When the news arrived that BP (LON: BP) was scaling down its renewable energy ambitions, it didn't hold much of a surprise. In fact, for market observers there was a certain level of inevitability about it. ForbesOccidental Shares Have Been Flat In 2024 But Warren Buffett Just Keeps Buying However, BP will also continue to maintain its investments in biofuels and low-carbon businesses that it hopes will generate short-term returns. Earlier this week, it agreed to full control of BP Bunge Bioenergia - its Br ...

BP公司策略调整 - BP新CEO Murray Auchincloss本周宣布公司将实施招聘冻结并暂停对新风能项目的投资以提升竞争力吸引投资者这一举措源于公司股东对其可再生能源及ESG评级相关投资策略的不满[1] - 这一内部战略转变与前任CEO Bernard Looney任期内积极投资陆上和海上风电项目的策略相反BP在美国大西洋沿岸海上风电项目因通胀和供应链问题面临严重盈利问题[2] - 尽管BP在德国海上风电项目较成功但此次调整使其与其他大公司将更多资本预算投入核心油气业务的趋势一致自2023年初这一趋势开始显现[3] 行业内公司对比 - 与BP同行的ExxonMobil、Chevron、Equinor、TotalEnergies和Shell都已增加核心油气业务预算BP目前的市场估值在这些公司中最低不到ExxonMobil和Chevron估值的一半[4] 能源需求与行业应对 - 全球对石油和天然气的需求持续增长亚洲、非洲和太平洋沿岸发展中国家需求尤为强烈2023年全球原油需求达到新纪录水平天然气需求也接近2019年疫情前的纪录水平[5] - ExxonMobil领导的财团在圭亚那海上Stabroek区块开展第七个大型项目Hammerhead预计2029年日产18万桶石油目前该区块日产超60万桶2027年预计达100万桶若Hammerhead项目成功2030年总产量可能达150万桶与尼日利亚、卡塔尔和利比亚等产油大国相当[6][7] - ExxonMobil未大力投资风能和太阳能等传统替代能源项目但每年继续在低碳解决方案业务部门投资数十亿美元并将投资集中于与自身知识和专长相关的项目如碳捕获与储存、氢枢纽开发等[8] 行业发展的复杂性 - 在能源转型过程中没有一种通用的成功策略大公司在寻找最终成功的道路上必然会经历挣扎[9] - 油气公司需要继续发展传统业务以满足不断增长的产品需求这一需求短期内没有放缓迹象[10] - 能源安全等同于国家安全只要西方政策制定者偏好的替代能源无法证明其能胜任这一现实就不会改变[11]

文章核心观点 - 公司Arcadis为bp在美国休斯顿的总部完成了24个高速充电桩的安装项目,这是bp pulse在美国的首个Gigahub™品牌充电站 [1][2][3][4][5] - 该充电站采用了12个150kW的Tritium快速充电桩,可为任何电动车提供充电服务,未来还可能增加太阳能电池板和其他配套设施 [2][3] - 该充电站的建成将增加休斯顿地区的电动车充电能力,提高电动车使用的便利性,推动当地电动车的普及 [3][4] 公司相关 - Arcadis是一家全球领先的设计和咨询公司,专注于自然和建筑资产 [6] - Arcadis为该项目提供了项目和施工管理服务 [2][3] - Arcadis表示很荣幸能与bp pulse合作推进能源转型项目,致力于推动积极的环境未来 [3] 行业相关 - bp pulse是bp的电动车充电业务部门,正在建设全国性的充电网络 [4][6] - 该充电站的建成是bp pulse在美国的重要里程碑,有助于提供可靠、快捷的充电体验,满足电动车驾驶者的需求 [4] - 该充电站的建成对于休斯顿这个能源之都来说意义重大,因为该城市电动车保有量正快速增长 [3]

Getty Images BP's net debt grew to $24 billion from $21 billion at the end of Q1 2023, and cash flow fell by roughly a third to just over $5 billion. The company mentioned that its results were affected by a $2.4 billion build in working capital, most of which should likely be reversed by the end of Q3 2024. It is worth mentioning that OPEC+ has decided to extend cutbacks on oil production through the first half of 2024 to support prices by warding off a surplus. Given the weaker global demand, and going by ...

Market participants will be closely following the financial results of BP in its upcoming release. On that day, BP is projected to report earnings of $1.22 per share, which would represent year-over-year growth of 37.08%. At the same time, our most recent consensus estimate is projecting a revenue of $63.26 billion, reflecting a 27.86% rise from the equivalent quarter last year. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To take ad ...

The Dividend And Share Buybacks BP Is More Than Just Oil Potential Downside Risks Earnings Estimates And The Balance Sheet Peak Oil Predictions Have All Failed EV And AI Energy Demand Could Be A Long Term Growth Driver In Summary Energy stocks have been in a correction for the past several weeks and I am starting to see some new buying opportunities. There are a number of reasons for this pullback including a drop in the price of oil, which could be driven by ample current supplies, but also because of some ...

"From the start, our focus has been opening plants safely and reliably, and demonstrating progress and growth," Archaea Energy CEO Starlee Sykes said. "Continuing to build momentum with the Lightning Renewables JV, the Fort Wayne plant is just the beginning of our incredible partnership with Republic Services to capture landfill emissions and provide customers with lower-emission, lower-carbon fuel." With the 2022 acquisition of Archaea, bp is now the largest RNG producer in the US, enhancing its ability to ...

文章核心观点 - 英国石油公司(BP)要求员工披露任何办公室恋情,否则可能会失去工作 [1][2][3][4] - 这一新政策是在BP前任CEO Bernard Looney因与同事发生关系而被解雇后实施的 [2][4][8][12] - BP要求高管披露过去3年内与员工或外包人员的任何亲密关系 [4][7][8] - BP新任CEO Murray Auchincloss也在就任前披露了与同事的恋爱关系 [14] - BP的股价自Looney离职以来下跌超过11%,表现不及同行 [14] 公司概况 - BP是一家大型石油公司,正在应对能源转型的挑战 [14] - 新任CEO Auchincloss上任后承诺提高公司收益 [14] 行业动态 - 投资者对BP的能源转型战略仍存在担忧 [14]

Per the report, in an email memo to staff, BP outlined the new conflicts of interest policy, which prohibits employees from managing relatives or those with whom they are in an intimate relationship. This update, part of BP's code of conduct, highlights the lasting impact of Looney's departure on the company's operations and culture. In a statement to Reuters, BP confirmed the policy update, stating that the employees are now required to disclose intimate relationships at work, whether or not they feel they ...

文章核心观点 - BP的子公司BP Exploration & Production与新加坡国有海事和海上承包商Seatrium签订了一份重要合同,负责BP在美国墨西哥湾深水Kaskida项目的新浮式生产装置(FPU)的初步工程工作 [1][2] - Seatrium获得的这份意向书(LOI)包括初步工程任务,为更全面的工程、采购、施工和调试(EPC)合同奠定基础 [2][3] - Kaskida项目位于离新奥尔良约250英里的Keathley峡谷区域,水深约6000英尺,预计将采用单一甲板模块,由四柱半潜式船体支撑,配有海底生产井 [4] - Seatrium的高管对与BP的合作表示兴奋,认为这进一步验证了公司在交付复杂FPU方面的专业能力和成功历史 [5] - 这份与BP的合同进一步丰富了Seatrium的合同组合,有助于巩固其作为全球海上工程市场领导者的地位,也支持了BP在墨西哥湾的战略举措 [6] 公司相关 - Seatrium是新加坡国有的海事和海上承包商,在交付复杂的浮式生产装置(FPU)方面拥有丰富的专业能力和成功经验 [5][6] - BP是一家全球性的能源公司,正在墨西哥湾进行深水项目开发,此次与Seatrium的合作是其战略举措的一部分 [1][2][4][6] 行业相关 - 深水油气开发是能源行业的一个重要领域,需要利用先进的海上生产技术,如浮式生产装置(FPU) [1][2][4][6] - 海上工程市场是一个重要的细分市场,Seatrium作为其中的领导者,在交付复杂的海上设备方面具有优势 [5][6]