康菲石油再次削減營運(yùn)成本和資本支出

據(jù)世界管道4月17日?qǐng)?bào)道，康菲石油公司宣布將采取進(jìn)一步行動(dòng)應(yīng)對(duì)石油市場低迷局勢(shì)。具體舉措是在3月18日宣布初步行動(dòng)之后執(zhí)行的。該公司董事長兼首席執(zhí)行官瑞安·蘭斯(Ryan Lance)表示“今年3月，我們通過削減2020年資本支出和股票回購計(jì)劃，獲得了22億美元的流動(dòng)資金。當(dāng)時(shí)，我們聲明，如果有必要，將繼續(xù)監(jiān)控市場，并采取進(jìn)一步措施。今天，我們宣布進(jìn)一步削減30億美元的資本支出、運(yùn)營成本和股票回購，并推遲生產(chǎn)。當(dāng)前，由于需求影響和石油持續(xù)供過于求，油價(jià)在短期內(nèi)將保持疲軟，靈活的采取應(yīng)對(duì)措施，能夠保持我們的相對(duì)競爭優(yōu)勢(shì)，也有能力幫助我們抓住復(fù)蘇的時(shí)機(jī)和路徑恢復(fù)經(jīng)營?！?/span>

康菲石油的具體舉措包括將2020年?duì)I運(yùn)成本和資本支出再減少16億美元，達(dá)43億美元。此前該公司曾宣布削減7億美元，這意味著與2020年公布的指導(dǎo)方針相比，營運(yùn)成本和資本支出減少了23億美元，削減幅度約為35%。這些削減來自康菲石油的全球投資組合，主要集中阿拉斯加和加拿大等地區(qū)，在這些地區(qū)，康菲石油的投資組合擁有良好的靈活性。

運(yùn)營成本減少約6億美元，約為2020年初步指導(dǎo)方針的10%，至53億美元。這些削減包括租賃經(jīng)營費(fèi)用、一般和行政費(fèi)用以及外匯。該公司的股票回購計(jì)劃已暫停。

綜合來看，累計(jì)資本、運(yùn)營成本和股份回購行動(dòng)表明，與最初的運(yùn)營計(jì)劃指導(dǎo)相比，2020年現(xiàn)金支出減少了50多億美元。該公司還宣布，在市場狀況改善之前，將削減在加拿大和其他48個(gè)地區(qū)的產(chǎn)量。

由于加拿大西部石油價(jià)格較低，該公司目前正在削減蘇蒙特的產(chǎn)量。到5月份，預(yù)計(jì)將減產(chǎn)約10萬桶/天，日產(chǎn)量將減至3.5萬桶。

王佳晶 摘譯自 世界管道

原文如下：

ConocoPhillips is taking further actions to respond to the oil market downturn

ConocoPhillips has announced that it is taking further actions to respond to the oil market downturn. These follow initial actions announced on 18 March. “In March, we exercised US$2.2 billion of flexibility via reductions in both our planned 2020 capital spending and share repurchases,” said Ryan Lance, Chairman and Chief Executive Officer. “At that time, we stated we would continue to monitor the market and exercise additional flexibility, if warranted. Today we are announcing further capital, operating cost and share repurchase reductions of US$3 billion. We also announced our intention to defer production where we have a compelling economic reason to do so. These actions reflect our view that near-term oil prices will remain weak, largely due to demand impacts from COVID-19 and continued oil oversupply. We are well-positioned with flexibility to take actions that we believe maintain our relative competitive advantages, as well as our ability to resume programmes depending on the timing and path of a recovery.”

Today’s announced actions include:

An additional reduction in 2020 operating plan CAPEX of US$1.6 billion, bringing the current estimate to US$4.3 billion. Including the previously announced reduction of US$0.7 billion, this represents a total reduction in operating plan capital expenditures of $2.3 billion, or approximately 35%, compared to the 2020 announced guidance. These reductions are sourced from across Conoco’s global portfolio, primarily focused on Lower 48, Alaska and Canada areas where it has the highest levels of flexibility.

A reduction in operating costs of approximately US$0.6 billion, representing roughly 10% of the initial 2020 guidance. This brings the current estimate to US$5.3 billion. These reductions were sourced from lease operating expenses, general and administrative costs and foreign exchange impacts.

The company’s share repurchase programme has been suspended.

On a combined basis, the cumulative capital, operating cost and share repurchase actions represent a reduction in 2020 cash uses of over US$5 billion vs original operating plan guidance.

The company also announced it will elect to curtail production in Canada and the Lower 48 regions until market conditions improve.

At Surmont, the company is currently cutting back production due to low Western Canada Select prices. By May, the company expects to reduce production by approximately 100 000 bpd gross to 35 000 bpd gross.