大型国际石油公司纷纷退出美国页岩油市场

据今日油价4月1日报道，受供需市场双重冲击的影响，当前油气企业面临严峻市场环境，英国石油公司于周三削减资本支出，并减少对美国页岩油生产的投资。包括壳牌、道达尔、埃克森和雪佛龙在内的多家大型国际石油公司，已经宣布削减2020年资本支出。

BP正在采取行动维护公司正常运转，将今年的资本支出削减至120亿美元，这将比原定的2020年资本支出指导值低25%。该公司预计将削减上游近10亿美元的陆上短期活动支出，包括其美国页岩项目BPX Energy。超级石油公司们也将推迟一些探索和评估活动，并寻求优化其正在进行的主要项目的支出。

由于页岩油气领域的资本支出下降，BP预计BPX Energy 2020年的产量将比去年减少7万桶/天。在下游业务方面，BP还将削减约10亿美元的资本支出，包括减少燃料营销、炼油和石化业务的支出。

该公司预计第一季度将收取约10亿美元的非现金、非营运费用。

壳牌于周三表示，预计油价暴跌将导致该公司今年第一季度的税后减损支出在4亿至8亿美元之间。

洪伟立 摘译自 今日油价

原文如下：

Supermajor Bails On Shale As Oil Price War Weighs

UK supermajor BP joined on Wednesday its rivals in slashing capital expenditures and reducing U.S. shale production guidance in “the most brutal environment for oil and gas businesses in decades,’’ with the double supply-demand market shock.

Other majors, including Shell, Total, Exxon, and Chevron, have already announced cuts in their capital expenditure (capex) for this year.

BP is taking actions to protect the health of the company by cutting this year’s capex to US$12 billion, which would be 25 percent lower than the original capex guidance for 2020, the group said on Wednesday.

BP expects to slash around US$1.0 billion in upstream spend on short-cycle onshore activity, including in its U.S. shale unit BPX Energy. The supermajor will also defer some exploration and appraisal activity and look to optimize spending on its major ongoing projects.

As a result of the lower capex in shale, BP expects BPX Energy’s 2020 production to be 70,000 bpd lower than last year’s.

In the downstream business, BP will also slash capex by around US$1.0 billion, including reduced spending across the fuels marketing, refining, and petrochemicals businesses.

Currently, BP expects to take a non-cash, non-operating charge of around US$1 billion in Q1, the company said.

Yesterday, Shell said it expects the oil price collapse to lead to post-tax impairment charges of between US$400 million and U$800 million for the first quarter this year.