世界石油

（彭博社）英国石油公司的临时老板对该公司的战略进行了强有力的辩护，驳斥了有关他需要遵循  美国竞争对手埃克森美孚公司和雪佛龙公司达成的大型石油交易的建议。

资料来源：世界石油

临时首席执行官默里·奥金克洛斯 (Murray Auchincloss) 周二表示，“我们真正关注的是向净零排放的过渡”。英国石油公司的增长引擎将是清洁能源，而不是石油和天然气方面。

前首席执行官伯纳德·卢尼(Bernard Looney)意外辞职后，奥金克洛斯在上任以来的首次财报发布会上重申了他对前任计划的承诺，并质疑在原油价格高位时进行收购是否明智。

“鉴于我们的资源基础规模，我不确定以 90 美元的油价进行大量石油和天然气交易是否有意义，”奥金克洛斯在与分析师的电话会议上表示。

上个月，埃克森美孚和雪佛龙同意了两项收购，总价值超过 1000 亿美元，旨在促进石油和天然气产量增长。这些交易有可能扩大石油和天然气行业跨大西洋的估值差距，因为投资者奖励美国石油巨头加倍从化石燃料获得的卓越回报。

“我非常有信心，随着时间的推移，我们能够继续缩小这一差距，”奥金克洛斯说。“我们看到美国对该公司进行了大量投资。”

自俄罗斯入侵乌克兰以来，英国石油公司调整了其低碳目标，并承诺在本十年剩余时间内保持石油和天然气产量不变。相比之下，埃克森美孚预计通过收购先锋自然资源公司，其二叠纪页岩地层的产量将增加一倍以上。

奥金克洛斯并没有完全排除英国石油公司的交易。

“如果我能做一些反周期的事情，我就会这么做，”他在接受彭博社的另一次采访时表示。“如果我能找到便宜的桶，我们认为非常适合我们业务附近的投资组合，那么我会的。”

然而，谈到美国，奥金克洛斯表示，该公司不需要购买额外的桶。bp 在墨西哥湾的古近纪油藏拥有 8 桶资源可供开发，其页岩业务 BPX Energy 拥有 7 桶资源可供开发。

“我们并不真的觉得我们需要更多的种植面积，”奥金克洛斯说。“我们对我们在美国的地位非常非常满意”

World Oil

(Bloomberg) – bp Plc’s temporary boss gave a robust defense of the company’s strategy, batting away suggestions that he needs to follow the big oil deals done by U.S. competitors Exxon Mobil Corp. and Chevron Corp.

Source: World Oil

“We’re focused really on transition” to net zero emissions, Interim Chief Executive Officer Murray Auchincloss said on Tuesday. bp’s growth engines will be clean energy “and not the oil and gas side.”

Speaking at his first earnings presentation since taking the top job after the surprise resignation of former CEO Bernard Looney, Auchincloss reiterated his commitment to his predecessor’s plan and questioned the wisdom of acquisitions when crude prices are high.

“At $90 oil, I’m not sure it makes sense for us to pursue very many oil and gas transactions given the scale of our resource base,” Auchincloss said on a call with analysts.

In the past month, Exxon and Chevron agreed a pair of takeovers together worth more than $100 billion, both of which are intended to boost oil and gas production growth. The deals threaten to widen the oil and gas industry’s trans-Atlantic valuation gap as investors reward the U.S. majors for doubling down on the superior returns from fossil fuels.

“I feel very confident that we’ll be able to continue to close that gap over time,” Auchincloss said. “We’re seeing heavy U.S. investment into the company.”

bp has adjusted its low-carbon ambitions since Russia’s invasion of Ukraine — pledging to keep its oil and gas output flat for the rest of this decade. In contrast, Exxon expects to more than double its production in the Permian shale formation through the takeover of Pioneer Natural Resources Co.

Auchincloss didn’t rule out bp deals altogether.

“If I can do something counter-cyclical, I will,” he said in a separate interview with Bloomberg. “If I can find barrels that are cheap, that we think fit well into our portfolio near our operations, then I will.”

However, when it comes to the U.S., Auchincloss said the company didn’t need to buy additional barrels. bp has 8 Bbbl of resources to develop in in its Paleogene reservoirs of the Gulf of Mexico and 7 Bbbl from its shale business BPX Energy.

“We don’t really feel we need more acreage,” Auchincloss said. “We’re very, very happy with our position in the U.S.”