
马拉松石油(MPC.N)周二公布的第三季度利润超过了华尔街预期,得益于更强的炼油利润率,并达成了一项价值42亿美元的交易,将两家炼油厂及相关中游资产出售给卡尔·艾坎控制的CVR Energy(CVI.N)。马拉松石油股价在盘前交易中上涨约2%。
Marathon Petroleum (MPC.N) on Tuesday beat Wall Street estimates for third-quarter profit on stronger refining margins and struck a $4.2 billion deal to sell two refineries and related midstream assets to Carl Icahn-controlled CVR Energy (CVI.N). Marathon's shares rose about 2% in premarket trading.
伊朗战争扰乱了霍尔木兹海峡的石油流动,而中东和俄罗斯各地能源基础设施遭受袭击收紧了燃料供应,推高了成品油价格相对于原油的价格。
The Iran war has disrupted oil flows through the Strait of Hormuz, while attacks on energy infrastructure across the Middle East and Russia have tightened fuel supplies, pushing up refined product prices relative to crude.
由此带来的炼油利润率激增提升了炼厂盈利能力,为马拉松石油变现资产和CVR Energy扩大业务创造了有利机会。
The resulting surge in refining margins has boosted refinery profitability, creating an attractive opportunity for Marathon to monetize assets and for CVR to expand its operations.
马拉松石油本季度炼油和营销利润率翻了一倍多,达到每桶45.70美元。
Marathon's quarterly refining and marketing margin more than doubled to $45.70 per barrel.
公司原油产能利用率为100%,吞吐量为日均320万桶(bpd),而去年同期为95%利用率和日均300万桶。对于第四季度,马拉松石油预计炼厂总吞吐量为日均308万桶。
The company's crude capacity utilization was 100%, with throughput of 3.2 million barrels per day (bpd), compared with 95% utilization and 3 million bpd a year earlier. For the fourth quarter, Marathon expects total refinery throughput of 3.08 million bpd.
根据LSEG数据,这家美国最大炼油商调整后每股收益为26.93美元,高于分析师预期的24.47美元。
The top US refiner earned $26.93 per share on an adjusted basis, topping analysts' estimates of $24.47, according to LSEG.
马拉松石油本季度向股东回报了33亿美元,将季度股息提高10%,并将回购授权额度增加至81亿美元,新增50亿美元授权。
Marathon returned $3.3 billion to shareholders during the quarter, raised its quarterly dividend by 10% and increased its share buyback capacity to $8.1 billion with an additional $5 billion authorization.
马拉松石油将因出售位于明尼苏达州的圣保罗帕克炼油厂和北达科他州的曼丹炼油厂获得34.5亿美元,而其子公司MPLX(MPLX.N)将因相关基础设施获得7.5亿美元。这两家炼油厂合计原油加工能力为日均17.7万桶。
Marathon will receive $3.45 billion for the St. Paul Park refinery in Minnesota and the Mandan refinery in North Dakota, while its midstream subsidiary, MPLX (MPLX.N), will receive $750 million for related infrastructure. The refineries have a combined crude processing capacity of 177,000 bpd.
马拉松石油计划将其所得收益主要再投资于美国墨西哥湾沿岸,而MPLX将把其份额用于二叠纪盆地和马塞勒斯盆地的增长项目。
Marathon plans to reinvest its proceeds primarily along the US Gulf Coast, while MPLX will deploy its share toward growth projects in the Permian and Marcellus basins.
大宗商品贸易商托克集团已同意投资8亿美元认购CVR Energy新发行股份,获得少数股权。
Commodities trader Trafigura has agreed to invest $800 million in newly issued CVR shares for a minority stake.
Trafigura还将成为所收购炼油厂的独家原油供应商和贸易中介,并签订石油产品购销协议。该交易预计将于2026年底完成。
Trafigura will also become the exclusive crude supplier and trading intermediary for the acquired refineries and enter into petroleum product offtake arrangements. The deal is expected to close by the end of 2026.