据道琼斯10月8日消息,目前有15家公司被奥本海默公司视为大型油气勘探和生产商。这组公司中并不包括像雪佛龙、埃克森美孚这样的巨头,但包括康菲石油公司、安纳达科石油公司和赫氏公司。该投行表示,上述15家公司中仅有一家即戴文能源公司将报告第三季度实现赢利,因上个季度整个行业遭遇油价跌至六年低点。疲弱业绩反映出过去五年中资本支出和营运成本上升,从而大幅提高盈亏平衡点,也让业绩易受低迷油价的影响。奥本海默表示:“减支仅部分抵消了上述影响,油气公司需要扩大减支幅度才能在当前的油价水平下存活,而这样的油价可能会持续比预期更长的时间。”
唐绍红摘译自道琼斯
原文如下:
US Oil Cos Facing Worst Quarter in Years
There's 15 companies Oppenheimer considers large oil-and-gas explorers and producers. The group doesn't include giants like Chevron (CVX) and Exxon (XOM) but does have the likes of Conoco (COP), Anadarko (APC) and Hess (HES). The investment bank says just 1 of the 15--Devon (DVN)--will end up reporting a 3Q profit as the industry last quarter saw 6-year lows for oil prices. "The poor results reflect rising capital and operating costs in the last 5 years, which sharply raised the break-even and exposed earnings vulnerability to low oil prices." Cost cuts have only partially offset that, and Oppenheimer adds companies need to to more on that front "to survive the current oil price, which could stay lower for longer than expected."