业绩总结 - 2025年第二季度，公司的净收益为25亿美元，每股收益为1.45美元[25] - 调整后的收益为31亿美元，每股收益为1.77美元[25] - 2024财年总报告收益为176.61亿美元，2025年截至目前的收益为59.90亿美元[52] - 2024财年每股收益为9.72美元，2025年截至目前每股收益为3.45美元[52] - 2025年第二季度的调整后收益为30.53亿美元，较第一季度的调整后收益37.13亿美元下降[55] - 2025年第二季度的自由现金流为48.64亿美元[57] - 2025年第二季度的调整后资本回报率(ROCE)为7.5%[61] 用户数据 - 2025年第二季度的上游调整后收益为28.48亿美元[55] - 2025年第二季度的下游调整后收益为13.31亿美元[55] - 2025年第二季度的所有其他调整后收益为-6.34亿美元[55] - 2025年第二季度的上游收益为210百万美元，较2024年第二季度的收益下降[84] - 2025年第二季度的化学品收益为-175百万美元，较2024年第二季度的-144百万美元有所下降[84] - 2025年第二季度的其他边际收益为100百万美元[84] - 2025年第二季度的其他收益为315百万美元[84] 未来展望 - 预计到2026年将增加约125亿美元的自由现金流[41] - 完成了对Hess公司的收购，预计到2025年底将实现10亿美元的协同效应[14] 市场表现 - 在Permian盆地实现了100万桶油当量每日的生产[12] - 2025年第二季度的净油气生产与2024年第二季度相比，布伦特原油价格为每桶68美元，较2024年同期的85美元下降[87] - 2025年第二季度的总生产量下降了36百万桶油当量每日（MBOED）[87] - 2025年第二季度的下游收益受到时机效应的影响，减少了75百万美元[84] - 2025年第二季度的资产销售影响为135百万桶油当量每日（MBOED）[87] 财务状况 - 运营现金流为86亿美元，扣除营运资本后为83亿美元[25] - 总资本支出为37亿美元，内生资本支出为35亿美元[25] - 股东回报总额为55亿美元，其中支付的股息为29亿美元，股票回购为26亿美元[25] - 公司的债务比率为16.8%，净债务比率为14.8%[25] - 2025年第二季度的总债务为294.67亿美元，减去现金及现金等价物后净债务为254.01亿美元[59] - 2025年第二季度的净债务比率为14.8%[59]

Forward Looking Information August 1, 2025 Greg Ebel President & CEO Pat Murray EVP & CFO Legal notice This presentation includes certain forward-looking statements and information (FLI) to provide potential investors and shareholders of Enbridge Inc. (Enbridge or the Company) with information about Enbridge and its subsidiaries and affiliates, including management's assessment of their future plans and operations, which FLI may not be appropriate for other purposes. FLI is typically identified by words suc ...

核心财务表现 - 第二季度净利润同比下降44%至24 9亿美元 每股收益1 45美元 去年同期为44 3亿美元 每股2 43美元 [1] - 调整后每股收益1 77美元 超出华尔街预期的1 70美元 [1][7] - 营收448 2亿美元 超过预期的438 2亿美元 [7] 收购Hess交易影响 - 因Hess股份公允价值计量产生2 15亿美元损失 [1] - 7月18日完成530亿美元收购Hess的交易 此前在与埃克森美孚的仲裁中胜诉 [2] - 预计交易将在第四季度开始贡献收益 到2025年底实现年化成本削减10亿美元 [3] 产量与业务表现 - 全球日均产量340万桶 同比增长3% 美国产量增长8%至169万桶/日 [4] - 二叠纪盆地产量达100万桶/日 收购Hess后将增加巴肯页岩 墨西哥湾和圭亚那资产 [4] - 上游业务利润下降38%至27 2亿美元 下游炼油业务利润增长23%至7 37亿美元 [5]

BW Energy delivered strong operational performance in the first half of 2025, driven by high production uptime, competitive cost levels, and a solid safety record with zero lost time incidents. The Company’s project portfolio continues to advance, with final investment decisions taken on both the Maromba development and the Golfinho Boost project. In addition, a substantial oil discovery was made at the Bourdon prospect in the Dussafu area, further expanding BW Energy’s resource base. Backed by strong cash ...

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Cenovus Energy (CVE) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company ParticipantsPatrick Read - VP - IR & Internal AuditJon McKenzie - Director, President & CEOKam Sandhar - EVP & CFOMenno Hulshof - MD - Equity ResearchGreg Pardy - MD & Head - Global Energy ResearchNeil Mehta - Head - Americas Natural Resources Equity ResearchPatrick O'Rourke - MD - Equity ResearchManav Gupta - Executive DirectorGeoff Murray - Executive Vice-President of CommercialEmma Graney - Energy ReporterJeff Lawson - EVP, Corp ...

李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据，记录日为刚过 去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 至上周二为止，除了美铜外，美期贵金属期货的基金持仓透过空头减少而净多上升。美钯基金回 升至净空8吨为过去38周最高水平，并已经是连续134周净空，处于历史最长净空当中。 执笔时市场认为美联储于9月17日维持息率不变的几率为34.5%。如果9月降了一次，市场认为到今 年12月/明年1月，联储或再降第二次。 有趣的是，市场预估明年7月时，联储或已降息总共3-6 次。 最近美国经济无论是就业数据、消费信心还是企业盈利都有好转，唯独通胀数据也开始升温。强 劲的经济数据不但保住美股在高位整固，同时资金偏好风险上升令次投资(白银、铂金、数字货币 等)越受欢迎。 | | | COMEX黄金 | | COMEX白银 | Nymex铂金 | | Nymex把金 | | ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Key Takeaways Energy sector Q2 profits are projected to fall 24.7% year over year amid weak crude oil prices.Natural gas prices jumped 50% from last year, driven by strong demand and tight inventories.Antero Midstream shows best odds for an earnings beat with a +2.94% ESP and a Zacks Rank #2.The oil/energy industry is navigating a tough environment in the second quarter of 2025, with crude oil prices on the decline and profit margins under strain. While increased demand for natural gas has provided some res ...

Key Takeaways Enterprise posted Q2 earnings of 66 cents per unit, topping estimates and last year's 64 cents. EPD quarterly revenues totaled $11.4B, missing estimates and down from $13.5B a year ago. Record natural gas processing and pipeline volumes boosted quarterly performance. Enterprise Products Partners LP’s (EPD) second-quarter 2025 adjusted earnings per limited partner unit of 66 cents beat the Zacks Consensus Estimate of 65 cents. The bottom line also increased from the year-ago level of 64 cents.H ...