-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：西方石油公司（OXY）第一季度调整后每股收益为1.06美元，高于市场普遍预期的0.87美元，超出预期0.47美元。其产量为142.6万桶油当量/日，高于预期，但环比下降3.7%。二叠纪盆地贡献了78.7万桶油当量/日（占总产量的55%）。由于液体价格上涨，油价上涨18%至每桶69.91美元，天然气凝液价格上涨14%至每桶18.99美元，油气税前收入从第四季度的7亿美元增至10亿美元。然而，由于二叠纪盆地的拥堵，国内天然气价格下跌10%至每千立方英尺1.01美元。公司资产负债表取得显著进展，偿还71亿美元债务后，本金债务降至133亿美元，并朝着100亿美元的目标迈进，同时现金增至38亿美元。尽管正值周期低谷，但剥离OxyChem业务仍为公司提供了财务灵活性。鉴于自2月28日伊朗冲突爆发以来原油价格持续走高，我们预计短期内自由现金流将进一步改善，扣除营运资本前的自由现金流将达到17亿美元，而资本支出为16亿美元。
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