埃克森美孚预警:一季度产量或因地缘冲突下降6%

投资观察
Apr 08

受关键中东水道关闭及三月份天然气设施遇袭影响,埃克森美孚预计,伊朗战争将导致其一季度全球油气产量缩减6%。

这家美国石油巨头在周三发布的季度业绩预告中指出,其在卡塔尔和阿联酋的资产约占公司全球总产量的20%,但"对上游收益的贡献比例较低"。该公司四季度日均油气产量为470万桶。

埃克森美孚表示,与去年四季度实现65亿美元利润相比,本季度因油气价格上涨,预计将推动收益增加约29亿美元。然而公司同时警告,交易计划带来的负面时序效应可能使一季度收益承压35亿至49亿美元。该区间中值相当于每股约0.93美元,而去年四季度每股收益为1.53美元(剔除一次性费用后为1.71美元)。

财务总监尼尔·汉森解释称,这些负面时序效应源于公司对特定交易的会计处理方式,其影响将随时间逐步消弭。他进一步说明,埃克森美孚运用金融衍生品对冲油气销售业务,需按月末价格记账,这通常远早于实物市场的实际销售完成时间。

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