Energy & Utilities Roundup: Market Talk
Energy & Utilities Roundup: Market Talk
DJ Energy & Utilities Roundup: Market Talk
DJ能源与公用事业综述:市场讨论
The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
最新的市场谈判涉及能源和公用事业。美国东部时间4:20、12:20和16:50在道琼斯通讯社独家发布。
1548 ET - Mexican state oil company Pemex says it has fully restored production at 125 wells in the Ku-Maloob-Zaap oilfields, in the southern Gulf of Mexico, which were shut down after an explosion and fire at an offshore platform earlier this month. The affected wells produce a total of 421K b/d of oil. Pemex estimated lost output as a result of the accident at 1.6M barrels of crude oil. Seven workers were killed in the explosion and six others injured. (anthony.harrup@wsj.com)
1548年ET-墨西哥国家石油公司Pemex表示,它已经完全恢复了墨西哥湾南部Ku-Maloob-Zaap油田125口油井的生产,这些油井在本月早些时候一个海上平台发生爆炸和火灾后关闭。受影响的油井日产量总计421K桶。墨西哥国家石油公司估计,此次事故造成的产量损失为160万桶原油。爆炸造成7名工人死亡,6人受伤。(anthony.harrup@wsj.com)
1454 ET - Natural gas prices retreat from Friday's nearly three-year-high, finishing today's session 1.9% lower at $4.305/mmBtu as Hurricane Ida causes electricity outages and brings cooler temperatures, both of which can bearishly reduce demand for the commodity. The storm supported strong prices last week as it cut offshore natural gas production by nearly 100% as workers evacuated for safety reasons and equipment was temporarily turned off. But investors expect that lost supply to be reversed, while the lost demand from power outages and cooler weather will be more difficult to recoup. (dan.molinski@wsj.com)
1454ET-天然气价格从周五的近三年高位回落,今日收盘下跌1.9%,报4.305美元/mmBtu,因飓风艾达导致停电并带来更凉爽的气温,这两者都可能悲观地降低对天然气的需求.这场风暴上周支撑了坚挺的价格,因工人出于安全原因撤离,设备暂时关闭,导致海上天然气产量减少近100%。但投资者预计,失去的供应将被扭转,而停电和天气转凉造成的需求损失将更难弥补。(dan.molinski@wsj.com)
1347 ET - Electricity problems may be starting to improve in hurricane-battered Louisiana as a website that tracks power outages reports a slight reduction in customer outages after more than 24 hours of straight-up increases. The website, poweroutage.us, says Louisiana customer outages have fallen early afternoon to 1.033M customers out of 2.177M total customers, down from a late-morning high of 1.045M. Mississippi's power outages, which were far less than Louisiana's, have also improved. WTI oil prices are trading 0.7% higher at $69.19 a barrel, while natural-gas prices that fell sharply this morning on worries over reduced demand due to power outages, have pared those declines to trade 1.3% lower at $4.330/mmBtu. (dan.molinski@wsj.com)
1347年ET-在遭受飓风袭击的路易斯安那州,电力问题可能开始改善,因为一个追踪停电的网站报告称,在连续24小时以上的停电后,客户停电略有减少。这家名为poweroutage.us的网站表示,路易斯安那州的客户故障已从上午晚些时候104.5万的高点下降至103.3万,而总客户数量为217.7万。密西西比州的停电情况比路易斯安那州要少得多,也有所改善。西德克萨斯中质原油价格上涨0.7%,至每桶69.19美元,而天然气价格今早因担心停电导致需求减少而大幅下跌,收窄跌幅,至每桶4.330美元,跌幅为1.3%。(dan.molinski@wsj.com)
1327 ET - Exxon Mobil is determining if Hurricane Ida, which made landfall in Louisiana yesterday, affected any of its offshore and onshore facilities, spokeswoman Sarah Nordin says. The oil company's Baytown and Beaumont facilities are operating normally and its Baton Rouge refinery didn't sustain any significant damage during the storm, she says. But the Baton Rouge facility is shutting down units to stabilize operations, Nordin says. "Once we confirm we have access to needed feedstocks and third-party utilities to stabilize our systems, we will begin the process of returning to normal operations," she says. The company says it's also transporting refined products from unaffected regions to customers in the most severely affected areas. (mark.maurer@wsj.com; @markgmaurer)
1327ET-埃克森美孚(Exxon Mobil)发言人萨拉·诺丁(Sarah Nordin)表示,埃克森美孚(Exxon Mobil)正在确定昨天在路易斯安那州登陆的飓风艾达(Ida)是否影响了其海上和陆上设施。她说,该石油公司的贝敦(Baytown)和博蒙特(Beaumont)设施运行正常,其巴吞鲁日(Baton Rouge)炼油厂在风暴期间没有遭受任何重大破坏。但诺丁说,巴吞鲁日工厂正在关闭设备,以稳定运营。她说:“一旦我们确认我们可以获得所需的原料和第三方公用事业来稳定我们的系统,我们将开始恢复正常运营的进程。”该公司表示,它还将从未受影响的地区向受影响最严重地区的客户运送精炼产品。(mark.maurer@wsj.com;@markgmaurer)
0832 ET - Natural gas prices fall 2.2% to $4.290/mmBtu in a buy-the-rumor-sell-the-news trade over Hurricane Ida. Fears of curtailed production due to Ida helped send natural gas prices 13.5% higher last week, the biggest weekly gain in a year. But while offshore gas production has been cut by 94%, that will all be mostly reversed in the coming days and weeks as producers still need to meet output quotas and delivery obligations. Also, the storm will bring cooler weather to the East later this week, reducing gas demand. Finally, the storm has also caused Louisiana power outages that reduce the amount of gas used by power plants to generate electricity. (dan.molinski@wsj.com)
美国东部时间0832ET-天然气价格下跌2.2%,至4.290美元/mmBtu,在飓风艾达的传言中买入-卖出-新闻交易。对艾达减产的担忧帮助推动天然气价格上周上涨13.5%,为一年来最大单周涨幅。不过,尽管海上天然气产量减少了94%,但这种情况在未来几天和几周内将大多逆转,因为生产商仍需履行产量配额和交付义务。此外,风暴将在本周晚些时候给东部地区带来更凉爽的天气,减少天然气需求。最后,风暴还导致路易斯安那州停电,减少了发电厂发电所用的气体量。(dan.molinski@wsj.com)
0809 ET - Oil investors are focused on Louisiana refineries in the wake of Hurricane Ida as they try to gauge whether shutdowns could last as long as they did after Hurricane Harvey in 2017. "Our refining coverage has been the primary focus of investor conversations around Hurricane Ida," say analysts at Goldman Sachs. "According to EnergyNewsToday, 1.0 mn bpd of Louisiana capacity was down as of Sunday night as a precaution (6% of US footprint), including Valero St. Charles (215 kbpd, shut), Valero Mereaux (135 kbpd, shut), Phillips 66 Alliance (250 kbpd, shut) and Shell Norco (250 kbpd, shut). Additionally, the Exxon Baton Rouge (500 kbpd) refinery shut down some equipment." (dan.molinski@wsj.com)
美国东部时间0809-在飓风艾达过后,石油投资者将注意力集中在路易斯安那州的炼油厂,因为他们试图衡量关闭的时间是否会像2017年哈维飓风后那样长。高盛(Goldman Sachs)分析师表示:“我们的炼油报道一直是围绕飓风艾达的投资者谈话的主要焦点。”据EnergyNewsToday报道,作为预防措施,截至周日晚间,路易斯安那州每天的产能减少了100万桶(占美国石油足迹的6%),包括瓦莱罗·圣查尔斯(每天215桶,关闭),瓦莱罗·梅罗(135桶,关闭),菲利普斯66联盟(250桶,关闭)和壳牌诺科(250桶,关闭)。此外,埃克森美孚巴吞鲁日(500kbpd)炼油厂关闭了一些(dan.molinski@wsj.com)
0758 ET - WTI oil prices slip 0.2% to $68.62 a barrel as oil investors try to gauge Hurricane Ida's overall supply-and-demand impact. Offshore oil production has been almost completely halted for safety reasons, but unless equipment sustained damage that lost production should be recouped over the coming days. "Crude oil prices have pulled back from Friday's hurricane rally, but are likely to stay firm and could resume climbing," says Spartan Capital's Peter Cardillo. Some refineries are also shut, and portions of the vital Colonial pipeline that transports fuel from Texas refineries to the South and the East Coast are also down, factors that are pushing RBOB gasoline 1.5% higher to $2.1513 a gallon. (dan.molinski@wsj.com)
0758ET-WTI油价下跌0.2%,至每桶68.62美元,石油投资者试图衡量飓风艾达对整体供需的影响。出于安全原因,近海石油生产几乎完全停止,但除非设备遭受损害,否则损失的产量应该在未来几天内得到弥补。Spartan Capital的Peter Cardillo表示,“原油价格已从周五的飓风涨势中回落,但可能会保持坚挺,并可能继续攀升.”一些炼油厂也被关闭,从德克萨斯州炼油厂向南部和东海岸输送燃料的关键殖民地管道的部分路段也出现了故障,这些因素推动RBOB汽油价格上涨1.5%,至每加仑2.1513美元。(dan.molinski@wsj.com)
0748 ET - Liquefied natural gas producers could tap into carbon capture and storage to accelerate their decarbonization plans, says Daniel Toleman, a senior analyst at consulting group Wood Mackenzie. Mr. Toleman says LNG players have several ways to slash their emissions, including carbon capture, carbon offsets, methane leakage reduction, electrification, and the use of renewable energy and batteries. "Carbon capture and storage can have a material impact on reducing emissions of LNG projects," he says, adding that depending on the CCS strategy adopted, "more than 25% of carbon emissions can be removed". (maitane.sardon@wsj.com)
0748ET-咨询集团Wood Mackenzie的高级分析师丹尼尔·托尔曼(Daniel Toleman)表示,液化天然气生产商可以利用碳捕获和封存来加快他们的脱碳计划。托尔曼说,液化天然气生产商有几种方法可以减少排放,包括碳捕获、碳补偿、减少甲烷泄漏、电气化,以及使用可再生能源和电池。他说:“碳捕获和封存可以对减少液化天然气项目的排放产生实质性影响。”他补充说,根据采用的CCS战略,“可以减少25%以上的碳排放”。(maitane.sardon@wsj.com)
0448 ET - PetroChina's strong upstream oil-and-gas activity could be a positive catalyst for its shares, Morningstar says. It notes that 1H operating profit for the oil major's exploration and production segment tripled to CNY30.9 billion, as average realized oil prices for both spot and long-term cargoes rose 52% to $59.45 a barrel. Morningstar also cites that 1H realized natural gas prices rose 23% to CNY1,441 per thousand cubic meters. These factors, together with low procurement costs, could mean further upside for PetroChina's H-shares, Morningstar says. Morningstar keeps its fair-value estimate for PetroChina at HK$3.86. Shares are 4.1% higher at HK$3.30. (yongchang.chin@wsj.com)
美国东部时间0448时-晨星表示,中国石油股份强劲的上游油气活动可能会对其股价起到积极的催化作用。报告指出,这家石油巨头勘探和生产部门上半年的营业利润增长了两倍,达到人民币309亿元,现货和长期货物的平均实现油价都上涨了52%,达到每桶59.45美元。晨星(Morningstar)还指出,1H实现天然气价格上涨23%,至每千立方米人民币1,441元。晨星表示,这些因素加上较低的采购成本,可能意味着中国石油股份的H股进一步上行。晨星将中国石油股份的公允价值预估维持在3.86港元。该公司股价上涨4.1%,至3.30港元。(yongchang.chin@wsj.com)
0410 ET - PetroChina's refining and chemicals unit is likely a growth driver, Morningstar says, pointing to the division's 1H operating profit of CNY22.2 billion, compared with loss of CNY10.5 billion a year ago. This is due to rising prices and sales volumes of refined oil products on the back of China's economic recovery. The equity research company thinks PetroChina's refining and chemicals unit is among its most profitable due to growing demand, and expects the company to double down on the unit to ensure continued profitability. Morningstar has a fair value estimate of HK$3.86 on PetroChina's H-shares, which are up 4.4% at HK$3.31. (yongchang.chin@wsj.com)
美国东部时间0410ET-晨星(Morningstar)表示,中国石油股份的炼油和化工部门可能是一个增长动力,该部门上半年的营业利润为222亿元人民币,而去年同期为亏损105亿元人民币。这是因为在中国经济复苏的背景下,成品油价格和销售量不断上升。这家股票研究公司认为,由于需求不断增长,中国石油股份的炼油和化工部门是其利润最高的部门之一,并预计该公司将加倍投资该部门,以确保持续盈利。晨星(Morningstar)对中国石油股份H股的公允价值估计为3.86港元,该股上涨4.4%,至3.31港元。(yongchang.chin@wsj.com)
(END) Dow Jones Newswires
(完)道琼通讯社
August 30, 2021 16:50 ET (20:50 GMT)
2021年8月30日美国东部时间16:50(格林尼治标准时间20:50)
Copyright (c) 2021 Dow Jones & Company, Inc.
版权所有(C)2021年道琼斯公司