據(jù)OE網(wǎng)10月24日?qǐng)?bào)道，葡萄牙油氣公司Galp Energia周一報(bào)告，由于油價(jià)飆升和煉油利潤(rùn)率幾乎翻番，調(diào)整后的第三季度利潤(rùn)增長(zhǎng)16%。

地緣政治沖突導(dǎo)致能源價(jià)格飆升，而隨著疫情限制的解除，需求正在迅速恢復(fù)，世界各地的石油和天然氣公司受到提振。

Galp 7月至9月調(diào)整后的凈利潤(rùn)為1.87億歐元，高于一年前的1.61億歐元，也超過(guò)該公司21位分析師預(yù)計(jì)的1.77億歐元。

Galp在一份聲明中表示，其業(yè)績(jī)反映了各業(yè)務(wù)部門的強(qiáng)勁運(yùn)營(yíng)表現(xiàn)，突顯了上游和工業(yè)活動(dòng)如何受益于強(qiáng)勁的宏觀環(huán)境。調(diào)整后的息稅折舊及攤銷前利潤(rùn)(EBITDA)增長(zhǎng)29%，至7.84億歐元，但低于8.3億歐元的平均預(yù)期。

油價(jià)上漲使其上游調(diào)整后的息稅折舊及攤銷前利潤(rùn)上漲17%，至6.12億歐元，盡管該公司在其所持股項(xiàng)目的石油和天然氣產(chǎn)量中所占份額幾乎穩(wěn)定在每天12.76萬(wàn)桶石油當(dāng)量。Galp表示，第三季度布倫特原油價(jià)格從一年前的73.4美元升至每桶110.8美元。

Galp上周表示，該公司液化天然氣的主要供應(yīng)商尼日利亞液化天然氣公司(Nigeria LNG)宣布，由于大范圍洪水，該公司可能面臨進(jìn)一步的采購(gòu)中斷。尼日利亞供應(yīng)不規(guī)律迫使Galp在現(xiàn)貨市場(chǎng)以更高價(jià)格購(gòu)買天然氣，導(dǎo)致今年上半年虧損1.35億歐元。

投資銀行杰富瑞(Jefferies)預(yù)計(jì)，Galp將是受天然氣供應(yīng)中斷影響最大的公司之一，去年葡萄牙近一半的液化天然氣供應(yīng)來(lái)自尼日利亞。Galp的主要業(yè)務(wù)是在巴西富饒的上游“海上”地區(qū)，但其在安哥拉也有小規(guī)模的勘探和生產(chǎn)業(yè)務(wù)，并經(jīng)營(yíng)著可再生能源工廠。

郝芬 譯自 OE

原文如下：

Galp's Adjusted 3Q Income Up on Higher Oil prices, Better Margins

Portuguese oil and gas company Galp Energia reported a 16% increase in adjusted third-quarter profit on Monday, thanks to soaring oil prices and a near-doubling of its refining margin. 

Oil and gas companies around the world received a boost after the war sent energy prices soaring just as demand was rapidly recovering with the lifting of pandemic restrictions. 

Galp's July-September adjusted net profit was 187 million euros, up from 161 million euros a year earlier and above the 177 million euros expected by 21 analysts polled by the company. 

In a statement, Galp said its results reflected a strong operational performance across its businesses, highlighting how upstream and industrial activities had benefited from a strong macro environment. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) rose 29% to 784 million euros, though fell short of the average forecast of 830 million euros. 

Higher oil prices lifted its upstream adjusted EBITDA by 17% to 612 million euros, despite its share of oil and gas production from projects in which it has a stake remaining almost stable at 127,600 barrels of oil equivalent per day. Brent oil prices rose to an average of $110.8 a barrel in the third quarter from $73.4 a year ago, Galp said. 

Galp said last week it could face further sourcing disruptions after Nigeria LNG, the company's main supplier of liquefied natural gas, declared force majeure due to widespread flooding. Irregular Nigerian supply has forced Galp to buy natural gas at higher prices on the spot market, leading to a loss of 135 million euros in the first half of the year. 

Investment bank Jefferies expects Galp to be one of the companies most at risk from the outage, with Nigeria supplying almost half of Portugal's LNG last year. Galp's main activity is upstream in the rich 'off shore' of Brazil, but it also has a small exploration and production operation in Angola and runs renewable energy plants.