北方石油天然气公司(NOG)涨5% 上调回购额度 油气开采产销呈现结构性分化

金吾财讯
Jul 13

金吾财讯 | 北方石油天然气公司(NOG)盘中上扬, 报19.42美元,涨4.86%。

消息面上,企业同步确认 2026 财年产量与资本开支指引,同时上调股票回购授权规模,新增 1.5 亿美元回购额度后,整体可回购资金规模达到 2.43 亿美元。二季度公司持续推进优质地面油气资产并购,落地 30 笔收购交易,新增净土地面积 2300 英亩、净油井 6.2 口,当期投入 4500 万美元用于资产收购与配套开发建设。

区域油气盈利分化带来产能调整,受 Waha 油田业务亏损拖累,即便国际油价整体走强,德克萨斯州西部、新墨西哥州东部区块运营商关停合计 7000 桶 / 天的油气产能,区域井口经济效益偏弱。企业给出二季度产销预期,原油日均产量区间为 67.5 万至 68.25 万桶,尽管二叠纪盆地主动减产,但天然气产量有望刷新历史记录。

资金开支层面,公司预计二季度总资本支出介于 1.9 亿至 2 亿美元区间,测算区间内经营可形成充沛自由现金流。董事会扩容回购计划,为企业闲置现金流提供回馈股东渠道,同时依托持续油气资产收购扩充资源储备,后续区域油气价差、井口盈利水平将持续影响企业产能投放节奏与资本开支规划。

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