據(jù)天然氣加工新聞網(wǎng)8月3日?qǐng)?bào)道，美國(guó)頂級(jí)液化天然氣出口商切尼爾能源公司(Cheniere Energy Inc.)周四公布第二季財(cái)報(bào)，超過(guò)華爾街預(yù)期，并上調(diào)全年獲利預(yù)期。

盡管在此期間液化天然氣價(jià)格下跌，LNG出貨量疲軟，但公司業(yè)績(jī)好于預(yù)期。與去年同期的虧損相比，其衍生品投資組合的價(jià)值增加了7.82億美元。

到6月30日為止的第二季度，其液化天然氣產(chǎn)量降至547萬(wàn)億英熱單位(Btu)，而去年同期為570萬(wàn)億英熱單位。產(chǎn)量下降的部分原因是維修中斷。

二季度切尼爾的調(diào)整后收益為18億美元，超過(guò)了市場(chǎng)預(yù)期的16.2億美元，這有助于推動(dòng)其股價(jià)在早盤(pán)上漲近1%至160.66美元，盡管天然氣市場(chǎng)價(jià)格普遍下跌。

根據(jù)Refinitiv的數(shù)據(jù)顯示，該公司將全年盈利預(yù)期上調(diào)了1億美元，至83億～88億美元之間。分析師平均預(yù)期為86.1億美元。

今年4月至6月，美國(guó)天然氣均價(jià)為每百萬(wàn)英熱單位2.417美元，較去年同期下降近63%，當(dāng)時(shí)需求飆升。

該液化天然氣出口商公布第二季度凈利潤(rùn)為13.7億美元，而去年為7.41億美元，這得益于用于對(duì)沖國(guó)際天然氣價(jià)格的衍生工具的收益。

投資公司杰富瑞(Jefferies)表示，這使得切尼爾未來(lái)有可能被納入標(biāo)準(zhǔn)普爾500指數(shù)。

然而，Jefferies分析師補(bǔ)充稱(chēng)，當(dāng)季3.5億美元的股票回購(gòu)規(guī)模低于預(yù)期。

其研究人員寫(xiě)道，“強(qiáng)勁的自由現(xiàn)金流，加上公司股價(jià)在5月和6月的大部分時(shí)間里都處于壓力之下，這讓我們有點(diǎn)困惑，為什么股票回購(gòu)又減少了”。

但由于價(jià)格和出貨量下降，這家總部位于得克薩斯州休斯敦的能源公司的季度收入下降了49%至41億美元。

郝芬 譯自 天然氣加工新聞網(wǎng)

原文如下：

Cheniere tops earnings estimates despite weaker LNG prices

Top U.S. liquefied natural gas exporter Cheniere Energy Inc on Thursday reported second-quarter earnings that topped Wall Street forecasts, and raised its full-year profit outlook.

The better-than-expected results came despite lower LNG prices and weaker LNG shipments during the period. Results included a $782 MM gain in the value of its derivatives portfolio compared with a loss in the same period last year.

Its LNG volumes dropped to 547 trillion British thermal units (Btu) in the quarter ended June 30, compared with 570 trillion Btu a year-ago. Volumes fell in part on maintenance outages.

Cheniere's adjusted earnings of $1.8 B beat the market consensus of $1.62 B, helping to push its shares up nearly 1% at $160.66 in early trading despite a broader market decline.

The company raised its full-year earnings forecast by $100 million to between $8.3 B and $8.8 B. Analysts on average had expected $8.61 B, according to Refinitiv.

U.S. natural gas prices averaged $2.417 per million British thermal units (Btu) during the April-June quarter, down nearly 63% from the year-ago quarter, when demand skyrocketed following geopolitical conflicts.

The LNG exporter posted second-quarter net income of $1.37 B compared with $741 MM last year on gains in derivative instruments used to hedge against international gas prices.

That net keeps Cheniere potentially able to be included in the S&P 500 in the future, said investment firm Jefferies.

However, a $350 MM share buyback during the quarter was smaller than expected, Jefferies analysts added.

“The strong FCF (free cash flow) generation, coupled with a share price that was under pressure for a good portion of May/June leaves us somewhat puzzled as to why the buyback declined again,” its researchers wrote.

The Houston, Texas-based energy firm's quarterly revenue fell 49% to $4.1 B on the weaker prices and shipment volumes.