share_log

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

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

埃克森大舉押注石油:預計原油需求將抵禦綠色轉型。
Benzinga ·  08/26 23:39

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)股價週一有所上漲。在其最新的全球石油展望中,該公司表示預計原油需求將在2050年前保持在每天超過1億桶。

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

埃克森的預期強勁需求支持其雄心勃勃的生產增長計劃,並預計油品需求將在2030年後趨於平穩。

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

該展望反映了石油產量的自然下降約每年15%,幾乎是國際能源署先前估計的8%的兩倍。

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

這一增長是世界能源結構向非傳統石油和天然氣來源轉變的結果。

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就下降超過1500萬桶,到2030年可能下降到每天不足3000萬桶,留下每天7000萬桶的巨大缺口。

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,電動車對長期全球石油需求影響很小,並補充說"如果到2035年世界上每輛新車都是電動的,到2050年石油需求仍將達到每天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·伯茲爾告訴路透社"石油和天然氣需求有着非常非常長的增長時間表,並且在未來幾年內將繼續增長。"

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."

變化的最大原因是向更多的短週期非常規資產的轉變。

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.

根據路透社報道,埃克森對全球碳排放的展望比BP更爲謹慎,預計在2029年後會有顯著減少,而BP的減排目標定在中年。

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430萬桶原油和燃料幣,比雪佛龍當前產量多30%,而BP計劃到2030年將產量削減到約200萬桶每天。

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

閱讀: 在埃克森美孚與雪佛龍爭議中仲裁揭示赫斯蓋亞那油田資產的潛在價值。

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

還要閱讀: 埃克森美孚在與先鋒公司合併後裁員。

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

股價行情:XOm股票在上週一最後一次檢查時上漲了0.63%,報117.05美元。

Photo: Del Henderson Jr. via Shutterstock

圖片: Del Henderson Jr.通過shutterstock

  • Baker Hughes Says US Oil And Gas Rig Count Declines For Second Week: Report
  • baker hughes表示美國石油和燃料幣鑽井數量連續第二個星期下降:報告

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論