-- 壳牌公司（SHEL）周四发布的财报显示，其上游业务第一季度可供销售的总产量下滑至每日184万桶油当量，低于2025年第一季度的186万桶油当量/日。 第一季度可供销售的天然气产量为每日28.8亿标准立方英尺，低于去年同期的30.2亿标准立方英尺。 第一季度可供销售的液体产量增至每日135万桶，高于去年同期的134万桶/日。 第一季度可供销售的天然气产量在综合天然气业务板块降至每日461万标准立方英尺，低于去年同期的464万标准立方英尺/日，也低于2025年第四季度的476万标准立方英尺/日。 第一季度天然气液化量增至786万吨，高于2025年同期的660万吨。液化天然气销量同比增长强劲，达到1916万吨，高于去年同期的1649万吨。 该公司表示，由于中东冲突对其在卡塔尔的产量造成影响，油气产量较2025年第四季度下降了4%。 液化天然气产量增长1%主要得益于加拿大液化天然气工厂的产能提升，但部分被澳大利亚的恶劣天气所抵消。 炼油厂产能利用率达到99%，高于2025年第四季度的95%，这一增长反映了第一季度维护活动的减少。 化学品制造厂产能利用率达到85%，高于第四季度的76%，这也反映了计划内和计划外维护工作的减少。 公司预计第二季度天然气综合产量为58万至64万桶油当量，液化天然气产量预计为680万至740万吨，预计第二季度维护工作将更加密集。 上游产量预计为162万至182万桶油当量。壳牌表示，炼油厂产能利用率预计在91%至99%之间。 化学品制造厂产能利用率预计在76%至84%之间。
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Snap First-Quarter Loss Narrows; Flags Ad Revenue Hit From North America Headwinds, Middle East Conflict
Snap's (SNAP) first-quarter loss narrowed more than market expectations, although the social media company saw persistent headwinds in its North America advertising business and recorded an up to $25 million impact from the Middle East conflict, sending its shares down early Thursday.The Snapchat parent reported a net loss of $0.05 a share for the quarter ended March, compared with a loss of $0.08 the year before, it said late Wednesday. The consensus on FactSet was for a GAAP loss of $0.07 per share. Revenue improved 12% to $1.53 billion, in line with the Street's view."In (the first quarter), we demonstrated substantial financial progress with revenue at the top end of our guidance range," Chief Financial Officer Derek Andersen said during an earnings call, according to a FactSet transcript. "More broadly, we believe (the first quarter) provides early evidence that the strategic framework we laid out last fall is beginning to translate into more durable revenue growth, a more efficient cost structure, and a clear path to net income profitability."Advertising revenue inclined 3% to $1.24 billion, mainly boosted by gains in direct response advertising revenue, the company said in an investor letter. However, the growth was partially offset by continued headwinds in the group's North America large client advertising business, as well as an impact of about $20 million to $25 million from the Middle East war in March, according to Snap.The stock fell 9.8% in the most recent premarket activity."Large advertisers in North America remained a headwind to advertising growth in (the first quarter)," Chief Executive Evan Spiegel said on the call. "We're not satisfied with that outcome, but we're beginning to see encouraging signs that this part of the business is improving."Other revenue surged 87% to $285 million. Daily active users rose 5% to 483 million, ahead of the average analyst estimate of 475.7 million. Average revenue per user advanced to $3.17 from $2.96 in the prior-year quarter, but missed the market's forecast of $3.21.For the ongoing quarter, the company anticipates revenue to come in between $1.52 billion and $1.55 billion. The Street is looking for $1.54 billion. The guidance assumes that the operating environment in the Middle East "remains consistent" relative to the "magnitude" of headwinds that Snap faced in March and April. The company cautioned that the trajectory of the geopolitical situation in the region is uncertain.The US and Iran are reportedly closing in on a one-page memorandum of understanding to end their war and establish a framework for nuclear negotiations.Snap's outlook also assumes no contribution from Perplexity as it "amicably" ended its relationship with the software firm in the first quarter.In November, the company announced it was partnering with Perplexity to integrate its AI-powered answer engine with the chat interface of Snapchat. Perplexity was set to pay Snap $400 million for one year as part of the deal.
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