Key Takeaways Pembina reported Q1 adjusted EBITDA of C$1.2B, up 12%, and raised its dividend by 3% to C$0.71. PBA secured long-term take-or-pay deals boosting volumes on its pipelines and processing systems. Growth projects like Cedar LNG are advancing, but delays and capital intensity could affect returns.Pembina Pipeline Corporation (PBA) , headquartered in Calgary, Alberta, is a major force in North America's energy infrastructure sector. The company manages an extensive system of pipelines, gas proces ...

For the quarter ended March 2025, Pembina Pipeline (PBA) reported revenue of $1.59 billion, up 39.2% over the same period last year. EPS came in at $0.56, compared to $0.54 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.6 billion, representing a surprise of -0.48%. The company delivered an EPS surprise of -1.75%, with the consensus EPS estimate being $0.57.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Pembina Pipeline (PBA) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.75%. A quarter ago, it was expected that this oil and gas transportation and services company would post earnings of $0.59 per share when it actually produced earnings of $0.66, delivering a surprise of 11.86%.O ...

REPORT TO SHAREHOLDERS First Quarter 2025 MANAGEMENT'S DISCUSSION AND ANALYSIS Table of Contents | 1. About Pembina | 2 | | --- | --- | | 2. Financial & Operating Overview | 3 | | 3. Segment Results | 5 | | 4. Liquidity & Capital Resources | 14 | | 5. Share Capital | 18 | | 6. Capital Expenditures | 19 | | 7. Selected Quarterly Information | 20 | | 8. Selected Equity Accounted Investee Information | 22 | | 9. Related Party Transactions | 23 | | 10. Accounting Policies & Estimates | 24 | | 11. Non-GAAP & Oth ...

行业概况 - 2025年第一季度原油价格走弱 西德克萨斯中质原油平均价格为7184美元/桶 较2024年同期的7756美元下降72% [2] - 美国天然气价格大幅反弹 平均价格为415美元/MMBtu 较去年同期的213美元上涨948% [2] - 标普500能源公司预计盈利同比下降129% 收入下降03% 但较2024年第四季度224%的降幅有所改善 [3][5] - 剔除能源板块后 标普500指数预计增长83% 显示能源板块拖累整体市场表现 [6] 行业挑战与机遇 - 全球需求疲软 库存增加以及非OPEC+产量上升导致油价承压 [2] - 以石油业务为主的公司面临利润率压力 难以维持盈利能力 [6] - 天然气价格回升 成本控制得当和运营效率提升的公司可能带来盈利惊喜 [4][7] - 中游业务和天然气业务占比较高的企业表现相对较好 [7] 潜在表现优异公司 - Energy Transfer(ET) 中游基础设施运营商 盈利ESP为+923% Zacks评级为3 过去四季平均盈利意外为-833% [11][12] - MPLX LP(MPLX) 燃料分销和物流公司 盈利ESP+923% Zacks评级3 过去四季平均盈利意外-363% [12] - Pembina Pipeline(PBA) 加拿大能源基础设施公司 盈利ESP+293% Zacks评级3 过去四季平均盈利意外-239% [13] - ConocoPhillips(COP) 全球勘探生产巨头 盈利ESP+276% Zacks评级3 过去四季平均盈利意外+207% [14] 盈利预测方法 - 盈利ESP与Zacks评级1-3组合的股票 盈利惊喜概率高达70% [9] - 盈利ESP反映最准确预估与共识预估之间的百分比差异 [9]

Pembina Pipeline Corporation (PBA) reported fourth-quarter 2024 earnings per share of 66 cents, which beat the Zacks Consensus Estimate of 59 cents. The strong quarterly earnings were primarily driven by a strong delivery in the company’s facilities and marketing & new ventures segments. PBA’s facilities volume for the fourth quarter was 877 thousand barrels of oil equivalent per day (mboe/d), which beat the consensus mark of 860 mboe/d.Stay up-to-date with all quarterly releases: See Zacks Earnings Calenda ...

Pembina Pipeline Corporation (PBA) is an essential player in the energy infrastructure landscape of North America. Based in Calgary, Alberta, PBA operates a vast network of pipelines, storage and processing facilities that span the entire hydrocarbon value chain. From conventional oil pipelines to gas processing plants, the company’s diverse infrastructure serves some of North America’s most productive basins, moving millions of barrels of oil and gas every day.As a dual-listed company on both the New York ...

Pembina Pipeline Corporation (PBA) and Kineticor Asset Management LP have announced a joint venture (JV) called Greenlight Electricity Center Limited Partnership (Greenlight LP) with a 50% interest in driving Alberta’s power and data infrastructure forward. The Greenlight LP partnership will develop a project called Greenlight Electricity Center ("GLEC"), managed by Kineticor.An Insight Into GLECGLEC is an advanced, multi-phased, gas-fired power generation facility with carbon capture potential. It also has ...

Pembina Pipeline Corporation (NYSE:PBA) Q4 2024 Earnings Conference Call February 28, 2025 10:00 AM ET Company Participants Dan Tucunel - VP of Capital Markets Scott Burrows - President and CEO Cameron Goldade - SVP and CFO Jaret Sprott - SVP and COO Stu Taylor - SVP and Corporate Development Officer Chris Scherman - SVP, Marketing & Strategy Officer Conference Call Participants A.J. O'Donnell - TPH Theresa Chen - Barclays Praneeth Satish - Wells Fargo Rob Hope - Scotiabank Aaron MacNeil - TD Cowen Manav Gu ...

合作信息 - 金纳科资产管公司宣布平边管道公司与OPTrust旗下投资组合公司金纳科控股3号就绿光电力中心有限合伙公司50%权益达成协议 [1] 项目概况 - 绿光电力中心有限合伙公司正开发绿光电力中心项目 该项目为多阶段燃气联合循环发电设施 装机容量可达1800兆瓦 有碳捕获选项 配套土地可容纳1800兆瓦数据中心群 选址在阿尔伯塔省工业中心地带 [2] - 项目由金纳科管理 其曾成功开发 建设并运营900兆瓦的卡斯卡德发电厂 [3] 双方表态 - 平边管道公司高级副总裁称很高兴与金纳科合作 公司有能力利用现有和未来资产支持项目 联盟管道或为项目供气 阿尔伯塔碳网未来或提供减排方案 [4] - 金纳科首席执行官称很高兴与平边管道公司合作 阿尔伯塔省工业中心地带适合开展此项目 双方可发挥各自优势开发世界级设施 [4] 项目进展与规划 - 绿光电力中心是阿尔伯塔省最大 最先进的基本负荷发电项目之一 分阶段建设 每阶段约450兆瓦 最大装机1800兆瓦 目前处于阿尔伯塔电力系统运营商互联流程第三阶段 正推进许可 设计和合同签订工作 可向数据中心供电或接入电网 [5] - 绿光公司已就1800兆瓦负荷向阿尔伯塔电力系统运营商提出申请 目标2027年初实现电网互联 正与客户洽谈数据中心选址和长期购电协议 项目能为客户提供快速上市和规模增长的能力 [6] 行业背景 - 阿尔伯塔省政府设定目标 到2030年吸引1000亿加元数据中心投资 鼓励开发商自带电源 平边管道公司和金纳科致力于支持该愿景 [7] 公司介绍 - 金纳科资产管公司是阿尔伯塔省领先的发电设施开发商 管理商和运营商 投资组合超过2700兆瓦 [8] - 平边管道公司是领先的能源运输和中游服务提供商 服务北美能源行业超70年 拥有广泛资产网络 [9] - OPTrust管理着250亿加元的加拿大大型养老基金 为超11.1万名成员服务 是全球投资者 [10]