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北京时间·🕒 发布 08:42:40时区推断·⟳ 抓取 08:48:48·⚡ 决策 07-23 08:52:18 +3m30s·96.3 天前
Equinor称欧洲入冬前天然气库存或达不到80%，公司二季度业绩随油气涨价改善
欧洲库存仅54%、低于五年均值，天然气价格波动对上游气商偏利好。
📄 原文Seeking Alpha↗ 原文
Europe seen failing to reach 80% gas storage target by winter, Equinor CEO says
The head of Europe's largest supplier of natural gas expects the continent to miss its goal of filling gas storage site…
不做 Equinor（EQNR.US）
天然气库存表态是行业背景，财报基本符合预期且股价当日已涨6.3%，当前不追。
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研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 high ↗
消息传播链
- 报道转述Equinor CEO称欧洲库存或难超80%，并同步披露二季度利润基本符合预期。市场反应:EQNR.US 7月22日收涨6.3%。
关键理由
- 欧洲库存仅54%、低于五年均值，天然气价格波动对上游气商偏利好。
- 但Equinor二季度调整后税前利润114.8亿美元基本符合公司汇编预期113.7亿美元，业绩惊喜有限。
- 标的7月22日已随财报上涨6.3%，本条更像能源宏观背景与已反应业绩。
主要风险
- 油气价格受地缘和政策变量驱动，单一公司短线弹性不如商品本身清晰。
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原文全文
展开原文 · 1,509 字
The head of Europe's largest supplier of natural gas expects the continent to miss its goal of filling gas storage sites to 80% of capacity before the winter.
"We do not think that Europe will necessarily be able to fill up its stocks to more than 80% this autumn," Equinor (EQNR) CEO Anders Opedal told Reuters on Wednesday, as gas volumes at European storage sites are significantly lower than the five-year average and at their second-lowest level in 15 years.
With gas storage levels currently at just 54%, Europe will be more exposed to market price swings this winter than in previous winters, the CEO said.
The U.S.-Iran war has effectively halted shipping through the Strait of Hormuz, including ~20% of the world's liquefied natural gas, and Russian pipeline gas supplies have been mostly phased out because of the war in Ukraine.
"The gas that was supposed to come from Qatar was supposed to go to Asia, and that means that LNG that earlier in the year came into Europe is now going to Asia," Opedal said, referring to the increased competition for global supplies.
The CEO's comments came after Equinor (EQNR) reported a sharp increase in Q2 profit, boosted by the surge in oil and gas prices as the war in the Middle East disrupted global energy supplies.
Q2 adjusted earnings before tax jumped to $11.48B from $6.54B in the year-earlier, broadly in line with the $11.37B forecast in a poll of 17 analysts compiled by the company.
Equinor (EQNR) shares rose 6.3% on Wednesday following the report.
"We do not think that Europe will necessarily be able to fill up its stocks to more than 80% this autumn," Equinor (EQNR) CEO Anders Opedal told Reuters on Wednesday, as gas volumes at European storage sites are significantly lower than the five-year average and at their second-lowest level in 15 years.
With gas storage levels currently at just 54%, Europe will be more exposed to market price swings this winter than in previous winters, the CEO said.
The U.S.-Iran war has effectively halted shipping through the Strait of Hormuz, including ~20% of the world's liquefied natural gas, and Russian pipeline gas supplies have been mostly phased out because of the war in Ukraine.
"The gas that was supposed to come from Qatar was supposed to go to Asia, and that means that LNG that earlier in the year came into Europe is now going to Asia," Opedal said, referring to the increased competition for global supplies.
The CEO's comments came after Equinor (EQNR) reported a sharp increase in Q2 profit, boosted by the surge in oil and gas prices as the war in the Middle East disrupted global energy supplies.
Q2 adjusted earnings before tax jumped to $11.48B from $6.54B in the year-earlier, broadly in line with the $11.37B forecast in a poll of 17 analysts compiled by the company.
Equinor (EQNR) shares rose 6.3% on Wednesday following the report.
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