Loading...Loading...RBC Capital Markets analyst Biraj Borkhataria updated estimates of BP p.l.c. BP following its second-quarter trading update release this morning. The analyst rates BP with an Outperform rating and a 650p price target.In the oil production and operations segment, the company anticipates realizations to have a favorable impact of $0.1 billion-$0.3 billion and expects Upstream production in the quarter to remain flat compared to the prior quarter.The analyst writes that in the gas trading s ...

Key TakeawaysBP ADRs slid in premarket trading Tuesday after the energy giant said its second-quarter earnings will likely be impacted by lower refining margins.The company also expects to take an impairment charge of between $1 billion and $2 billion related to a review of one of its German refineries.Exxon also said refining margins would negatively impact its second-quarter earnings on Monday. BP (BP) American depositary receipts (ADRs) fell in premarket trading Tuesday after the energy giant said that i ...

BP in 2020 set out its ambition to become a net zero company "by 2050 or sooner."BP shares dropped on Tuesday after the firm flagged it expects to post an impairment of up to $2 billion in the second quarter and warned of lower refining margins weighing on its results.BP shares dropped 3% in early market trading at 08:18 a.m. London time.In a Tuesday statement, the company said it anticipates weak refining margins and oil trading performance will weigh on its second-quarter results, due out on 30 July. The ...

BP (BP) ended the recent trading session at $36.55, demonstrating a -1.35% swing from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.1%. At the same time, the Dow lost 0.08%, and the tech-heavy Nasdaq gained 0.28%.Heading into today, shares of the oil and gas company had gained 5.08% over the past month, outpacing the Oils-Energy sector's gain of 0.75% and the S&P 500's gain of 4.08% in that time.Market participants will be closely following the financia ...

BP logo seen outside a petrol station in London, U.K. (Photo: Leon Neal)Getty ImagesWhen the news arrived that BP (LON: BP) was scaling down its renewable energy ambitions, it didn't hold much of a surprise. In fact, for market observers there was a certain level of inevitability about it.Since 2020, BP has been working towards building an offshore wind portfolio following a pledge by its former boss Bernard Looney to "become a net zero company by 2050 or sooner." The shift in policy four years ago has ofte ...

BP公司策略调整 - BP新CEO Murray Auchincloss本周宣布公司将实施招聘冻结并暂停对新风能项目的投资以提升竞争力吸引投资者这一举措源于公司股东对其可再生能源及ESG评级相关投资策略的不满[1] - 这一内部战略转变与前任CEO Bernard Looney任期内积极投资陆上和海上风电项目的策略相反BP在美国大西洋沿岸海上风电项目因通胀和供应链问题面临严重盈利问题[2] - 尽管BP在德国海上风电项目较成功但此次调整使其与其他大公司将更多资本预算投入核心油气业务的趋势一致自2023年初这一趋势开始显现[3] 行业内公司对比 - 与BP同行的ExxonMobil、Chevron、Equinor、TotalEnergies和Shell都已增加核心油气业务预算BP目前的市场估值在这些公司中最低不到ExxonMobil和Chevron估值的一半[4] 能源需求与行业应对 - 全球对石油和天然气的需求持续增长亚洲、非洲和太平洋沿岸发展中国家需求尤为强烈2023年全球原油需求达到新纪录水平天然气需求也接近2019年疫情前的纪录水平[5] - ExxonMobil领导的财团在圭亚那海上Stabroek区块开展第七个大型项目Hammerhead预计2029年日产18万桶石油目前该区块日产超60万桶2027年预计达100万桶若Hammerhead项目成功2030年总产量可能达150万桶与尼日利亚、卡塔尔和利比亚等产油大国相当[6][7] - ExxonMobil未大力投资风能和太阳能等传统替代能源项目但每年继续在低碳解决方案业务部门投资数十亿美元并将投资集中于与自身知识和专长相关的项目如碳捕获与储存、氢枢纽开发等[8] 行业发展的复杂性 - 在能源转型过程中没有一种通用的成功策略大公司在寻找最终成功的道路上必然会经历挣扎[9] - 油气公司需要继续发展传统业务以满足不断增长的产品需求这一需求短期内没有放缓迹象[10] - 能源安全等同于国家安全只要西方政策制定者偏好的替代能源无法证明其能胜任这一现实就不会改变[11]

文章核心观点 - 公司Arcadis为bp在美国休斯顿的总部完成了24个高速充电桩的安装项目,这是bp pulse在美国的首个Gigahub™品牌充电站 [1][2][3][4][5] - 该充电站采用了12个150kW的Tritium快速充电桩,可为任何电动车提供充电服务,未来还可能增加太阳能电池板和其他配套设施 [2][3] - 该充电站的建成将增加休斯顿地区的电动车充电能力,提高电动车使用的便利性,推动当地电动车的普及 [3][4] 公司相关 - Arcadis是一家全球领先的设计和咨询公司,专注于自然和建筑资产 [6] - Arcadis为该项目提供了项目和施工管理服务 [2][3] - Arcadis表示很荣幸能与bp pulse合作推进能源转型项目,致力于推动积极的环境未来 [3] 行业相关 - bp pulse是bp的电动车充电业务部门,正在建设全国性的充电网络 [4][6] - 该充电站的建成是bp pulse在美国的重要里程碑,有助于提供可靠、快捷的充电体验,满足电动车驾驶者的需求 [4] - 该充电站的建成对于休斯顿这个能源之都来说意义重大,因为该城市电动车保有量正快速增长 [3]

WELLINGTON, UNITED KINGDOM - JANUARY 30: The BP logo is displayed outside a petrol station in ... [+] Wellington on January 30, 2024 in Somerset, England. (Photo by Anna Barclay/Getty Images)Getty ImagesWith the stock flat so far this year, at the current price of around $35 per share, we believe BP plc stock (NYSE: BP), a European integrated energy major, could go higher in the long term. BP’s underlying replacement cost profit was down by almost half in Q1 2024, to $2.72 billion from $4.96 billion from th ...

The latest trading session saw BP (BP) ending at $35.39, denoting a +0.8% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily gain of 0.25%. At the same time, the Dow added 0.15%, and the tech-heavy Nasdaq gained 0.03%.Shares of the oil and gas company witnessed a loss of 5.77% over the previous month, beating the performance of the Oils-Energy sector with its loss of 5.99% and underperforming the S&P 500's gain of 3.34%.Market participants will be closely followin ...

jetcityimage/iStock Editorial via Getty Images Energy stocks have been in a correction for the past several weeks and I am starting to see some new buying opportunities. There are a number of reasons for this pullback including a drop in the price of oil, which could be driven by ample current supplies, but also because of some fresh concerns about the strength of the U.S. economy. There was also a recent prediction by the International Energy Agency, which suggested "peak oil" could occur in 2029. I do ...