第一季度全球石油行业业绩失稳

据5月4日Neftegaz.Ru消息：在多家石油和天然气公司发布第一季度业绩后，数据和分析公司Global Data的专题分析师伊斯顿提出了自己的观点：

“今年，石油和天然气行业动荡不安。可再生能源成本的下降，石油价格战和冠状病毒疫情都导致了该行业的不稳定。第一季度的业绩反映了这种困境，例如BP的净利润下降了67％，康菲石油公司报告第一季度亏损17亿美元，壳牌将股息减少了65％，这是该公司自二次世界大战以来的首次降息。”

这些数字证实了石油和天然气行业承受的压力。该行业的真正困难在于获得一定程度的稳定性，尤其是考虑到疫情对客户行为和投资重点等方面的全面影响存在不确定性。

近年来，一些石油公司强调更多的可持续投资。壳牌和英国石油公司均力争到2050年实现碳净排放量为零。最近暴露的石油行业不稳定性使得迅速向可持续能源过渡成为必要，”本森·伊斯顿说。

“可持续性仍将是各行业的一个关键主题。可持续发展框架显示了公司需要集中精力进行投资以使自己处于成功地位的领域。随着石油公司避免进一步的价格冲击，如今增加对可再生能源和现代技术的投资至关重要。投资多元化、可持续主题的石油公司将更有能力在当前危机的长期影响下生存下来。”

冯娟 摘译自 Neftegaz.Ru

原文如下：

Q1 oil industry results reaffirm industry instability

Following the release of Q1 results from several oil and gas companies, Ella Benson Easton, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view:

“This year has seen extraordinary volatility in the oil and gas industry. The decline in the cost of renewable energies, an oil price war and COVID-19 have all contributed to the industry’s precarity. Q1 results have reflected the difficult situation, for example BP’s net profit dropped 67%, ConocoPhillips reported a Q1 loss of $1.7 bln, and Shell reduced dividends by 65% - the first cut for the company since since World War II. Sinopec recorded a $2.71 bln loss despite fuel sales rebounding".

“These numbers confirm the strain the oil and gas industry is under. The real difficulty for the industry is gaining a degree of stability, particularly given the uncertainty around the full impact of the pandemic on things such as customer behaviour and investment priorities.

Some oil companies have touted more sustainable investments and principles in recent years. Both Shell and BP aim to reach net-zero carbon emissions by 2050. The recently exposed instability in the oil industry makes a speedy transition to sustainable energy a necessity", Benson Easton said.

“Sustainability will remain a key theme for enterprises across industry sectors well beyond COVID-19. GlobalData’s sustainability framework shows the areas in which companies need to focus their investment to put themselves in a position to succeed. Increased investment in renewable energies and modern technologies is now vital as oil companies insulate themselves against further price shocks. Oil companies that diversify their investments and invest in the sustainability theme will be better placed to survive the long-term effects of the current crisis.”