据彭博社12月21日报道，如果荷兰皇家壳牌有限公司(Royal Dutch Shell Plc)公布的数据能说明问题的话，预计今年年底，认为石油和天然气行业将出现反弹的投资者可能会失望。
这家英荷能源巨头表示，将计入数十亿美元的减值支出，公司石油交易业务明显疲弱，上游部门出现亏损，燃油销售依然低迷。
RBC分析师Biraj Borkhataria在一份报告中称："指示性的指导方针看起来令人失望，尤其是在壳牌近几周表现强劲的情况下。"
与其他同行一样，壳牌即将迎来这个动荡的一年的尾声。由于新冠肺炎疫情重创了石油和天然气需求，导致收入大幅降低，该公司被迫削减股息，并计划裁员数千人。
在2月4日公布完整的业绩数据之前，周一发布的第四季初步数据显示，壳牌的痛苦尚未结束。其石油产品部门的交易业绩将显著低于第三季度，要知道，在第三季度油气部门帮助壳牌避免了亏损。预计燃料销量为每日400万至500万桶，与上一季度持平，但低于去年同期的600万桶。
伦敦时间上午8点44分，壳牌B股股价下跌3.3%，至1296便士。
该公司预计，与减值、资产重组和合同相关的税后支出将高达45亿美元。壳牌今年已经宣布了超过180亿美元的资产减记。
壳牌预计，其综合天然气部门四季度的日产量将增至90万桶至94万桶，但交易业绩将低于平均水平。周一早上，壳牌表示同意以25亿美元的价格出售澳大利亚一个液化天然气项目的少数股权。
预计该公司炼油利用率将高于第三季度，达到76%，这表明炼油利润率将略有改善。不过，炼油业务的交易业绩预计将显著下降。
王佳晶 摘译自 彭博社
原文如下：
Shell Points to a Another Bleak Quarter for Big Oil
Investors expecting an end-of-year rebound in the oil and gas industry could be in for a disappointment, if figures published by Royal Dutch Shell Plc are any indication.
The Anglo-Dutch energy giant gave a first taste of what could prove to be another bleak quarter for the industry. It warned of another multibillion-dollar impairment charge, significantly weaker oil trading, a loss in its upstream division and fuel sales that remain sluggish.
“The indicative guidance looks disappointing, particularly in the context of the strong run Shell has had in recent weeks,” RBC analyst Biraj Borkhataria said in a note.
Shell, along with its peers, is coming to the end of a tumultuous year. Its finances have been pummeled as the coronavirus pandemic decimated oil and gas demand. The company has been forced to slash its dividend and plan thousands of layoffs.
More Pain
Initial fourth-quarter figures published Trading results in the oil-products division will be “significantly lower compared with the third quarter,” when the unit helped Shell avoid a loss. The company sees fuel sales volumes of 4 million to 5 million barrels a day, in line with the prior quarter but down from more than 6 million a year earlier.
Shell’s B share prices were down 3.3% at 1,296 pence at 8:44 a.m. in London.
Shell’s upstream unit, which oversees most exploration and production, is expected to report an adjusted loss for the fourth quarter, in part due to a tax charge of $600 million to $900 million.
The company expects post-tax charges of as much as $4.5 billion in relation to impairments, asset restructuring and “onerous contracts.” Shell has already announced more than $18 billion of writedowns this year.
In its Integrated Gas unit, Shell expects production to increase to between 900,000 and 940,000 barrels of oil equivalent a day this quarter, though trading results will be “below average.” Earlier Refinery utilization is expected to be higher than in the third quarter, at as much as 76%, while refining margins will be “slightly improved.” However, trading results in that business are forecast to be “significantly lower,” according to the statement.