埃克森美孚和雪佛龙都已经将其生产重点区域转移至美洲
这些战略支出计划变更标志着石油公司在全球范围内寻找油气以增加其账面储备的时代已经结束
后疫情时代以来，两家石油巨头都更加关注股东回报和资本纪律
中国石化新闻网讯 据油价网1月4日报道，由于埃克森美孚和雪佛龙更加注重股东回报，减少投机性支出，它们都在控制对大型国际石油项目的投资，并更加注重在美洲的投资。
据华尔街日报本周报道说，雪佛龙表示将把70%的资本分配用于美国、阿根廷和加拿大的油田生产，而埃克森美孚表示将把类似的预算部分分配给二叠纪盆地、巴西和液化天然气等项目。报道称，两家公司都在撤出亚洲、西非、产能大国和拉丁美洲部分地区。
华盛顿智库战略与国际研究中心的高级研究员Ben Cahill告诉《华尔街日报》，“两家公司进行新投资的国家很少。这是投资者要求更高回报的一个自然结果。公司的选择越来越多。”
这标志着石油公司在全球范围内寻找油气以增加其账面储备的时代已经结束。报告说，埃克森美孚已经出售或计划出售在乍得、喀麦隆、埃及、伊拉克和尼日利亚的资产。这些标志着该公司自2018年以来最大资产出售，也是该公司试图出售150亿美元资产的一部分。
埃克森美孚油气产量自2011年达到峰值以来下降了约18%，而雪佛龙的国际产量自去年以来下降了3%。报告称，雪佛龙已经撤出了阿塞拜疆、丹麦、英国和巴西等地区。
美国第六大银行控股公司旗下Truist Securities的分析师Neal Dingmann补充说：“投资者对公司业务的关注比过去更甚。因此企业削弱其他非核心业务就显得至关重要。”
埃克森美孚的5年计划要求在2027年之前每年投入高达250亿美元，以期将油气产量再提高50万桶/日。它还计划在今年年底前削减90亿美元的成本。雪佛龙支出也增加了25%，达到140亿美元——这个数字仍然远远低于疫情前的预算。
但投资公司景顺资本的投资组合经理Kevin Holt认为，机构认为石油巨头们或将再次遇到支出问题，“他们不认为油气企业会坚持遵守资本纪律。这将需要更多的时间。”
油气行业也在专注于向低碳的商业方式转变。哥伦比亚大学全球能源政策中心的研究员Tatiana Mitrova对《华尔街日报》表示：“巨头们在开发氢气、碳捕获和其他有助于行业去碳化的新技术方面处于相当有利的地位。”
曹海斌 摘译自 油价网
U.S. Oil Majors Focus>Both ExxonMobil and Chevron shift their area of focus to the Americas.
The strategic spending plans mark the end of an era where oil companies would search globally for oil to add to their booked reserves.
Since Covid-19, both oil majors are focusing more>As Exxon and Chevron focus more>Chevron says it'll use 70% of its capital allocation for production>Ben Cahill, a senior fellow at the Center for Strategic and International Studies, a Washington think tank, told The Wall Street Journal: “The cases of them going to new countries are few and far between. It’s a natural consequence of investors demanding higher returns. Companies are being more selective.”
It marks the end of an era where oil companies would search globally for oil to add to their booked reserves. Exxon has already sold or proposed to sell assets in Chad, Cameroon, Egypt, Iraq and Nigeria, the report says. They mark the largest sales for the company since 2018 and come as part of an overall plant to try and offload at least $15 billion in assets.
Exxon's production is down about 18% since its peak in 2011, while Chevron's international output has fallen by 3% since last year. Chevron has moved out of areas like Azerbaijan, Denmark, the United Kingdom and Brazil, the report says, though it does maintain assets in Venezuela still.
Neal Dingmann, an analyst at Truist Securities, added: “You have investors leaning>Exxon's 5 year plan calls for up to $25 billion in spending each year through 2027 to try and boost production by 500,000 barrels a day. It also plans>But Kevin Holt, a portfolio manager at investment firm Invesco Ltd., thinks that institutions are not convinced oil companies won't run into spending problems again: “They don’t think the industry will stick to capital discipline. It’s going to take a little more time.”
The industry is also focusing on moving to low carbon methods of business. Tatiana Mitrova, research fellow at Columbia University’s Center on Global Energy Policy, concluded, telling WSJ: “The majors are quite well positioned to develop the new technologies like hydrogen, carbon capture and other new things that will help the industry decarbonize.”
