-- 英國石油天然氣巨頭BP(BP)週二表示,受美國和以色列對伊朗戰爭引發的油價飆升影響,預計其2026年第一季石油貿易業務將取得「卓越」業績。 這與該業務在2024年第四季「疲軟」的表現相比,可謂是天壤之別。然而,根據該公司發布的第一季交易報告(其中包含對本季業績的預測),天然氣貿易業務的業績預計將與上一季基本持平。 同時,上游產量預計將與上一季持平,為每日234萬桶油當量,而天然氣產量預計將「略有增加」。 該公司在報告中指出,第一季布蘭特原油均價為每桶81.13美元,高於上一季的每桶63.73美元;亨利樞紐原油價格為每百萬英熱單位5.05美元,高於上一季的每百萬英熱單位3.55美元。 煉油利潤率也出現成長,從每桶15.2美元增加至16.9美元。該公司表示,這將有助於其成品油業務增加1億至2億美元的利潤。 然而,該公司警告稱,由於“大量營運資金增加”,淨債務將從上一季的220億美元增至250億至270億美元之間,增幅在40億至70億美元之間。 花旗集團分析師將BP的獲利預期上調了20%,預計第一季調整後淨利將達到26億美元。這項預期主要得益於該公司在此期間較高的交易收入,以及自中東衝突爆發以來油氣價格的上漲。
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