FINWIRES · TerminalLIVE
FINWIRES

道達爾能源第一季油氣產量在中東地區動盪的影響下保持穩定

By

-- 道達爾能源(TotalEnergies,股票代號:TTE)週三公佈,第一季油氣產量保持穩定,中東衝突造成的供應中斷抵消了其他地區專案啟動和產能提升的成長。 截至3月31日的第一季度,油氣產量為每日255萬桶油當量,與去年同期基本持平。 石油產量下降2%至每日133萬桶油當量,去年同期為每日136萬桶油當量。同時,天然氣產量增加2%至每日123萬桶油當量,去年同期為每日120萬桶油當量。 該公司在報告中表示:“若不計中東衝突的影響,在新項目啟動和產能提升的推動下,產量同比增長約4%。” 據執行長 Patrick Pouyanne 稱,巴西拉帕西南油田的投產和利比亞馬布魯克油田的複產是推動季度產量成長的主要因素,抵消了中東地區每日約 10 萬桶油當量的損失。 卡達、伊拉克和阿聯酋的上游生產中斷影響了道達爾能源公司約 15% 的油氣總產量。 因此,勘探與生產業務的油氣產量年減 1% 至 190 萬桶油當量/日。 另一方面,該公司一體化液化天然氣業務的總產量成長 4% 至 60.5 萬桶油當量/日,銷量成長 16% 至 1,240 萬噸。 在綜合電力業務板塊,淨發電量成長3%至11.7太瓦時,這得益於淨裝置容量增加18%至26.8吉瓦。再生能源總裝置容量也成長28%至35.6吉瓦。 該板塊的電力銷售量增加5%至15.2太瓦時,而天然氣銷售量下降12%至31.5太瓦時。 該公司還報告稱,煉油廠加工量年增5%至每日160萬桶,利用率從87%上升至92%。 該公司表示,位於沙烏地阿拉伯的薩托普煉油廠自4月14日起恢復運營,每日加工量為23萬桶。此前,該煉油廠因4月8日遭受攻擊而停產。 同時,由於蒸汽裂解裝置利用率下調,道達爾能源的石化產品產量下降,從上年的78%降至74%。 該公司表示,石油產品總銷量下降5%至120萬桶/日,主要原因是出售了在巴西和非洲薩赫勒地區的管網。

Related Articles

Australia

Werner Enterprises' Pivot to Dedicated Services May Reduce Torque, Morgan Stanley Says

Werner Enterprises' (WERN) move away from one-way truckload toward dedicated fleet services just as the market turns may reduce the company's immediate torque to the truckload cycle, Morgan Stanley said in a note Tuesday.Overall, the investment firm said the company may benefit from the shift as the dedicated business is likely to be a "big share-gainer" in an upcycle, with management lifting its full-year dedicated rate guidance on a "very strong" pipeline.Management said Q1 saw the "strongest" pricing inflection in over 3 years and Q2 guidance indicates a modest upside to consensus, while being consistent with Morgan Stanley estimates, according to the note.While one-way truckload revenue per total mile guidance of 1% to 4% growth in Q2 was a little soft versus market trends, management said this reflects the pivot into dedicated, the firm said.Morgan Stanley said Werner remains somewhat of a show-me story within truckload, given the timing of its pivot, completing the FirstFleet acquisition, and proving it has resolved some of its recent cost issues.Morgan Stanley maintained an overweight rating on the stock and lifted the price target to $47 from $45.Shares of Werner Enterprises rose more than 6% in Wednesday trading.Price: $36.68, Change: $+2.28, Percent Change: +6.63%

$WERN
Australia

BNP Paribas Adjusts Price Target on United Rentals to $995 From $825, Maintains Neutral Rating

United Rentals (URI) has an average rating of overweight and mean price target of $1,074.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $953.33, Change: $-9.39, Percent Change: -0.98%

$URI
Australia

Sandisk Seen Benefiting From Better NAND Pricing Setup, Wedbush Says

Sandisk (SNDK) is expected to benefit from better than expected NAND conditions in fiscal Q3 and a stronger pricing setup heading into the next quarter, Wedbush Securities said in a Wednesday note.The firm said it is raising its estimates after conversations indicated Sandisk has been able to lift pricing faster than industry peers.Wedbush now models fiscal Q3 EPS of $14.66 on revenue of $4.74 billion.Sandisk's fiscal Q3 guide implied about 55% price increases and "with PX's lifting thought the quarter, we believe SNDK should handily exceed that initial outlook," Webush said.The company will publish its fiscal Q3 results on Thursday.Wedbush maintained its outperform rating on Sandisk and raised its price target to $1,200 from $740.Shares of Sandisk were 8.5% higher in Wednesday trading.Price: $1087.98, Change: $+85.62, Percent Change: +8.54%

$SNDK