石油价格

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美国强劲的燃料需求帮助马拉松石油公司（纽约证券交易所股票代码：MPC）周二公布2023年第三季度调整后净利润为32亿美元，轻松超出分析师预期。调整后每股收益 为8.14美元，高于分析师普遍预期 的7.75美元 由《华尔街日报》编译。

 

 

在炼油和营销领域，由于市场裂解价差较低，2023 年第三季度调整后 EBITDA 为每桶 16.06 美元，低于 2022 年第三季度的每桶 19.87 美元。

马拉松石油公司 2023 年第三季度的炼油和营销 (R&M) 利润率为每桶 26.16 美元，低于 2022 年第三季度的每桶 30.21 美元。

马拉松石油公司表示，2023 年第三季度每桶炼油运营成本降至 5.14 美元，而 2022 年第三季度为 5.63 美元，这主要是由于能源成本下降。

该公司表示，原油产能利用率约为 94%，2023 年第三季度的总吞吐量为 300 万桶/日。

“该业务通过经营活动产生了 50 亿美元的净现金，本季度我们通过股票回购和股息返还了 31 亿美元，”总裁兼首席执行官迈克尔·J·亨尼根 (Michael J. Hennigan) 说。

“为了体现我们返还资本的承诺，我们将季度股息增加了 10%，并将股票回购授权增加了 50 亿美元。”

马拉松石油公司 (Marathon Petroleum) 在美国产能第二大炼油商瓦莱罗能源 ( NYSE: VLO ) 开启炼油厂财报季后几天公布财报，该公司上周宣布，  由于产品持续强劲，2023 年第三季度利润高于预期美国的需求。

“我们的炼油厂运营良好，产能利用率达到 95%，这证明了我们团队对卓越运营的不懈关注，” 瓦莱罗 首席执行官兼总裁 Lane Riggs 说道。

然而，尽管  炼油利润率较第二季度更高，但Phillips 66（纽约证券交易所股票代码：PSX ）的炼油利润率却未达到分析师预期。

 

作者：Oilprice.com 的 Tsvetana Paraskova

Oil Price

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Strong U.S. fuel demand helped Marathon Petroleum (NYSE: MPC) easily beat analyst estimates after reporting on Tuesday an adjusted net income of $3.2 billion for the third quarter of 2023. Adjusted earnings per share came in at $8.14, above the analyst consensus estimate of $7.75 compiled by The Wall Street Journal.

 

 

In the refining and marketing segment, adjusted EBITDA was $16.06 per barrel for the third quarter of 2023, down from $19.87 per barrel for the third quarter of 2022, due to lower market crack spreads.

The refining and marketing (R&M) margin for Marathon Petroleum was $26.16 per barrel for the third quarter of 2023, down from $30.21 per barrel for the third quarter of 2022.

Refining operating costs per barrel fell to $5.14 for the third quarter of 2023, versus $5.63 for the third quarter of 2022, primarily driven by lower energy costs, Marathon Petroleum said.

Crude capacity utilization was around 94%, resulting in total throughput of 3.0 million barrels per day (bpd) for the third quarter of 2023, the company said.

“The business generated $5 billion of net cash provided by operating activities and we returned $3.1 billion through share repurchases and dividends during the quarter,” President and CEO Michael J. Hennigan said.

“Demonstrating our commitment to return capital, we increased our quarterly dividend by 10% and increased our share repurchase authorization by $5 billion.”

Marathon Petroleum reported earnings days after Valero Energy (NYSE: VLO), the second largest U.S. refiner by capacity, opened the refiners’ earnings season, announcing last week higher-than-expected profits for the third quarter of 2023, amid continued strong product demand in America.

“Our refineries operated well and achieved 95 percent throughput capacity utilization, which is a testament to our team’s relentless focus on operational excellence,” said Lane Riggs, Valero’s CEO and president.

Phillips 66 (NYSE: PSX), however, missed analyst expectations despite stronger refining margins compared to the second quarter.

 

By Tsvetana Paraskova for Oilprice.com