投资


美国炼油和石化制造商Phillips 66(纽约证券交易所代码:PSX)首席执行官马克·拉希尔(Mark Lashier)周四在一次能源会议上表示,该公司正在积极讨论出售其非核心资产的事宜。

去年,该公司表示将在 2024 年将 30 亿美元的非核心资产货币化,作为通过削减成本和资产来提高回报计划的一部分。

不过,拉希尔表示,目前还没有出现此类潜在销售的固定时间表。

“我们没有紧迫感。这实际上取决于是否有人比我们更看重这些资产。”

在该行业受益于燃料需求增加且利润率大幅上升之际,该炼油厂却落后于竞争对手。该公司还因其炼油业务而受到激进投资公司埃利奥特投资管理公司的批评。

关于炼油业务,拉希尔表示,库存仍然很低,但他预计明年会出现强劲势头。

这位首席执行官还对 CP Chemical 的长期前景持乐观态度,该公司是与雪佛龙 (Chevron)(纽约证券交易所代码:CVX)按 50/50 比例组建的合资企业,一些华尔街分析师将其视为潜在的资产剥离项目。

“我们仍然对化学品业务的长期利益抱有良好、坚定的信念,但我们确实在 2023 年触底”,我们看到基本面继续改善。”


原文链接/oilandgas360

Investing


U.S. refiner and petrochemical manufacturer Phillips 66 (NYSE:PSX) is in active discussions for a sale of its non-core assets, Chief Executive Mark Lashier said on Thursday during an energy conference.

Last year, the company said it would monetize $3 billion in non-core assets in 2024 as part of a plan to boost returns by cutting costs and assets.

Lashier, however, said there was no fixed timeline when such potential sales may occur.

“We don’t have (a) sense of urgency… It’s really going to be a function of whether someone puts a greater value on these assets than we do.”

The refiner has lagged behind its rivals at a time when the industry benefited from higher fuel demand and saw a surge in margins. The company has also come under fire from activist investment firm Elliott Investment Management for its refining operations.

About the refining business, Lashier said inventories continue to be low, but he sees strength going into next year.

The CEO was also optimistic about the long-term prospects of CP Chemical, a 50/50 joint venture with Chevron (NYSE:CVX), that some Wall Street analysts have pegged as a potential divestiture.

“We still have good, strong conviction around the long-term benefits of chemicals business but we did hit bottom in 2023… we see fundamentals continue to improve.”