石油价格

埃尼集团（纽约证券交易所股票代码：E）第四季度和 2023 年的盈利超出了市场普遍预期，因为天然气和液化天然气部门的“破纪录”业绩抵消了石油和天然气价格和炼油利润的疲软。

这家意大利能源巨头 周五公布 第四季度调整后净利润为17.6亿美元（16.4亿欧元），同比下降34%，但略高于分析师预期。

2023年全年，埃尼调整后净利润下降38%，至89亿美元（83亿欧元），原因是实现价格疲软和炼油利润率下降，拖累了炼油和化学品部门的核心收益。

与所有其他主要石油公司一样，埃尼报告称，由于能源商品价格下跌，第四季度和 2023 年利润较低。然而，本财报季所有大型石油公司都 超出了 分析师的预期。

在埃尼，业绩好于预期的关键驱动力是天然气部门，即所谓的全球天然气和液化天然气投资组合（GGP）。

该公司表示，2023 年第四季度和全年，埃尼预计调整后核心收益（息税前利润）得到了勘探和生产部门稳定业绩以及“创纪录的 GGP 业绩”的支撑。

在天然气部门，受优化的天然气和液化天然气投资组合以及合同重新谈判收益的推动，2023 年调整后核心收益达到创纪录的 34.4 亿美元（32 亿欧元），比 2022 年增长 57%，同时保持稳定性和可靠性埃尼表示，欧洲市场的供应量并弥补了俄罗斯产量的减少。

埃尼首席执行​​官克劳迪奥·德斯卡尔齐在一份声明中表示：“GP 取得的历史性业绩得益于其投资组合的质量、稳定的优化驱动力和有利的合同结算。”

埃尼继续寻找机会快速发现和开发更多天然气，作为其将天然气和液化天然气作为其业务支柱的战略的一部分。

本周早些时候，这家意大利石油巨头表示，它已经完成了塞浦路斯近海克罗诺斯天然气发现区第二口评价井的钻探，预计将有额外的产能，以 加快 该油田的开发。

作者：Oilprice.com 的 Tsvetana Paraskova

Oil Price

Eni’s (NYSE: E) fourth-quarter and 2023 earnings exceeded consensus estimates as “record-breaking” performance in the gas and LNG division offset weaker oil and gas prices and refining margins.

The Italian energy major reported on Friday adjusted net profit of $1.76 billion (1.64 billion euros) for the fourth quarter, down by 34% on the year, but slightly higher than analyst expectations.

For the full year 2023, Eni’s adjusted net profit fell by 38% to $8.9 billion (8.3 billion euros), due to weaker realized prices and lower refining margins which dragged down core earnings in the refining and chemicals division.

Like all other major oil companies, Eni reported lower profits for Q4 and 2023, due to lower energy commodity prices. Yet, all of Big Oil topped analyst expectations this earnings season.

At Eni, the key driver of the better-than-expected performance was the gas division, the so-called Global Gas & LNG Portfolio (GGP).

For the fourth quarter and full-year 2023, Eni’s pro-forma adjusted core earnings, or EBIT, were supported by steady results in the exploration and production division and “a record-breaking GGP performance,” the company said.

At the gas division, adjusted core earnings hit a record $3.44 billion (3.2 billion euros) for 2023, up by 57% compared with 2022, driven by an optimized natural gas and LNG portfolio and contract renegotiations benefits, “while maintaining stability and reliability of supplies to European markets and compensating for the reduction of Russian volumes,” Eni said.

“GGP achieved its historical result thanks to the quality of its portfolio, steady optimization drive and favorable contractual settlements,” Eni’s chief executive Claudio Descalzi said in a statement.

Eni continues to look for opportunities to fast-track additional gas discoveries and developments as part of its strategy to have gas and LNG the pillar of its business.

Earlier this week, the Italian major said it had completed the drilling of a second appraisal well at the Cronos gas discovery offshore Cyprus, estimating additional production capacity as it looks to fast-track development of the field.

By Tsvetana Paraskova for Oilprice.com