???? 據(jù)海上能源2月2日?qǐng)?bào)道，康菲石油（ConocoPhillips）周二報(bào)告稱，2020年第四季度虧損8億美元，而2019年第四季度收益為7億美元。
????除特殊項(xiàng)目外，2020年第四季度調(diào)整后的收益損失2億美元，而2019年第四季度調(diào)整后的收益為8億美元。
????2020年全年虧損27億美元，而2019年全年收益為72億美元。
????除特殊項(xiàng)目外，2020年全年調(diào)整后收益虧損10億美元，而2019年全年調(diào)整后收益為40億美元。
????縱觀康菲石油公司的同行，雪佛龍公司上周報(bào)告稱，其已設(shè)將2020年最后一個(gè)季度的虧損減少6.65億美元，而虧損66億美元。
????BP周二早些時(shí)候表示，其2020年第四季度的基礎(chǔ)重置成本利潤(rùn)為1.15億美元，而2020年第三季度為8600萬(wàn)美元，而2019年第四季度為26億美元。
????埃克森美孚周二宣布，估計(jì)2020年第四季度虧損201億美元，而2019年同期利潤(rùn)為57億美元。
????康菲石油的產(chǎn)量下降
????2020年第四季度，不包括利比亞在內(nèi)的石油產(chǎn)量為114.4萬(wàn)桶/天油當(dāng)量，比前一年同期減少了1.45億桶。
????在對(duì)已完成的收購(gòu)和處置進(jìn)行調(diào)整之后，2020年第四季度的產(chǎn)量比前一年同期減少了8800萬(wàn)桶/ 天油當(dāng)量，即降幅為7%。
????根據(jù)康菲公司的說法，產(chǎn)量下降主要是由于正常的油田產(chǎn)量下降，部分被美國(guó)48個(gè)州和其他開發(fā)項(xiàng)目的新產(chǎn)量所抵消。利比亞的日均產(chǎn)量為2500萬(wàn)桶油當(dāng)量。
????由于實(shí)現(xiàn)價(jià)格降低和交易量減少，以及阿拉斯加和美國(guó)本土48個(gè)州的非現(xiàn)金減損，收益較2019年第四季度有所下降。這些下降被Cenovus能源股票市值的增長(zhǎng)部分抵消。
????除去特殊項(xiàng)目，由于實(shí)現(xiàn)價(jià)格降低和業(yè)務(wù)量減少，調(diào)整后的利潤(rùn)低于2019年第四季度，部分被業(yè)務(wù)量減少相關(guān)的運(yùn)營(yíng)成本減少抵消。
????康菲石油公司已經(jīng)制定了2021年運(yùn)營(yíng)計(jì)劃，資本預(yù)算為55億美元。其中51億美元用于維持現(xiàn)有生產(chǎn)，4億美元用于投資主要在阿拉斯加的主要項(xiàng)目，此外還有正在進(jìn)行的勘探評(píng)估活動(dòng)。
????康菲董事長(zhǎng)兼首席執(zhí)行官Ryan Lance表示，盡管行業(yè)基本面已經(jīng)從2020年的低點(diǎn)回升，但我們認(rèn)為，為2021年制定一個(gè)可持續(xù)的資本計(jì)劃是我們公司正確的做法。這清楚地表明了我們對(duì)自由創(chuàng)造現(xiàn)金流的承諾，并創(chuàng)造了以更高價(jià)格向股東返還額外資本的靈活性。
????郝芬 譯自 海上能源
????原文如下：
????Lower prices push ConocoPhillips into the red
????ConocoPhillips on Tuesday reported a fourth-quarter 2020 loss of $0.8 billion compared with fourth-quarter 2019 earnings of $0.7 billion.
????Excluding special items, fourth-quarter 2020 adjusted earnings were a loss of $0.2 billion compared with fourth-quarter 2019 adjusted earnings of $0.8 billion.
????Full-year 2020 earnings were a loss of $2.7 billion compared with full-year 2019 earnings of $7.2 billion.
????Excluding special items, full-year 2020 adjusted earnings were a loss of $1 billion compared with full-year 2019 adjusted earnings of $4 billion.
????Looking at ConocoPhillips peers, Chevron last week reported it had managed to cut its losses in the last quarter of 2020, which totalled $665 million compared with a loss of $6.6 billion.
????Earlier on Tuesday, BP said that its underlying replacement cost profit for the fourth quarter of 2020 was $115 million compared to $86 million profit in 3Q 2020 and compared to a profit of $2.6 billion in 4Q 2019.
????ExxonMobil on Tuesday announced an estimated fourth quarter 2020 loss of $20.1 billion compared to a profit of $5.7 billion in the same period of 2019.
????ConocoPhillips’ production down
????Production excluding Libya for the fourth quarter of 2020 was 1,144 thousand barrels of oil equivalent per day (MBOED), a decrease of 145 MBOED from the same period a year ago.
????After adjusting for closed acquisitions and dispositions, fourth-quarter 2020 production decreased 88 MBOED or 7 per cent from the same period a year ago.
????According to ConocoPhillips, this decrease was primarily due to normal field decline partially offset by new production from the Lower 48 and other development programs across the portfolio. Production from Libya averaged 25 MBOED.
????Earnings decreased from fourth-quarter 2019 due to lower realized prices and reduced volumes, as well as non-cash impairments in Alaska and Lower 48.
????These decreases were partially offset by the increase in Cenovus Energy equity market value.
????Excluding special items, adjusted earnings were lower compared with fourth-quarter 2019 due to lower realized prices and reduced volumes, partially offset by a decrease in operating costs associated with reduced volumes.
????ConocoPhillips has set a 2021 operating plan capital budget of $5.5 billion. This includes $5.1 billion to sustain current production and $0.4 billion for investment in major projects, primarily in Alaska, in addition to ongoing exploration appraisal activity.
????Ryan Lance, ConocoPhillips chairman and chief executive officer, said: “While the industry fundamentals have strengthened off the 2020 lows, we believe setting a sustaining capital program for 2021 is the right approach for our company. It clearly demonstrates our commitment to free cash flow generation and creates flexibility to return additional capital to shareholders at higher prices”.
