據康菲石油官網8月3日報道，康菲石油（紐交所：COP）公布了2023年第二季度調整后盈利，為22億美元，即每股1.84美元，相比之下，2022年第二季度的盈利為51億美元，每股3.96美元。

公司董事長兼首席執行官Ryan Lance表示：“第二季度展示了我們強勁的基本業績，以及我們在四月份的分析師和投資者會議上提出的以回報為重點的價值主張。我們實現了歷史最高產量，并連續第二個季度提高了全年產量指引。我們簽署了購買Surmont剩余50％權益的協議，并進一步推進了全球液化天然氣戰略。我們全年分配目標為110億美元，保持不變。展望未來，我們對下半年以及行業的長期前景保持積極態度。通過持續增強我們深厚、持久和多元化的資產基礎，我們將為未來幾十年創造有競爭力的現金流和回報。”

康菲石油表示，實現公司全球和美國48州產量達到歷史最高，二季度完成了對卡塔爾北部South項目的股權收購。在墨西哥西海岸的Saguaro液化天然氣出口設施簽訂了20年的離岸銷售協議，每年約220萬噸，需待墨西哥太平洋做出最終投資決定。

第二季度回顧

2023年第二季度產量為1805萬桶油當量（MBOED），較去年同期增加113萬桶油當量。經過考慮收購和處置的影響后，2023年第二季度產量較去年同期增加了100萬桶油當量，增長了6%。來自美國48州和其他開發項目的有機增長完全抵消了下降和停產影響。

美國48州創下1063萬桶油當量的歷史最高產量，其中來自二疊紀盆地的709萬桶油當量，來自鷹福特盆地的235萬桶油當量以及來自巴肯盆地的104萬桶油當量。挪威和卡塔爾的停產工作已成功完成。

盈利和調整后的盈利與2022年第二季度相比下降，主要是由于價格下跌部分抵消了產量增加。公司的總平均實現價格為每桶油當量54.50美元，較2022年第二季度的每桶油當量88.57美元下降了38％。

第二季度運營活動提供的現金為39億美元。在排除了8億美元的運營資本變動后，康菲石油創造了47億美元的現金流，其中有2億美元主要與前一年的處置有關。公司用于資本支出和投資的資金為29億美元。此外，公司支付了14億美元的普通股股息和現金返還，并回購了13億美元的股票。

胡耀東 譯自 康菲石油官網

原文如下：

ConocoPhillips Reports Second-Quarter 2023 Results; Raises Full-Year Production Guidance and Declares Quarterly Dividend and Variable Return of Cash Distribution

ConocoPhillips (NYSE: COP) today reported second-quarter 2023 earnings and adjusted earnings of $2.2 billion, or $1.84 per share, compared with second-quarter 2022 earnings of $5.1 billion, or $3.96 per share, and second-quarter 2022 adjusted earnings of $5.1 billion, or $3.91 per share.

“The second quarter demonstrated our strong underlying performance and commitment to advancing the returns-focused value proposition we shared at our Analyst & Investor Meeting in April,” said Ryan Lance, chairman and chief executive officer. “We achieved record production and increased our full-year production guidance for the second consecutive quarter. We executed an agreement to purchase the remaining 50% interest in Surmont and further progressed our global LNG strategy. Our full-year distribution target of $11 billion remains unchanged. Looking ahead, we remain constructive on the second half of the year as well as the long-term outlook for the sector. By continuing to enhance our deep, durable and diversified asset base, we are well positioned to generate competitive cash flow and returns for decades.”

Second-Quarter Highlights and Recent Announcements

Delivered record company and Lower 48 production of 1,805 thousand barrels of oil equivalent per day (MBOED) and 1,063 MBOED, respectively.

Executed agreement to purchase the remaining 50% interest in Surmont, subject to regulatory approvals and other closing conditions.

Completed acquisition of an equity interest in Qatar’s North Field South project.

Signed 20-year offtake agreements at the Saguaro LNG export facility on the west coast of Mexico for approximately 2.2 million tonnes per annum, subject to Mexico Pacific reaching final investment decision.

Generated cash provided by operating activities of $3.9 billion and cash from operations (CFO) of $4.7 billion.

Distributed $2.7 billion to shareholders through a three-tier framework, including $1.4 billion through the ordinary dividend and variable return of cash (VROC) and $1.3 billion through share repurchases.

Ended the quarter with cash and short-term investments of $7.1 billion.

Quarterly Dividend and Variable Return of Cash

ConocoPhillips announced a quarterly ordinary dividend of $0.51 per share, payable September 1, 2023, to stockholders of record at the close of business on August 16, 2023. In addition, the company announced a VROC of $0.60 per share, payable October 16, 2023, to stockholders of record at the close of business on September 28, 2023.

Second-Quarter Review

Production for the second quarter of 2023 was 1,805 MBOED, an increase of 113 MBOED from the same period a year ago. After adjusting for impacts from closed acquisitions and dispositions, second-quarter 2023 production increased 100 MBOED or 6% from the same period a year ago. Organic growth from Lower 48 and other development programs more than offset decline and downtime.

Lower 48 delivered record production of 1,063 MBOED, including 709 MBOED from the Permian, 235 MBOED from the Eagle Ford and 104 MBOED from the Bakken. Turnarounds were successfully completed in Norway and Qatar.

Earnings and adjusted earnings decreased from the second quarter of 2022 primarily due to lower prices partially offset by increased volumes. The company’s total average realized price was $54.50 per BOE, 38% lower than the $88.57 per BOE realized in the second quarter of 2022.

For the quarter, cash provided by operating activities was $3.9 billion. Excluding a $0.8 billion change in working capital, ConocoPhillips generated CFO of $4.7 billion and received $0.2 billion primarily related to a prior year disposition. The company funded $2.9 billion of capital expenditures and investments. In addition, the company paid $1.4 billion in ordinary dividends and VROC and repurchased $1.3 billion of shares.