中国石化新闻网讯 据油价网1月6日消息称，周五，这家总部位于英国的超级巨头表示，尽管产量下降，但壳牌综合天然气和液化天然气部门的交易和优化预计在2022年第四季度显著高于第三季度。
壳牌公司在发布第四季度数据之前的一份更新报告中表示，该公司预计液化天然气液化量将低于第三季度，原因是澳大利亚海上Prelude液化天然气平台的停机时间超过预期。壳牌计划于2月2日报告第四季度和2022年全年收益。
对于2022年第三季度，壳牌调整后的收益低于创纪录的第二季度水平，主要反映了交易量和优化结果的下降，以及销量的下降，包括维护和澳大利亚Prelude液化天然气罢工的影响。壳牌在10月份谈到第三季度的表现时表示，天然气的交易和优化结果“受到季节性和供应限制的影响，再加上在波动和混乱的市场中账面和实物实现之间的巨大差异”。
壳牌液化天然气交易部门第三季度亏损近10亿美元。亏损的原因在于，削减对欧洲的天然气供应后，天然气价格飙升，令该公司的液化天然气交易员措手不及。
尽管如此，这家超级巨头在10月份表示，它打算提高股息，并推出新的股票回购计划，此前该公司公布了第三季度的第二高季度收益，仅次于上一季度的创纪录利润。
在对第四季度预期的更新说明中，壳牌今天表示，化学品和产品部门的交易预计将“显著低于2022年第三季度”。
壳牌表示，最近对欧盟和英国能源公司征收的新税预计将对第四季度的收益产生约20亿美元的影响。
壳牌表示：“这些影响将作为确定的项目报告，因此不会影响2022年第四季度的调整后收益，考虑到预计的付款时间，2022年第四季度的现金影响有限。”
曹海斌 摘译自 油价网
原文如下：
LNG Trading Set To Boost Shell’s Q4 Earnings
Trading and optimization at Shell’s integrated gas and LNG division is expected to have been significantly higher in the fourth quarter of 2022 compared to the third quarter, despite a decline in production volumes, the UK-based supermajor said>Shell, scheduled to report Q4 and full-year 2022 earnings>For the third quarter of 2022, Shell’s adjusted earnings below the record Q2 levels mainly reflected lower trading and optimization results in addition to lower volumes, including the impact of maintenance and the strike at the Prelude LNG in Australia. The trading and optimization results in gas were “impacted by seasonality and supply constraints, coupled with substantial differences between paper and physical realisation in a volatile and dislocated market,” Shell said in October referring to the Q3 performance.
Shell’s LNG trading division reported a loss of nearly $1 billion for Q3. The loss was attributed to serious whiplash after the company’s LNG traders were caught flat-footed by the surge in natural gas prices following its gas supply cuts to Europe.
Nevertheless, the supermajor said in October that it intends to lift its dividend and launched a new share buyback program after reporting its second-highest quarterly earnings for Q3, second>In the update note for Q4 expectations, Shell said today that trading in the chemicals and products division is expected “to be significantly lower than Q3’22.”
The recently adopted new taxes>“These impacts will be reported as identified items and therefore will not impact Q4’22 Adjusted Earnings and will have limited cash impact in Q4’22 given the expected timing of payments,” Shell said.
