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Unveiling BP (BP) Q1 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-04-28 14:21
Core Viewpoint - BP is expected to report quarterly earnings of $0.56 per share, a decline of 42.3% year-over-year, with revenues forecasted at $57.16 billion, reflecting a 14.4% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised down by 3.9% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue and Income Projections - Analysts estimate 'Total revenues and other income - Sales and other operating revenues' at $47.84 billion, a year-over-year decrease of 2.1% [5] - 'Total revenues and other income - Interest and Other Income' is projected to be $391.82 million, showing a year-over-year increase of 2.8% [5] Production Metrics - 'Total revenues and other income - Earnings from associates - after interest and tax' is expected to reach $567.19 million, a significant increase of 90.3% from the previous year [6] - 'Production (net of royalties) - Oil production & operations - Natural gas' is estimated at 2,223.25 Mcf/D, down from 2,364 Mcf/D year-over-year [6] - 'Production (net of royalties) - Oil production & operations - Liquids' is forecasted at 1,077.04 million barrels per day, compared to 1,056 million barrels per day in the same quarter last year [7] - Average realizations for liquids are expected to be $66.76 per barrel, down from $71.24 per barrel in the same quarter last year [7] Regional Production Estimates - 'Production (net of royalties) - Oil production & operations - Liquids - US' is projected at 488.01 million barrels per day, up from 459 million barrels per day year-over-year [8] - 'Production (net of royalties) - Oil production & operations - Liquids - Europe' is expected to be 154.35 million barrels per day, compared to 136 million barrels per day in the same quarter last year [9] - 'Production (net of royalties) - Oil production & operations - Liquids - Rest of World' is forecasted at 441.70 million barrels per day, down from 461 million barrels per day year-over-year [10] - 'Production (net of royalties) - Oil production & operations - Natural gas - US' is estimated at 1,603.74 Mcf/D, down from 1,742 Mcf/D year-over-year [10] - 'Production (net of royalties) - Oil production & operations - Natural gas - Europe' is projected at 264.43 Mcf/D, down from 279 Mcf/D year-over-year [11] - 'Production (net of royalties) - Oil production & operations - Natural gas - Rest of World' is expected to be 347.55 Mcf/D, slightly up from 343 Mcf/D year-over-year [12] Stock Performance - Over the past month, BP shares have declined by 13.8%, while the Zacks S&P 500 composite has decreased by 4.3% [12]
美股前瞻 | 三大股指期货齐跌 科技巨头财报携非农数据重磅来袭
智通财经网· 2025-04-28 11:48
Market Overview - US stock index futures are all down before the market opens, with Dow futures down 0.06%, S&P 500 futures down 0.12%, and Nasdaq futures down 0.07% [1] - Major European indices show positive performance, with Germany's DAX up 0.52%, UK's FTSE 100 up 0.11%, France's CAC40 up 0.72%, and the Euro Stoxx 50 up 0.50% [2][3] - WTI crude oil is down 0.33% at $62.81 per barrel, while Brent crude oil is down 0.36% at $65.56 per barrel [3][4] Economic Data and Corporate Earnings - The upcoming week is significant for economic data and corporate earnings, with the April non-farm payroll report and Q1 inflation data being key focuses [5] - 180 S&P 500 companies are set to report quarterly earnings, with major companies like Apple, Amazon, Coca-Cola, Eli Lilly, Meta, Microsoft, and Chevron in the spotlight [5] Corporate Actions - Spirit AeroSystems has reached an agreement with Airbus for the acquisition of certain assets, with Boeing repurchasing its previously divested business for $4.7 billion in stock [8] - Merck has announced a $3.9 billion acquisition of SpringWorks Therapeutics to enhance its oncology drug portfolio, with the deal valued at approximately $3.4 billion in enterprise value [9] - Amazon has seen prices of nearly 1,000 products rise by an average of 30% due to the impact of tariffs, affecting various categories from electronics to clothing [10] Earnings Forecast - Upcoming earnings reports include companies such as NXP Semiconductors, AstraZeneca, BP, Novartis, Deutsche Bank, HSBC, Coca-Cola, Pfizer, UPS, General Motors, Daqo New Energy, and JinkoSolar [11]
全球“白氢”投资热潮涌动 力拓(RIO.US)等巨头纷纷入局
智通财经网· 2025-04-28 08:26
Core Insights - The growing interest in natural hydrogen projects is reshaping the global energy landscape, with advocates highlighting its potential as a carbon-free energy source [1][2] - Major companies, including mining giants and energy firms, are increasingly investing in the natural hydrogen sector, with exploration activities primarily led by Canada and the United States [2][3] - Despite the enthusiasm, skepticism remains regarding the feasibility and environmental implications of natural hydrogen extraction [2][6] Group 1: Industry Trends - The natural hydrogen sector has seen significant interest from major players like Rio Tinto, Fortescue Metals, BP, and Breakthrough Energy Ventures, indicating a shift towards exploring this resource [2][4] - Rystad Energy's report suggests that the upcoming year will be crucial for the industry, as companies aim to make significant discoveries in natural hydrogen [2][3] - The term "white gold rush" has been used to describe the current excitement around natural hydrogen, although actual drilling progress has been slow [3][4] Group 2: Company Activities - Fortescue Metals received a $21.9 million investment from HyTerra to expand its exploration projects, aligning with its commitment to zero-emission fuels [4] - BP Ventures led a funding round for Snowfox Discovery, a UK-based natural hydrogen exploration startup, highlighting the growing financial backing for this sector [5] - Breakthrough Energy Ventures has invested in companies like Mantle8 and Koloma, emphasizing the potential of natural hydrogen to create a clean energy future [5] Group 3: Challenges and Criticism - Critics, including the International Energy Agency, warn that natural hydrogen may be too dispersed for economically viable extraction [2][6] - The Hydrogen Science Coalition indicates that the exploration of natural hydrogen is still in its infancy, with the likelihood of finding large-scale, pure hydrogen deposits being relatively low [5][6] - The development timeline for natural hydrogen could mirror that of shale gas, potentially taking decades to achieve industrial-scale production [6]
“白色黄金”争夺战:天然氢是重塑能源版图新变量还是资本泡沫
Zhi Tong Cai Jing· 2025-04-28 07:00
Core Insights - The increasing interest in natural hydrogen, seen as a potential game-changer in the global energy landscape, is attracting major companies from the mining and energy sectors [1][2] - Natural hydrogen, discovered 40 years ago in Mali, is a carbon-free resource that produces only water when burned, leading to a surge in exploration activities by various companies [1][3] - Despite the optimism, there are concerns regarding the environmental impact and transportation challenges associated with natural hydrogen, with the International Energy Agency warning about the difficulties in achieving economically viable large-scale extraction [1][2] Industry Developments - Rystad Energy indicates that Canada and the United States are leading in exploration projects for natural hydrogen, with the next year being critical for the industry [1][2] - Major players like Fortescue and BP are investing in natural hydrogen exploration, with Fortescue's investment of $21.9 million in HyTerra to expand exploration efforts [3][4] - The potential for natural hydrogen to support decarbonization efforts is acknowledged, but the industry is still in its early stages, with significant challenges ahead in terms of efficient extraction and safe transportation [3][4] Investment Trends - The past year has seen a rise in investor interest, with venture capital backing companies like Snowfox Discovery and Mantle8, indicating a shift towards alternative hydrogen solutions amid challenges faced by green hydrogen [2][3] - The focus on natural hydrogen is seen as a promising opportunity for local clean energy, with potential applications across various industries if extraction and cost challenges can be addressed [3][4] - The hydrogen energy alliance emphasizes that while exploration is in its infancy, achieving industrial-scale production could take decades, similar to the shale gas development timeline in the U.S. [4]
BP Poised to Report Q1 Earnings: Here's What You Need to Know
ZACKS· 2025-04-25 14:35
BP plc (BP) is set to report first-quarter 2025 results on April 29.In the last reported quarter, its adjusted earnings of 44 cents per share missed the Zacks Consensus Estimate of 56 cents, primarily attributed to lower commodity price realizations and weaker refining margins.Earnings missed the Zacks Consensus Estimate in two of the trailing four quarters, and beat twice, delivering an average negative surprise of 3.04%. This is depicted in the graph below:Estimate Trend of BPThe Zacks Consensus Estimate ...
BP shares jump as activist investor Elliott discloses 5% stake build
CNBC· 2025-04-23 08:27
The BP logo is displayed outside a petrol station that also offers electric vehicle recharging, on Feb. 27, 2025, in Somerset, England.BP shares jumped on Wednesday after activist investor Elliott went public with a stake of more than 5% in the struggling British oil major, which has pivoted back to oil in a bid to restore investor confidence.BP shares were last seen up 4.6% at 09:22 a.m. London time.Hedge fund Elliott Management has built its holding in the British oil major to 5.006%, according to a regul ...
Europe White Oil Market Analysis and Forecast, 2024-2034 | Major Players like ExxonMobil and Sasol Lead Europe's White Oil Advancements
GlobeNewswire News Room· 2025-04-22 15:56
Core Insights - The European white oil market is expected to grow from $685.4 million in 2023 to $1.59 billion by 2034, with a CAGR of 8.84% during the forecast period from 2024 to 2034 [1][8]. Market Overview - The white oil sector in Europe includes highly refined, mineral-based oils used in various industries such as pharmaceuticals, cosmetics, food processing, and industrial applications [2]. - The increasing demand for purity and safety in product formulations has made white oil essential for manufacturing lotions, ointments, lubricants, and plasticizers [2]. Innovations and Trends - Recent advancements in refining processes have led to white oils that meet stringent EU regulatory standards, including pharmaceutical and food-grade variants [3]. - There is a growing consumer awareness regarding sustainability and eco-friendly production practices, prompting European companies to adopt greener manufacturing methods [4]. Market Segmentation - The market is segmented by product type, grade type, application, functionality type, and country [9]. - Key product types include mineral white oil, light grade, heavy grade, synthetic white oil, and polyalphaolefin [9]. - Applications span healthcare, personal care, food and beverage, textiles, automotive, agriculture, and more [9]. Competitive Landscape - Major players in the market include ExxonMobil, Sonneborn LLC, Sasol, BP, FUCHS, H&R Group, Shell International, and Total Energies [3][10][16]. - The market has seen significant developments through business expansions, partnerships, collaborations, and joint ventures, with a focus on launching processing units to strengthen market positions [6]. Regulatory and Environmental Factors - The report discusses the regulatory landscape in Europe, including REACH compliance for cosmetic and personal care use and EU regulations for food-grade white oil [14]. - Sustainability and environmental impact considerations are becoming increasingly important, with a focus on sustainable sourcing of raw materials and eco-friendly alternatives [14].
Dividend Harvesting Portfolio Week 215: $21,500 Allocated, $2,158.06 In Projected Dividends
Seeking Alpha· 2025-04-17 13:00
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of KMI, BP, SC ...
4月17日电,英国石油公司(BP)首席执行官表示,对于俄罗斯资产,继续寻求撤资。
news flash· 2025-04-17 10:47
智通财经4月17日电,英国石油公司(BP)首席执行官表示,对于俄罗斯资产,继续寻求撤资。 ...
BP Encounters Oil in the Far South Prospect, Gulf of America
ZACKS· 2025-04-16 18:10
BP plc (BP) , the British oil and gas major, announced that it has made a new oil discovery in the Gulf of America. The new oil discovery was made at the Far South prospect, where an exploration well was drilled at a total depth of 23,830 feet. The Far South field in the Gulf of America is situated in the western Green Canyon, approximately 193.12 kilometers off Louisiana’s coast. The water depth at the site is approximately 4,092 feet.The Far South well is jointly owned by BP, which holds a 57.5% stake, an ...