???? 據ICIS-MRC網站5月27日莫斯科報道,道達爾(Total)上游油氣業務第一季度強勁復蘇,油價上漲導致該部門調整后的營業利潤較上年同期增長近兩倍,但該公司也指出,市場持續波動,煉油利潤率“非常低”。
????道達爾還公布了包括液化天然氣業務在內的“綜合天然氣可再生能源和電力”部門的調整后營業利潤創下歷史新高。與去年同期相比,該公司的液化天然氣銷量保持穩定,為990萬公噸,但該公司表示,去年其可再生能源發電裝機容量已從3吉瓦增加到7.8吉瓦,增加了一倍多,整個部門調整后的營業利潤增加了8%。
????盡管第一季度油氣產量同比下降7%,為286萬桶/天油當量,其中液體產量下降11%,至151萬桶/天,但這家法國巨頭預測2021年油氣產量將與2020年水平保持穩定。
????道達爾表示,上游產量下降的原因是歐佩克+協議下的產量減少,這限制了哈薩克斯坦、尼日利亞和阿聯酋的產量,以及挪威計劃外的維護。
????該公司首席執行官帕特里克?普亞恩(Patrick Pouyanne)強調,該季度調整后的利潤高于2019年同期,增強了經濟復蘇的希望。不過,該公司補充稱,石油環境仍不穩定,依賴全球需求復蘇,仍受新冠疫情的影響。
????道達爾表示,歐洲煉油利潤率較去年同期下降80%,為5.3美元/噸,反映出歐洲成品油日需求量下降200萬桶,至1300萬桶,突顯出歐洲煉油行業的不穩定狀態。道達爾在全球范圍內減少了38%的煉油能力,在法國減少了81%,分別為115萬桶/天和11.4萬桶/天,因為該公司正在努力減少產能或將設施轉化為可再生燃料生產。不過,道達爾表示,煉油業務業績不佳,被石化業務的強勁表現以及“彈性”的營銷和服務所抵消。
????總之,道達爾本季度調整后凈利潤同比增長69%,達到30億美元。
????郝芬 譯自 ICIS-MRC
????原文如下:
????Total operating profit in upstream oil and gas business almost triple in Q1
????Total has reported a strong first-quarter recovery in its upstream oil and gas business, with higher prices leading to almost triple the level of adjusted operating profit in the segment compared to a year ago, but also noted continued market volatility and "very poor" refining margins.
????Total also reported record-high adjusted operating profit from its 'integrated gas renewables & power' division, which includes its LNG business. The company's LNG sales were stable compared with a year ago at 9.9 million mt, but the company said it had more than doubled its installed renewable power generation capacity in the last year from 3 GW to 7.8 GW, and the division as a whole generated 8% more in adjusted operating profit.
????The French major forecast its oil and gas production would remain stable in 2021 compared with 2020 levels, even though first-quarter hydrocarbon production was down 7% on the year at 2.86 million b/d of oil equivalent, within which liquids output fell 11% to 1.51 million b/d.
????The fall in upstream output was due to reductions under the OPEC+ agreement, which crimped volumes from Kazakhstan, Nigeria and the UAE, as well as unplanned Norwegian maintenance, Total said.
????CEO Patrick Pouyanne highlighted that adjusted profit for the quarter was higher than the same quarter two years earlier, in 2019, reinforcing hopes for recovery. However, "the oil environment remains volatile and dependent on the global demand recovery, still affected by the COVID-19 pandemic," the company added.
????Underlining the precarious state of European refining, Total said European refining margins were 80% lower than a year earlier, at USD5.3/mt, reflecting a 2 million b/d drop in European demand for refined products, to 13 million b/d. Total reduced its refinery throughput by 38% globally and 81% in France, to 1.15 million b/d and 114,000 b/d respectively, as it works to reduce capacity or convert facilities to renewable fuel production. Poor refining results were, however, offset by strong petrochemical performance and "resilient" marketing and services, Total said.
????Overall, Total reported a 69% year-on-year increase in adjusted net profit, to USD3 billion for the quarter.
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