據今日油價4月1日報道，受供需市場雙重沖擊的影響，當前油氣企業面臨嚴峻市場環境，英國石油公司于周三削減資本支出，并減少對美國頁巖油生產的投資。包括殼牌、道達爾、埃克森和雪佛龍在內的多家大型國際石油公司，已經宣布削減2020年資本支出。

BP正在采取行動維護公司正常運轉，將今年的資本支出削減至120億美元，這將比原定的2020年資本支出指導值低25%。該公司預計將削減上游近10億美元的陸上短期活動支出，包括其美國頁巖項目BPX Energy。超級石油公司們也將推遲一些探索和評估活動，并尋求優化其正在進行的主要項目的支出。

由于頁巖油氣領域的資本支出下降，BP預計BPX Energy 2020年的產量將比去年減少7萬桶/天。在下游業務方面，BP還將削減約10億美元的資本支出，包括減少燃料營銷、煉油和石化業務的支出。

該公司預計第一季度將收取約10億美元的非現金、非營運費用。

殼牌于周三表示，預計油價暴跌將導致該公司今年第一季度的稅后減損支出在4億至8億美元之間。

洪偉立 摘譯自 今日油價

原文如下：

Supermajor Bails On Shale As Oil Price War Weighs

UK supermajor BP joined on Wednesday its rivals in slashing capital expenditures and reducing U.S. shale production guidance in “the most brutal environment for oil and gas businesses in decades,’’ with the double supply-demand market shock.

Other majors, including Shell, Total, Exxon, and Chevron, have already announced cuts in their capital expenditure (capex) for this year.

BP is taking actions to protect the health of the company by cutting this year’s capex to US$12 billion, which would be 25 percent lower than the original capex guidance for 2020, the group said on Wednesday.

BP expects to slash around US$1.0 billion in upstream spend on short-cycle onshore activity, including in its U.S. shale unit BPX Energy. The supermajor will also defer some exploration and appraisal activity and look to optimize spending on its major ongoing projects.

As a result of the lower capex in shale, BP expects BPX Energy’s 2020 production to be 70,000 bpd lower than last year’s.

In the downstream business, BP will also slash capex by around US$1.0 billion, including reduced spending across the fuels marketing, refining, and petrochemicals businesses.

Currently, BP expects to take a non-cash, non-operating charge of around US$1 billion in Q1, the company said.

Yesterday, Shell said it expects the oil price collapse to lead to post-tax impairment charges of between US$400 million and U$800 million for the first quarter this year.