After Nicolás Maduro won the presidential elections in Venezuela with strong challenges coming from the opposition, which believes the real results are different, the public has become more interested in which oil stocks he endorses, particularly considering the country's struggling oil industry. Indeed, Maduro's government has presided over an economic crash, a massive migration of Venezuela's population, as well as weakening diplomatic relations, leading the returning president to vow to make Venezuela le ...

SM Energy Company (SM) is set to expand its oil-centered operations in the coming years, with an increasing focus on crude oil, especially in the Permian Basin and Eagle Ford regions. The company's attractive oil and gas investments should create long-term shareholder value. The Zacks Consensus Estimate for SM's 2024 and 2025 earnings per unit is pegged at $7.15 and $8.79, respectively. The company has a Zacks Style Score of A for Value. It has witnessed upward earnings estimate revisions for 2025 in the pa ...

Both scenarios predict a substantial increase in renewable energy capacity, particularly from wind and solar power. Under the Current Trajectory, wind and solar capacity is expected to grow eightfold by 2050 compared to the 2022 levels. In the Net Zero scenario, this expansion is even more dramatic, with a 14-fold increase. This rapid growth is supported by continuing declines in technology and production costs, making renewables increasingly competitive with traditional energy sources. You can see the comp ...

财务数据和关键指标变化 - 公司2022年营收为595亿美元,较2021年增长0.2% [46] - 公司2022年利润为41亿美元,较2021年下降1.0% [46] - 公司2022年毛利率为35%,较2021年下降2个百分点 [46] - 公司2022年资产负债率为50%,较2021年上升3个百分点 [46] 各条业务线数据和关键指标变化 - 公司上游油气业务2022年产量为94百万桶油当量,较2021年下降0.8% [46] - 公司下游炼化业务2022年加工量为100百万桶,较2021年下降1.5% [46] - 公司化工业务2022年销量为41百万吨,较2021年增长1.1% [46] 各个市场数据和关键指标变化 - 公司在中国市场2022年销售额为146亿美元,占总收入的24%,较2021年下降0.5% [46] - 公司在美国市场2022年销售额为88亿美元,占总收入的15%,较2021年下降0.7% [46] - 公司在欧洲市场2022年销售额为55亿美元,占总收入的9%,较2021年下降1.1% [46] 公司战略和发展方向及行业竞争 - 公司正加快向清洁能源转型,2022年可再生能源装机容量增长8%,占总装机的27% [29][56] - 公司正加大在氢能、碳捕集利用与封存(CCUS)等新兴领域的投资,以支持长期发展 [34][35] - 公司面临来自竞争对手在清洁能源领域的激烈竞争,需持续提高技术创新和成本管控能力 [38] 管理层对经营环境和未来前景的评论 - 管理层表示,全球经济增长放缓和地缘政治局势不确定性加大,给公司经营带来挑战 [4][5] - 管理层认为,能源转型进程加快,公司需加大在清洁能源领域的投资和创新力度 [6][7] - 管理层对公司未来3-5年在清洁能源领域的发展前景保持谨慎乐观态度 [8][9] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 公司在碳捕集利用与封存(CCUS)领域的具体投资计划是什么? [34] **Jiazhen Zhao 回答** 公司计划到2050年在CCUS领域投资达到70亿美元,主要用于工业和电力行业的CCUS项目。同时公司还将加大对直接空气捕碳(DACCS)技术的投入,以支持公司实现净零排放目标。[35] 问题2 **Yang Bai 提问** 公司在新兴市场的清洁能源业务发展情况如何?未来3年的投资计划是什么? [46] **Jiazhen Zhao 回答** 公司在新兴市场的清洁能源业务发展较快,2022年可再生能源装机占比达到74%,未来3年公司将继续加大在这些市场的风电和太阳能投资,预计到2025年装机容量将增加一倍。同时公司也将加大在储能、氢能等领域的投入,以支撑这些市场的清洁能源转型。[29][56] 问题3 **Joyce Ju 提问** 公司如何看待未来5年内全球能源供需格局的变化及其对公司业务的影响? [4][5] **Lei Chen 回答** 我们预计未来5年内全球经济增长将放缓,地缘政治局势不确定性加大,这将给公司的上游油气业务和下游炼化业务带来一定压力。但与此同时,能源转型进程也将进一步加快,公司将加大在清洁能源领域的投入,相信这些业务未来5年内将保持快速增长,有望抵消传统能源业务的下滑。总的来说,我们对公司未来5年的整体发展前景保持谨慎乐观态度。[6][7][8][9]

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. For the full year, the Zacks Consensus Estimates project earnings of $4.72 per share and a revenue of $241.74 billion, demonstrating changes of -1.26% and +13.48%, respectively, from the preceding year. Investors should also take note of any recent adjustments to analyst estimates for BP. These revisions typically reflect the latest short-term business trends, which can change freq ...

文章核心观点 - BP公司预计将在第二季度报告中遭受30亿美元的重大财务损失,主要由于燃料需求下降影响了其炼油业务 [1] - BP公司警告投资者,其实现的炼油利润率将大幅下降,可能导致其季度收益减少5-7亿美元,这主要归因于柴油价格疲软和北美重质原油价差收窄,特别影响了其位于印第安纳州惠灵顿的大型炼油厂 [2] - 此外,BP公司还计划对其在德国格尔森基兴炼油厂的业务进行20亿美元的减记,以应对需求疲软,将产能削减三分之一 [3] 公司经营情况 - 尽管面临上述挑战,但分析师预计BP公司第二季度基于替代成本的基础利润将达到31.3亿美元 [4] - BP公司上游业务第二季度产量预计将保持与上一季度基本持平,达到每天238万桶油当量,这得益于阿塞拜疆和美国新项目的投产 [5] - 此外,第二季度油价上涨还将为BP公司带来1-3亿美元的利润增加 [5] 行业动态 - 与BP公司类似,壳牌公司也预计将在即将公布的业绩中计提高达20亿美元的减值损失,这是由于其决定停止在鹿特丹开发欧洲最大的可持续航空燃料项目,并出售新加坡一家炼油厂 [6] - 壳牌公司将把重心从低碳投资转向扩大天然气业务,计划开发特立尼达和多巴哥东部的一处天然气田 [6] 公司应对措施 - 为应对当前市场环境,BP公司采取了一系列措施,包括实施招聘冻结、暂停可再生能源项目,以及努力提高收益和削减20亿美元成本 [4] - 这些举措突出了BP公司对当前市场状况做出的战略性调整 [7]

RBC Capital Markets analyst Biraj Borkhataria updated estimates of BP p.l.c. BP following its second-quarter trading update release this morning. The analyst rates BP with an Outperform rating and a 650p price target. Thus, the analyst cut the Gas and low-carbon operating profit estimate from $2.4 billion to $1.6 billion. Ahead of the results, the analyst continues to expect BP to raise its dividend by 10% and confirm buybacks totaling $1.75 billion per quarter for the next six months. Disclaimer: This cont ...

Key Takeaways BP (BP) American depositary receipts (ADRs) fell in premarket trading Tuesday after the energy giant said that it expects lower refining margins and an impairment charge of up to $2 billion will impact its second-quarter results. BP Joins Exxon in Warning About Refining Margins Exxon Mobil (XOM) on Monday said that lower refining margins would cause its second-quarter profits to be between $1.1 billion to $1.5 billion lower. The company also expects lower natural gas prices to cause a hit of a ...

BP in 2020 set out its ambition to become a net zero company "by 2050 or sooner." The energy firm also expects to record post-tax asset impairments and contract provisions in the range of $1 billon to $2 billion in the second quarter. The hit includes charges relating to BP's ongoing review of its Gelsenkirchen refinery in Germany. The firm is targeting at least $2 billion in cash cost savings by the end of 2026. Weaker margin in fuels and lower gas and oil prices impacted BP's results in the first quarter, ...

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.61% decrease. Currently, BP is carrying a Zacks Rank of #3 (Hold). We can additionally observe that BP currently boasts a PEG ratio of 1.96. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account t ...