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.
今天殼牌股份有限公司（NYSE：SHEL）股價在今天盤前上漲。這家英國能源公司更新了其第24個財季第二季度的運營展望。
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.
該公司預計本季度將出現1.5至20億美元的不含稅後減值，其中包括新加坡化工和產品資產投資6億至8億美元和鹿特丹HEFA資產投資6億至10億美元。
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，本週殼牌表示，爲了應對當前的市場環境並確保未來的競爭力，它將暫停鹿特丹一年生物燃料工廠的建設，以處理項目交付問題。
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：對於綜合天然氣業務，公司更新了產量預期，爲每天達到940至980萬桶當量油（較之前預期的920至980萬桶當量油），LNG液化量爲6.8至7.2百萬噸（較之前的6.8至7.4百萬噸）。
Read: Shell Secures Major LNG Deal With Temasek's Pavilion Energy: Details
閱讀： 殼牌與淡馬錫旗下Pavilion Energy簽署重要LNG協議：詳情。
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.
展望反映了交易和優化結果預計將與第二季度FY23持平，但由於季節性原因低於第一季度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.
對於上游業務，殼牌將產量指南縮小到每天172萬至182萬桶當量油（較之前的163至183萬桶當量油），各項利潤分享的股份/(虧損)預計爲2億美元，探井的撰寫抵消預計爲2億美元。
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).
對於市場營銷，該公司降低了銷售量指導的高位，修訂後的範圍爲每天270萬至310萬桶/天（較之前預計的每天270萬至320萬桶/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).
對於化學品，殼牌目前預計煉油廠利用率爲91%至95%（較之前的87%至95%），反映了北美地區的計劃維護活動和化學品利用率爲78%至82%（較之前的72%至80%）。
The company projects Chemicals sub-segment adjusted earnings to be close to break-even in second-quarter FY24.
該公司預計化學品子業務去年第四季度調整後的盈利接近零。
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).
在過去的12個月中，殼牌股票上漲了約22%。投資者可以通過Direxion氫能量ETF（NYSE：HJEN）和VanEck自然資源ETF（NYSE：HAP）獲得該股票的曝光。
Also Read: Shell Pauses European Biofuels Facility Construction, Reviews Project Economics
還閱讀：殼牌暫停歐洲生物燃料工廠建設，審核項目經濟性。
Price Action: SHEL shares are up 1.21% at $73.89 premarket at the last check Friday.
價格行動：截至上週五最後一次查看，SHEL股價在盤前上漲1.21%，報73.89美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的，並由Benzinga編輯進行了審查和發佈。
Image by siam.pukkato via Shutterstock
影像由shutterstock提供，siampukkato通過shutterstock發佈。
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譯文內容由第三人軟體翻譯。