殼牌預(yù)計(jì)天然氣交易部門第四季度業(yè)績(jī)將非常強(qiáng)勁

殼牌預(yù)計(jì)其石油產(chǎn)品交易和優(yōu)化結(jié)果將顯著低于2021年第三季度

殼牌將于2022年2月3日公布第四季度業(yè)績(jī)

據(jù)油價(jià)網(wǎng)1月7日消息，殼牌周五在其2021年第四季度更新報(bào)告中表示，由于天然氣和液化天然氣現(xiàn)貨價(jià)格高企，該公司預(yù)計(jì)2021年第四季度天然氣部門的交易業(yè)績(jī)將顯著高于第三季度。

與此同時(shí)，殼牌預(yù)計(jì)其石油產(chǎn)品交易和優(yōu)化結(jié)果將顯著低于2021年第三季度。該公司表示，盡管指示性煉油利潤(rùn)率較高，但預(yù)計(jì)煉油和交易部門的調(diào)整后收益將為負(fù)值。指示性煉油利潤(rùn)率是殼牌全球凈實(shí)現(xiàn)煉油利潤(rùn)率的近似值。

殼牌在計(jì)劃于2022年2月3日公布2021年第四季度業(yè)績(jī)之前發(fā)布了更新報(bào)告。

在今天的財(cái)報(bào)發(fā)布前，殼牌表示，將以股票回購的形式分配出售二疊紀(jì)資產(chǎn)的剩余55億美元。

今年9月，殼牌宣布退出二疊紀(jì)盆地，將其在頁巖區(qū)的資產(chǎn)以 95 億美元的總價(jià)出售給康菲石油公司。

殼牌上游主管Wael Sawan表示:“在評(píng)估了我們二疊紀(jì)資產(chǎn)的多種戰(zhàn)略和投資組合選項(xiàng)后，與康菲石油的這筆交易是一個(gè)非常有吸引力的價(jià)值主張。”

殼牌表示:“根據(jù)我們現(xiàn)有的資本配置框架，二疊紀(jì)相關(guān)區(qū)塊的分配是在運(yùn)營(yíng)現(xiàn)金流分配20%-30%的基礎(chǔ)上進(jìn)行的。”

關(guān)于二疊紀(jì)相關(guān)回購的決定是在2021年12月31日在英國舉行的第一次董事會(huì)會(huì)議上做出的，該會(huì)議決定實(shí)施公司股權(quán)結(jié)構(gòu)的簡(jiǎn)化。

去年年底，殼牌向股東提議，并以壓倒性多數(shù)投票贊成，從名稱中刪除雙重股權(quán)結(jié)構(gòu)和“荷蘭皇家”的計(jì)劃，將其稅居所從荷蘭移至英國，并簡(jiǎn)化股權(quán)結(jié)構(gòu)使其投資者便于估算和理解。

裘寅 編譯自 油價(jià)網(wǎng)

原文如下：

Shell’s Gas Trading Booms While Oil Trading Slows

Shell expects very strong Q4 results from gas trading division

Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021

Shell is set to publish its Q4 results on February 3, 2022

Shell expects the trading results of its gas division to have been significantly higher in the fourth quarter of 2021 compared to the third quarter, on the back of high natural gas and LNG spot prices, the supermajor said in its fourth quarter 2021 update note on Friday.

At the same time, Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021. Adjusted earnings at the refining and trading division are expected to be negative despite higher indicative refining margins, an approximation of Shell’s global net realized refining margin, the company said.

Shell issued the update note ahead of the publishing of the Q4 2021 results scheduled for February 3, 2022.

In today’s note ahead of the earnings release, Shell said it would distribute the remaining $5.5 billion of proceeds from the sale of its Permian assets “in the form of share buybacks at pace.”

Shell announced in September its exit from the Permian with a divestment of its assets in the shale play to ConocoPhillips for a total price of $9.5 billion.

“After reviewing multiple strategies and portfolio options for our Permian assets, this transaction with ConocoPhillips emerged as a very compelling value proposition,” said Wael Sawan, Upstream Director at Shell.

“The Permian related distributions are in addition to the distributions of 20-30% of cash flow from operations as per our existing capital allocation framework,” Shell said today.  

The decision for the Permian-related buybacks was taken on December 31, 2021, during the first Board meeting held in the UK following the decision to implement the simplification of the company’s share structure.

At the end of last year, Shell proposed to shareholders, and they overwhelmingly voted in favor of, a plan to drop the dual share structure and ‘Royal Dutch’ from the name, move its tax residence to the UK from the Netherlands, and make its share structure simpler for investors to value and understand.

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