中國石化新聞網訊 據彭博社12月21日報導，如果荷蘭皇家殼牌有限公司(Royal Dutch Shell Plc)公布的數據能說明問題的話，預計今年年底，認為石油和天然氣行業將出現反彈的投資者可能會失望。
這家英荷能源巨頭表示，將計入數十億美元的減值支出，公司石油交易業務明顯疲弱，上遊部門出現虧損，燃油銷售依然低迷。
RBC分析師Biraj Borkhataria在一份報告中稱："指示性的指導方針看起來令人失望，尤其是在殼牌近幾周表現強勁的情況下。"
與其他同行一樣，殼牌即將迎來這個動蕩的一年的尾聲。由於新冠肺炎疫情重創了石油和天然氣需求，導致收入大幅降低，該公司被迫削減股息，並計劃裁員數千人。
在2月4日公布完整的業績數據之前，周一發布的第四季初步數據顯示，殼牌的痛苦尚未結束。其石油產品部門的交易業績將顯著低於第三季度，要知道，在第三季度油氣部門幫助殼牌避免了虧損。預計燃料銷量為每日400萬至500萬桶，與上一季度持平，但低於去年同期的600萬桶。
倫敦時間上午8點44分，殼牌B股股價下跌3.3%，至1296便士。
該公司預計，與減值、資產重組和合同相關的稅後支出將高達45億美元。殼牌今年已經宣布了超過180億美元的資產減記。
殼牌預計，其綜合天然氣部門四季度的日產量將增至90萬桶至94萬桶，但交易業績將低於平均水平。周一早上，殼牌表示同意以25億美元的價格出售澳大利亞一個液化天然氣項目的少數股權。
預計該公司煉油利用率將高於第三季度，達到76%，這表明煉油利潤率將略有改善。不過，煉油業務的交易業績預計將顯著下降。
王佳晶 摘譯自 彭博社
原文如下：
Shell Points to a Another Bleak Quarter for Big Oil
Investors expecting an end-of-year rebound in the oil and gas industry could be in for a disappointment, if figures published by Royal Dutch Shell Plc are any indication.
The Anglo-Dutch energy giant gave a first taste of what could prove to be another bleak quarter for the industry. It warned of another multibillion-dollar impairment charge, significantly weaker oil trading, a loss in its upstream division and fuel sales that remain sluggish.
「The indicative guidance looks disappointing, particularly in the context of the strong run Shell has had in recent weeks,」 RBC analyst Biraj Borkhataria said in a note.
Shell, along with its peers, is coming to the end of a tumultuous year. Its finances have been pummeled as the coronavirus pandemic decimated oil and gas demand. The company has been forced to slash its dividend and plan thousands of layoffs.
More Pain
Initial fourth-quarter figures published on Monday, before full results on Feb. 4, show the pain is not yet over for the company.
Trading results in the oil-products division will be 「significantly lower compared with the third quarter,」 when the unit helped Shell avoid a loss. The company sees fuel sales volumes of 4 million to 5 million barrels a day, in line with the prior quarter but down from more than 6 million a year earlier.
Shell’s B share prices were down 3.3% at 1,296 pence at 8:44 a.m. in London.
Shell’s upstream unit, which oversees most exploration and production, is expected to report an adjusted loss for the fourth quarter, in part due to a tax charge of $600 million to $900 million.
The company expects post-tax charges of as much as $4.5 billion in relation to impairments, asset restructuring and 「onerous contracts.」 Shell has already announced more than $18 billion of writedowns this year.
In its Integrated Gas unit, Shell expects production to increase to between 900,000 and 940,000 barrels of oil equivalent a day this quarter, though trading results will be 「below average.」 Earlier on Monday, Shell said it agreed to sell a minority stake in a liquefied natural gas project in Australia for $2.5 billion.
Refinery utilization is expected to be higher than in the third quarter, at as much as 76%, while refining margins will be 「slightly improved.」 However, trading results in that business are forecast to be 「significantly lower,」 according to the statement.