Both scenarios predict a substantial increase in renewable energy capacity, particularly from wind and solar power. Under the Current Trajectory, wind and solar capacity is expected to grow eightfold by 2050 compared to the 2022 levels. In the Net Zero scenario, this expansion is even more dramatic, with a 14-fold increase. This rapid growth is supported by continuing declines in technology and production costs, making renewables increasingly competitive with traditional energy sources. You can see the comp ...

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. For the full year, the Zacks Consensus Estimates project earnings of $4.72 per share and a revenue of $241.74 billion, demonstrating changes of -1.26% and +13.48%, respectively, from the preceding year. Investors should also take note of any recent adjustments to analyst estimates for BP. These revisions typically reflect the latest short-term business trends, which can change freq ...

文章核心观点 - BP公司预计将在第二季度报告中遭受30亿美元的重大财务损失,主要由于燃料需求下降影响了其炼油业务 [1] - BP公司警告投资者,其实现的炼油利润率将大幅下降,可能导致其季度收益减少5-7亿美元,这主要归因于柴油价格疲软和北美重质原油价差收窄,特别影响了其位于印第安纳州惠灵顿的大型炼油厂 [2] - 此外,BP公司还计划对其在德国格尔森基兴炼油厂的业务进行20亿美元的减记,以应对需求疲软,将产能削减三分之一 [3] 公司经营情况 - 尽管面临上述挑战,但分析师预计BP公司第二季度基于替代成本的基础利润将达到31.3亿美元 [4] - BP公司上游业务第二季度产量预计将保持与上一季度基本持平,达到每天238万桶油当量,这得益于阿塞拜疆和美国新项目的投产 [5] - 此外,第二季度油价上涨还将为BP公司带来1-3亿美元的利润增加 [5] 行业动态 - 与BP公司类似,壳牌公司也预计将在即将公布的业绩中计提高达20亿美元的减值损失,这是由于其决定停止在鹿特丹开发欧洲最大的可持续航空燃料项目,并出售新加坡一家炼油厂 [6] - 壳牌公司将把重心从低碳投资转向扩大天然气业务,计划开发特立尼达和多巴哥东部的一处天然气田 [6] 公司应对措施 - 为应对当前市场环境,BP公司采取了一系列措施,包括实施招聘冻结、暂停可再生能源项目,以及努力提高收益和削减20亿美元成本 [4] - 这些举措突出了BP公司对当前市场状况做出的战略性调整 [7]

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. Thus, the analyst cut the Gas and low-carbon operating profit estimate from $2.4 billion to $1.6 billion. Ahead of the results, the analyst continues to expect BP to raise its dividend by 10% and confirm buybacks totaling $1.75 billion per quarter for the next six months. Disclaimer: This cont ...

Key Takeaways BP (BP) American depositary receipts (ADRs) fell in premarket trading Tuesday after the energy giant said that it expects lower refining margins and an impairment charge of up to $2 billion will impact its second-quarter results. BP Joins Exxon in Warning About Refining Margins Exxon Mobil (XOM) on Monday said that lower refining margins would cause its second-quarter profits to be between $1.1 billion to $1.5 billion lower. The company also expects lower natural gas prices to cause a hit of a ...

BP in 2020 set out its ambition to become a net zero company "by 2050 or sooner." The energy firm also expects to record post-tax asset impairments and contract provisions in the range of $1 billon to $2 billion in the second quarter. The hit includes charges relating to BP's ongoing review of its Gelsenkirchen refinery in Germany. The firm is targeting at least $2 billion in cash cost savings by the end of 2026. Weaker margin in fuels and lower gas and oil prices impacted BP's results in the first quarter, ...

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.61% decrease. Currently, BP is carrying a Zacks Rank of #3 (Hold). We can additionally observe that BP currently boasts a PEG ratio of 1.96. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account t ...

When 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. ForbesOccidental Shares Have Been Flat In 2024 But Warren Buffett Just Keeps Buying However, BP will also continue to maintain its investments in biofuels and low-carbon businesses that it hopes will generate short-term returns. Earlier this week, it agreed to full control of BP Bunge Bioenergia - its Br ...

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]