大型國(guó)際石油公司紛紛退出美國(guó)頁(yè)巖油市場(chǎng)

據(jù)今日油價(jià)4月1日?qǐng)?bào)道，受供需市場(chǎng)雙重沖擊的影響，當(dāng)前油氣企業(yè)面臨嚴(yán)峻市場(chǎng)環(huán)境，英國(guó)石油公司于周三削減資本支出，并減少對(duì)美國(guó)頁(yè)巖油生產(chǎn)的投資。包括殼牌、道達(dá)爾、埃克森和雪佛龍?jiān)趦?nèi)的多家大型國(guó)際石油公司，已經(jīng)宣布削減2020年資本支出。

BP正在采取行動(dòng)維護(hù)公司正常運(yùn)轉(zhuǎn)，將今年的資本支出削減至120億美元，這將比原定的2020年資本支出指導(dǎo)值低25%。該公司預(yù)計(jì)將削減上游近10億美元的陸上短期活動(dòng)支出，包括其美國(guó)頁(yè)巖項(xiàng)目BPX Energy。超級(jí)石油公司們也將推遲一些探索和評(píng)估活動(dòng)，并尋求優(yōu)化其正在進(jìn)行的主要項(xiàng)目的支出。

由于頁(yè)巖油氣領(lǐng)域的資本支出下降，BP預(yù)計(jì)BPX Energy 2020年的產(chǎn)量將比去年減少7萬(wàn)桶/天。在下游業(yè)務(wù)方面，BP還將削減約10億美元的資本支出，包括減少燃料營(yíng)銷、煉油和石化業(yè)務(wù)的支出。

該公司預(yù)計(jì)第一季度將收取約10億美元的非現(xiàn)金、非營(yíng)運(yùn)費(fèi)用。

殼牌于周三表示，預(yù)計(jì)油價(jià)暴跌將導(dǎo)致該公司今年第一季度的稅后減損支出在4億至8億美元之間。

洪偉立 摘譯自 今日油價(jià)

原文如下：

Supermajor Bails On Shale As Oil Price War Weighs

UK supermajor BP joined on Wednesday its rivals in slashing capital expenditures and reducing U.S. shale production guidance in “the most brutal environment for oil and gas businesses in decades,’’ with the double supply-demand market shock.

Other majors, including Shell, Total, Exxon, and Chevron, have already announced cuts in their capital expenditure (capex) for this year.

BP is taking actions to protect the health of the company by cutting this year’s capex to US$12 billion, which would be 25 percent lower than the original capex guidance for 2020, the group said on Wednesday.

BP expects to slash around US$1.0 billion in upstream spend on short-cycle onshore activity, including in its U.S. shale unit BPX Energy. The supermajor will also defer some exploration and appraisal activity and look to optimize spending on its major ongoing projects.

As a result of the lower capex in shale, BP expects BPX Energy’s 2020 production to be 70,000 bpd lower than last year’s.

In the downstream business, BP will also slash capex by around US$1.0 billion, including reduced spending across the fuels marketing, refining, and petrochemicals businesses.

Currently, BP expects to take a non-cash, non-operating charge of around US$1 billion in Q1, the company said.

Yesterday, Shell said it expects the oil price collapse to lead to post-tax impairment charges of between US$400 million and U$800 million for the first quarter this year.