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五大国际石油公司2023年主要业绩和战略动向分析OACHSSCDCSTPCD

Five super majors'performances in 2023 and their strategic trends

中文摘要英文摘要

2023年,地缘政治紧张局势及其外溢影响对油气安全供应和供应链韧性产生较大冲击.受油气价格下降、炼油利润率下降、资产减值等影响,埃克森美孚、bp、壳牌、雪佛龙、道达尔能源五大国际石油公司营业收入和净利润出现较大幅度下降.埃克森美孚的油气储量、原油产量均为五大国际石油公司之首,雪佛龙的天然气产量最大.五大国际石油公司在油气储量、油气产量、原油加工量、总资产等方面的规模实力都比2022年有所下降;油气操作成本控制成效显著,研发投入得到进一步加强.五大国际石油公司注重油气业务与可再生能源的均衡发展、股东和资本市场满意度、ESG实施效果、资产经营和资本运营双轮驱动发展以及油气业务与能源转型协同.建议中国石油企业借鉴国际石油公司能源转型实施路径,采取相关多元化发展思路,注重挖掘存量资产和增量投资的协同耦合.

Geopolitical tense situation and its spillover effects have caused greater impacts and influences on international oil and gas supply security and supply chain resilience in 2023.Due to such factors as oil and gas price decrease,refining business margin decrease,and impairment of assets,the total revenues and net profits of five super majors as ExxonMobile,bp,Shell,Chevron,and TotalEnergies decreased significantly.ExxonMobile would be the first of the super majors in terms of oil and gas reserves and crude oil production,and Chevron's natural gas production is the most.Super majors'scale and strength including oil and gas reserves,oil and gas production,crude oil processing,and total assets declined compared with them in 2022,the control effect of oil and gas average production costs was significant,and expenditures on research and development were further enhanced.The paper points out that five majors emphasize balanced development between oil and gas business and renewable energy,shareholder satisfaction and capital market satisfaction,ESG implementation effect,two-wheel drive development from both asset management and capital operation,and synergetic development between oil and gas business and energy transition,and suggests that Chinese oil enterprises should take reference from the energy transition implementation paths of international oil companies,develop by choosing related diversification,and pay more attention to grabbing cooperative coupling between existing assets and incremental investments.

徐东;付迪;韩百琨;韩笑;毛星童

中国石油天然气股份有限公司规划总院中国石油天然气集团有限公司发展计划部

国际石油公司经营业绩战略动向借鉴启示

international oil companiesoperating performancesstrategic trendsreferences and inspirations

《国际石油经济》 2024 (006)

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