据油价网2020年7月3日休斯顿报道，华尔街分析师3日对路透社记者表示，埃克森美孚公司最早可能在7月大规模减记其油气资产价值。
与许多同行不同的是，自今年早些时候油价暴跌以来，埃克森美孚公司至今一直没有进行大规模油气资产减记。
美国西方石油公司(Oxy)、英国石油公司(BP)和壳牌公司(Shell)都先后调整了自己的资产价值，埃克森美孚公司却没有。事实上，在过去的十年里，埃克森美孚公司并没有做太多这样的事情。
6月份，英国石油公司和壳牌公司降低了他们的油价预测，这导致了英国石油公司和壳牌公司分别损失了175亿美元和220亿美元。
美国多元化金融服务公司考恩集团分析师Jason Gabelman对路透社表示，全球石油工业“正在明显改变其对资产价值的看法，如果埃克森美孚公司也效仿，我们不会感到意外。”
爱德华琼斯公司的石油和天然气分析师Jennifer Rowland说，如果不尽快进行资产减记，埃克森美孚公司可能会“开始失去信誉”。
7月2日，埃克森美孚公司在提交给美国证券交易委员会（SEC）的文件中警告称，由于油价暴跌和疲弱的炼油利润率打击了该公司的上游和下游业务，该公司可能在第二季度将面临连续第二次亏损。埃克森美孚公司认为，石油和天然气价格下跌将使其上游业务利润减少25亿至31亿美元。在下游部分，北美原油物流差价的变化以及炼油利润率的疲软将会吃掉其8亿到12亿美元的运营利润。
李峻 编译自 油价网
原文如下：
Exxon May Finally Book Major Writedowns
ExxonMobil could write down the value of its oil and gas assets as soon as this month, Wall Street analysts told Reuters on Friday.
Unlike many of its peers, Exxon hasn’t booked major writedowns since oil prices crashed earlier this year.
Where Occidental, BP, and Shell, have all adjusted the value of their assets, Exxon has not. In fact, it hasn’t been doing much of that over the past decade at all.
Last month, BP and Shell lowered their oil price forecasts, which led to up to US$17.5 billion impairment charge at BP and up to a US$22 billion charge at Shell.
Cowen analyst Jason Gabelman told Reuters that the global oil sector was “clearly altering its view on the value of assets and we would not be surprised if Exxon followed suit.”
According to Jennifer Rowland, an oil and gas analyst with Edward Jones, Exxon could “start to lose credibility if they don’t take a writedown soon.”
On Thursday, Exxon warned in an SEC filing that it could be in for booking its second consecutive loss in Q2 as the oil price collapse and weak refining margins hit both the upstream and downstream divisions of the U.S. supermajor. Exxon sees the lower oil and natural gas prices decreasing its upstream operating profit by anywhere from US$2.5 billion to US$3.1 billion. In the downstream, a change in North American crude logistics differentials and weak refining margins are set to eat between US$800 million and US$1.2 billion of the operating profit.
