據(jù)管道&天然氣雜志網(wǎng)4月22日?qǐng)?bào)道,北美最大的能源基礎(chǔ)設(shè)施公司之一金德摩根(Kinder Morgan)周三公布季度獲利超過(guò)預(yù)期,促使該公司上調(diào)年度盈利預(yù)期,因2月冬季暴風(fēng)雪期間天然氣和電力需求激增。
該公司股價(jià)在盤(pán)后交易中上漲2.7%。
上個(gè)季度席卷美國(guó)部分地區(qū)的嚴(yán)重冰凍天氣摧毀了德克薩斯州近一半的發(fā)電廠,使天然氣和電力價(jià)格達(dá)到創(chuàng)紀(jì)錄水平。
金德摩根從天然氣和電力短缺中受益,因?yàn)樵摴具B續(xù)幾天以高于正常水平數(shù)百倍的價(jià)格出售天然氣和電力。
首席執(zhí)行官Steven Kean在一次財(cái)報(bào)電話(huà)會(huì)議上表示,我們之前在資產(chǎn)上的投資,特別是在天然氣儲(chǔ)存資產(chǎn)上的投資,給我們帶來(lái)了巨大的幫助。好幾天來(lái),我們?cè)谖覀兊囊恍馓锢锒继幱谧畲蟮某冯x狀態(tài)。
盡管由于新冠疫情對(duì)需求的持續(xù)影響,天然氣運(yùn)輸量總體下降了3%,但金德摩根的天然氣管道部門(mén)的調(diào)整后收入仍增長(zhǎng)了近80%。
該公司還受益于減少石油和工業(yè)二氧化碳生產(chǎn)部門(mén)的產(chǎn)量和用電量,這是其在得克薩斯州耗電量最大的業(yè)務(wù)。
Kean表示,該部門(mén)的電力合同規(guī)定,按現(xiàn)行市場(chǎng)價(jià)格計(jì)算,其用電量降低后可以得到補(bǔ)償。目前的市場(chǎng)價(jià)格已飆升至每兆瓦時(shí)9000美元。
金德摩根第一季度的業(yè)績(jī)幫助其將全年凈利預(yù)估上調(diào)至多達(dá)29億美元,去年第四季度末的預(yù)估為21億美元。
根據(jù)Refinitiv IBES的數(shù)據(jù)顯示,不包括其他項(xiàng)目,該公司每股盈利60美分,遠(yuǎn)高于預(yù)期的24美分。
金德摩根還將2021年的股息上調(diào)3%,至每股1.08美元。
營(yíng)收也環(huán)比增長(zhǎng)至52.1億美元,高于分析師平均預(yù)估的30.3億美元。
郝芬 譯自 管道&天然氣雜志網(wǎng)
原文如下:
Kinder Morgan Raises Outlook as Profit Surges on Winter Storm Demand
Kinder Morgan on Wednesday posted a quarterly profit that breezed past estimates, helping the U.S. pipeline operator raise its annual earnings forecast, on a demand surge for natural gas and electricity during the February winter storm.
The company's shares rose 2.7% in extended trading.
A deep freeze that swept parts of the United States last quarter knocked out nearly half of Texas power plants and sent prices for natural gas and electricity to record levels.
Kinder Morgan benefited from the shortage as it released gas and sold electricity at prices that were hundreds of times higher than normal for several days.
"Our previous investments in our assets, particularly on our gas storage assets, were a huge help. We were on maximum withdrawal for days at several of our fields," Chief Executive Officer Steven Kean said on a post-earnings call.
Though natural gas transport volumes were down 3% overall amid the lingering impact on demand from the COVID-19 pandemic, Kinder Morgan's natural gas pipelines unit still saw adjusted income grow by almost 80%.
The company also benefited by cutting production and electricity usage at a unit that produces oil and industrial carbon dioxide, its heaviest power-consuming business in Texas.
That unit's power contract allowed for it to be compensated for lower usage at the prevailing market price, which had shot up to as much as $9,000 per megawatt-hour, Kean said.
The first-quarter performance helped Kinder Morgan raise its full-year net income forecast to as much as $2.9 billion, from a $2.1 billion expectation outlined at the end of the fourth quarter.
Excluding items, the company earned 60 cents per share, well above estimates of 24 cents, according to Refinitiv IBES data
Kinder Morgan also raised its dividend by 3% to $1.08 per share for 2021.
Revenue also rose sequentially to $5.21 billion, above analysts' average estimate of $3.03 billion.
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