中国石化新闻网讯 据世界石油网站9月15日纽约报道 一些美国石油公司将从上周末沙特阿美遇袭和随之而来的原油价格上涨中获利。
总部位于休斯顿的Tudor Pickering Holt & Co的分析师称,最大的获益可能来自持有大量短期股权的美国石油公司,包括阿帕奇、大陆资源公司、康乔资源公司、德文能源和诺布尔能源。
该分析师周日在一份报告中称:“我们预计,明天整个能源行业的表现都将强劲,上游市场将出现一些最大涨幅,因为原油价格的上涨将立即转化为现金流的改善。考虑到中断的持续时间,我们怀疑股市表现可能短暂,因为投资者继续关注2020年原油基本面的失衡。”
包括梅格能源公司、加拿大自然资源有限公司和Cenovus能源公司在内的加拿大石油生产商也可以从这次石油供应中断中获益。
或许他们也是潜在的失败者?因为或许从此这些炼厂不得不以更高价格购买石油。不过,该分析师表示,这可能不会导致其股价在周一受到冲击。近年来,炼油企业股票与原油价格短期波动的关联度越来越高,这可能是炼油企业成为能源指数基金影响因素的主要原因。
王磊 摘译自 世界石油
原文如下:
U.S. oil companies set to benefit from Saudi supply disruption
Some U.S. oil companies are positioned to gain from the attacks on Saudi Arabia’s facilities over the weekend and an attendant rise in crude prices.
The biggest moves could come from U.S. oil companies with a sizable short interest, including Apache, Continental Resources, Concho Resources, Devon Energy and Noble Energy, according to analysts at Houston-based Tudor Pickering Holt & Co.
“We are expecting strong performance across the entire energy complex tomorrow, and upstream should see some of the biggest gains as the increase in crude price will immediately flow through to improved cash flow,” the bank said in a note Sunday. “Given duration of outage, we suspect equity performance may be short-lived as investors continue to focus on imbalances in 2020 crude fundamentals.”
Canadian oil producers, including Meg Energy Corp., Canadian Natural Resources Ltd. and Cenovus Energy Inc., can also stand to gain from the outage.
One potential loser? Refineries that have to buy oil at higher prices. However, that might not result in their shares getting hit on Monday, the bank said. “In recent years refiner equities have become more correlated with short-term moves in crude prices, which is likely a function of refiners becoming a bigger part of energy index funds.”