科斯莫斯能源与托克签署了原油预付协议

据OE网站6月29日报道，石油和天然气公司科斯莫斯能源公司（Kosmos Energy）与大宗商品交易商托克集团（Trafigura）签订了原油预付协议，以支付其在美国墨西哥湾的部分产量费用。

科斯莫斯能源周一表示，该预付款协议将提供高达2亿美元的原油销售，主要与该公司2022年和2023年墨西哥湾部分产量有关，其中1.5亿美元由托克承付。

该公司称，科斯莫斯预计将在2020年6月提前完成5000万美元的原油销售。今年晚些时候，随着预付款协议条件的完成，预计还将增加1亿-1.5亿美元的原油销售，最终还将增加5000万美元的承诺。

科斯莫斯没有提供预计将出售给托克的石油数量的任何细节。

科斯莫斯能源最近任命的首席财务官Neal Shah表示，在市场开始低迷时，科斯莫斯采取了果断行动，以降低成本、重组对冲基金并保持流动性。通过这项预付协议，我们获得了高达2亿美元的额外流动资金，以帮助我们在这个前所未有的动荡时期管理业务。这种流动性也使我们能够灵活地利用在混乱的市场中可能出现的机会。

科斯莫斯表示，该公司正在资产负债表上评估将该预付款协议归类为递延收入的做法，"不过这种会计处理方法有待最终分析。"

科斯莫斯上月表示，包括对冲计划的影响在内，其今年第一季度实现的油气收入为每桶油当量47.77美元。

今年第一季度的总净产量日均约为6.63万桶油当量，处于指导值的上端，其中美国墨西哥湾的净产量为2.83万桶/天（80%的石油)。

郝芬 译自 OE网站

原文如下：

Kosmos Energy in $200M Prepayment Deal for Gulf of Mexico Crude

Oil and gas company Kosmos Energy has into a crude oil prepayment agreement with commodities trader Trafigura for a portion of its production in the U.S. Gulf of Mexico.

The prepayment agreement provides up to $200 million of crude oil sales primarily related to a portion of the company's 2022 and 2023 Gulf of Mexico production, with $150 million committed by Trafigura, Kosmos Energy said Monday.

"Kosmos expects to execute $50 million of advance crude oil sales in June 2020. Later this year, following the completion of the prepayment agreement conditions subsequent, an additional $100-150 million of advance crude oil sales is expected, subject to finalizing additional commitments for $50 million," the company said.

Kosmos did not provide any detail on the amount of oil expected to be sold to Trafigura.

Neal Shah, Kosmos Energy's recently appointed Chief Financial Officer, said:: "At the start of the market downturn, Kosmos took decisive action to reduce costs, restructure hedges, and preserve liquidity. With this prepayment agreement, we have secured up to $200 million in additional liquidity to help us manage the business during this time of unprecedented volatility. This liquidity also gives us the flexibility to take advantage of opportunities that may arise in a dislocated market."

Kosmos said it was evaluating the classification of the prepayment agreement as deferred revenue on its balance sheet, "although such accounting treatment is subject to final analysis."

Kosmos last month said its realized oil and gas revenues, including the impact of hedging program, in the first quarter of 2020 had been $47.77 per boe.

Total net production in the first quarter of 2020 averaged approximately 66,300 boepd, at the upper end of guidance, of which 28,300 boepd net (80% oil) from the U.S. Gulf of Mexico.