巴國油推出新的天然氣商業(yè)投資組合
點擊次數(shù):495 發(fā)表時間:2023-6-2
中國石化新聞網(wǎng)
中國石化新聞網(wǎng)訊 據(jù)油價網(wǎng)5月29日消息稱,巴西國家石油公司(巴國油)推出了一項新的天然氣商業(yè)投資組合,此舉將使該公司擴(kuò)大并多樣化設(shè)定最后期限、基準(zhǔn)和交付地點,以提高競爭力。除布倫特原油價格外,巴西國家石油公司還將恢復(fù)使用亨利樞紐基準(zhǔn)天然氣價格,同時為經(jīng)銷商提供更多合同截止日期和交付地點的選擇。
巴西國家石油公司目前與超過14家供應(yīng)商簽訂了合同,有了新的投資組合,巴西國家石油公司將在國家分銷商的公開呼吁和通過自由市場的商業(yè)化方面更具競爭力。
早些時候,巴西國家石油公司報告稱,其2023年第一季度收入和利潤下降,原因是大宗商品價格下跌。第一季度凈利潤從去年同期的446億雷亞爾降至381.6億雷亞爾(約合77億美元),但遠(yuǎn)高于分析師預(yù)期的319.6億雷亞爾。第一季度調(diào)整后的EBITDA從去年同期的777億雷亞爾降至725億雷亞爾,但也高于市場普遍預(yù)期的6736億雷亞爾。與此同時,營收同比下降1.8%,至1390.7億美元。
值得慶幸的是,巴國油繼續(xù)向股東派發(fā)巨額股息,本季度的股息達(dá)到247億雷亞爾(合49.4億美元)。
去年,這家石油和天然氣巨頭宣布,2023—2027年的投資將比公司2022—2026年的預(yù)計支出增加約15%,達(dá)到780億美元。在780億美元的資本支出計劃中,有83%(640億美元)用于勘探開發(fā)活動,而67%的勘探開發(fā)資本支出預(yù)算將用于鹽下活動。該公司還計劃將減少碳排放的支出從之前計劃的4%增加到6%左右,并將其脫碳基金增加一倍以上,目前為2.48億美元。
曹海斌 摘譯自 油價網(wǎng)
原文如下:
Petrobras Launches New Commercial Portfolio For Natural Gas
Brazilian national oil company Petroleo Brasileiro SA (NYSE:PBR) has launched a new commercial portfolio for natural gas in a move that will see the company expand and diversify deadlines, benchmarks and places of delivery in a bid to become more competitive. Petrobras will also resume using Henry Hub benchmark prices for gas in addition to Brent oil prices, while offering distributors more options for contract deadlines and delivery locations.
Using the new portfolio, Petrobras, which currently has contracts with more than 14 suppliers, will become more competitive in the public calls being made by the state distributors and in the commercialization via the Free Market.
Earlier, Petrobras reported that its Q1 2023 revenue and profits decreased which it attributed to lower commodity prices. Q1 net income fell to 38.16B reais (~$7.7B) from 44.6B reais in the prior-year period, but well above the 31.96B reais analyst consensus estimate. Q1 adjusted EBITDA fell to 72.5B reais from 77.7B reais a year ago but also topped the consensus estimate of 67.36B reais. Meanwhile, revenues fell 1.8% Y/Y to 139.07B.
Thankfully, PBR continues paying out hefty dividends to shareholders, with payouts for the quarter clocking in at 24.7B reais ($4.94B).
Last year, the oil and gas supermajor announced that it will increase 2023-2027 investments by about 15% to $78 billion over the company’s 2022-2026 projected spending. Of the $78 billion planned for capex, 83% or $64 billion is earmarked for E&P activities while 67% of the E&P capex budget will go to pre-salt activities. The company also plans to boost spending to reduce carbon emissions to ~6% of the total compared with 4% in the previous plan, and will see its decarbonization fund more than double the current $248M.