页岩资产增长推动BP二季度产量飙升
据普氏能源资讯7月30日伦敦报道,英国石油公司BP第二季度的上游产量同比增长6.5%,在以105亿美元收购必和必拓的页岩资产后,美国的产量大幅增长,但负债也有所增加。
BP在一份业绩声明中称,第二季度日产量为263万桶油当量,不包括其在俄罗斯石油公司Rosneft的持股,这令其日产量增加113万桶油当量。
该公司在美国的液体燃料产量为50.6万桶/天,增长23%,天然气产量为24.1亿立方英尺/天,增长38%,在欧洲,其石油产量为13.7万桶/天,下降7%,天然气产量为1.32亿立方英尺/天,下降35%。这家石油巨头指出,其“基础产量”(不包括美国页岩气业务)基本持平,表明增长主要来自页岩气。
BP的潜在重置成本利润(不包括石油库存和资产交易等项目)与去年相比持平,尽管油价较低,仍为28亿美元,这归因于良好的经营业绩。
不过,该公司的负债超出了其20%-30%的指导水平,在本季度末达到31%,一定程度上反映了会计规则的变化。
该公司指出,预计今年的折旧、损耗和摊销水平将高于2018年,全年的指导水平为180亿美元,高于去年的155亿美元。
BP表示,由于季节性变化和维护,以及墨西哥湾飓风巴里的余波影响,公司第三季度产量将低于第二季度。
公司首席执行官Bob Dudley表示:“我们各项业务的可靠业绩和严谨的增长,正为股东带来强劲的收益、现金流和回报。”
裘寅 编译自 普氏能源资讯
原文如下:
BP shale growth fuels Q2 output surge
BP's upstream production rose by 6.5% on the year in the second quarter, with big increases in the US following its $10.5 billion purchase of shale assets from BHP, but also higher indebtedness.
BP produced 2.63 million b/d of oil equivalent in the second quarter, excluding its stake in Rosneft, which gave it an additional 1.13 million boe/d of production, it said in a results statement.
Its US liquids production was up 23% at 506,000 b/d, and its US gas production was up 38% at 2.41 Bcf/d, while in Europe its oil output was down 7% at 137,000 b/d and its gas production was down 35% at 132 million cubic feet/d. The oil major noted its "underlying production," which excludes the US shale business, was broadly flat, suggesting much of the growth came from shale.
BP's underlying replacement cost profit, excluding items such as oil inventories and asset deals, was flat compared with a year earlier, despite lower oil prices, at $2.8 billion, which it attributed to good operating performance.
However, the company's indebtedness spilled outside its 20%-30% guidance level, reaching 31% at the end of the quarter, partly reflecting accounting rule changes.
It noted that it expected a higher level of depreciation, depletion and amortization this year than in 2018, giving a full-year guidance level of $18 billion, compared with $15.5 billion last year.
BP said its third quarter production would be lower than the second quarter due to seasonal turnarounds and maintenance and the aftermath of Hurricane Barry in the Gulf of Mexico.
"Reliable performance and disciplined growth across our businesses are delivering strong earnings, cash flow and returns to shareholders," Chief Executive Bob Dudley said.