"没有稳定的政策和可预测的支出，我们无法招聘或扩张。现在我们被迫在不确定的环境中运营，这真 的很有挑战性。" 美国受贸易动荡冲击最严重的行业已大幅放缓招聘，多数行业甚至开始裁员，导致美国劳动力市场增长 陷入停滞。 近几个月，美国制造业、批发零售业和能源等行业遭遇裁员潮。企业高管表示，这在很大程度上要归咎 于总统特朗普大范围加征的关税——这些关税推高了成本，使企业难以推进扩张计划。 "这些关税对我这样的美国制造商来说就是负担，毫无益处。这相当于一笔突如其来的税，阻碍了我们 招聘和扩张的能力，"俄亥俄州阿克伦市吉他效果器制造商EarthQuaker Devices首席执行官朱莉·罗宾斯 （Julie Robbins）说。 罗宾斯表示，为满足需求，她本应在公司现有35名员工的基础上再招聘3到4人。但实际情况是，公司已 进入实质意义上的"招聘冻结"状态。 就业恶化的证据越来越多 就业市场的低迷，让经济学家们越发预期美联储本周将迎来今年首次降息。美联储主席鲍威尔上月曾表 示，就业增长放缓或许能抵消特朗普大范围关税政策带来的通胀影响。 在此前发布的8月非农就业报告中，受特朗普关税冲击的"商品生产行业"成为就业下滑的主力。 ...

Key Takeaways ConocoPhillips explores and produces oil, NGLs, bitumen, and natural gas in key U.S. shale basins.The company's shale portfolio supports breakeven costs as low as $40 per barrel WTI.Marathon Oil acquisition added high-quality, low-cost inventory to COP's U.S. Lower 48 assets.ConocoPhillips (COP) , a leading exploration and production company in the United States, is involved in the exploration and production of crude oil, natural gas liquids, bitumen and natural gas. The company boasts a stron ...

The report blamed large OPEC+ inventories and increased production, adding an expectation of prices hovering around $51 a barrel in early 2026. It also included a prediction that, next year, rising natural gas prices and falling oil prices will result in crude oil trading “at its lowest premium to natural gas since 2005.”Earlier this week, the U.S. Energy Information Administration released a short-term energy outlook [5] that warned of a significant decline in Brent crude oil production and prices — from $ ...

核心交易内容 - 康菲石油与Sempra Infrastructure签署为期20年的液化天然气采购协议 自2023年8月21日起从Port Arthur LNG二期项目每年购买400万吨LNG [1] - 采购方式采用离岸价(FOB)基准 符合公司向全球市场供应天然气的战略目标 [1] - 二期项目中公司仅作为液化天然气买方 不参与股权投资 最终投资决定尚未获批 [4] 合作背景延伸 - 此次协议是对现有合作的扩展 2022年7月已签署一期项目20年采购协议 每年采购500万吨LNG [2] - 在一期项目中公司同时收购30%股权权益 项目预计2027年启动 [2] 战略与财务表现 - 公司首席执行官Ryan Lance明确该交易符合全球LNG战略 有助于构建强大供应网络 [3] - 公司财务健康状况良好 持续55年保持股息派发记录 [3]

Oil and gas producers worldwide are bracing for a prolonged downturn, with job losses and investment cuts spreading through the industry, according to a new report from Financial Times. ConocoPhillips, Chevron, and BP have all announced large-scale layoffs, while others are shelving or selling projects to conserve cash. “This isn’t just a Conoco problem,” said Kirk Edwards of Latigo Petroleum. “It’s a flashing red warning light for the entire US oil and gas industry.” FT writes that the sector is under p ...

The oil company has a lot more growth ahead.ConocoPhillips (COP 0.48%) has built one of the deepest, most durable, and diverse portfolios in the oil and gas sector. It has one of the lowest break-even levels in the industry at less than $40 a barrel, putting it in a strong position to navigate the sector's volatility. One crucial component of the company's portfolio is its growing liquefied natural gas (LNG) business. Here's why it makes the oil stock a buy. Lots of LNG-fueled growth aheadConocoPhillips' gl ...

Key Takeaways COP signed a 20-year LNG supply deal with NextDecade from Rio Grande LNG Train 5.The agreement is contingent on a final investment decision for Rio Grande LNG Train 5 later this year.NEXT has now sold 4.5 mtpa from Train 5, concluding its commercialization and supporting project FID.ConocoPhillips (COP) , a U.S.-based exploration and production firm, has inked a sales and purchase agreement with NextDecade Corporation (NEXT) to buy 1 million tons per annum (mtpa) of liquefied natural gas (LNG) ...

HOUSTON--(BUSINESS WIRE)--ConocoPhillips has signed a long-term sales and purchase agreement to lift 1 MTPA of LNG from NextDecade's Rio Grande LNG project. ...

行业背景 - 原油价格今年下跌约12% 预计2026年因供应过剩将再次下跌[3] - OPEC+增产及美国贸易政策不确定性导致原油价格暴跌 石油公司盈利降至疫情以来最低点[2] - 行业出现裁员潮 除康菲石油外还包括雪佛龙、BP以及斯伦贝谢和哈里伯顿等油服巨头[2] 公司战略调整 - 宣布裁员高达25% 全球最多影响3,250名员工 以应对收入下降和恢复竞争力[1][3] - 需加强资本纪律和投资优先级管理 解决资本配置效率问题[1][6] - 近年进行系列收购包括去年225亿美元收购马拉松石油 导致成本控制失焦[4] 资本支出状况 - 2024年资本支出预计123-126亿美元 较去年康菲与马拉松合并形式支出降低约10%[7] - 高管8月曾表示明年资本支出将进一步缩减[7] - 投资者认为公司应更严格控制资本支出增长[5] 重点项目规划 - 必须优先发展阿拉斯加Willow石油项目和液化天然气业务 这两项将驱动未来现金流[5] - 面临资本密集型大型项目挑战 这些项目长期有利但短期资金需求大[4] - 公司持有高质量资产[6]

ConocoPhillips must sharpen its focus on capital discipline and investment priorities in order to regain its competitiveness against peers as oil prices and revenues fall, investors and analysts said,... ...