Angola's national oil and gas agency, ANPG, will sign an exclusive negotiation agreement with oil major Shell to explore and develop Blocks 19, 34, 35 as well as ultra-deep water blocks, it said in a statement late on Thursday. ...

We achieved a record quarterly total production rate of 100,500 barrels of oil equivalent per day during the third quarter, representing year-over-year production growth of 11%, with total production at quarters saw low single-digit year-over-year growth despite a small sequential quarterly decline due to the timing of turn-in lines, while oil production at Giddings grew by nearly 5% compared to the prior year. As we are now well into the fourth quarter, our production is off to a very strong start, and we ...

公司战略与项目进展 - 公司正积极推进其25年来最大的油气发现计划 [1] - 已确认巴西近海油田蕴藏大量液体资源 [1]

Equinor ASA (NYSE: EQNR) is a prominent player in the energy sector, primarily engaged in oil and gas exploration and production. The company operates globally, with significant activities in Norway and Brazil. Equinor competes with other energy giants like ExxonMobil and Shell. Despite facing challenges in the market, Equinor remains focused on growth and strategic investments. Equinor achieved a 7% production growth, driven by strong performances from the Johan Sverdrup and Johan Castberg fields. Despite ...

财务业绩 - 第三季度调整后营业收入为62.1亿美元，低于公司提供的21位分析师预期的63.1亿美元，也低于2024年同期的68.9亿美元 [1] - 业绩低于预期的主要原因是液体价格较去年同期下降 [1] 生产运营 - 第三季度油气产量同比增长7%，达到每日213万桶油当量 [2] - 挪威大陆架的产量同比增长9%，得益于Johan Sverdrup大型油田的强劲生产和极少的计划外停机，以及新的Johan Castberg和Halten East油田的贡献 [2] - 公司维持今年油气产量增长4%的指引 [3] 资本配置与股东回报 - 董事会批准2025年第三季度每股现金股息0.37美元，与2月公布的计划一致 [3] - 董事会决定启动2025年股票回购计划的第四批也是最后一批，规模高达12.66亿美元 [3] 战略方向与投资 - 公司计划在2025-2027年项目融资后，将可再生能源和低碳解决方案的投资总额削减约一半至50亿美元左右，旨在提高股东回报并适应“不均衡的能源转型” [4] - 公司承认清洁能源领域的市场条件已发生变化，能源转型的步伐不确定且不均衡 [4] - 公司预计到2027年，通过开发盈利项目和在挪威大陆架进行基础设施主导的勘探，将其油气产量提高10%以上 [5]

Range Resources (RRC) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.00%. A quarter ago, it was expected that this independent oil and gas company would post earnings of $0.61 per share when it actually produced earnings of $0.66, delivering a surprise of +8.2%.Over the last four ...

财报发布信息 - Diamondback Energy计划于2025年11月3日发布2025年第三季度财报，市场普遍预期每股收益为2.79美元，营收为34亿美元 [1] 历史业绩与预期 - 2025年第二季度调整后每股收益为2.67美元，超出市场预期2.63美元，营收37亿美元超出预期11.8% [2] - 过去四个季度中，公司有三个季度的业绩超出市场预期 [3] - 第三季度每股收益的市场预期在过去七天内被上调2.6%，但该预期较去年同期下降17.5% [3] - 第三季度营收的市场预期较去年同期增长29.1% [3] 运营与资产状况 - 公司在Delaware和Midland地区拥有超过85万英亩净面积，近9600个钻井点位，日产量超过90万桶油当量 [4] - 公司钻井的油价盈亏平衡点极低，油价低于40美元/桶即可实现盈利 [4] - 通过260亿美元收购Endeavor Energy，公司显著增强了其在二叠纪盆地的地位，并获得了生产成本更低的高质量资产 [5][6] 产量增长驱动 - 得益于上述收购，公司第三季度产量预计受益于增长，预计平均日产量为904,988.8桶油当量，较去年同期的571,098桶油当量大幅增长58.5% [6] 其他能源公司参考 - Transocean Ltd (RIG) 预计于10月29日发布财报，其Earnings ESP为+31.58%，Zacks排名为3，市场对其2025年盈利预期显示增长107.7% [10][11] - Imperial Oil Limited (IMO) 预计于10月31日发布财报，其Earnings ESP为+12.12%，Zacks排名为3，过去四个季度盈利均超预期，平均超出14.9% [11][12] - Comstock Resources (CRK) 预计于11月3日发布财报，其Earnings ESP为+2.86%，Zacks排名为3，市场对其2025年盈利预期显示增长295.8% [12]

FRANKFURT, Germany (AP) — Russian oil company Lukoil says it is selling its international assets in response to sanctions imposed by U.S. President Donald Trump that aim to push Russia to agree to a ceasefire in its war against Ukraine. The company said in a statement that it was already talking with potential purchasers. The transactions would be carried out under a sanctions grace period that allows transactions with Lukoil until Nov. 21, and the company said it would seek an extension if necessary to c ...

公司概况与近期事件 - 公司市值为419亿美元，业务涵盖油气资产的收购、勘探和开发，以及基础化学品、乙烯基和特种化学品的制造和销售 [1] - 公司预计将于2025年11月10日周一市场收盘后公布2025财年第三季度财报 [1] 财务表现与预期 - 分析师预期公司第三季度摊薄后每股收益为0.51美元，较去年同期每股1美元下降49% [2] - 在过去的四个季度报告中，公司每股收益均超过华尔街预期 [2] - 分析师预期公司2025财年全年每股收益为2.27美元，较2024财年的3.46美元下降34.4% [3] - 预计2026财年每股收益将同比下降25.6%至1.69美元 [3] - 公司第二季度调整后每股收益为0.39美元，超过华尔街预期的0.28美元，但季度收入为64.6亿美元，略低于华尔街预期的64.8亿美元 [5] 股价表现 - 过去52周公司股价下跌17.1%，表现逊于同期标普500指数16.9%的涨幅 [4] - 同期表现亦逊于能源行业精选SPDR基金1.9%的跌幅 [4] - 在8月6日公布第二季度业绩后，公司股价当日收盘下跌1.3% [5] 分析师观点与目标价 - 分析师对公司的整体共识评级为“持有” [6] - 在覆盖该股的25位分析师中，4位给予“强力买入”，1位给予“温和买入”，17位给予“持有”，3位给予“强力卖出” [6] - 分析师平均目标价为50.32美元，暗示较当前价位有18.2%的潜在上涨空间 [6]

Eni S.p.A. (BIT: ENI) reported strong third-quarter 2025 results marked by 6% year-on-year production growth, record upstream performance, and continued progress on its energy transition strategy, prompting the company to raise its full-year cash flow outlook and increase its share buyback program by 20% to €1.8 billion. The Italian energy major delivered a proforma EBIT of €3 billion and net profit of €1.2 billion—20% above expectations—while operating cash flow reached €3.3 billion despite weaker oil pr ...