据海上能源7月25日报道，由于石油和天然气价格下降，法国石油和天然气公司道达尔公司第二季度净利润下降了26%。道达尔表示，计划出售价值约50亿美元的资产，主要来自勘探和生产业务。

该公司周四公布的调整后净利润为29亿美元，比去年同期的调整后净利润36亿美元下降19％。

2019年第二季度道达尔的净收入为28亿美元，较2018年第二季度的净收入37亿美元，下降了26％。

2019年第二季度的碳氢化合物产量为2,957 kboe / d，与2018年第二季度相比增长9％，因为新项目的启动和增加，抵消了自然下降和维护。

该公司董事长兼首席执行官帕特里克·普扬内(Patrick Pouyanné)在评论这些结果时表示，市场仍不稳定，布伦特(Brent)第二季度的平均价格为69美元/桶，比上一季度增长9%，但欧洲和亚洲的天然气价格分别下跌了36%和26%。在此背景下，由于产量略有增加，达到296万油当量/日，经调整的净收入比上一季度增长5%，达到29亿美元，而股本回报率仍高于11%。

勘探和生产得益于布伦特原油价格上涨，营运现金流在营运资金变动前增加了15%。

他补充道，通过与西方公司签署协议，收购阿纳达科在非洲的资产，该集团正在为自己的未来做准备，并利用自己的优势。”在莫桑比克，它充分利用了自己在液化天然气、加纳、深海和阿尔及利亚的经验，以及它存在的历史意义。随着与中国公司广汇签署销售合同、收购东芝液化天然气投资组合以及在美国启动卡梅伦液化天然气业务，该集团的液化天然气产量继续增长。

此战略通过剥离高盈亏平衡资产得到补充，例如最近在英国北海出售成熟资产。这一积极的投资组合管理政策将在2019年至20年间继续出售50亿美元的资产，其中大部分来自勘探和生产业务。

自2019年第三季度开始以来，布伦特在新的欧佩克+配额和关于利比亚、委内瑞拉和伊朗生产发展的不确定因素的背景下交易超过60美元/桶。根据总体情况，环境持续不稳定，碳氢化合物需求增长的不确定性与全球经济增长前景有关。

本集团于2019年维持其支出纪律，有机投资目标约为140亿美元，平均生产成本为5.5美元/桶。 有机除息前现金流盈亏平衡将保持在30美元/ 桶以下。

由于2018年启动项目的增加和2019年上半年安哥拉Kaombo Sul和英国北海Culzean的初创企业以及即将推出挪威的约翰斯韦德鲁普

和巴西的lara1，2019年的产量增长应超过9％。

郝芬 译自 Offshore Energy

原文如下：

Total plans $5 billion in asset sales as second quarter profit slips on lower oil prices

French oil and gas company Total posted a 26% drop in 2Q net profit as a result of lower oil and gas prices. Total has said it plans to sell about $5 billion worth of assets, mostly from its Exploration & Production business.

The company on Thursday posted adjusted net profit of $2.9 billion, a 19% decrease from the adjusted net profit of $3.6 billion in the same period last year.

Total’s net income was $2.8 billion in 2Q 2019, a 26% decrease compared to 2Q 2018 and net income of $3.7 billion.

Hydrocarbon production was 2,957 kboe/d in 2Q 2019, an increase of 9% compared to 2Q 2018 due to start-up and ramp-up of new projects, offset by natural decline and maintenance.

Commenting on the results, Chairman and CEO, Patrick Pouyanné, said: “Markets remained volatile with Brent averaging $69/b in the second quarter, an increase of 9% compared to the previous quarter, but natural gas prices were down 36% in Europe and 26% in Asia. In this context, with a slight increase in production to 2.96 Mboe/d, adjusted net income increased by 5% compared to the previous quarter to 2.9 B$, and the return on equity remained above 11%.”

“Exploration & Production benefited from the higher Brent with a 15% increase in operating cash flow before working capital changes.”

He added: “In signing an agreement with Occidental to acquire Anadarko’s assets in Africa, the Group is preparing for its future and capitalizing on its strengths. In Mozambique, it leverages its expertise in LNG, in Ghana, the deep offshore and, in Algeria, its historic presence. The Group continues to grow in LNG with the signing of a sales contract with the Chinese company Guanghui, the takeover of Toshiba’s LNG portfolio and the start-up of Cameron LNG in the United States.

“This strategy is complemented by the divestment of high-breakeven assets, such as the recent sale of mature assets in the UK North Sea. This active portfolio management policy will continue with the sale of 5 B$ of assets over the 2019-20 period, the majority coming from Exploration & Production.”

Since the start of the third quarter 2019, Brent has traded above $60/b in a context of renewed OPEC+ quotas and uncertainties about the evolution of production in Libya, Venezuela and Iran. According to Total, the environment remains volatile, with uncertainty about hydrocarbon demand growth related to the outlook for global economic growth.

The Group maintains its spending discipline in 2019 with an organic investment target of around $14 billion and an average production cost of $5.5/boe. The organic pre-dividend cash flow breakeven will remain below $30/b.

Production growth should exceed 9% in 2019, thanks to the ramp-up of projects started in 2018 and the start--ups in the first half 2019 of Kaombo Sul in Angola and Culzean in the UK North Sea, as well as the upcoming Johan Sverdrup in Norway and lara 1 in Brazil.