據(jù)油價(jià)網(wǎng)2023年7月27日?qǐng)?bào)道，北美最大的煉油企業(yè)瓦萊羅能源公司7月27日發(fā)布的統(tǒng)計(jì)數(shù)據(jù)顯示，瓦萊羅能源公司第二季度凈收入與去年同期相比顯著下降，原因是其煉油利潤率比去年同期減少一半。

瓦萊羅能源公司表示，其今年第二季度的凈利潤降至19億美元或每股5.40美元，而去年第二季度的凈利潤為47億美元或每股11.57美元。

盡管如此，瓦萊羅能源公司今年第二季度的每股收益還是超過了《華爾街日?qǐng)?bào)》分析師們預(yù)期的每股利潤5.04美元。

統(tǒng)計(jì)數(shù)據(jù)顯示，瓦萊羅能源公司第二季度總收入從去年第二季度的516億美元暴跌至345億美元。

瓦萊羅能源公司第二季度的煉油利潤從去年第二季度的每桶30.01美元減半至15.62美元，原因是燃料出口增加、經(jīng)濟(jì)活動(dòng)減弱以及全球煉油能力提高打擊了全球煉油利潤率。

因此，瓦萊羅能源公司的煉油業(yè)務(wù)報(bào)告稱，今年第二季度的營業(yè)收入為24億美元，遠(yuǎn)低于去年第二季度的62億美元。

瓦萊羅能源公司第二季度原油總加工量與去年持平，今年第二季度原油日加工量約為300萬桶，產(chǎn)能利用率也與去年同期基本持平為94%。

瓦萊羅能源公司首席執(zhí)行官兼總裁Lane Riggs在一份聲明中表示：“我們的煉油廠運(yùn)行良好，產(chǎn)能利用率為94%，我們的美國批發(fā)系統(tǒng)在5月和6月創(chuàng)下了每天超過100萬桶的銷售歷史最高水平。”

去年，在煉油利潤率高企和美國運(yùn)營能力下降的情況下，美國煉油商獲得了豐厚的利潤，遠(yuǎn)遠(yuǎn)超過了從2020年以來的巨額虧損，當(dāng)時(shí)疫情打擊了燃料需求。

今年，全球煉油利潤率下降，這也影響了包括殼牌公司和道達(dá)爾能源公司在內(nèi)的主要綜合性石油和天然氣公司第二季度的收益。由于石油和天然氣價(jià)格下跌，煉油利潤率下降，這兩家公司都未能達(dá)到分析師們的第二季度預(yù)測。

李峻 譯自 油價(jià)網(wǎng)

原文如下：

Valero’s Q2 Earnings Drop On Weaker Refining Margins  

Valero Energy reported significantly lower net income for the second quarter compared to the same period of 2022, as refining margins halved from a year ago.

Valero Energy said its net income slumped to $1.9 billion, or $5.40 per share, for the second quarter of 2023, compared to $4.7 billion, or $11.57 per share, for the second quarter of 2022.

Still, the Q2 2023 earnings per share beat the analyst consensus of $5.04 per-share profit compiled by The Wall Street Journal.

Total revenues plunged to $34.5 billion from $51.6 billion for the second quarter of 2022.

Valero’s refining margin per barrel of throughput halved to $15.62, from $30.01 in the second quarter of 2022, as refining margins globally were hit by higher fuel exports, weaker economic activity, and higher global refining capacity.

As a result, the company’s refining business reported operating income of $2.4 billion for the second quarter of 2023, sharply down from $6.2 billion booked for the second quarter of 2022.

Total throughput volumes were flat on the year, at around 3 million barrels per day (bpd) in the second quarter of 2023, and capacity utilization was also basically in line with this time last year, at 94%.

“Our refineries ran well with throughput capacity utilization at 94 percent and our U.S. wholesale system set a sales record of over 1 million barrels per day in May and June,” Valero’s chief executive officer and president, Lane Riggs, said in a statement.

Refiners in the U.S. booked bumper profits last year amid high refining margins and reduced operational capacity in America, more than recovering the hefty losses from 2020, when the pandemic hit fuel demand.

This year, refining margins globally have declined and have weighed on the second-quarter earnings of the major integrated oil and gas firms, too, including Shell and TotalEnergies, which both missed Q2 analyst forecasts amid lower oil and gas prices and weaker refining margins.