The United States has taken a substantial stride in confronting climate change with the Environmental Protection Agency (‘EPA’) proposing a fee on methane emissions originating from major oil and gas facilities. This strategic move aligns with the 2022 climate law, serving as a complementary measure to more extensive regulations on greenhouse gas emissions within the Oil/Energy sector. The target of the EPA's proposal is facilities reporting methane emissions exceeding 25,000 metric tons of carbon dioxide e ...

ConocoPhillips (COP) closed at $111 in the latest trading session, marking a -0.16% move from the prior day. This change lagged the S&P 500's daily loss of 0.07%.The energy company's shares have seen a decrease of 0.6% over the last month, not keeping up with the Oils-Energy sector's gain of 0.36% and the S&P 500's gain of 3.98%.Investors will be eagerly watching for the performance of ConocoPhillips in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on February 8, 2024 ...

Oil stocks? At a time when society is increasingly looking to clean and renewable energy sources to meet net-zero emission targets, the idea of investing in hydrocarbon-related enterprises seems risky, perhaps even foolish. Nevertheless, fossil fuels – despite their somewhat controversial reputation – deserve closer examination.Yes, many hydrocarbon players found themselves out of sorts last year. Even with production cuts initiated by major oil-producing nations, the needle didn’t move much. With the econo ...

石油价格走势 - 沙特阿拉伯突然宣布削减石油出口价格，暗示石油需求疲软，导致石油价格和石油股价下跌[5] - 特鲁伊斯特和派珀·桑德勒对2024年石油股的高预期，预测石油价格将在2024年保持稳定，且石油股价格合理，投资者仍有机会获利[2] - 尽管石油价格实时下跌，但特鲁伊斯特和派珀·桑德勒的预测尚未被证明错误，2024年石油价格可能会有波动，投资者无需恐慌[7]

Jeremy Poland ConocoPhillips (NYSE:COP) is among the largest pure-play upstream oil companies in the world, with a market capitalization of more than $100 billion. The company recently made a final investment decision to invest in the Willow Project, a multi-billion dollar project, that'll eventually produce 600 million barrels of oil. As we'll see throughout this article, ConocoPhillips has strong growth prospects that make it a valuable investment. ConocoPhillips 3Q 2023 Highlights The company had a stron ...

Proactive团队 - Ian Lyall在Proactive担任主编，负责监督编辑和广播运营[2] - Proactive的新闻团队遍布全球金融和投资中心，包括伦敦、纽约、多伦多、温哥华、悉尼和珀斯[4] Proactive关注领域 - Proactive专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[5] Proactive报道范围 - Proactive团队提供市场上的新闻和独特见解，涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等领域[6]

HOUSTON--(BUSINESS WIRE)--ConocoPhillips (NYSE: COP) announced today that it will move forward with development of the Willow project in Alaska. This Final Investment Decision approves the project and funds construction needed to reach first oil. The decision follows the Department of the Interior March 2023 Record of Decision and recent positive court orders, including this week’s Ninth Circuit Court of Appeals denial of plaintiffs’ request for an injunction. “We are excited to reach this significant mi ...

ToplineOil producer ConocoPhillips announced Friday it approved the construction funds for a $8 billion oil-drilling operation in Alaska known as Project Willow, a final investment decision that comes days after a federal appeals court rejected a bid from environmental and Alaska Native groups that sought to block the project’s construction.The project was approved by the U.S. Department of Interior in March. (Photo by Greg A. ... [+] Syverson/Getty Images)Getty Images Key FactsThe project was approved by t ...

MattGush/iStock Editorial via Getty Images ConocoPhillips (NYSE:COP) announced a 14% increase in its dividend rate in the third-quarter due to strong free cash flow and high prices for its core energy products. The energy firm is set to continue to benefit from high average prices in its business and investors can reasonably expect a significant return of cash through stock buybacks in FY 2024 as well. With OPEC+ members recently agreeing to extend their voluntary supply reductions into 2024, I believe Cono ...

财务数据和关键指标变化 - 公司在第三季度创下全球和下游48州的产量纪录 [26][30] - 公司将全年产量指引上调,以反映Surmont收购的影响 [30] - 公司第三季度经调整每股收益为2.16美元 [26] - 公司第三季度经营活动现金流为55亿美元,其中包括APLNG分红4.42亿美元 [27] - 公司第三季度资本支出为25亿美元,其中包括3.6亿美元用于长周期项目 [27] - 公司将全年调整营业成本指引上调3亿美元至86亿美元,主要由于Surmont权益增加、下游48州非运营活动增加和通胀影响 [33] - 公司将全年折旧、摊销和耗损指引上调1亿美元至83亿美元,主要由于Surmont的影响 [33] 各条业务线数据和关键指标变化 - 下游48州第三季度产量平均为1,083,000桶油当量/天,其中珀米恩盆地为722,000桶、鹰福德为232,000桶、白肯为111,000桶 [26] - 下游48州基础产量同比增长8% [26] - 公司在加拿大蒙特尼地区的第二套中央处理设施(CPF2)已成功投产 [20] 各个市场数据和关键指标变化 - 公司在荷兰Gate LNG码头新增1.5百万吨/年再气化能力,使欧洲再气化能力达到4.3百万吨/年 [19] - 公司在挪威提前6个月启动3个项目,包括公司运营的Tommeliten Alpha A海底返输项目 [20] - 公司在中国的合作伙伴提前启动了渤海4b期项目 [21] 公司战略和发展方向及行业竞争 - 公司保持专注于回报导向的价值主张和供应成本原则,这为公司在行业并购方面设立了较高的门槛 [16] - 公司通过收购Surmont剩余50%权益,进一步优化了自身资产组合 [17] - 公司继续推进全球LNG战略,在欧洲和亚洲市场开拓销售渠道 [19][68][69] - 公司在下游48州资产组合中拥有20年的库存,并持续优化开发决策、提高储层优化和增产措施,以提高回收率 [82][83][84][85][86][87][88][89][90][91] 管理层对经营环境和未来前景的评论 - 公司对行业进一步整合并不感到意外,并将继续专注于回报导向的价值主张和供应成本原则 [16] - 公司对Surmont收购感到满意,认为这是一项非常有吸引力的收购,可以提升公司10年计划 [17] - 公司对下游48州资产组合的表现感到满意,认为这体现了公司资产组合的质量和深度 [39][40][41][42] - 公司对国际资产组合的发展前景保持乐观,认为这是公司的一大优势 [45][46][47][48][49][50] 问答环节重要的提问和回答 问题1 **Neil Mehta 提问** 下游48州资产组合的表现一直很稳定,保持7%的增长率。公司在各个盆地的表现如何,尤其是在珀米恩盆地? [39] **Nicholas Olds 回答** 公司在各个盆地的表现都很出色,与去年同期相比保持一致。以珀米恩盆地为例,公司的井表现位于行业前列,体现了公司对回报和资本效率的重视 [40][41][42] 问题2 **Doug Leggate 提问** 公司的股价今天上涨近5%,这似乎反映了市场对公司提高普通股息的认可。公司在非运营资产组合方面的表现如何,是否与运营资产有所不同? [60] **Nicholas Olds 回答** 公司在运营和非运营资产组合方面的表现都很出色。非运营资产组合的表现也很有竞争力,公司会对每个非运营资产进行评估,确保投入的资本能够实现良好的回报 [63][64][65] 问题3 **Devin McDermott 提问** 公司大幅提高股息是否主要源于Surmont资产带来的额外现金流,还是公司在股东回报策略方面有更广泛的考虑? [75] **Ryan Lance 回答** 公司的股东回报框架并未发生变化。公司计划在中期价格水平下将至少30%的现金流返还给股东,当价格高于中期水平时,会将更多现金流返还给股东。这一框架一直以来都在执行,今年公司预计将近50%的现金流返还给股东 [76][77][78][79]