英国石油(BP)
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BP: A Buy At The Lows
Seeking Alpha· 2024-11-25 23:56
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!BP p.l.c. (NYSE: BP , OTCPK:BPAQF ) is an oil and gas supermajor that has seen its shares come under pressure in the recent past. The valuation is now very low, while the ...
The Gold Standard Oil And Gas Companies
Seeking Alpha· 2024-11-25 22:26
Regardless of whether or not the Trump administration stays or leaves The Paris Agreement - the international treaty on climate change, and whether or not the idea of ESG investing gets ditched, or ESG gets replaced by the term sustainability (as I think itAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BP, S ...
BP Invests $7B in Indonesia Gas With First Carbon Capture Tech
ZACKS· 2024-11-22 23:31
BP plc (BP) ), a leading UK-based energy company, and its partners in the Tangguh production sharing contract have announced the final investment decision for the $7 billion Tangguh Ubadari CCUS Compression (“UCC”) project in Papua Barat, Indonesia. The project is poised to unlock approximately 3 trillion cubic feet of additional gas resources, aligning with BP’s strategy to meet Asia's growing energy demand while advancing its low-carbon commitments.The Tangguh UCC project is set to feature Indonesia’s fir ...
4 Integrated Energy Stocks to Watch Amid Industry Challenges
ZACKS· 2024-11-15 22:11
Oil prices, which are still high, continue to weigh on the refining sector, with substantial input costs compressing profit margins. Furthermore, a deceleration in oil production growth is expected to limit earnings from the upstream activities of integrated energy companies. At the same time, the rising demand for renewable energy is adding uncertainty to the prospects of the Zacks Oil and Gas Integrated International industry, creating a bleaker outlook.Among the companies in the industry that will probab ...
BP's JV With EnBW to Remain Unaffected Amid Renewables Scale-Down
ZACKS· 2024-11-14 01:21
BP plc’s (BP) current efforts to scale back on its renewable projects' expansion shall not affect the offshore wind projects that the British energy major has undertaken with the German energy company EnBW, as per Reuters. In recent months, BP has been maintaining its focus on its high-margin business while scaling down the aggressive expansion of its renewables unit. The company had previously announced that it plans to sell off its U.S. onshore wind business and divest a small stake in its offshore wind b ...
BP Stock: Out Of The Doghouse (Rating Upgrade)
Seeking Alpha· 2024-11-12 21:00
He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of t ...
Oil giant BP is killing 18 hydrogen projects, chilling the nascent industry
TechCrunch· 2024-11-06 01:45
文章核心观点 - 石油天然气巨头BP宣布终止18个早期阶段的氢能项目,这可能会对新兴的氢能行业产生寒蝉效应[1] - BP的这一决定以及出售其美国陆上风电业务,将每年为公司节省2亿美元,有助于提升其利润[1] - 氢能行业一直依赖于石油天然气公司的财务支持和游说努力,现在正面临更加严峻的前景[1] 公司相关 - BP一直支持氢能,其风险投资部门曾投资多家绿色氢能初创公司[2] - 今年初,BP表示将在美国、欧洲和澳大利亚开发"10个以上"的氢能项目[2] - 现在,BP正在缩减这些计划,表示将开发5到10个项目,具体哪些项目获批尚未透露[2] 行业相关 - 氢能有潜力在石化炼制、钢铁制造和远程航运等多个行业大幅减少碳排放[3] - 但氢能基础设施,特别是使用可再生电力生产的绿色氢能,仍然建设不足[3] - 这部分是因为绿色氢能是最昂贵的氢气形式,而且运输氢气的成本相对化石燃料较高[3] - 氢能行业一直将石油天然气公司视为增长的最佳渠道之一[4] - 许多石油天然气公司已在炼厂使用天然气生产氢气,使他们成为开发电解槽(可用水和电力生产氢气)初创公司的潜在客户[4] - 此外,石油天然气公司拥有数十年大型基础设施项目开发的经验,这对于氢能要在工业排放领域产生影响至关重要[4] - 但石油天然气公司的利润主要来自化石燃料业务,这给了他们缓慢向替代品转型的动力[5] - BP缩减氢能野心的决定,可能并非该行业最后一次出现此类情况[5]
4 Things BP Can Do To Convince Investors They Are An Oil Company Again
Seeking Alpha· 2024-11-01 03:20
I have been covering BP (NYSE: BP ) for nearly five years on Seeking Alpha. In that time frame, the company has returned almost exactly zero, including dividends. That lags far behind the other integrated internationalI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions ...
BP Faces Price Forecast Cuts As Analysts Flag Weak Earnings And Rising Debt Challenges
Benzinga· 2024-10-31 01:52
Analysts cut the price target on BP p.l.c. BP following the company’s third quarter results reported on Tuesday.BP’s revenue fell short at $47.25 billion, below the $52.56 billion consensus, with oil production down 6% year over year.For FY24, BP continues to expect both reported and underlying upstream production to be slightly higher than the prior year. Meanwhile, the company continues to expect $25 billion of divestments and other proceeds from the second half of 2020 through 2025.RBC Capital Markets an ...
BP(BP) - 2024 Q3 - Earnings Call Transcript
2024-10-30 01:43
财务数据和关键指标变化 - 公司第三季度的基础利润为23亿美元,年初至今的上游生产增长约3%,液体生产增长5% [3][4] - 宣布了17.5亿美元的股票回购和每股0.08美元的股息 [4] 各条业务线数据和关键指标变化 - 上游业务的生产表现良好,生产可靠性超过95%,炼油可用性超过96% [3] - 电动车充电业务实现了80%的年增长,累计销售电量达到1太瓦时 [3] 公司战略和发展方向和行业竞争 - 公司将继续专注于现金流增长,强调在资本稀缺的情况下确保新业务与传统业务的竞争力 [5][7] - 计划在2025年前实现超过5亿美元的成本节约,目标是到2026年底至少节省20亿美元 [5] 管理层对经营环境和未来前景的评论 - 管理层对未来的经营环境持乐观态度,认为在油气行业中仍有增长潜力,尤其是在价值驱动的决策下 [12][13] - 对于液体交易表现的弱势,管理层表示这是市场波动性低的结果,并不代表系统性问题 [7] 其他重要信息 - 公司在2020年设定的250亿美元的资产剥离目标仍在轨道上,预计将继续进行更多的剥离 [10] - 在收购方面,管理层表示将专注于整合现有交易,未来12至18个月内不会进行大型收购 [10] 问答环节所有提问和回答 问题: 关于公司战略的变化 - 管理层表示,公司的战略方向保持不变,仍将专注于减少碳足迹并提供多样化的能源解决方案 [7] 问题: 液体交易表现的弱势原因 - 管理层指出,液体交易的弱势主要是由于市场波动性低,整体交易表现仍在正常范围内 [7] 问题: 关于未来的股息和回购计划 - 管理层确认,尽管市场条件变化,仍将维持每季度17.5亿美元的回购计划 [11][38] 问题: 关于资产剥离的进展 - 管理层表示,已完成约200亿美元的资产剥离,未来将继续寻找更多机会 [10] 问题: 关于天然气价格的看法 - 管理层对未来天然气价格持乐观态度,认为需求将持续增长 [40]