據彭博新聞社2021年5月4日休斯敦報道,美國第3大石油公司大陸菲利普斯公司(康菲公司)將利用石油和天然氣價格的反彈在未來5年內削減大約25%的債務,這表明即使在完成了近年來最大的一筆頁巖收購案之后,康菲公司仍將關注財政穩健政策。
這家總部位于休斯敦的美國石油巨頭5月2日在一份聲明中說,該公司將削減50億美元的借款,基本上使其債務規模回到今年早些時候收購康喬資源公司之前的水平。這一計劃是在康菲公司每年15億美元股票回購計劃的基礎上制定的。按計劃出售所持塞諾佛斯能源公司10%的股份可能會增加回購規模。按當前價格計算,該公司所持股份的價值約為20億美元。
美國石油巨頭埃克森美孚公司和雪佛龍公司公司上周也表示,在2020年新冠肺炎疫情大流行造成一系列破壞性損失以后,兩公司有意利用飆升的現金流償還債務,恢復財務實力。最大的問題是,康菲公司這樣的獨立頁巖油生產商是否也會這樣做,因為他們有更多的債務需要解決,還是他們會利用更高的石油和天然氣價格選擇進行新的鉆探作業。
到目前為止,所有跡象都表明美國石油行業需要嚴正自律。盡管美國蓬勃發展的頁巖油田產量創下了歷史新高,但過去十年來,美國石油行業的回報率一直很低,目前該行業正試圖重建在投資者心目中的聲譽。
5月4日紐約時間上午9點37分,康菲公司股票下跌了1.2%,至每股52.13美元。今年以來,康菲公司的股票累計上漲了30%.
康菲公司第一季度調整后的每股收益為69美分,高于彭博社調查中分析師平均預期的54美分。
李峻 編譯自 彭博新聞社
原文如下:
ConocoPhillips Plans 25% Debt Reduction
ConocoPhillips will use a rebound in oil and gas prices to cut debt by about 25% over the next five years, signaling a focus on financial prudence even after completing one of the biggest shale takeovers in recent years.
The Houston-based company will cut its borrowings by $5 billion, it said in a statement Tuesday, essentially returning its debt pile to the same level as before its purchase of Concho Resources Inc. earlier this year. The plan comes in addition to Conoco’s $1.5 billion-a-year share buyback, which may be increased by the planned sale of its 10% stake in Cenovus Energy Inc., valued at about $2 billion at current prices.
U.S. oil giants Exxon Mobil Corp. and Chevron Corp. also signaled their intention to use surging cash flow to pay down debt and restore their financial strength last week, following a string of damaging losses caused by the Covid-19 pandemic in 2020. The big question is whether independent shale producers like Conoco will do the same given that they have even more debt to work through, or whether they choose to embark on fresh drilling to take advantage of higher oil and natural gas prices.
So far, all signs point to discipline as the U.S. oil industry attempts to rebuild its reputation with investors after a decade of poor returns despite record production from the country’s booming shale fields.
Conoco fell 1.2% to $52.13 at 9:37 a.m. in New York. It’s gained 30% this year.
Conoco’s adjusted earnings were 69 cents a share in the first quarter, beating the the 54-cent average of analysts’ estimates in a Bloomberg survey.
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