2021年美國(guó)石油和天然氣公司產(chǎn)生737億美元的利潤(rùn)  

盡管油價(jià)和利潤(rùn)都在上漲，但美國(guó)油氣公司在資本支出方面一直很謹(jǐn)慎  

去年美國(guó)油氣公司資本支出總數(shù)為1441億美元

據(jù)美國(guó)油價(jià)網(wǎng)8月18日?qǐng)?bào)道，在油價(jià)上漲的背景下，美國(guó)石油和天然氣公司2021年產(chǎn)生737億美元的利潤(rùn)，資本支出達(dá)到1441億美元。  

這是安永會(huì)計(jì)師事務(wù)所（EY）在一份題為“美國(guó)油氣儲(chǔ)量、產(chǎn)量和環(huán)境、社會(huì)和公司治理（ESG）基準(zhǔn)研究”報(bào)告中披露的數(shù)據(jù)。

這份研究報(bào)告詳細(xì)介紹了美國(guó)油氣公司最新的生產(chǎn)趨勢(shì)，以及50家最大的公共勘探和生產(chǎn)公司如何改善其ESG地位，同時(shí)還報(bào)告了利潤(rùn)、收入和向股東返還的現(xiàn)金等情況。 

這也是一個(gè)相當(dāng)大的數(shù)額，2021年為181億美元，比2020年的81億美元增長(zhǎng)122%。  

報(bào)告指出，盡管價(jià)格上漲推高利潤(rùn)和現(xiàn)金回報(bào)，但由于轉(zhuǎn)型的推動(dòng)，美國(guó)油氣企業(yè)一直對(duì)資本支出持謹(jǐn)慎態(tài)度。 

報(bào)告的作者寫道：“石油和天然氣公司要扮演一個(gè)具有挑戰(zhàn)性的角色：為全球消費(fèi)者和客戶提供安全、負(fù)擔(dān)得起的能源，同時(shí)應(yīng)對(duì)氣候變化的迫切需求?！?/p>

即使在最好的時(shí)代，這也是一項(xiàng)具有挑戰(zhàn)性的任務(wù)，而現(xiàn)在不是最好的時(shí)代，這使得情況相當(dāng)復(fù)雜。  

報(bào)告作者說：“因此，盡管現(xiàn)在需要增加產(chǎn)品，但歷史上追隨天價(jià)大宗商品價(jià)格的投資并沒有實(shí)現(xiàn)。事實(shí)上，2022年安永美國(guó)石油和天然氣儲(chǔ)量、產(chǎn)量和ESG基準(zhǔn)研究發(fā)現(xiàn)，在過去5年里，擴(kuò)展和發(fā)現(xiàn)的支出排名第二最低水平?！?/p>

這使得安永的這份報(bào)告成為越來越多報(bào)告中的最新一份，這些報(bào)告記錄了油氣行業(yè)在適應(yīng)長(zhǎng)期不確定的環(huán)境時(shí)發(fā)生的重大轉(zhuǎn)變，在這種環(huán)境中，他們不知道對(duì)其產(chǎn)品的需求會(huì)持續(xù)多久。  

具有諷刺意味的是，這種不確定性是2021年開始的最新一輪油價(jià)飆升的一個(gè)重要原因，因?yàn)閼B(tài)度的轉(zhuǎn)變使油氣勘探和生產(chǎn)企業(yè)擔(dān)心在新供應(yīng)上花費(fèi)過多。 

李峻 編譯自 美國(guó)油價(jià)網(wǎng)

原文如下：

U.S. Oil And Gas Firms Made $74 Billion In Profits Last Year

·     U.S. oil and gas firms generated $73.7 billion in profits in 2021.

·     Despite higher oil prices and profits, companies have been careful with capital expenditure.

·     Capital expenditure totaled $144.1 billion in 2021.

U.S. oil and gas companies generated profits worth $73.7 billion last year on the back of improving prices, with capital expenditure reaching $144.1 billion.

This is one of the outtakes from a new report from EY titled “U.S. oil and gas reserves, production and ESG benchmarking study.”

The study detailed the latest production trends and how the 50 largest public exploration and production companies can improve their ESG standing, but it also reported on things like profits, revenues, and cash returned to shareholders.

This was also a substantial amount, at $18.1 billion in 2021, up by 122 percent from $8.1 billion a year earlier.

The report noted that despite the higher prices that pushed profits and cash returns much higher, companies have been careful with capital expenditure because of the transition push.

“Oil and gas companies have a challenging role to play: providing secure, affordable energy to consumers and customers globally while also embracing the urgent need to address climate change,” the report’s authors wrote.

This is a challenging task even at the best of times, and these are not the best of times, which has made the situation rather complicated.

“Therefore, despite the need for increased product now, the investments that historically follow sky-high commodity prices have not materialized,” the authors report. “In fact, the 2022 EY US oil and gas reserves, production and ESG benchmarking study found that expenditures for extensions and discoveries ranked at the second-lowest level in the last five years.”

This makes the EY report the latest in an increasingly long series of reports documenting a major shift in the oil and gas industry as it adjusts to a chronically uncertain environment, in which they cannot know how long there will be demand for their product.

Ironically, this uncertainty has been a big reason for the latest price surge that began last year because of that changing attitude that made oil and gas explorers and producers wary of spending too much on new supply.