據(jù)天然氣新聞2021年6月30日?qǐng)?bào)道,在完成對(duì)二疊紀(jì)盆地運(yùn)營(yíng)商康丘資源公司的收購(gòu)近6個(gè)月以后,美國(guó)第3大石油公司大陸菲利普斯公司(康菲公司)于6月30日制定了一個(gè)雄心勃勃的10年運(yùn)營(yíng)計(jì)劃,目標(biāo)是每年增加3%的石油產(chǎn)量,并在平均盈虧平衡成本略低于30美元/桶的情況下向股東提供優(yōu)厚的回報(bào)。
康菲公司計(jì)劃通過(guò)每年約70億美元的資本支出來(lái)實(shí)現(xiàn)這一目標(biāo),超過(guò)其2021年的資本支出計(jì)劃。由于運(yùn)營(yíng)效率高于預(yù)期,該公司還在6月30日把資本支出減少了2億美元,至53億美元。
康菲石油公司首席執(zhí)行官瑞安·蘭斯在公司年度市場(chǎng)更新情況介紹中表示,像大多數(shù)行業(yè)一樣,康菲公司關(guān)注的不是產(chǎn)量增長(zhǎng),而是回報(bào)。
蘭斯表示,產(chǎn)量的年增長(zhǎng)率在今年第一季度接近150萬(wàn)桶油當(dāng)量/天,到2031年應(yīng)該達(dá)到200萬(wàn)桶油當(dāng)量/天,這是一系列重要財(cái)務(wù)指標(biāo)的綜合結(jié)果。
他表示:“這不僅關(guān)乎我們?nèi)绾卧谫Y產(chǎn)層面配置資本,還關(guān)乎向股東返還(現(xiàn)金)和提高我們獲得的資本回報(bào)率。”“我們會(huì)平衡所有這些東西。”
此外,繼康菲公司在今年1月97億美元收購(gòu)康丘資源公司以后,這筆交易預(yù)計(jì)將節(jié)省成本并產(chǎn)生10億美元/年的協(xié)同效應(yīng)——是去年年底宣布交易時(shí)的目標(biāo)金額的兩倍,蘭斯如是說(shuō)。
與此同時(shí),康菲公司增加了今年向股東返還資本的計(jì)劃,增加了10億美元的股票回購(gòu),總額約為60億美元,約占其當(dāng)前市值的8%。
李峻 編譯自 天然氣新聞
原文如下:
ConocoPhillips reduces 2021 capex 4% to $5.3 billion
Nearly six months after closing its acquisition of Permian Basin operator Concho Resources, ConocoPhillips June 30 set out an ambitious 10-year operating plan June 30 that aims to grow oil production about 3%/year and deliver superior returns at an average breakeven cost slightly under $30/b.
The company plans to achieve that with capital spending of roughly $7 billion/year – more than its 2021 capital spending program, which it also reduced June 30 by $200 million to $5.3 billion owing to stronger-than-expected operational efficiencies.
ConocoPhillips, like most of industry, is not focused on production growth, but returns, its CEO Ryan Lance said during the company's annual market update presentation which was webcast.
Annual growth in production, which in Q1 2021 pro forma was just shy of 1.5 million boe/d and should be roughly 2 million boe/d by 2031 – is an outcome of a number of combined important financial metrics, Lance said.
"It's not only about how we allocate capital at the asset level, but about returning [cash] to shareholders and advancing the return on capital we're getting," he said. "We balance all those things."
Moreover, following ConocoPhillips' $9.7 billion acquisition of Concho in January 2021, cost savings and synergies of $1 billion/year are expected from the deal – double the amount targeted when the transaction was announced in late 2020, Lance said.
And at the same time, the company has increased its planned 2021 return of capital to shareholders by an additional $1 billion of share buybacks, for a total of about $6 billion, or roughly 8%, of its current market cap.
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