伍德麦肯兹预计全球油气行业将现更多大幅减损

据美国钻井网站报道，伍德麦肯兹上游研究团队主管安格斯?罗杰表示，该公司预计全球油气行业还将出现更多的大幅减损。

在荷兰皇家壳牌公司和英国石油公司宣布减损后，罗杰说，由于油价暴跌和疫情大流行，全球主要石油公司正在重新评估长期油价假设和投资预期回报率。

罗杰在发给美国钻井网站的一份声明中说：“英国石油公司和壳牌公司只是全球最近宣布大幅减损的两家公司。”

他补充说：“这一过程还将继续，我们预计整个油气行业还将出现更多的大幅减损。”

伍德麦肯兹负责企业分析的副总裁帕克说，壳牌公司宣布的减损不仅仅是会计技术问题，也不仅仅是对近期价格假设的调整。

帕克在伍德麦肯兹的一份公司声明中称，“这是关乎对整个油气行业造成冲击的根本性变革。”

他补充说：“壳牌公司通过这种减损向我们传达了陷于困境资产的信息，就像英国石油公司几周前所做的那样。”

帕克继续说，就在几年前，油气行业内甚至没有几个人支持气候风险、峰值需求、陷入困境资产、清算业务模式等想法。如今，油气公司都在围绕这些理念制定战略。

帕克接着说，从现在起，需求可能仍会增长，但他补充说，企业格局正在改变，“各大油气公司也在随之改变”。

6月份，伍德麦肯兹把最近的油价暴跌称为历史上最严重的一次。疫情大流行和今年早些时候欧佩克+的崩溃严重影响了油价。

伍德麦肯兹是一家位于苏格兰爱丁堡的能源研究和咨询公司，其历史可以追溯到1923年。

李峻 编译自 美国钻井网站

原文如下：

More Large Impairments Expected Across Oil and Gas

Wood Mackenzie expects further large impairments to occur across the oil and gas sector, according to Angus Rodger, a director with Wood Mackenzie’s upstream research team.

Speaking after Royal Dutch Shell plc and BP plc’s impairment announcements, Rodger said major oil companies are going through a process of reassessing long-term oil price assumptions and investment hurdle rates as a result of the oil price crash and the coronavirus.

“BP and Shell are just two of the companies that have announced recent changes,” Rodger said in a statement which was sent to Rigzone.

“This process has further to run and we expect further large impairments to occur across the sector,” he added.

Luke Parker, Wood Mackenzie’s vice president of corporate analysis, said the impairment Shell announced is about more than an accounting technicality, or an adjustment to near-term price assumptions.

“It’s about fundamental change hitting the entire oil and gas sector,” Parker said in a Wood Mackenzie statement.

“Within this write down, Shell is giving us a message about stranded assets, just like BP did a few weeks ago,” he added.

“Just a few years ago, few within the oil and gas industry would even countenance ideas of climate risk, peak demand, stranded assets, liquidation business models and so on. Today, companies are building strategies around these ideas,” Parker continued.

Parker went on to say that demand might still grow from here but added that the corporate landscape is changing and “the majors are changing with it”.

Last month, Wood Mackenzie dubbed the latest oil price crash the worst in history. The coronavirus pandemic and an OPEC+ breakdown earlier this year have weighed heavily on oil prices.

Wood Mackenzie is an energy research and consultancy company based in Edinburgh, Scotland. The business traces its roots back to 1923.