• 美国所有炼油企业和综合油气公司第二季度都将获得暴利。
• 飙升的炼油利润率提高了炼油企业的盈利能力。
• 炼油利润可能已经在第二季度见顶。
据美国油价网7月21日报道，《华尔街日报》援引投资银行Tudor Pickering Holt & Co的估计报道说，由于第二季度汽油价格的飙升，美国最大的8家独立炼油企业将在本月晚些时候公布他们平均每股收益（EPS）大幅增长652%。
由于美国汽油价格在6月初飙升至每加仑5美元的历史最高纪录，美国所有炼油企业和所有综合石油和天然气公司将在第二季度获得暴利。
由于炼油利润率处于多年来的最高水平，美国最大的几家炼油企业预计也将从运营中产生数十亿美元的现金流。
能源咨询公司Baker & O 'Brien Inc副总裁查尔斯·肯普告诉《华尔街日报》：“我们看到的美国炼油企业第二季度的炼油利润率是黄金时代的两倍。”肯普指的是2004-2007年期间，当时美国炼油企业也录得巨额利润。
得益于第二季度的高炼油利润率和燃料需求，最大的几家国际石油巨头的炼油业务也将获得不俗的收益。一些最大的国际石油巨头已经宣布，在本月晚些时候公布第二季度利润时，他们预计炼油部门将获得巨额利润。
法国能源巨头道达尔能源公司上周表示：“考虑到馏分油和汽油裂解利润非常高，炼油和化工行业的业绩预计将非常出色。”埃克森美孚公司在7月初提交给美国证券交易委员会（SEC）的一份文件中称，炼油行业利润率的上升将使其第二季度业绩增加44亿至46亿美元。与第一季度相比，壳牌公司第二季度的炼油利润率增加了近两倍，与今年第一季度相比，壳牌公司产品部门第二季度的业绩预计将增加8亿至12亿美元。
不过，由于油价高企，美国汽油需求近几周有所减弱，第二季度炼油利润可能已达到一段时间以来的峰值。由于市场担心经济衰退即将到来，原油价格也从最近每桶120美元的高点下跌。
李峻 编译自 美国油价网
原文如下：
Top U.S. Refiners Set For 652% Surge In Profits
· All refiners and all integrated oil and gas companies are set for a windfall of profits.
· Extraordinary refining margins have boosted profitability.
· Refining profits may have peaked in the second quarter.
Amid soaring gasoline prices in the second quarter, the eight biggest independent U.S. refiners are set to report later this month a huge 652% sequential jump in their average earnings per share (EPS), according to estimates from investment bank Tudor Pickering Holt & Co cited by The Wall Street Journal.
All refiners and all integrated oil and gas companies are set for a windfall of profits for the second quarter as U.S. gasoline prices soared to the highest ever on record of over $5 per gallon in early June.
The biggest refiners are also expected to generate billions of cash flow from operations as refining margins are at their highest in many years.
“We’re seeing margins twice as high as the golden age,” Charles Kemp, a vice president at energy consulting firm Baker & O’Brien Inc, told the Journal. Kemp was referring to the 2004-2007 period, when refiners booked massive profits, too.
The largest international majors are also set for exceptional earnings at their refining businesses, thanks to high refining margins and fuel demand in the second quarter. Some of the largest international oil majors have already announced expectations of blockbuster earnings from their refining divisions when they report Q2 profits later this month.
France’s supermajor TotalEnergies said last week that “Refining & Chemicals results are expected to be exceptional given the very high levels of distillate and gasoline cracks.” ExxonMobil said in an SEC filing in early July that the rise in industry margins is set to add between $4.4 billion and $4.6 billion to its Q2 results. At Shell, the refining margin nearly tripled in Q2 compared to Q1 and is expected to add between $800 million and $1.2 billion to the second quarter results of Shell’s Products division, compared to the first quarter 2022.
Yet, the second quarter could have been the peak refining profits for some time as gasoline demand in the United States has weakened in recent weeks in response to high prices at the pump. Crude oil prices have also dropped from the recent highs of $120 a barrel as markets fear a recession is coming.
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