据油价网2022年10月25日报道，据德勤会计师事务所估算，由于油价上涨，美国石油生产商今年的自由现金流可能会增加68%。
路透社在一份有关该消息的报道中指出，尽管实际产量的增长要温和得多，但自由现金流仍将增加。
正如业内高管已经反复指出的那样，尽管美国不遗余力地敦促钻井公司增加钻探活动，但产量增长并不是他们的首要任务，因此燃油零售价格可能会下降。
德勤会计师事务所对100家石油公司进行的抽样调查显示，石油公司的首要任务是向股东返还现金和偿还债务。
德勤会计师事务所对美国石油公司自由现金流的最新计算，比早先预测的今年自由现金流翻倍至1.4万亿美元有所上调。
与此同时，德勤会计师事务所指出，自由现金流的增加对资本支出的影响不大。德勤会计师事务所说，今年美国上游行业的资本支出预计将增长29%，至1080亿美元。
白宫为促使石油钻探公司增加钻探量所做的最新尝试是，在开始补充战略石油储备（SPR）时，向他们提供固定价格的石油合同。政府计划在油价跌至每桶67美元至72美元之间时采取这一措施。
斯伦贝谢公司首席执行官奥利维尔·勒·佩奇在对该提议的评论中对《华尔街日报》表示：“实际情况比这要复杂一点。”
《华尔街日报》在最近的一份有关该话题的报告中指出，事实上，业内人士批评政府将SPR用作价格控制工具，正是因为SPR在短期内会释放更低的价格，所以在这一过程中阻碍了对更多生产的投资。
人们对这个盈利季节的预期是，石油公司将维持目前的优先事项，其中一些公司可能会进一步提高派息和股票回购。
李峻 编译自 油价网
原文如下：
U.S. Oil Drillers Could See Cash Flows Increase By 68% This Year
U.S. oil producers could see their free cash flow swell by 68% this year, Deloitte has calculated, thanks to higher oil prices.
The increase in cash flow will come despite a much more moderate increase in actual production, Reuters noted in a report on the news.
As already repeatedly indicated by industry executives, production growth is not among their top priorities even though the federal government has spared no effort in urging drillers to drill, so retail fuel prices could fall.
Instead, according to a sample of 100 oil companies surveyed by Deloitte, top priorities include returning cash to shareholders and paying off debt.
The latest Deloitte calculation of free cash flow for U.S. oil drillers is an upward revision of an earlier forecast that saw free cash flow doubling this year to $1.4 trillion.
At the same time, the increase in free cash flow will have little effect on capital expenditure, Deloitte noted, saying capex in the U.S. upstream industry this year is expected to increase by 29% to $108 billion.
The latest attempt of the White House to make oil drillers drill more was to offer them fixed-price contracts for their oil when it starts replenishing the strategic petroleum reserve. The Administration plans to do that when prices fall to between $67 and #72 per barrel.
“It’s a little bit more [complex] than this,” Schlumberger’s CEO Olivier Le Peuche told the WSJ in comments on the proposal.
In fact, the industry has criticized the Administration for using the SPR as a price-control tool, discouraging investment in more production in the process precisely because the SPR releases lower prices over the short term, the WSJ noted in a recent report on the topic.
Expectations for this profit season are that oil companies will maintain their current priorities with some maybe boosting dividends and stock repurchases further.
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