ExxonMobil: investitie uriasa in capacitatea de rafinare - 14 ianuarie 2023: Diferență între versiuni

<p>ExxonMobil [https://www.reuters.com/business/energy/exxon-prepares-start-up-12-bln-texas-oil-refinery-expansion-sources-2023-01-13/ va finaliza] curand lucrarile de extindere a capacitatii de rafinare a petrolului la facilitatea proprie din Beaumont, Texas, pe seama unei investitii de 2 mld. USD. Este prima actiune de o asemenea amploare, din ultimul deceniu, in procesarea petrolului pe teritoriul SUA.</p><p>In 2023, productia de petrol a SUA [https://www.bloomberg.com/news/articles/2023-01-10/record-us-oil-forecast-signals-optimism-in-global-demand-revival este] estimata la valoarea record de 12.4 milioane de barili pe zi (si de 12.8 milioane de barili pe zi in 2024). Anul acesta, SUA [https://www.bloomberg.com/news/articles/2023-01-10/record-us-oil-forecast-signals-optimism-in-global-demand-revival#:~:text=The%20US%20would%20contribute%2060%25%20of%20the%20non%2DOPEC%20growth%20next%20year. vor contribui] cu 60% din cresterea globala non-OPEC a productiei de petrol.</p><p>Exporturile americane [https://oilprice.com/Energy/Energy-General/The-US-Could-Become-A-Net-Oil-Exporter-In-2023.html sunt] deja la valori record de 3 milioane de barili pe zi pentru petrol si 3.4 milioane de barili pe zi pentru produse rafinate. Anul acesta, SUA [https://oilprice.com/Energy/Energy-General/The-US-Could-Become-A-Net-Oil-Exporter-In-2023.html ar putea] deveni exportator net de petrol in premiera dupa cel de-al doilea razboi mondial.</p><p>In 2022, cele mai mari rafinarii americane [https://oilprice.com/Energy/Energy-General/US-Oil-Refiners-Are-More-Profitable-Than-Before-The-Pandemic.html sunt] asteptate sa fi obtinut profituri record, pe seama cresterii marjelor de rafinare, dar si a scaderii generale a capacitatii operationale. Totodata, rafinarii precum Marathon Petroleum, Valero si Phillips 66 [https://www.reuters.com/business/energy/us-fuelmakers-more-than-recoup-pandemic-losses-2022-2022-12-15/ au inregistrat] intrari de cash mai mari decat in 2019, utilizate in prezent in special pentru [https://ir.marathonpetroleum.com/investor/news-releases/news-details/2022/Marathon-Petroleum-Corp.-Increases-Quarterly-Dividend/default.aspx dividende], rascumpararea propriilor actiuni (buybacks) si fuziuni/achizitii.</p><p>Pentru ultimul trimestru al anului trecut, ExxonMobil [https://www.reuters.com/business/energy/exxon-signals-strong-q4-profit-drive-annual-record-2023-01-05/ estimeaza] un profit operational de 15.4 mld. USD, dupa valori record [https://www.reuters.com/business/energy/exxon-signals-strong-q4-profit-drive-annual-record-2023-01-05/#:~:text=The%20company%20posted%20back%2Dto%2Dback%20record%20profits%20in%20the%20second%20and%20third%20quarters%20last%20year. obtinute] in precedentele doua trimestre. Pentru intregul an 2022, cifra ar putea fi de 58 mld. USD, un nou record.</p><p>ExxonMobil si Marathon Petroleum vor publica rezultatele financiare trimestriale si anuale pe 31 ianuarie. In sectorul american de energie, cele doua companii [https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_011323.pdf sunt] in topul estimarilor in crestere ale profiturilor din partea analistilor, pentru trimestrul 4 al anului trecut.</p><p>(US.XOM) (US.MPC) (US.VLO) US.PSX)</p>