-- 金德摩根(Kinder Morgan,股票代號:KMI)週三公佈了第一季財報,數據顯示,天然氣運輸總量年增至每日494.75兆英熱單位(Btu/d),高於去年同期的459.78兆英熱單位/日。 石油業務總量交付量年減至2026年第一季的每日197萬桶,而上年同期為每日205萬桶。 在石油業務中,原油和凝析油的運輸量年減至42萬桶/日,低於去年同期的47.6萬桶/日。 成品油總量略有下降,預計2026年第一季運輸量為每日150萬桶,低於去年同期的160萬桶/日。 在成品油管運輸業務板塊,汽油運輸量從2025年第一季的93.3萬桶/日降至91.2萬桶/日,航空煤油運輸量也從去年同期的30.2萬桶/日降至29.3萬桶/日。 相較之下,柴油運輸量從去年同期的33.6萬桶/日增加到34萬桶/日。 「我們的天然氣管道運輸業務板塊是業績超預期成長的主要驅動力,受益於冬季風暴『弗恩』和持續的寒冷天氣,」執行長金當表示。 執行董事長理查德·D·金德表示,圍繞中東衝突的地緣政治不確定性依然居高不下。 金德表示:「本季地緣政治格局更加動盪,中東衝突與持續不斷的烏克蘭戰爭一道,成為大宗商品價格大幅波動的根源。」但他補充說,公司「在很大程度上免受這種波動的影響」。 他表示:「從長遠來看,這些全球衝突凸顯了從美國獲得液化天然氣供應的益處,從而推動了對我們向這些托運人提供的服務的需求增長。」他還指出,國內天然氣需求增長預期,尤其是在電力行業,仍然強勁。 4月20日,金德摩根公司(KMI)和菲利普斯66公司(PSX)結束了擬建的西部門戶管道系統的第二輪公開招標,獲得了足夠的客戶承諾以推進該項目,但仍需達成協議並獲得各自董事會的批准。 這條成品油管道旨在將中西部和墨西哥灣沿岸煉油廠的供應與亞利桑那州鳳凰城和加州市場連接起來,並透過金德摩根公司的CALNEV管道與內華達州拉斯維加斯相連。該項目預計將於2029年中期完工。
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