埃尼集團(tuán)宣布二季度40億美元減值損失

據(jù)7月7日Offshore Energy消息：由于能源價格前景走低，意大利石油巨頭埃尼集團(tuán)預(yù)計(jì)將報(bào)告約35億歐元（約合39.6億美元）的減值。

埃尼集團(tuán)周一表示，將下調(diào)石油和天然氣價格的短期和長期預(yù)測。

該公司假設(shè)布倫特原油的長期價格從2023年起將維持在每桶60美元的長期價格，低于先前的預(yù)測每桶70美元。對于2020-2022年，布倫特原油價格預(yù)計(jì)分別為每桶40、48和55美元，而之前的假設(shè)是每桶45、55和70美元。

埃尼補(bǔ)充稱，該公司仍在進(jìn)行減值評估，估計(jì)數(shù)字可能會上下波動約20%。

在預(yù)計(jì)為31.6億美元的稅前減損支出中，這家意大利公司預(yù)計(jì)上游資產(chǎn)減記約22.6億美元，煉油業(yè)務(wù)減記約9億美元。估算還包括約7.9億美元的稅收抵免。

預(yù)計(jì)減值損失金額將記錄在2020年7月30日公布的埃尼集團(tuán)2020年第二季度合并業(yè)績中。

埃尼集團(tuán)表示，與疫情蔓延相關(guān)的市場發(fā)展，使該公司穩(wěn)健的戰(zhàn)略路徑和長期選擇更加引人注目。即該策略的獨(dú)特之處在于，到2050年將公司所有產(chǎn)品的絕對減排目標(biāo)定為80％。遠(yuǎn)高于國際能源機(jī)構(gòu)在可持續(xù)發(fā)展設(shè)想中所設(shè)定的70%的門檻。

埃尼首席執(zhí)行官克勞迪奧·笛卡爾齊表示:“盡管疫情對全球經(jīng)濟(jì)和公司產(chǎn)生了持久影響，但我們確定了成為脫碳進(jìn)程領(lǐng)導(dǎo)者的戰(zhàn)略?！?/span>

我們正在評估如何加快計(jì)劃。持續(xù)發(fā)展將使公司實(shí)現(xiàn)更平衡的投資組合，減少對油氣價格波動的風(fēng)險(xiǎn)，同時向可持續(xù)發(fā)展和盈利的目標(biāo)邁進(jìn)。

埃尼集團(tuán)并不是第一家宣布減值的大型企業(yè)。由于油價暴跌和疫情的雙重打擊，BP預(yù)計(jì)在2020年第二季度資產(chǎn)價值將大幅下降。

據(jù)BP稱，第二季度的非現(xiàn)金減損支出和沖銷總額估計(jì)在稅后130億美元至175億美元之間。

馮娟 摘譯自 Offshore Energy

原文如下：

Eni to take up $4 billion impairment hit due to lower oil price outlook

Italian oil major Eni is expecting to report impairments of around 3.5 billion euros (cca. $3.96 billion) as a result of a lower outlook for energy prices.

Eni said on Monday that it was cutting its forecasts for oil and gas prices, both in the short and long term.

The company is assuming that the long-term price for Brent would stand at a long-term price $60 a barrel from 2023 onwards, down from a previous forecast of $70.

For the years 2020-2022, Brent prices are expected respectively at $40, 48, and 55 per barrel, compared to the previous assumptions of $45, 55, and 70 per barrel

Eni added that it was still working on its assessment of the impairments and that the estimate might vary by around 20 per cent, up or down.

Of the pre-tax impairment charges estimated at $3.16 billion, the Italian firm expects write-downs of about $2.26 billion related to its upstream assets and around $900 million in its refining operations. The estimate also includes devaluation of tax credits of around $790 million.

The amount of the estimated impairment losses are expected to be recorded in Eni’s consolidated results for the second-quarter 2020 due to be released on 30 July 2020.

Eni added on Monday that the market developments linked to the spread of the COVID-19 pandemic made the robustness of the company’s strategic path and its long-term choices even more compelling.

Namely, the distinctive element of this strategy is the fixed 2050 absolute emissions reduction target of 80 per cent covering all of the company’s products.

This is well above the 70 per cent threshold indicated by the IEA in the Sustainable Development Scenario that tracks the reduction of emissions compatible with the Paris Agreement.

Claudio Descalzi, Eni’s CEO, said: “We confirm our strategy to become a leader in the decarbonization process, notwithstanding the enduring impacts of the COVID-19 pandemic on the global economy and the company.

“We are assessing how to speed up our plans. This ongoing evolution will allow the company to achieve a better-balanced portfolio, reducing the exposure to the volatility of hydrocarbon prices, while progressing towards our targets of sustainability and profitability.

“Our changed long-term assumptions reached four months after the outbreak of the COVID-19 pandemic, reflect our current expectations about future prices and will be incorporated in our processes of capital allocation”.

Eni is not the first major company to announce such an impairment hit. Namely, BP is also expecting massive reductions to asset values during the second quarter of 2020 as a result of the combined hit of the oil price plunge and the COVID-19 pandemic.

According to BP, non-cash impairment charges and write-offs in the second quarter are estimated to be in an aggregate range of $13 billion to $17.5 billion post-tax.