中国石化新闻网讯 据钻机地带4月21日报道，澳大利亚能源生产商桑托斯有限公司（Santos Ltd.）周四公布，2023年第一季度的销售收入为16.31亿美元，较2022年最后一个季度下降13%，产量和销售量也出现了类似的下降。

该公司第一季度产量为2220万桶石油当量，较2022年第四季度产量下降13%。桑托斯在2023年1至3月售出2380万桶油当量，较上一季度下降12%。

这家总部位于阿德莱德市的公司在提交给澳大利亚证券交易所的一份文件中表示，第一季度销量低于上一季度，主要是由于西澳大利亚州国内天然气销量下降，部分被原油和凝析油销量上升所抵消。

(相关资料图)

液化天然气和石油价格下跌也拖累了业绩。桑托斯液化天然气的平均实际售价从上季度的16.92美元/百万英热单位降至14.46美元/百万英热单位。原油价格从每桶94.71美元跌至每桶87.59美元。

该公司特别指出，以日本清关原油(JCC)价格出售的滞后液化天然气合约的季度价格差异为每桶13美元，东亚的平均现货价格也下降。

该公司表示，滞后三个月的JCC在2023年第一季度的均价为100美元/桶，而2022年第四季度为113美元/桶。

该公司补充称，桑托斯的液化天然气项目在第一季度发运了56批货物，其中4批是在与jkm挂钩的基础上出售的(Darwin LNG 1、PNG LNG 3)。

液化天然气在收入中所占份额最大，销售量为14.073亿吨，销售额为10.69亿美元，其次是国内销售的天然气和乙烷，销售量为40.1拍焦耳，销售额为2.64亿美元。石油销售量为206.85万桶，销售额为1.81亿美元，成为第三大收入来源。

液化天然气在收入中所占份额最大，出售140.73万吨中获利10.69亿美元，其次是天然气和乙烷的国内销售，从4010亿焦耳中售出2.64亿美元。石油公司从售出的206.85万桶石油中贡献了1.81亿美元，成为第三大收入来源。

桑托斯解释道，由于John Brookes平台在2022年底暂时关闭，以及由于水量增加，Reindeer油田的产能减少，国内天然气产量和销售以及相关液体均低于上一季度。

根据财报显示，虽然Reindeer油田可能在今年或2024年初使用寿命结束，但约翰布鲁克斯管道在经过修复后于2月恢复了天然气生产，桑托斯的斯巴达气田有望在2023年下半年启动。

桑托斯在Bonaparte和Bedout盆地进行了地震勘探，以进一步开发油气。但首席执行官兼董事总经理凯文·加拉格尔(Kevin Gallagher)也表示，该公司正在推行脱碳项目，以提高其收入基础。

将是世界上最大的项目之一的蒙巴(Moomba) CCS(碳捕获和储存)项目，目前已经完成了60%，并有望于明年首次注入二氧化碳。他们还与大阪天然气公司建立了合作伙伴关系，以研究库珀盆地绿色氢制成中碳中和合成e-甲烷的可行性。

桑托斯报告第一季度的自由现金流为7.2亿美元。该公司的资本支出为5.64亿美元。根据交易所周四披露的信息，该公司还公布了3908万美元的应付款项，用于回购3月27日至4月14日期间被取消的近834万股股票。

桑托斯维持其2023年的预测数字，并表示将根据其在巴布亚新几内亚液化天然气设施42.5%的工作权益预计抛售5%的情况进行修正。今年的产量预计为8.9亿～96亿桶油当量。

郝芬 译自 钻机地带

原文如下：

Santos" First-Quarter Sales Revenue Drops 13 Percent

Australian energy producer Santos Ltd. reported Thursday $1.631 billion in sales revenue for the first three months of 2023, down 13 percent from the last quarter of 2022 amid similar decreases in production and sales volumes.

It produced 22.2 million barrels of oil equivalent (MMboe) in the opening quarter, 13 percent less than its 2022 fourth-quarter output. Santos sold 23.8 MMboe in January-March 2023, down 12 percent from the previous quarter.

“First quarter sales volumes were lower than the prior quarter primarily due to lower domestic gas sales from Western Australia, partially offset by higher crude oil and condensate volumes due to the timing of liftings”, the Adelaide city-headquartered company said in a filing with the Australian Securities Exchange.

Lower prices for liquefied natural gas (LNG) and petroleum also helped dragged down performance. Santos’ average realized price for LNG dipped to $14.46 per million British thermal units (MMBtu) from $16.92 per MMBtu quarter on quarter. That of crude oil slid from $94.71 a barrel to $87.59.

The company particularly noted a quarter-on-quarter price difference of $13 per barrel for lagged LNG contracts sold at Japan Customs-Cleared Crude (JCC) price, as well as smaller average spot prices in East Asia.

“Three-month lagged JCC averaged US$100/bbl [barrel] in the first quarter of 2023 compared to US$113/bbl in the fourth quarter of 2022”, it said.

“Santos’ LNG projects shipped 56 cargoes in the first quarter, of which four were sold on a JKM-linked basis (Darwin LNG 1, PNG LNG 3)”, the company added.

LNG had the biggest share in the revenue with $1.069 billion from 1.4073 million metric tons sold, followed by domestic sales of gas and ethane with $264 million from 40.1 petajoules sold. Petroleum contributed $181 million from 2.0685 million barrels sold to be the third-biggest revenue source.

“Domestic gas production and sales and associated liquids were lower than the prior quarter due to the temporary shutdown of the John Brookes platform in late 2022 and reduced capacity from the Reindeer field due to increased water production”, Santos explained.

While the Reindeer field could reach end-of-field life this year or early 2024, the John Brookes Pipeline has resumed gas production February after repair and Santos’ Spartan gas field is on track for startup by the second half of 2023, the earnings report said.

Santos has conducted seismic surveys for further hydrocarbon development in the Bonaparte and Bedout basins. But chief executive and managing director Kevin Gallagher also said the company is pursuing decarbonization projects to boost its revenue base.

“The Moomba CCS [carbon capture and storage] project, which will be one of the biggest in the world, is 60 percent complete and on track for first injection of CO2 next year. We have also established a partnership with Osaka Gas to investigate the feasibility of carbon neutral synthetic e-methane from green hydrogen in the Cooper Basin”, he said.

Santos reported $720 million in free cash flow in the first quarter. It had spent $564 million in capital expenditure. The company also posted $39.08 million (AUD 58,186,592.59) in payables for nearly 8.34 million shares canceled between March 27 and April 14 for buyback, according to a bourse disclosure Thursday.

Santos has maintained its projected figures for 2023, which it said will be revised upon the expected five percent selldown from its 42.5 percent working interest in the Papua New Guinea LNG facility. Production for the year is pegged at 89-96 MMboe.

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