石油价格

加拿大自然资源公司（纽约证券交易所股票代码：CNQ）在去年创纪录的石油和天然气产量的推动下，第四季度的盈利超出了市场普遍预期，因此正在提高其季度股息。

加拿大市值最大的石油和天然气生产商加拿大自然资源公司 周四公布 ，2023 年第四季度调整后每股收益为 1.72 美元（2.34 加元），高于分析师平均 预期 的 1.58 美元（2.15 加元）由伦敦证券交易所集团编译。

该公司第四季度和全年的石油和天然气产量均创历史新高。

2023年年平均产量约为133.2万桶油当量/日（boepd），同比增长4%，油砂产量创历史新高，同比增长6%。加拿大自然资源公司第四季度的季度平均总产量也创历史新高，约为 142 万桶/日，较 2022 年第四季度增长 10%。

季度末后，董事会批准将季度股息增加 5%，至每股普通股 0.77 美元（1.05 加元）。

“根据我们的自由现金流分配政策，我们现在的目标是通过股息和股票回购将 100% 的自由现金流返还给股东，”首席财务官 Mark Stainthorpe 在一份声明中表示。

Canadian Natural 公司副主席 Tim McKay 评论道：“我们实现了创纪录的年产量，同时在总探明储量和总探明加概算基础上有机地增加了我们的储量，储量替代率分别为 166% 和 194%。”

周四公布业绩后，加拿大自然资源公司在美国上市的股价上涨了 5%。

上周，加拿大另一家主要生产商森科尔能源公司的第四季度季度盈利也超出预期，其油砂产量 跃升至历史新高，上游总产量创公司历史第二高。

尽管由于石油和天然气价格疲软，本财报季所有石油公司的利润均有所下降，但第四季度上游产量的增加和下游业务的强劲帮助桑科尔超出了分析师的预期。

作者：Oilprice.com 的 Tsvetana Paraskova

Oil Price

Canadian Natural Resources (NYSE: CNQ) is raising its quarterly dividend as it posted consensus-beating earnings for Q4, driven by record-high oil and natural gas production last year.

Canadian Natural Resources, the biggest oil and gas producer in Canada by market capitalization, reported on Thursday adjusted earnings per share of US$1.72 (C$2.34) for the fourth quarter of 2023, higher than the average analyst estimate of US$1.58 (C$2.15) compiled by LSEG.

The company boasted record oil and gas production volumes for both the fourth quarter and the full year.

Annual average production was about 1.332 million barrels of oil equivalent per day (boepd) in 2023, up by 4% on the year, with record oil sands output that rose by 6% year-over-year. Canadian Natural Resources also saw a record quarterly average total production of approximately 1.42 million boepd in Q4, up by 10% compared to the fourth quarter of 2022.

Subsequent to quarter end, the Board of Directors approved a 5% increase to quarterly dividend to US$0.77 (C$1.05) per common share.

“As per our free cash flow allocation policy, we will now target to return 100% of free cash flow to shareholders through dividends and share buybacks,” chief financial officer Mark Stainthorpe said in a statement.

Canadian Natural’s Vice Chairman, Tim McKay, commented, “We achieved record annual production while growing our reserves organically on both a total proved and total proved plus probable basis, with reserve replacement ratios of 166% and 194% respectively.”

The U.S.-listed shares of Canadian Natural Resources jumped by 5% after the results announcement on Thursday.

Last week, another major Canadian producer, Suncor Energy, also beat Q4 quarterly earnings estimates as its oil sands production jumped to an all-time high, and total upstream production was the second highest in company history.

The higher upstream production and strong downstream operations in the fourth quarter helped Suncor beat analyst estimates, despite the lower profits that all oil companies have reported this earnings season, due to weaker oil and natural gas prices.

By Tsvetana Paraskova for Oilprice.com