-- 儘管中東地緣政治緊張局勢開始對國際業務造成影響,雪佛龍公司(CVX)週五公佈的2026年第一季產量仍大幅成長。 該公司在美國的日產量連續第三個季度超過200萬桶油當量。 年比成長主要歸功於赫斯公司(Hess Corporation)的整合以及在二疊紀盆地和墨西哥灣的持續成長勢頭。 這些成長有助於抵消重大的營運阻力,包括持股50%的子公司騰吉茲雪佛龍石油公司(TCO)的停產以及在以色列和沙烏地阿拉伯與科威特之間的隔離區的減產。 雪佛龍董事長兼執行長 Mike Wirth表示:「我們將繼續密切關注中東局勢的發展,重點關注員工安全以及資產和營運的完整性。」他承認,該地區的動盪局勢已經影響到公司的業務。 雪佛龍美國上游業務獲利成長,主要得益於淨油當量產量較上年同期增加38.8萬桶/日。 相較之下,國際上游業務獲利低於去年同期水準。 儘管收購赫斯公司帶來了11.7萬桶/日的產量成長,但該業務板塊仍受到不利的匯率影響、更高的折舊成本以及TCO產量下降的拖累。 公司煉油業務本季取得重大里程碑進展,美國煉油廠原油處理量連續第五個季度維持在100萬桶/日以上,並將於2026年3月創下歷史新高。 雪佛龍指出,美國下游業務獲利改善主要得益於成品油利潤率的提高,但訴訟準備金的增加限制了收益。 該公司表示,國際下游業務面臨挑戰,由於利潤率下降、時效性不利以及運輸成本上升,導致獲利下降。
Related Articles
Evercore ISI Adjusts Willis Towers Watson Price Target to $360 From $390
Willis Towers Watson Public (WTW) has an average rating of overweight and mean price target of $346.85, 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: $260.90, Change: $+4.69, Percent Change: +1.83%
Eldorado Gold Maintained at Hold at Stifel Canada Following Q1 Results; Price Target Kept at C$65.00
Stifel Canada on Friday maintained its hold rating on the shares of Eldorado Gold (ELD.TO, EGO) and its C$65.00 price target following the miner's first-quarter results."Eldorado reported Q1/26 adjusted EPS of $0.95 vs. our $0.80 (consensus $0.67) and adjusted EBITDA of $336Mln vs our $307Mln on a 1.6% attributable gold production of 100.4Koz (-19% QoQ) vs. our 98.8Koz - in-line with H2-weighted FY26 guidance of 490-590Koz. Q1/26 FCF was -$129.1Mln (-$62.9Mln ex-Skouries) vs. our -$83.4Mln, driven by $135.6Mln of Skouries project capital and $48.5Mln of accelerated operational capital spent. Skouries first concentrate remains on track for Q3/26 with commercial production in Q4/26 and total project capital revised up by $155Mln to $1.315Bln due to labour, project support and overhead, materials and F/X impacts. FY26 consolidated gold production (H2-weighted) and cost guidance was maintained at 490-590Koz (ex-Skouries) at TCC of $1,220-$1,420/oz and AISC of $1,670-$1,870/oz. George Burns will retire as CEO in Q3/26; President Christian Milau will succeed him and join the Board," analyst Ralph Profiti wrote.(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: $40.01, Change: $-1.96, Percent Change: -4.67%
BP Said to Explore Exiting UK North Sea Operations, Bloomberg Reports
Price: $46.65, Change: $-0.73, Percent Change: -1.55%