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Exxon Bets Big On Oil: Expects Crude Demand To Defy Green Transition

Exxon Bets Big On Oil: Expects Crude Demand To Defy Green Transition

埃克森美孚在石油上押大注:預計原油需求將挑戰綠色能源轉型。
Benzinga ·  08/26 11:39

Exxon Mobil Corporation (NYSE:XOM) shares are trading higher on Monday. In its latest global oil outlook, the company stated that it expects crude demand to remain above 100 million barrels per day through 2050.

埃克森美孚公司(紐交所:XOM)股價週一上漲。在最新的全球石油展望中,該公司表示預計原油需求將持續到2050年每日超過10000萬桶。

Exxon's projected stronger demand supports its ambitious production growth plans, and it projects that oil demand will plateau beyond 2030.

埃克森預計更強勁的需求將支持其雄心勃勃的生產增長計劃,並預計油需求將在2030年後趨於平緩。

The outlook reflects a natural decline in oil production of about 15% per year, nearly double the IEA's previous estimate of 8%.

該展望反映了每年約15%的石油產量自然下降,幾乎是IEA先前8%估計的兩倍。

This increase is the result of the world's shifting energy mix toward unconventional sources of oil and natural gas.

這種增長是世界能源結構向非傳統石油和天然氣源轉變的結果。

Exxon says that, without new investments, global oil supplies could drop by over 15 million barrels per day in the first year, potentially falling to under 30 million barrels per day by 2030, leaving a 70 million barrel daily shortfall.

埃克森表示,如果沒有新投資,全球石油供應可能在第一年減少超過1500萬桶,到2030年可能下降到不到3000萬桶,導致每日缺口7000萬桶。

Exxon projects that electric vehicles will have a minimal impact on long-term global oil demand and adds that "If every new car sold in the world in 2035 were electric, oil demand in 2050 would still be 85 million barrels per day."

埃克森預測,電動汽車對長期全球石油需求影響微乎其微,並補充說「如果2035年世界上每輛新銷售的汽車都是電動汽車,到2050年的石油需求仍將爲8500萬桶。」

Exxon Economics, Energy and Strategic Planning Director Chris Birdsall told Reuters, "Oil and gas demand have a very, very long runway and will continue to grow over the next few years."

埃克森經濟、能源和戰略規劃董事克里斯·伯德薩爾告訴路透社:「石油和天然氣需求有一個非常漫長的發展期,並將在未來幾年繼續增長。」

He added, "Global oil and natural gas supplies would virtually disappear without continued investments."

他補充說:「如果沒有持續的投資,全球石油和天然氣供應將幾乎消失。」

"The biggest reason for the change is the shift to more short-cycle unconventional assets."

變化的最大原因是轉向更多的短週期非常規資產。

As per Reuters report, Exxon's outlook on global carbon emissions is more cautious than BP p.l.c. 's (NYSE:BP), with significant reductions expected post-2029, compared to BP's mid-decade target.

據路透社報道,埃克森對全球碳排放的預期比BP有限公司更爲謹慎,預計在2029年後會有顯著的減少,而BP的減排目標則在中期。

Exxon plans to produce 4.3 million barrels of oil and gas daily this year—30% more than Chevron Corporation's (NYSE:CVX) current output—while BP aims to cut its production to around 2 million barrels per day by 2030.

埃克森計劃今年日產430萬桶石油和天然氣,比雪佛龍公司當前產量高出30%,而BP則計劃到2030年將產量削減到約200萬桶/日。

Read: Arbitration To Uncover Hidden Value Of Hess' Guyana Oil Assets In Exxon Mobil vs. Chevron Dispute: Report

閱讀:仲裁將揭示赫斯在埃克森美孚與雪佛龍爭端中的圭亞那油資產的隱藏價值。

Investors can gain exposure to the XOM via Energy Select Sector SPDR Fund (NYSE:XLE) and IShares U.S. Energy ETF (NYSE:IYE).

投資者可以通過能源選擇板塊SPDR基金(紐交所:XLE)和ishares安碩美國能源etf(紐交所:IYE)獲得對埃克森美孚的投資。

Also Read: Exxon Mobil Reduces Staff After Pioneer Merger: Report

還閱讀:在先鋒能源合併後,埃克森美孚裁員。

Price Action: XOM shares are up 0.63% at $117.05 at the last check Monday.

股票動態:XOm股價在上週一最後一次查詢時上漲0.63%,至117.05美元。

Photo: Del Henderson Jr. via Shutterstock

圖片: Del Henderson Jr.通過shutterstock

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