our strong underlying performance and commitment to advancing the returns-focused value proposition we shared at our Analyst & Investor Meeting in April,” said Ryan Lance, chairman and chief executive officer. “We achieved record production and increased our full-year production guidance for the second consecutive quarter. We executed an agreement to purchase the remaining 50% interest in Surmont and further progressed our global LNG strategy. Our full-year distribution target of $11 billion remains unchanged. Looking ahead, we remain constructive on the second half of the year as well as the long-term outlook for the sector. By continuing to enhance our deep, durable and diversified asset base, we are well positioned to generate competitive cash flow and returns for decades.”

Second-Quarter Highlights and Recent Announcements

Delivered record company and Lower 48 production of 1,805 thousand barrels of oil equivalent per day (MBOED) and 1,063 MBOED, respectively.

Executed agreement to purchase the remaining 50% interest in Surmont, subject to regulatory approvals and other closing conditions.

Completed acquisition of an equity interest in Qatar’s North Field South project.

Signed 20-year offtake agreements at the Saguaro LNG export facility on the west coast of Mexico for approximately 2.2 million tonnes per annum, subject to Mexico Pacific reaching final investment decision.

Generated cash provided by operating activities of $3.9 billion and cash from operations (CFO) of $4.7 billion.

Distributed $2.7 billion to shareholders through a three-tier framework, including $1.4 billion through the ordinary dividend and variable return of cash (VROC) and $1.3 billion through share repurchases.

Ended the quarter with cash and short-term investments of $7.1 billion.

Quarterly Dividend and Variable Return of Cash

ConocoPhillips announced a quarterly ordinary dividend of $0.51 per share, payable September 1, 2023, to stockholders of record at the close of business on August 16, 2023. In addition, the company announced a VROC of $0.60 per share, payable October 16, 2023, to stockholders of record at the close of business on September 28, 2023.

Second-Quarter Review

Production for the second quarter of 2023 was 1,805 MBOED, an increase of 113 MBOED from the same period a year ago. After adjusting for impacts from closed acquisitions and dispositions, second-quarter 2023 production increased 100 MBOED or 6% from the same period a year ago. Organic growth from Lower 48 and other development programs more than offset decline and downtime.

Lower 48 delivered record production of 1,063 MBOED, including 709 MBOED from the Permian, 235 MBOED from the Eagle Ford and 104 MBOED from the Bakken. Turnarounds were successfully completed in Norway and Qatar.

Earnings and adjusted earnings decreased from the second quarter of 2022 primarily due to lower prices partially offset by increased volumes. The company’s total average realized price was $54.50 per BOE, 38% lower than the $88.57 per BOE realized in the second quarter of 2022.

For the quarter, cash provided by operating activities was $3.9 billion. Excluding a $0.8 billion change in working capital, ConocoPhillips generated CFO of $4.7 billion and received $0.2 billion primarily related to a prior year disposition. The company funded $2.9 billion of capital expenditures and investments. In addition, the company paid $1.4 billion in ordinary dividends and VROC and repurchased $1.3 billion of shares.