Shell Absorbs Charges, Pauses Project: Q2 Outlook Dims With Impairments and Biofuels Halt
Shell Absorbs Charges, Pauses Project: Q2 Outlook Dims With Impairments and Biofuels Halt
Shell plc (NYSE:SHEL) shares are trading higher premarket today. The British energy company updated its operational outlook for the second quarter of FY24.
今天壳牌股份有限公司（NYSE：SHEL）股价在今天盘前上涨。这家英国能源公司更新了其第24个财季第二季度的运营展望。
The company expects to incur non-cash post tax impairments of $1.5 – $2 billion in the quarter, including $0.6 billion – $0.8 billion in Singapore Chemicals & Products assets and $0.6 billion – $1.0 billion in Rotterdam HEFA assets.
该公司预计本季度将出现1.5至20亿美元的不含税后减值，其中包括新加坡化工和产品资产投资6亿至8亿美元和鹿特丹HEFA资产投资6亿至10亿美元。
Notably, this week, Shell stated that it is temporarily pausing construction at its 820,000 tonnes-per-year biofuels facility in Rotterdam to address project delivery and ensure future competitiveness amid current market conditions.
值得注意的是，本周壳牌表示，为了应对当前的市场环境并确保未来的竞争力，它将暂停鹿特丹一年生物燃料工厂的建设，以处理项目交付问题。
Outlook Revised: For Integrated Gas, the company updated the production outlook to be 940 – 980 thousand boe/d (vs. 920 – 980 thousand boe/d expected earlier) and LNG liquefaction volumes to 6.8 – 7.2 MT (vs. 6.8 – 7.4 MT prior).
展望修正：对于综合天然气业务，公司更新了产量预期，为每天达到940至980万桶当量油（较之前预期的920至980万桶当量油），LNG液化量为6.8至7.2百万吨（较之前的6.8至7.4百万吨）。
Read: Shell Secures Major LNG Deal With Temasek's Pavilion Energy: Details
阅读： 壳牌与淡马锡旗下Pavilion Energy签署重要LNG协议：详情。
The outlook reflects that Trading and optimisation results are expected to be in line with second-quarter FY23 but lower than first-quarter FY24 due to seasonality.
展望反映了交易和优化结果预计将与第二季度FY23持平，但由于季节性原因低于第一季度FY24。
For Upstream, Shell narrowed production guidance to 1,720 – 1,820 thousand boe/d (vs. 1,630 – 1,830 thousand boe/d earlier), with shares of profit / (loss) of joint ventures and associates expected to be ~$0.2 billion and exploration well-write offs projected to be ~$0.2 billion.
对于上游业务，壳牌将产量指南缩小到每天172万至182万桶当量油（较之前的163至183万桶当量油），各项利润分享的股份/(亏损)预计为2亿美元，探井的撰写抵消预计为2亿美元。
For Marketing, the company lowered the high end of the sales volume guidance, with the revised range at 2,700 – 3,100 thousand b/d (vs. 2,700 – 3,200 projected earlier).
对于市场营销，该公司降低了销售量指导的高位，修订后的范围为每天270万至310万桶/天（较之前预计的每天270万至320万桶/天）。
For Chemicals & Products, Shell currently sees refinery utilization of 91% – 95% (vs. 87% – 95% earlier), reflecting planned maintenance activities in North America and Chemicals utilization of 78% – 82% (vs. 72% – 80% prior).
对于化学品，壳牌目前预计炼油厂利用率为91%至95%（较之前的87%至95%），反映了北美地区的计划维护活动和化学品利用率为78%至82%（较之前的72%至80%）。
The company projects Chemicals sub-segment adjusted earnings to be close to break-even in second-quarter FY24.
该公司预计化学品子业务去年第四季度调整后的盈利接近零。
Shell stock has gained around 22% in the last 12 months. Investors can gain exposure to the stock via Direxion Hydrogen ETF (NYSE:HJEN) and VanEck Natural Resources ETF (NYSE:HAP).
在过去的12个月中，壳牌股票上涨了约22%。投资者可以通过Direxion氢能量ETF（NYSE：HJEN）和VanEck自然资源ETF（NYSE：HAP）获得该股票的曝光。
Also Read: Shell Pauses European Biofuels Facility Construction, Reviews Project Economics
还阅读：壳牌暂停欧洲生物燃料工厂建设，审核项目经济性。
Price Action: SHEL shares are up 1.21% at $73.89 premarket at the last check Friday.
价格行动：截至上周五最后一次查看，SHEL股价在盘前上涨1.21%，报73.89美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本文部分内容使用了Benzinga Neuro的帮助。此内容是通过AI工具部分制作的，并由Benzinga编辑进行了审查和发布。
Image by siam.pukkato via Shutterstock
影像由shutterstock提供，siampukkato通过shutterstock发布。
- Shell's Move Toward Net Zero Emissions – To Build Carbon Capture And Storage Project In Canada
- 壳牌向净零排放迈进 - 在加拿大建造碳捕获和储存项目。