壳牌预计天然气交易部门第四季度业绩将非常强劲
壳牌预计其石油产品交易和优化结果将显著低于2021年第三季度
壳牌将于2022年2月3日公布第四季度业绩
据油价网1月7日消息，壳牌周五在其2021年第四季度更新报告中表示，由于天然气和液化天然气现货价格高企，该公司预计2021年第四季度天然气部门的交易业绩将显著高于第三季度。
与此同时，壳牌预计其石油产品交易和优化结果将显著低于2021年第三季度。该公司表示，尽管指示性炼油利润率较高，但预计炼油和交易部门的调整后收益将为负值。指示性炼油利润率是壳牌全球净实现炼油利润率的近似值。
壳牌在计划于2022年2月3日公布2021年第四季度业绩之前发布了更新报告。
在今天的财报发布前，壳牌表示，将以股票回购的形式分配出售二叠纪资产的剩余55亿美元。
今年9月，壳牌宣布退出二叠纪盆地，将其在页岩区的资产以 95 亿美元的总价出售给康菲石油公司。
壳牌上游主管Wael Sawan表示:“在评估了我们二叠纪资产的多种战略和投资组合选项后，与康菲石油的这笔交易是一个非常有吸引力的价值主张。”
壳牌表示:“根据我们现有的资本配置框架，二叠纪相关区块的分配是在运营现金流分配20%-30%的基础上进行的。”
关于二叠纪相关回购的决定是在2021年12月31日在英国举行的第一次董事会会议上做出的，该会议决定实施公司股权结构的简化。
去年年底，壳牌向股东提议，并以压倒性多数投票赞成，从名称中删除双重股权结构和“荷兰皇家”的计划，将其税居所从荷兰移至英国，并简化股权结构使其投资者便于估算和理解。
裘寅 编译自 油价网
原文如下：
Shell’s Gas Trading Booms While Oil Trading Slows
Shell expects very strong Q4 results from gas trading division
Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021
Shell is set to publish its Q4 results on February 3, 2022
Shell expects the trading results of its gas division to have been significantly higher in the fourth quarter of 2021 compared to the third quarter, on the back of high natural gas and LNG spot prices, the supermajor said in its fourth quarter 2021 update note on Friday.
At the same time, Shell expects its oil products trading and optimization results to be significantly lower than the third quarter of 2021. Adjusted earnings at the refining and trading division are expected to be negative despite higher indicative refining margins, an approximation of Shell’s global net realized refining margin, the company said.
Shell issued the update note ahead of the publishing of the Q4 2021 results scheduled for February 3, 2022.
In today’s note ahead of the earnings release, Shell said it would distribute the remaining $5.5 billion of proceeds from the sale of its Permian assets “in the form of share buybacks at pace.”
Shell announced in September its exit from the Permian with a divestment of its assets in the shale play to ConocoPhillips for a total price of $9.5 billion.
“After reviewing multiple strategies and portfolio options for our Permian assets, this transaction with ConocoPhillips emerged as a very compelling value proposition,” said Wael Sawan, Upstream Director at Shell.
“The Permian related distributions are in addition to the distributions of 20-30% of cash flow from operations as per our existing capital allocation framework,” Shell said today.
The decision for the Permian-related buybacks was taken on December 31, 2021, during the first Board meeting held in the UK following the decision to implement the simplification of the company’s share structure.
At the end of last year, Shell proposed to shareholders, and they overwhelmingly voted in favor of, a plan to drop the dual share structure and ‘Royal Dutch’ from the name, move its tax residence to the UK from the Netherlands, and make its share structure simpler for investors to value and understand.
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