雷普索尔减记15亿美元资产

    中国石化新闻网讯 据路透社7月23日报道，西班牙油气公司雷普索尔 (Repsol)周四公布季度净亏损，并减记15亿美元资产，因该公司下调了对未来30年油气价格超高的预期。

    疫情影响削弱了需求，给石油行业带来了更大的压力。石油生产国在如何监管供应方面的紧张关系，以及向低碳能源转型的广泛努力，拉低了油价。

    英国石油(BP)、壳牌(Shell)和埃尼集团(Eni)最近都在资产负债表上减记了资产价值。

    雷普索尔表示，目前预计布伦特原油价格LCOc1在2020年至2050年间平均为每桶59.6美元。该公司此前曾预测，到2035年布伦特原油价格将达到每桶87美元，高于多数竞争对手的预测。

    该公司公布第二季净亏损19.97亿欧元(23亿美元)，但经调整后的2.58亿欧元(考虑到某些成本和税收等因素)略低于该公司分析师的预期。

    雷普索尔表示，公司将回购股票，并在11月提交一份新计划，以研究如何在保持资产价值的同时，到2050年实现净零排放的目标。雷普索尔股价上涨1%，表现强于西班牙蓝筹股IBEX35指数，随后小幅回落。

    该公司还下调了Henry Hub天然气价格预期，并预计未来30年平均价格为3.3美元/百万英热，而此前的预期是到2035年将升至5美元/百万英热。

    再加上1.13亿欧元的拨备，使减记总额降至14.4亿欧元。该公司整个二季度都在烧钱，自由现金流为负2.17亿欧元。

    王佳晶 摘译自 路透社

    原文如下：

    Repsol writes down $1.5 billion as COVID-19 sours oil outlook

    Spanish oil and gas firm Repsol (REP.MC) posted a quarterly net loss and wrote down $1.5 billion (1.18 billion pounds) in assets on Thursday as it revised down unusually high expectations for oil and gas prices over the next 30 years.

    The demand-sapping COVID-19 crisis has piled pressure on a sector already battered by oil prices dragged down by tension between producing countries over how to regulate supply and a broad drive to shift to low-carbon energy sources.

    BP (BP.L), Shell (RDSa.L) and Eni (ENI.MI) have all written down the value of assets on their balance sheets recently.

    Repsol said it now expected Brent crude oil prices LCOc1 to average $59.6 per barrel between 2020 and 2050. It had previously forecast Brent crude to reach $87 per barrel by 2035, a higher forecast than most of its rivals.

    It reported a 1.997 billion euro ($2.3 billion) net loss for the second quarter, but the adjusted figure of 258 million euros, taking into account factors including certain costs and taxes, was slightly less steep than that forecast by analysts polled by the company.

    Repsol said it would buy back shares and present a new plan in November for how to reach a goal to reduce carbon emissions to net zero by 2050 while maintaining its value.

    “We are... ensuring the robustness of our balance sheet and reaffirming our commitment to lead the energy transition,” Chief Executive Josu Jon Imaz said in a statement.

    Repsol shares rose 1%, outperforming Spain's blue-chip IBEX 35 index .IBEX, before retreating into slightly negative territory.

    The company also revised down its Henry Hub gas price outlook, calculating an average $3.3 per million British thermal units over the next 30 years, from a previous estimate this would rise to $5/MBTU by 2035.

    A further 113 million euros in provisions brought the total write-down to 1.44 billion euros.

    The company burned cash throughout the period, with a negative free cash flow of 217 million euros.