-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。OXYの第1四半期調整後EPSは1.06ドルで、市場予想の0.87ドルを0.47ドル上回りました。生産量は日量142万6000バレル相当でガイダンスを上回りましたが、前期比3.7%減となりました。パーミアン盆地は日量78万7000バレル相当(全体の55%)を占め、石油・ガス事業の税引前利益は、第4四半期の7億ドルから10億ドルに増加しました。これは、原油価格が18%上昇して1バレル当たり69.91ドル、NGL価格が14%上昇して1バレル当たり18.99ドルと、液体燃料価格が改善したことによるものです。ただし、パーミアン盆地の混雑により、国内ガス価格は10%下落して1000立方フィート当たり1.01ドルとなりました。同社は、71億ドルの返済を経て元本債務を133億ドルに削減し、100億ドルの目標達成に向けて前進するなど、バランスシートにおいて大きな進展を遂げました。また、現金は38億ドルに増加しました。OxyChemの売却は、景気循環の底で行われたにもかかわらず、財務上の柔軟性をもたらしました。2月28日にイラン紛争が始まって以来、原油価格が大幅に上昇していることから、短期的なフリーキャッシュフローはさらに改善すると予想され、運転資本控除前のフリーキャッシュフローは17億ドルに達し、設備投資額は16億ドルとなっています。
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