在多年来公开承诺摆脱化石燃料后，面对可再生能源转型进展迟缓、能源安全隐忧加剧以及油气业务利 润依然丰厚的现实，全球石油巨头正重新绘制钻探地图，并加大勘探力度，从墨西哥湾到纳米比亚重启 勘探。 BP则在今年2月宣布重大战略调整：将上游油气投资增至每年100亿美元，同时削减超50亿美元的清洁 能源支出。计划到2027年底启动10个新重大项目，2030年前再增加8至10个，目标是2030年产量达230万 至250万桶油当量/日，并具备持续增长潜力。这与其此前"计划到2030年实现削减油气产量目标"的战略 形成鲜明对比。在第二季度电话财报会议上，BP首席执行官默里·奥金克洛斯表示，今年到目前为止已 启动5个新的油气重大项目，还批准了另外4个项目，并有10个勘探发现，其中包括巴西近海Bumerague 区块的重大发现，此为BP公司25年来的最大发现。 法国道达尔能源在二季度通过获取美国墨西哥湾、马来西亚等地勘探许可，充实其勘探组合。埃克森美 孚和雪佛龙则聚焦二叠纪盆地、圭亚那及哈萨克斯坦等核心区域。雪佛龙完成对赫斯的收购后，获得圭 亚那Stabroek区块30%权益，该区块当前产量超66万桶/日。该资产可以为雪佛龙提供 ...

【文/观察者网 张菁娟】"如果欧洲犹豫不决，而其他国家全速前进，我们可能会失去未来的产业。"欧 盟首任气候官员赫泽高（Connie Hedegaard）近日在接受美国政治新闻网（Politico）采访时表示，中国 正砸下重金狂飙气候科技，欧洲却在气候问题上踩了刹车。 赫泽高说，气候曾是欧洲强大的凝聚力所在。如今，南欧多国野火肆虐，布鲁塞尔却将口号转向"安全 与竞争力"，这一转变正在逆转欧洲的绿色进程，且可能引发可怕后果。 极端气候的报复已愈发猛烈：从去年西班牙遭遇30年来最严重洪灾，到今年夏天塞浦路斯山火、法国南 部森林火灾，气候灾难正以更大规模和更高频率冲击欧洲。在斯堪的纳维亚半岛，7月破纪录的高温让 医院人满为患，甚至迫使驯鹿涌入城市寻找阴凉处。欧洲环境署估计，过去四十年间，这些灾难已给欧 洲造成近5000亿欧元的损失。 "当人们因极端天气失去家园或亲人时，他们失去的不仅是物质，还有对决策者的信任。这种信任崩塌 会加剧两极分化。"赫泽高在一场有机农业峰会的间隙告诉美国政治新闻网。 对于那些她认为阻碍气候进程的行业巨头及相关方，她直言不讳。"我还记得英国石油公司（BP）曾标 榜'超越石油'，如今却在倒退。他 ...

The refinery supplies critical volumes of gasoline, diesel and jet fuel to the Midwest region. Energy analysts caution that until Whiting ramps back to full strength, fuel prices in the region are likely to feel the strain. Patrick De Haan, head of petroleum analysis at GasBuddy, told Reuters that retail gas prices in the Great Lakes states may rise between 10 and 20 cents per gallon, with Chicago drivers potentially seeing spikes of 15 to 30 cents in the short term. Despite these challenges, BP emphasized ...

Joining us now to break down some of his top picks is James West, managing director and head of energy and power at Melis. James, great to have you back on the program. Let's start with sort of the more traditional.You got holds on pretty much all the big cap oil and gas except BP. What is it about BP that's so interesting. Well, BP on the first hand, it's a cheap stock because of some of the mistakes they've had in the recent past and execution.And we also think that there's potential under the new leaders ...

Key Takeaways BP currently carries a Zacks Rank #3 (Hold). BP plc (BP) confirmed on Tuesday that operations at its 440,000-barrel-per-day Whiting refinery in Indiana have been disrupted following severe thunderstorms that swept across Northwest Indiana overnight, causing widespread flooding in the area, per a Reuters report. The Whiting facility, the largest refinery in the U.S. Midwest, saw several major processing units taken offline due to the flooding, according to consultancy Wood Mackenzie. Impacted u ...

距2022年创纪录业绩已过去三年，面对产量远逊美国同行、利润持续走低的现状，欧洲石油巨头急需战 略调整。路透社分析认为，资产出售和油气投资缩减是今年业绩疲软的主因。这也表明BP与壳牌的能 源转型尝试效果欠佳，近期两家公司重新聚焦油气传统核心业务的决策即为明证。分析指出，欧洲石油 巨头回归核心业务后产量回升只是时间问题。 近日，国际石油巨头第二季度财报发布已经收官。从财报情况看，国际石油巨头回归传统业务的进程仍 在持续，欧洲油气巨头在产量和盈利方面仍落后于美国同行。 尽管国际市场价格疲软，埃克森美孚与雪佛龙均报告了创纪录的油气产量。埃克森美孚凭借圭亚那区块 持续强劲增长及对先锋自然资源公司的收购，实现日均460万桶石油当量产量。雪佛龙则通过哈萨克斯 坦、墨西哥湾和二叠纪盆地实现产量增长，达到日均340万桶产量。财务表现方面，受价格因素影响， 两家公司利润均出现下滑：埃克森净利润71亿美元，环比下降8%，同比下降15%；雪佛龙公司二季度 盈利25亿美元，而去年同期盈利44亿美元。但两家企业均认为这属于正常市场波动，尤其在欧洲同行维 持现有发展路径的情况下，价格低迷终将过去。 欧洲两大油气巨头英国石油(BP)与壳牌 ...

欧洲两大油气巨头英国石油(BP)与壳牌二季度双双录得产量下滑：BP日均产量230万桶，同比下降 3.3%，路透社分析指出这是近年投资缩减所致；壳牌日均产量265万桶，同比下降4.2%，创20年新低， 主因是资产剥离和替代能源投资。另一方面，虽然BP与壳牌公司二季度利润同比下滑，但两者均超分 析师预期，显示其表现优于市场预估。当然，若要在经营层面赶超美国同行埃克森美孚与雪佛龙，即便 不考虑市值差异，仍需努力提升油气产量。 中化新网讯 近日，国际石油巨头第二季度财报发布已经收官。从财报情况看，国际石油巨头回归传统 业务的进程仍在持续，欧洲油气巨头在产量和盈利方面仍落后于美国同行。 距2022年创纪录业绩已过去三年，面对产量远逊美国同行、利润持续走低的现状，欧洲石油巨头急需战 略调整。路透社分析认为，资产出售和油气投资缩减是今年业绩疲软的主因。这也表明BP与壳牌的能 源转型尝试效果欠佳，近期两家公司重新聚焦油气传统核心业务的决策即为明证。分析指出，欧洲石油 巨头回归核心业务后产量回升只是时间问题。 尽管国际市场价格疲软，埃克森美孚与雪佛龙均报告了创纪录的油气产量。埃克森美孚凭借圭亚那区块 持续强劲增长及对先锋自然资 ...

Investment Rating - The report maintains an "Overweight" rating for the oil and gas sector [5] Core Viewpoints - The performance of major international oil companies declined in H1 2025 due to falling oil prices and low refining margins, with net profits for ExxonMobil, Chevron, Shell, Total, and BP showing year-on-year decreases of -15.3%, -39.7%, -22.9%, -31.2%, and -31.8% respectively [1][9][10] - The IEA has revised down its global oil demand growth forecast for 2025 and 2026, primarily due to weaker-than-expected demand from emerging markets like China, India, and Brazil [3][24] - Despite the oversupply pressure on oil prices, geopolitical risks from sanctions on Russia and Iran add uncertainty to the market [3][24] Summary by Sections Section 1: Performance of Major Oil Companies - In H1 2025, the average Brent crude oil price was $70.81 per barrel, a decrease of 15.1% year-on-year, with Q2 averaging $66.71 per barrel, down 21.5% [1][10] - Refining margins for Shell, Total, and BP fell by 24.4%, 44.4%, and 26.2% respectively, indicating a challenging refining market [1][10] - Natural gas prices increased, with Henry Hub and TTF averages rising by 66.8% and 38.9% year-on-year, but major companies like Shell and BP did not achieve year-on-year growth in their gas business due to lagging contract prices and production declines [1][10] Section 2: Oil and Gas Production Growth - The total oil and gas equivalent production of the five major international oil companies grew by 2.96% year-on-year in H1 2025, with ExxonMobil achieving a 15.5% increase in crude oil production due to rapid output from the Guyana block [2][18] - Cost control measures helped mitigate some performance volatility, with ExxonMobil's upstream profit only declining by 4.5% due to effective cost management [2][21] Section 3: IEA Oil Demand Forecast - The IEA has lowered its oil demand growth forecast for 2025 by 20,000 barrels per day, now expecting an increase of 680,000 barrels per day [3][24] - The IEA anticipates that OPEC+ will increase production by 1.2 million barrels per day in 2025, contributing to a total supply increase of 2.5 million barrels per day [3][24] Section 4: Investment Recommendations - The report suggests a continued positive outlook for major Chinese oil companies and oil service sectors, as well as for chemical products in the long term [4] - Specific companies to watch include China National Petroleum Corporation, Sinopec, CNOOC, and various oil service engineering firms [4]

Group 1 - BP reported better-than-expected Q2 results, exceeding Wall Street estimates on both revenue and earnings [1] - The company benefited from strong earnings during the quarter [1]

丰业银行将英国石油的目标价从34美元上调至42美元，评级从"与行业同步"上调至"跑赢行业"。(格隆 汇) ...