據油價網7月7日報道，殼牌這個英國超級石油巨頭在2023年第二季度更新報告中指出，由于季節性和較少的優化機會，與強勁的第一季度相比，其天然氣交易業務在第二季度將大幅下降。殼牌預計，天然氣交易部門在第二季度的貢獻將與2021年和2022年第二季度的平均貢獻相當。

在第一季度，殼牌報告了96億美元的調整后收益，這是由于“歐美市場能源價格持續波動導致天然氣和電力交易和優化利潤強勁”。

在2022年，由于天然氣價格飆升和整體能源商品市場的極端波動，交易幫助殼牌和其他從事天然氣交易業務的主要公司實現歷史最高水平的盈利。

對于2023年第二季度，殼牌預計其油氣生產將低于第一季度，這反映計劃中維護工作對生產的影響，包括在墨西哥灣、挪威、馬來西亞和巴西的資產。營銷業績預計與第一季度持平，而殼牌化學品子部門的調整后收益預計將在第二季度出現虧損，主要由于利用率降低和煉油利潤從第一季度的每桶15美元下降到第二季度的每桶9美元。

殼牌將于7月27日公布第二季度收益。

本周早些時候，另一家超級石油巨頭美國?？松梨诠颈硎?，由于低天然氣價格和較低的煉油利潤，預計其第二季度收益將大幅下降，與去年同期和第一季度相比。

在周三的美國證券交易委員會（SEC）文件中，因為上游部門的盈利將減少22億美元，這家美國超級石油巨頭估計其第二季度收益將低于第一季度的114億美元。

胡耀東 譯自 油價網

原文如下：

Shell Expects ‘Significantly Lower’ Earnings From Gas Trading

Shell expects its gas trading business to have been significantly lower in the second quarter, compared to a strong first quarter, due to seasonality and fewer optimization opportunities, the UK-based supermajor said in its second quarter 2023 update note on Friday.  

Shell anticipates the second-quarter contribution of the gas trading division to be in line with the average contribution of the second quarter in 2021 and 2022.

For the first quarter, Shell reported adjusted earnings of $9.6 billion, driven by “strong trading and optimisation margins for gas and power due to continued price volatility primarily in European and American markets.”

Trading helped Shell and other majors active in the gas trading business to post record earnings for 2022 amid natural gas price spikes and the overall extreme market volatility in energy commodities.

For the second quarter of 2023, Shell expects its oil and gas production to be lower than in the first quarter, reflecting scheduled maintenance, including at its assets in the Gulf of Mexico, Norway, Malaysia, and Brazil.

Marketing results are set to be in line with the first quarter, while Shell’s adjusted earnings at the chemicals sub-segment are expected to reflect a loss for the second quarter, amid lower utilization and a decline in the refining margin from $15 per barrel in Q1 to $9 a barrel in the second quarter.

Shell reports second-quarter earnings on July 27.

Earlier this week, another supermajor, U.S. ExxonMobil, said it expects to report on July 28 sharply lower second-quarter earnings compared to the same period last year and to the first quarter, due to low natural gas prices and lower refining margins.

In an SEC filing on Wednesday, the U.S. supermajor estimates that its second-quarter earnings would be lower than the $11.4-billion profit for Q1, due to up to $2.2 billion lower earnings in the upstream division because of low U.S. benchmark natural gas prices, and another up to $2.2 billion decline in the energy products division, due to lower industry margins.