美40家石油公司在油价崩盘后减记480亿美元资产

据油价网2020年7月27日休斯敦报道，美国能源信息署(EIA)周一公布的最新统计数据显示，在油价暴跌后不久，美国40家上市石油生产公司在今年第一季度减记了总计480亿美元的资产。

根据EIA对数据提供商Evaluate能源公司汇编的公开提交财务报表的分析，上述40家上市石油公司在美国的原油和其它液体日产量为610万桶，约占美国第一季度液体总产量的30%。

这40家上市石油公司中包括西方石油公司、阿帕奇公司、康乔资源公司、康菲公司、依欧格资源公司、马拉松石油公司、诺布尔能源公司、欧芹能源公司、惠廷石油公司和Extraction 石油和天然气公司等。

据EIA估计，这40家约占美国液体总产量大约30%的石油公司在今年第一季度的资产减值规模至少是自2015年以来最大的资产减值。

6月份，仅美国西方石油公司就警告说，由于今年早些时候油价暴跌，预计第二季度其油气资产的税后减损将高达90亿美元。

来自德勤会计师事务所最近的一项研究指出，价格暴跌，经济放缓和需求崩溃在第二季度可能促使页岩钻井公司总计损害或减记他们资产价值高达3000亿美元，预计在今年第二季度出现重大损害。德勤会计师事务所表示，一些石油公司的债务可能变得无法支撑，将导致行业破产和合并的连锁反应。

李峻 编译自 油价网

原文如下：

U.S. Oil Firms Wrote Down $48 Billion In Assets After Price Crash

Forty publicly traded U.S. oil producers wrote down a collective US$48 billion worth of the value of their assets in the first quarter of 2020, just after oil prices collapsed, the Energy Information Administration (EIA) said on Monday.

According to EIA’s analysis of publicly filed financial statements, compiled by data provider Evaluate Energy, the 40 listed companies in the analysis produced a total of 6.1 million barrels per day (bpd) of crude oil and other liquids in the United States, or about 30 percent of all the U.S. liquids production in Q1.

The companies include Occidental, Apache Corporation, Concho Resources, ConocoPhillips, EOG Resources, Marathon Oil Corp, Noble Energy, Parsley Energy, Whiting Petroleum Corporation, and Extraction Oil & Gas, Inc, among others.

The 40 companies representing around 30 percent of U.S. liquids production made the largest asset impairments in Q1 2020 since at least 2015, according to EIA estimates.

Occidental Petroleum alone warned last month that it expects to book after-tax impairments of up to US$9 billion of its oil and gas assets in the second quarter due to the collapse in oil prices earlier this year.

A recent study from Deloitte pointed out that the collapse in prices, the economic slowdown, and the crash in demand in Q2 could prompt shale drillers in aggregate to impair or write-down the value of their assets by as much as US$300 billion, with significant impairments expected in the second quarter of 2020. Debts for some companies could become unsustainable, leading to a chain reaction of insolvencies and consolidation in the industry, Deloitte said.