埃克森美孚(Exxon Mobil Corp.)警告說，低能源價(jià)格可能會(huì)使其五分之一的石油和天然氣儲(chǔ)量從賬面上消失。

該公司周三在一份文件中表示，如果今年剩余時(shí)間油價(jià)持續(xù)低迷，“到2020年年底，一定數(shù)量的原油、瀝青和天然氣將不符合探明儲(chǔ)量的標(biāo)準(zhǔn)。”如果石油產(chǎn)量下降20%，其影響將相當(dāng)于近45億桶原油，該量足以供應(yīng)美國墨西哥灣沿岸每家煉油廠18個(gè)月的原油需求。

該公司位于阿爾伯塔省的大型基爾（Kearl）油砂礦是唯一被列為可能在年終調(diào)整中受到影響的資產(chǎn)。帝國石油有限公司(Imperial Oil Ltd.)在另一份文件中說，基爾石油儲(chǔ)量中尚未確定的部分可能面臨危險(xiǎn)。該公司由埃克森美孚持有約70%的股份，是一家子公司。

埃克森美孚沒有等到傳統(tǒng)的年底才調(diào)整儲(chǔ)量。在削減了100億美元的鉆井預(yù)算以應(yīng)對病毒引發(fā)的市場崩潰后，該公司周三表示，已從臺賬上刪除了約10億桶石油。文件顯示，其中大部分涉及頁巖田。

該公司還表示，計(jì)劃將當(dāng)前季度的信貸安排從75億美元增加到100億美元。

埃克森美孚周三在紐約上漲0.9%，至43.85美元。帝國上漲1.6%。基爾占帝國石油公司35億桶已探明儲(chǔ)量的60%。

另外，雪佛龍公司(Chevron Corp.)在周三提交的一份文件中說，預(yù)計(jì)將把主要位于二疊紀(jì)盆地和澳大利亞的石油儲(chǔ)量下調(diào)10%左右。

最近幾周，由于疫情大流行破壞了石油需求和價(jià)格，導(dǎo)致一些油田無法盈利，荷蘭皇家殼牌公司(Royal Dutch Shell Plc)、英國石油公司(BP Plc)和道達(dá)爾石油公司(Total SE)沖銷了數(shù)十億美元的石油儲(chǔ)備。埃克森美孚是當(dāng)前危機(jī)中唯一的堅(jiān)守者，到目前為止還沒有下調(diào)任何利率。

埃克森美孚上一次大幅調(diào)整儲(chǔ)量是在2016年，當(dāng)時(shí)該公司將其在加拿大的部分油砂資產(chǎn)從帳面上移除，不過后來又將部分油砂資產(chǎn)補(bǔ)上了帳面。

埃克森美孚高級副總裁Neil Chapman在7月31日與分析師的電話會(huì)議上表示，該公司目前正在進(jìn)行年度"非常嚴(yán)格"的資產(chǎn)價(jià)值評估，應(yīng)在11月前向董事會(huì)提交結(jié)果。雖然埃克森美孚不像歐洲同行那樣公布大宗商品價(jià)格預(yù)估，但Chapman表示，預(yù)估"與第三方預(yù)估區(qū)間一致"。

趙斌 編譯自 鉆井網(wǎng)

原文如下：

Exxon Says 20 Percent of Reserves Threatened

Exxon Mobil Corp. warned that low energy prices may wipe as much as one-fifth of its oil and natural gas reserves off the books.

If depressed prices persist for the rest of the year, “certain quantities of crude oil, bitumen and natural gas will not qualify as proved reserves at year-end 2020,” the company said in a regulatory filing on Wednesday. A 20% hit would impact the equivalent of almost 4.5 billion barrels of crude, or enough to supply every refinery on the U.S. Gulf Coast for 18 months.

The company’s massive Kearl oil-sands mine in Alberta was the only specific asset singled as a potential victim of any year-end revision. Imperial Oil Ltd., which is about 70% owned by Exxon and run as a subsidiary, said in a separate filing that an undetermined portion of Kearl’s reserves may be imperiled.

Exxon isn’t waiting until the traditional end-of-year period to reasses reserves. After slashing its drilling budget by $10 billion to cope with the virus-driven market collapse, the company on Wednesday said it removed about 1 billion barrels from its books. Most of that involved shale fields, according to the filing.

The supermajor also said it plans to increase a credit facility from $7.5 billion to $10 billion in the current quarter.

Exxon rose 0.9% to $43.85 on Wednesday at in New York. Imperial rose 1.6%. Kearl accounts for 60% of Imperial’s 3.5 billion barrels of proved reserves.

Separately, Chevron Corp. said in a filing Wednesday that it expects to revise its reserves downward by about 10%, mainly in the Permian Basin and Australia.

Royal Dutch Shell Plc, BP Plc and Total SE have written off billions of dollars in reserves in recent weeks as the pandemic destroyed oil demand and prices, making some fields unprofitable to drill. Exxon had been the sole holdout during the current crisis, having not revised anything lower until now.

Exxon’s last significant reserves revision was in 2016, when it removed some of its oil-sands assets in Canada from its books, though it later added some of these back.

Exxon is currently undergoing its annual “very rigorous” process of reviewing the value of assets and should present the results to the board by November, Senior Vice President Neil Chapman said during a call with analysts July 31. While Exxon doesn’t publish commodity price forecasts, unlike European peers, Chapman said they’re “consistent with the range of third-party estimates.”