據(jù)油價(jià)網(wǎng)2023年8月3日?qǐng)?bào)道，美國(guó)第4大石油公司西方石油公司(Oxy)8月3日公布的第二季度收益低于分析師預(yù)期，成為受到油價(jià)下跌影響的美國(guó)主要石油生產(chǎn)商之一。

統(tǒng)計(jì)數(shù)據(jù)顯示，Oxy第二季度凈利潤(rùn)為6.05億美元，其中石油和天然氣業(yè)務(wù)的稅前利潤(rùn)為11億美元，而去年同期為16億美元。稅前數(shù)據(jù)受到波德河盆地資產(chǎn)減記的影響。Oxy表示，該公司已決定不再對(duì)這些資產(chǎn)進(jìn)一步投資。

在報(bào)告期內(nèi)，Oxy的原油實(shí)現(xiàn)價(jià)格下降32%，至平均每桶73.59美元。

與此同時(shí)，Oxy第二季度的油氣日產(chǎn)量略高于計(jì)劃，為121.8萬(wàn)桶油當(dāng)量。為此，Oxy將其全年油氣日產(chǎn)量指導(dǎo)上調(diào)至121萬(wàn)桶油當(dāng)量。

在進(jìn)一步的更新中，Oxy說(shuō)，它已經(jīng)回購(gòu)了價(jià)值約4.25億美元的普通股，使其今年迄今的股票回購(gòu)總額達(dá)到計(jì)劃的30億美元的40%。Oxy還在回購(gòu)優(yōu)先股，今年第二季度的回購(gòu)金額為5.22億美元，使今年迄今的回購(gòu)總額達(dá)到優(yōu)先股的12%，即12億美元。

今年早些時(shí)候，Oxy表示將利用去年利潤(rùn)中的額外現(xiàn)金回購(gòu)股票。當(dāng)時(shí)，Oxy表示，如果油價(jià)保持在每桶75美元以上，它可能會(huì)加快回購(gòu)計(jì)劃。

雖然Oxy一直在向包括沃倫·巴菲特在內(nèi)的股東返還現(xiàn)金，但巴菲特一直在增持該公司的股票。6月底，伯克希爾哈撒韋公司已將其在Oxy的持股比例提高至25%以上，引發(fā)了外界對(duì)該公司可能收購(gòu)Oxy的猜測(cè)，盡管巴菲特否認(rèn)他有任何收購(gòu)計(jì)劃。

“有人猜測(cè)我們會(huì)購(gòu)買(mǎi)控股權(quán)，但我們不會(huì)購(gòu)買(mǎi)控股權(quán)，”巴菲特在5月份曾表示，“我們不知道該拿它怎么辦。”

李峻 譯自 油價(jià)網(wǎng)

原文如下：

Occidental Petroleum Falls Short Of Quarterly Profit Expectations

Occidental Petroleum reported earnings results for the second quarter that were below analyst expectations, joining the ranks of oil producers feeling the effect of lower prices.

The net earnings came in at $605 million for the quarter, with pre-tax profits from oil and gas at $1.1 billion, versus $1.6 billion a year earlier. The pre-tax figure was affected by writedowns on assets in the Powder River Basin that Oxy said had decided not to invest in further.

During the reporting period, the company’s realized price for crude oil marked a 32% decline to an average of $73.59.

At the same time, Oxy’s production was marginally higher than planned during the second quarter, at 1.218 million barrels of oil equivalent daily. As a result, the company raised its full-year production guidance to 1.210 million barrels of oil equivalent daily.

In a further update, Occidental said it had bought back some $425 million worth of common shares, bringing its year-to-date repurchase total to 40% of the planned $3 billion. It is also buying back preferred stock, with the amount bought back in the second quarter at $522 million, bringing the year-to-date total to 12% of its preferred stock or $1.2 billion.

Earlier this year, Occidental said it would use the extra cash from its record 2022 profits to buy back stock. At the time, the company said that if oil prices remained above $75 per barrel, it could accelerate its buyback program.

While Oxy has been returning cash to shareholders—including Warren Buffett—Buffett has been buying more stock in the company. By late June, Berkshire Hathaway had boosted its holdings in the company to over 25%, fueling speculation about a possible takeover despite Buffett’s denial that he has any plans for that.

“There’s speculation about us buying control, we’re not going to buy control,” Buffett said in May. “We wouldn’t know what to do with it.”