据油价网7月28日报道，美国能源巨头埃克森美孚(ExxonMobil)上周五公布，由于天然气价格下跌和炼油利润率下降，该公司第二季度收益下降56%，未能达到分析师的预期。
埃克森美孚周五公布的2023年第二季度收益为79亿美元，即每股收益为1.94美元。这低于2022年第二季度的178.5亿美元利润，当时油气价格飙升。
埃克森美孚今年第二季度的每股收益低于《华尔街日报》编制的分析师普遍预期的每股收益2.03美元。
本月初，埃克森美孚已经表示，由于天然气价格低迷和炼油利润率下降，预计第二季度收益将大幅下降。
事实确实如此，但即使有了利润预警，埃克森美孚也没有达到分析师们已经下调的普遍预期。
上游业务第二季度盈利为46亿美元，较第一季度下降了19亿美元，较2022年第二季度的110亿美元的减少了一半以上。
埃克森美孚表示，上游收益下降主要由于天然气价格下跌，第二季度天然气价格下跌了40%，以及季节性的定期维护费用增加。这家超级巨头的炼油业务收入为23亿美元，低于第一季度的42亿美元和2022年第二季度的53亿美元。行业利润率较第一季度的强劲业绩有所下滑，由于供应担忧缓解，柴油利润率下降。
埃克森美孚在该公司近十年来最关注的开发领域二叠纪和圭亚那的季度产量达到历史最高水平。与2022年同期相比，圭亚那和二叠纪的石油当量产量第二季度共增长20%。
首席执行官Darren Woods在财报电话会议上表示，“在二叠纪盆地，我们创造了另一项产量新高，今年的总产量有望保持10%的增长”。
然而，二叠纪和圭亚那产量的增加并不足以抵消实际价格的下降和炼油利润率的下降，埃克森美孚加入其他公布较低收益的超级巨头行列，也加入了利润低于分析师预测的欧洲巨头壳牌和道达尔能源行列。
郝芬 译自 油价网
原文如下：
Exxon Misses Earnings Estimate With 56% Profit Decline
ExxonMobil missed analyst forecasts as it reported on Friday 56% lower earnings for the second quarter amid lower natural gas prices and weaker refining margins.
Exxon reported on Friday second-quarter 2023 earnings of $7.9 billion, or $1.94 per share assuming dilution. This was down from a record $17.85 billion profit for the second quarter of 2022 when oil and gas prices surged.
Exxon’s earnings per share for the second quarter this year missed the analyst consensus estimate of $2.03 EPS compiled by The Wall Street Journal.
Early this month, Exxon already flagged it expects sharply lower second-quarter earnings, due to low natural gas prices and lower refining margins.
And so it did, but even with the profit warning, Exxon missed the already downgraded analyst consensus estimates.
Upstream second-quarter earnings were $4.6 billion, down by $1.9 billion from the first quarter and more than halved from $11 billion earnings in the upstream business for the second quarter of 2022.
The main factors for the lower upstream earnings were lower natural gas prices, which slumped by 40% in Q2, and seasonally higher scheduled maintenance, Exxon said.
The supermajor’s refining business booked earnings of $2.3 billion, down from $4.2 billion for the first quarter and $5.3 billion for the second quarter of 2022.
Industry margins declined sequentially from a strong first quarter on weaker diesel margins as supply concerns eased,” Exxon said.
Exxon achieved record quarterly production in the Permian and in Guyana, its top development focus areas for this decade. Oil-equivalent production in Guyana and the Permian jumped by a combined 20% in the second quarter compared to the same quarter of 2022.
“In the Permian, we set another production record and remain on track for an overall growth in production of 10% this year,” CEO Darren Woods said in prepared remarks on the earnings call.
Higher Permian and Guyana production, however, was not enough to offset lower price realizations and weakening refining margins, and Exxon joined the other supermajors in reporting lower earnings and also joined European majors Shell and TotalEnergies which missed analysts’ forecasts, too.
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