據OE網站7月27日報道,挪威能源巨頭Equinor表示,由于地緣政治沖突引發的天然氣價格飆升,該公司公布第二季度利潤好于預期,并將向股東額外返還30億美元。今年4月至6月,該公司對歐洲的天然氣供應較上年同期增加了18%,使挪威成為歐洲最大的管道天然氣供應國。
首席執行官奧佩德爾在新聞發布會上表示,在此期間,Equinor已成為歐洲最重要的能源供應商,這使得我們提供可靠的運營至關重要。
第二季度調整后稅前利潤從上年同期的46億美元躍升至176億美元,超過了Equinor對26位分析師的調查預測的169億美元。該公司將2022年的股息和股票回購指導提高了30%,從2月份宣布的100億美元增至130億美元左右。
由于石油和天然氣價格高企,Equinor將第二和第三季度的特別股息從每股0.20美元提高到0.50美元,增加了約20億美元。該公司的定期季度付款仍為每股0.20美元。
加拿大皇家銀行資本市場(RBC Capital Markets)在給客戶的報告中寫道,鑒于Equinor的凈現金狀況,特別(股息)可能會持續到2023年,這是合理的。
該公司表示,目前計劃在2022年回購60億美元的股票,高于此前預計的50億美元。
今年5月,該公司位于北極小鎮哈默菲斯特(Hammerfest)外的液化天然氣工廠在中斷20個月后重啟,進一步增加了天然氣供應。
歐盟能源部長周二批準了歐盟成員國從8月到明年3月自愿減少15%的天然氣使用量的提議。
Opedal表示,很難預測即將到來的冬天會是什么樣子,但對歐洲來說,這肯定是一個艱難的時期。
由于其國際產量下降,Equinor的整體油氣產量與去年同期基本持平,為200萬桶油當量/天。
郝芬 譯自 OE
原文如下:
Soaring Gas Prices Power Equinor Q2 Profits
Equinor said it will return an additional $3 billion to shareholders after reporting better-than-expected second-quarter profit on the back of soaring gas prices fuelled by the war. The company boosted gas supplies to Europe by 18% in the April-June period compared to a year ago, making Norway the continent's largest supplier of piped natural gas .
"Equinor has become Europe's most important supplier of energy during this conflict, making it essential that we provide reliable operations," Chief Executive Anders Opedal told a news conference.
Adjusted earnings before tax jumped to $17.6 billion in the second quarter from $4.6 billion a year earlier, beating the $16.9 billion predicted in a poll of 26 analysts compiled by Equinor. The company raised its dividend and share buyback guidance for 2022 by 30% to a total of around $13 billion from $10 billion announced in February.
Equinor lifted its extraordinary dividend, paid as a result of high oil and gas prices, to $0.50 per share for the second and third quarters from $0.20, with the increase corresponding to about $2 billion. The company's regular quarterly payment, which remains at $0.20 per share.
"Given Equinor's net cash position, it is plausible that the specials (dividends) are likely to continue into 2023," RBC Capital Markets wrote in a note to clients.
The company said it now plans share buybacks of $6 billion in 2022, up from a previous projection of $5 billion.
The company restarted in May its LNG plant outside the Arctic town of Hammerfest after a 20-month outage, further boosting gas deliveries.
European Union energy ministers on Tuesday approved a proposal for EU member states to voluntarily cut gas use by 15% from August to March.
"It's difficult to predict what the coming winter will be like but it will certainly be a demanding time for Europe," Opedal said.
Equinor's overall oil and gas production was broadly unchanged year-on-year, at 2.0 million barrels of oil equivalent per day (boed) as its international output fell.
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