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| 2020-10-28 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据10月22日Offshore Energy消息：澳大利亚天然气生产商和GLNG运营商桑托斯报告称，其2020年第三季度石油产量创历史新高，销售收入微升2%。 第三季度产量达到25.1万桶油当量，为桑托斯的最高纪录，较前一季度增长22%。 第三季度的销售收入达到7.97亿美元，较上一季度增长2%。 然而，与2019年同期的10.3亿美元相比，桑托斯的销售收入下滑了22.6%。 该公司在其报告中指出，上述结果显示桑托斯多元化投资组合的优势，其中包括国内天然气固定价格合同，以及Bayu-Undan较高的股权水平，足以抵消与联委会挂钩的液化天然气价格较低的影响。 Santos董事总经理兼首席执行官Kevin Gallagher说:“尽管与油价挂钩的LNG合同价格大幅下降，但这种运营模式结合国内固定价格天然气合同，使我们能够实现更高的季度收入和稳定的自由现金流。” “我们预计第三季度将是液化天然气价格的低谷，基于目前JCC与石油挂钩的价格和JKM的现货价格，预计第四季度价格将会走高，JKM目前在12月交付的价格高于6美元/百万英热。” 桑托斯报告称，该季度液化天然气销售收入从上一季度的4亿美元降至2.52亿美元。 液化天然气的平均实际价格为4.27美元/百万英热，低于上一季度的8.27美元/百万英热，也低于2019年同期的10.04美元/百万英热。 平均实际价格明显低于前一季度的现象，反映了销售合同与落后的日本海关清关原油(JCC)价格之间的联系。 第三季度滞后的JCC平均价格为每桶31美元，第二季度为68美元。桑托斯的液化天然气项目第三季度出货61批，其中11批为现货。此后，JKM的现货价格已回升至目前12月交货的6美元/百万英热以上。 由于对基础业务运营效率的持续关注，以及疫情带来的成本影响，上游单元生产成本降至8.25-8.75美元/桶。 桑托斯将2020年的产量预期维持在8300-8800万桶，销量预期保持在1.01-1.07亿桶。 冯娟 摘译自 Offshore Energy 原文如下： Santos posts record production volumes, YoY revenue plunges Australian gas producer and GLNG operator, Santos reported record production in the third quarter of 2020, edging up the sales revenue by 2 percent. Third-quarter production reached 25.1 mmboe, a record for Santos, 22 percent higher than the prior quarter. The sales revenue for the third quarter reached $797 million, 2 percent up on the previous quarter. However, compared to the corresponding quarter in 2019 when the reported revenue was $1.03 billion, Santos’ sales revenue slipped 22.6 percent. The company noted in its report the results demonstrated the strength of Santos’ diversified portfolio of fixed-price domestic gas contracts combined with a higher equity level in Bayu-Undan, which more than offset lower JCC-linked LNG pricing. Santos managing director and CEO Kevin Gallagher, “the operating model combined with our portfolio of fixed-price domestic gas contracts, enabled us to deliver higher quarterly revenues and consistent free cash flow generation despite the impact of significantly lower oil price-linked contracted LNG prices.” “We expect the third quarter to represent the trough for LNG prices, with higher prices expected in the fourth quarter based on current JCC oil-linked and JKM spot pricing, with JKM currently above US$6/mmBtu for December delivery. “ Santos reported LNG sales revenue dropped from $400 million in the previous quarter to $252 million in the quarter under review. The average realized LNG price was at $4.27/mmBtu, down from $8,27/mmBtu in the previous quarter and down from $10.04/mmBtu in the corresponding quarter in 2019. The average realized LNG price was significantly lower than the prior quarter reflecting the linkage of sales contracts to a lagged Japan Customs-cleared Crude (JCC) price. Three-month lagged JCC averaged $31/bbl in the third quarter compared to $68/bbl in the second quarter. Santos’ LNG projects shipped 61 cargoes in the third quarter, of which 11 were spot cargoes. JKM spot prices have since recovered to above US$6/mmBtu currently for December delivery. Upstream unit production cost guidance is lowered to $8.25-8.75/boe due to continued focus on operating efficiencies across the base business and despite one-off cost impacts due to managing the impact of COVID-19. Santos maintained its production guidance for 2020 at 83-88 mmboe with sales volumes guidance remaining at 101-107 mmboe. |
