BUZZ-花旗集团下调美国油气公司评级

Reuters
Aug 28, 2024

((自动化翻译由路透提供,请见免责声明 ))

8月28日 - ** 券商花旗集团下调多家美国油气生产商的目标价

** 称钻井效率是今年财报季最大的惊喜,同时服务成本也在下降;整个勘探与开采行业的资本效率都在提高

** 花旗银行表示,由于已钻井但未完井(DUCs)、推迟交井(TILs)、运营节流、主动缩减等原因,天然气运营商的平均盈亏平衡略有上升。

** 花旗称,"(DUCs 和推迟的 TILs) 有助于运营商为 2025 年预期的强劲需求拉动做好充分准备,并预示着为满足未来增长的需求,相对资本支出将有所降低。

以下是该经纪公司对 PT 的削减情况

公司 新 PT 旧PT

APA Corp <APA.O $32 $33

切萨皮克能源<CHK $90 $96

.O

科特拉能源<CTRA. $30 $31

N

德文能源<DVN.N $55 $58

西方石油<OXY.N $62 $65

Range Resources $33 $35

<RRC.N

西南能源<SWN.N $7.80 $8.33

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