中国石化新闻网讯 据管道&天然气杂志网12月8日报道，全球大宗商品贸易商托克集团（Trafigura Group）公布了2022年全年的创纪录利润，是去年创纪录利润的两倍多，因为该公司利用地缘政治冲突后前所未有的市场波动获利。
这家总部位于日内瓦的私人控股公司在截至9月30日的财年实现了70亿美元的净利润，高于2021年的31亿美元。这是利润创纪录的第三年，集团股本自2020年以来几乎翻了一番，达到150亿美元。
首席执行官Jeremy Weir在年度业绩报告中表示，“我们的石油和石油产品团队表现非常出色，能够迅速适应不断变化的贸易流。特别是液化天然气（LNG）方面，我们通过政策、价格波动、市场流动性和日益复杂的物流，向欧洲运送更多的货物，以帮助抵消天然气供应下降的影响。”
托克最近签署了一项价值30亿美元的协议，向德国供应液化天然气。
公司核心利润(EBITDA)同比增长73%至120亿美元，营收同比增长近40%至3190亿美元。该公司通过股票赎回计划向1000多名员工支付了创纪录的17亿美元，高于2021年的11亿美元。
尽管由于西方制裁和衍生品市场对冲供应减少，该公司终止了与产能大国的石油合约，导致交易量下降，但仍出现了上涨。原油交易量为660万桶/天，低于2021年的700万桶/天。
公司贸易高管一再表示，能源和大宗商品衍生品市场，尤其是天然气期货市场，今年变得不正常，因为高额的保证金要求迫使许多参与者减少头寸或退出市场。
全球主要银行触及或接近其风险限额，因为贸易商争相获得额外额度以满足保证金要求，而欧洲各国政府则介入以防止破产。
特别提及液化天然气，该声明称，期货交易所和结算经纪商大幅提高保证金要求，大幅增加了实物货物的运输成本，这降低了现货和金融市场的流动性，加剧了波动性。
公司资产减值总额为6.39亿美元，其中包括其子公司Nyrstar经营的澳大利亚冶炼厂的价值减记，以及下游子公司Puma能源的资产减记。
郝芬 译自 管道&天然气杂志网
原文如下：
Commodities Trader Trafigura Doubles Profit to Hit New Record in 2022
Global commodities trader Trafigura Group posted a record profit for its full year 2022, more than double last year's record, as it cashed in>The privately held Geneva-based company made $7 billion in net profit for its financial year ended Sept. 30, up from $3.1 billion in 2021. This is the third year of record profits and group equity has nearly doubled since 2020 to $15 billion.
"Our oil and petroleum products teams performed exceptionally well, adapting quickly to changing trade flows," CEO Jeremy Weir said in the annual results.
"And in particular in liquefied natural gas (LNG), where we navigated policy, price volatility, market liquidity and increasingly complex logistics to deliver a larger number of cargoes to Europe to help offset the decline in Russian gas flows."
Trafigura recently signed a $3 billion deal to supply Germany with LNG.
Core earnings (EBITDA) rose 73% to $12 billion while revenues jumped almost 40% to $319 billion year-on-year. The company paid out a record $1.7 billion to over 1,000 employees in a share redemption scheme, up from $1.1 billion in 2021.
The gains came despite lower traded volumes that fell with the end of its oil contracts due to Western sanctions and reduced availability of hedging in derivatives markets. Traded oil was 6.6 million barrels per day (bpd), down from 7 million bpd in 2021.
Trading executives repeatedly said energy and commodities derivative markets, and in particular natural gas futures, became dysfunctional this year as skyrocketing margin calls pushed many players to reduce positions or exit the market.
Major global banks hit or were close to hitting their risk limits as traders scrambled for extra lines to meet their margin calls and European governments stepped in as backups to prevent insolvencies.
"The sharp increase in margining requirements by futures exchanges and clearing brokers substantially increased the cost of moving physical cargoes, which reduced liquidity in both physical and financial markets and exacerbated volatility," the statement said, referring to LNG in particular.
Impairments totaled $639 million, including a write-down of the value of its Australian smelter run by its subsidiary Nyrstar and assets at its downstream arm Puma Energy.
