业绩总结 - Kosmos Energy Ltd.在2023年第三季度实现了净产量约68,200桶油当量/日，符合预期，同比增长17%[10] - 2023年第三季度公司净产量达到约68,200桶油当量/天，较第二季度增长[15] 项目进展 - Jubilee项目的产量预计将持续增长至2024年[11] - Mauritania & Senegal的Tortue Phase 1项目的关键节点已完成，FPSO目前推动整个项目进度[12] - Yakaar-Teranga项目发现了约25万亿立方英尺的优势气体，Kosmos现在控制着这个世界级资源的开发[13] - Tiberius公司目前在评估分阶段开发项目，预计将在约2年内实现首次生产[14] 财务状况 - 公司财务状况持续增强，资本结构得到简化，无近期债务到期[16]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☒ OF 1934 For the quarterly period ended September 30, 2023 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from to Commission file number: 001-35167 Kosmos Energy Ltd. (Exact name of registrant as specified in its charter) Delaware 98-0686001 (State o ...

Kosmos Energy Ltd. (NYSE:KOS) Q2 2023 Earnings Conference Call August 7, 2023 11:00 AM ET Corporate Participants Jamie Buckland - Vice President of Investor Relations Andrew Inglis - Chairman and Chief Executive Officer Neal Shah - Chief Financial Officer Conference Call Participants Charles Meade - Johnson Rice James Hosie - Barclays Neil Mehta - Goldman Sachs Subash Chandra - Benchmark Mark Wilson - Jefferies Operator Good day, everyone. Welcome to Kosmos Energy's Second Quarter 2023 Conference Call. As a ...

1 Second Quarter 2023 Results NYSE/LSE: KOS 7 August 2023 Disclaimer | --- ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☒ OF 1934 For the quarterly period ended June 30, 2023 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from to Commission file number: 001-35167 Kosmos Energy Ltd. (Exact name of registrant as specified in its charter) Delaware 98-0686001 (State or oth ...

财务数据和关键指标变化 - 第一季度的生产与第四季度持平，约为59,000桶油当量/天，符合指导预期 [7][22] - 自由现金流在第一季度略为负值，预计在下半年将开始上升 [22][23] 各条业务线数据和关键指标变化 - Jubilee油田的总产量在第一季度平均为72,000桶/天，因水注入减少而有所下降，但自2月以来已恢复正常 [9][10] - TEN油田的总产量略超过20,000桶/天，计划在第二季度提交额外井的开发计划 [10] - 赤道几内亚的总产量为27,000桶/天，预计第四季度将开始三口井的补充钻探 [11] 各个市场数据和关键指标变化 - 在加纳，Jubilee油田的生产因水注入管理而有所下降，但预计在新井上线后将显著增加 [9][14] - 在墨西哥湾，净生产约为16,000桶油当量/天，符合指导预期 [11] 公司战略和发展方向和行业竞争 - 公司计划在2024年前将整体生产提高约50% [7] - 正在推进Tortue项目的第二阶段，预计将进入前期工程设计 [19][21] - 公司在毛里塔尼亚和塞内加尔的气体资源开发潜力被认为是其独特的竞争优势 [20] 管理层对经营环境和未来前景的评论 - 管理层对未来的生产增长持乐观态度，特别是在Jubilee油田和Tortue项目上 [6][24] - 管理层提到，尽管面临市场波动，仍然有信心实现预期的自由现金流 [22][27] 其他重要信息 - 公司在董事会中增加了具有国际运营和LNG经验的新成员，以支持战略目标的实现 [20] - 预计在2023年将有多个关键里程碑，包括Jubilee新井的上线和Tortue项目的进展 [24] 问答环节所有提问和回答 问题: 自由现金流的前景 - 管理层表示，预计自由现金流将在下半年开始上升，当前油价下的预期范围为1亿到2亿美元 [26][27] 问题: Tortue项目的仲裁和合同结构 - 管理层确认已进入仲裁程序，以确保与BP的合同解释一致，预计在市场销售货物之前完成 [28][29] 问题: Jubilee油田的生产指导变化 - 管理层表示，预计到第四季度Jubilee的总产量将达到110,000桶/天，主要得益于新井的上线 [31][32] 问题: Tortue项目的关键路径风险 - 管理层指出，当前的关键路径是深水管道的安装，整体进展符合计划 [38][40] 问题: Jubilee Southeast开发的额外油层 - 管理层提到，Jubilee Southeast的额外油层将有助于维持和延长生产平台 [44][46] 问题: 赤道几内亚的补充钻探计划 - 管理层表示，补充钻探将维持生产，预计在2024年将有显著的产量提升 [48][50] 问题: Tortue项目的LNG前期销售 - 管理层表示，目前尚未计划前期销售LNG，正在与各方进行接洽 [52][53] 问题: Jubilee的气体销售协议 - 管理层确认，TEN的气体销售将是对Jubilee气体销售的补充，不会影响油生产 [56][57]

NYSE/LSE: KOS9 May 2023 1 First Quarter 2023 Results Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements, other than statements of historical facts, included in this presentation that address activities, events or developments that Kosmos Energy Ltd. ("Kosmos" or the "Company") expects, believes or anticipates will or may occur in the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☒ OF 1934 For the quarterly period ended March 31, 2023 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from to Commission file number: 001-35167 Kosmos Energy Ltd. (Exact name of registrant as specified in its charter) Delaware 98-0686001 (State or ot ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35167 Kosmos Energy Ltd. (Exact name of registrant as specified in its charter) Delaware 98-0686001 (State or other j ...

Kosmos Energy Ltd. (NYSE:KOS) Q4 2022 Earnings Conference Call February 27, 2023 11:00 AM ET Company Participants Jamie Buckland - Vice President of Investor Relations Andy Inglis - Chairman and Chief Executive Officer Neal Shah - Chief Financial Officer Conference Call Participants Charles Meade - Johnson Rice Alex Smith - Investec Neil Mehta - Goldman Sachs Subash Chandra - The Benchmark James Hosie - Barclays Mark Wilson - Jefferies Matt Smith - Bank of America Operator Good day, everyone, welcome to Kos ...