壳牌预计第二季度减值支出将高达220亿美元

据美国钻井网站2020年6月30日报道，荷兰皇家壳牌公司周二（30日）透露，该公司预计今年第二季度的税后减值支出总额将在150亿至220亿美元之间。

据壳牌公司所说，该公司的综合天然气部分预计将在减值支出中占80亿至90亿美元。壳牌公司强调，这些减值支出将主要发生在澳大利亚，将包括澳大利亚领先的煤层气勘探开发公司QGC和Prelude浮式液化天然气设施等资产价值的部分减值。

壳牌公司的上游部分预计将在减值支出中占到40亿至60亿美元，主要涉及巴西和北美的页岩，而其石油产品业务预计将在减值支出中占到30亿至70亿美元。

壳牌公司指出，这些减值预计将对壳牌公司产生200亿至270亿美元的税前影响。壳牌公司强调，其第二季度确认减值的范围和时间尚不确定，并指出评估目前正在进行中。

壳牌公司在其网站上发布的一份公司声明中表示：“今年第二季度，壳牌公司已经修改了其中长期价格和炼油利润率前景，以此来反映疫情、相关宏观经济以及能源市场供求基本面的预期影响。”

壳牌公司补充说：“这导致壳牌公司对其上游、综合天然气和炼油有形和无形资产的很大一部分进行了审查。”

壳牌公司预计，今年布伦特原油的平均价格将达到每桶35美元，2021年将达到每桶40美元，2022年将达到每桶50美元，2023年将达到每桶60美元。

6月早些时候，壳牌公司的同行英国石油公司透露，该公司预计第二季度非现金减值支出和冲销总额将在130亿至175亿美元之间。

李峻 编译自 美国钻井网站

原文如下：

Shell Expects Up To $22B 2Q Impairment Charge

Royal Dutch Shell plc revealed Tuesday that it expects aggregate post-tax impairment charges in the range of $15 billion to $22 billion in the second quarter of this year.

The company’s integrated gas segment is anticipated to account for between $8 billion and $9 billion of the impairment charges, according to Shell, which highlighted that these would be primarily in Australia and would include a partial impairment of the QGC and Prelude asset values.

Shell’s upstream segment is expected to account for between $4 billion and $6 billion, largely in Brazil and North America shales, and the company’s oil products business is expected to account for $3 billion to $7 billion across the refining portfolio.

These impairments are anticipated to have a pre-tax impact in the range of $20 billion to $27 billion, Shell outlined. The company highlighted that the range and timing of the recognition of impairments in the second quarter are uncertain and noted that assessments are currently ongoing.

“In the second quarter 2020, Shell has revised its mid and long-term price and refining margin outlook reflecting the expected effects of the Covid-19 pandemic and related macroeconomic as well as energy market demand and supply fundamentals,” Shell said in a company statement posted on its website.

“This has resulted in the review of a significant portion of Shell’s upstream, integrated gas and refining tangible and intangible assets,” Shell added.

Shell expects Brent to average $35 per barrel in 2020, $40 per barrel in 2021, $50 per barrel in 2022 and $60 per barrel in 2023.

Earlier this month, Shell’s fellow oil and gas major BP plc revealed that it expected non-cash impairment charges and write-offs in the second quarter in the aggregate range of between $13 billion and $17.5 billion post-tax.