第一季度全球石油行業(yè)業(yè)績失穩(wěn)

據(jù)5月4日Neftegaz.Ru消息：在多家石油和天然氣公司發(fā)布第一季度業(yè)績后，數(shù)據(jù)和分析公司Global Data的專題分析師伊斯頓提出了自己的觀點：

“今年，石油和天然氣行業(yè)動蕩不安?？稍偕茉闯杀镜南陆?，石油價格戰(zhàn)和冠狀病毒疫情都導(dǎo)致了該行業(yè)的不穩(wěn)定。第一季度的業(yè)績反映了這種困境，例如BP的凈利潤下降了67％，康菲石油公司報告第一季度虧損17億美元，殼牌將股息減少了65％，這是該公司自二次世界大戰(zhàn)以來的首次降息。”

這些數(shù)字證實了石油和天然氣行業(yè)承受的壓力。該行業(yè)的真正困難在于獲得一定程度的穩(wěn)定性，尤其是考慮到疫情對客戶行為和投資重點等方面的全面影響存在不確定性。

近年來，一些石油公司強調(diào)更多的可持續(xù)投資。殼牌和英國石油公司均力爭到2050年實現(xiàn)碳凈排放量為零。最近暴露的石油行業(yè)不穩(wěn)定性使得迅速向可持續(xù)能源過渡成為必要，”本森·伊斯頓說。

“可持續(xù)性仍將是各行業(yè)的一個關(guān)鍵主題?？沙掷m(xù)發(fā)展框架顯示了公司需要集中精力進行投資以使自己處于成功地位的領(lǐng)域。隨著石油公司避免進一步的價格沖擊，如今增加對可再生能源和現(xiàn)代技術(shù)的投資至關(guān)重要。投資多元化、可持續(xù)主題的石油公司將更有能力在當(dāng)前危機的長期影響下生存下來?！?/span>

馮娟 摘譯自 Neftegaz.Ru

原文如下：

Q1 oil industry results reaffirm industry instability

Following the release of Q1 results from several oil and gas companies, Ella Benson Easton, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view:

“This year has seen extraordinary volatility in the oil and gas industry. The decline in the cost of renewable energies, an oil price war and COVID-19 have all contributed to the industry’s precarity. Q1 results have reflected the difficult situation, for example BP’s net profit dropped 67%, ConocoPhillips reported a Q1 loss of $1.7 bln, and Shell reduced dividends by 65% - the first cut for the company since since World War II. Sinopec recorded a $2.71 bln loss despite fuel sales rebounding".

“These numbers confirm the strain the oil and gas industry is under. The real difficulty for the industry is gaining a degree of stability, particularly given the uncertainty around the full impact of the pandemic on things such as customer behaviour and investment priorities.

Some oil companies have touted more sustainable investments and principles in recent years. Both Shell and BP aim to reach net-zero carbon emissions by 2050. The recently exposed instability in the oil industry makes a speedy transition to sustainable energy a necessity", Benson Easton said.

“Sustainability will remain a key theme for enterprises across industry sectors well beyond COVID-19. GlobalData’s sustainability framework shows the areas in which companies need to focus their investment to put themselves in a position to succeed. Increased investment in renewable energies and modern technologies is now vital as oil companies insulate themselves against further price shocks. Oil companies that diversify their investments and invest in the sustainability theme will be better placed to survive the long-term effects of the current crisis.”