Ndiani anokunda? Oiri yepasi rose uye gasi dhiramu remafuta rinodhura PK!

Chirevo chekupedzisira chemari chinoratidza kuti CNOOC ine yakanaka yekudzora mutengo muzvikamu zvitatu zvekutanga, ine dhiramu yemafuta mutengo (yakazara mutengo webhari remafuta) yeUS $ 28.37, gore negore kuderera kwe6.3%. Zvichienderana nemhedzisiro yehafu yekutanga yemushumo wezvemari wegore rino, mutengo webhari remafuta waive US $ 28.17, vaongorori vakaratidza kuti CNOOC inotarisirwa kudzora mutengo wedhiramu remafuta pasi peUS $ 30 zvakare muna 2023.

Mutengo wakaderera wave musimboti wekukwikwidza kwemakambani emafuta uye kiyi yekuvandudza pundutso uye kurwisa njodzi yekudonha kwemutengo wemafuta. Kutarisana nezvinhu zvakawanda zvisina kugadzikana mumusika wepasi rose wemafuta asina kuchena, makambani emafuta epasi rose ari kutsvanzvadzira kuderedza mitengo uye kugadzirisa mashandiro, kuyedza kudzikisa mari isingaite uye kudzora zvakanyanya mitengo yekushandisa - nekuti iyi ndiyo chete nzira yekuti makambani ararame uye agadzirire zvizere. kuitira budiriro yemberi. Metrics.

Mutengo wedhiramu remafuta kune hofori dzekunze

Muhafu yechipiri yegore, mitengo yemafuta epasi rose yakaderera kubva kumusoro, uye mambure emakambani matatu epasi rose emafuta negasi hofori yeTotal, Chevron, neExxon Mobil yakadzikira muchikamu chechitatu, ichirekodha purofiti yakagadziridzwa yeUS$6.45 bhiriyoni. US $ 5.72 bhiriyoni, uye US $ 9.07 bhiriyoni zvichiteerana. Zvichienzaniswa nenguva imwe cheteyo gore rapfuura, vakadzika nezvikamu makumi matatu nezvishanu kubva muzana, makumi mana nenomwe kubva muzana nechikamu che54 muzana.

Mamiriro acho ari kusimba, uye mutengo wedhiramu remafuta chiratidzo chekusingaperi chekusimudzira kumakambani makuru epasi rose emafuta.

Mumakore achangopfuura, Total yakaramba ichisimbisa kudzora mutengo, uye nzvimbo yayo yekuputsika yakaderera kubva kuUS $ 100 / barrel muna 2014 kusvika kune ikozvino US $ 25 / bhari; Avhareji yemitengo yekugadzira BP muNorth Sea yadzikawo kubva panhongonya inodarika US$30 padhiramu muna 2014. kuenda pasi pemadhora gumi nemaviri padhiramu.

Nekudaro, hofori dzemafuta dzakaita seTotal neBP dzine huwandu hwakasiyana hwekudyara kwepasirese, uye gaka remitengo pakati pemahombekombe, kumahombekombe uye shale rakakura. ExxonMobil yakati ichadzikisa mutengo wekuchera mafuta muPermian kusvika pamadhora gumi nemashanu padhiramu, nhanho inongowanikwa muminda mikuru yemafuta kuMiddle East, asi mamwe makambani akazvimirira eshale muPermian haana data rakanaka kudaro. .

Maererano neshumo reRystad Energy, makambani gumi nematanhatu emafuta eshale chete eUS ane avhareji yemari yematsime matsva muPermian Basin iri pasi pemadhora makumi matatu nemashanu padhiramu; Exxon Mobil ine chinangwa chekuwedzera kugadzirwa munharaunda yakapetwa kashanu panosvika 2024. Kusvika miriyoni yemadhiramu pazuva, kambani inogona kuwana purofiti ye26.90 dhiramu ipapo.

Sekureva kwe2023 semi-pagore mushumo, mutengo wedhiramu remafuta yeOccidental Petroleum's US shale oil project inosvika US$35. Reuters yakashuma kuti sezvo kudzika kwekuchera kweUS Gulf yeMexico kunobva pakunyura kuenda kumvura yakadzika, mutengo wedhiramu remafuta mudunhu uchakwirawo kubva paUS$18 kusvika paUS$23 kubva 2019 kusvika 2022. Maererano neruzivo kubva Sangano reRussia rine chiremera remitengo, mutengo padhiramu remafuta asina kuchena eUrals anotumirwa kubva kuchiteshi cheGungwa reBaltic ungangoita US$48.

Tichienzanisa mutengo wemadhiramu emafuta pakati pemakambani makuru, CNOOC ichine mukana wemutengo pane makambani emafuta epasi rese seTotal, Exxon Mobil, uye BP.

Mutengo wakaderera ndiwo musimboti wekukwikwidza

Tichienzanisa mishumo yezvemari ye "Madhiri Matatu Emafuta" mumakore maviri apfuura, CNOOC's gross profit margin yakakwira kusvika pamusoro pe50%.

Iine mambure purofiti margin ye35%, yakasarudzika pundutso uye yakaderera mutengo, yave CNOOC yakakosha kukwikwidza.

Mishumo yemari yemakore mana apfuura inoratidza kuti muna 2019, CNOOC yakabudirira kudzora mutengo wemadhiramu emafuta ari pasi peUS $30 (US$29.78/barrel). Muna 2020, yakaderera patsva mumakore gumi apfuura, ichiwira kuUS $ 26.34 / mbiya, kunyanya muna 2020. Muhafu yekutanga yegore, mutengo wemafuta emugomo weCNOOC wakasvika paUS $ 25.72 / dhiramu, uye ichava US $ 29.49 / barrel uye US $ 30.39 / mbiya muna 2021 uye 2022 zvakateerana. Izvi hazvisanganisi misika yekunze. Iwe unofanirwa kuziva kuti mutengo wedhiramu remafuta kubva kuCNOOC's Guyana neBrazilian mafuta minda yakatodzika, ingangoita US $21.