雪佛龙、埃克森美孚和壳牌将重点转向推动人工智能增长-动脉网

Chevron, Exxon And Shell Shift Focus To Powering AI Growth

benzinga 等信源发布 2025-02-03 13:15

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The

U.S. energy sector

U、

posted a strong 2025 opening, outperforming other sectors as crude prices soared and the Market anticipated a deregulatory shift under Donald Trump’s government.

2025年开盘强劲，表现优于其他板块，因为原油价格飙升，市场预计唐纳德·特朗普政府将放松监管。

Major oil companies

主要石油公司

Exxon Mobil Corp

埃克森美孚公司

XOM

Chevron Corp

雪佛龙公司

CVX

, and

，以及

Shell Plc

壳牌公司

SHEL

SHEL公司

, once the asset-light hypergrowth Big Tech antithesis are now targeting Big Tech to drive value.

，曾经是资产轻超增长的大科技对立面，现在正瞄准大科技来驱动价值。

Chevron,

雪佛龙，

GE Vernova

GE Vernova 公司

GEV

and Engine No. 1 launched a joint venture to power

1号引擎成立了一家合资企业

artificial intelligence data centers

by 2027. Exxon will focus on providing low-carbon power through its carbon capture business.

到2027年。埃克森美孚将通过其碳捕获业务专注于提供低碳能源。

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亚马逊在节约成本方面削减更多工作岗位：报告

Shell wants to use its solar energy and battery storage arm and its natural gas plant in Rhode Island.

壳牌希望利用其太阳能和电池储存部门以及位于罗德岛的天然气工厂。

The Big Oil trio’s fourth-quarter earnings grappled with fossil fuel supply outstripping demand, which took a toll on their margins, prompting them to depend on Big Tech energy supply as the latter splurge on their aggressive artificial intelligence data center ambitions, Bloomberg

彭博社（Bloomberg）报道，这三大石油巨头在第四季度的盈利遭遇了化石燃料供应供不应求的局面，这对他们的利润产生了负面影响，促使他们依赖于大技术能源供应，而后者则大肆挥霍其雄心勃勃的人工智能数据中心

reports

报告

However, China’s DeepSeek’s

cheaper and low-power

更便宜、低功耗

AI model’s emergence rivaling

人工智能模型的涌现竞争

Microsoft Corp

微软公司

MSFT

MSFT公司

backed

支持

OpenAI

, and other Big Tech giants posed a letdown for the oil companies by potentially cutting the need for data centers. The oil companies are betting on the growing demand for natural gas-generated electricity.

，以及其他大型科技巨头可能削减对数据中心的需求，这让石油公司感到失望。石油公司正押注于天然气发电需求的增长。

Big Oil resorted to buybacks and dividends to lure investors as the prospect of peak oil demand looms. However, the shareholder return strategy reached its limit.

随着石油需求高峰的前景迫在眉睫，大型石油公司通过回购和股息来吸引投资者。然而，股东回报策略达到了极限。

Exxon paid out its entire

埃克森美孚支付了全部

free cash flow

of $36.0 billion in 2024 dividends and buybacks, yet still trades at a 46% discount to the S&P 500 Index average.

2024年股息和回购金额为360亿美元，但仍比标准普尔500指数平均值低46%。

It plans to expand its annual $20 billion share repurchase program through 2026. Chevron returned

该公司计划将其每年200亿美元的股份回购计划扩展至2026年。雪佛龙重返

$27.0 billion of

270亿美元

cash to shareholders in the year.

本年度向股东支付的现金。

The U.S. is now the world’s biggest oil producer. Yet energy stocks make up just 3.2% of the S&P 500. Part of Big Oil’s discounted valuation is due to its high capital spending that failed to yield returns.

美国现在是世界上最大的石油生产国。然而，能源股仅占标准普尔500指数的3.2%。Big Oil折现估值的部分原因是其高额资本支出未能产生回报。

Due to the energy transition, the Street remains jittery over the sustainability of dividends and buybacks. The volatility of commodity-price swings also dampened the valuation of fossil fuels compared to cash-rich Big Tech.

由于能源转型，华尔街仍然对股息和回购的可持续性感到不安。与现金充裕的大型科技公司相比，大宗商品价格波动也抑制了化石燃料的估值。

Goldman Sachs’

高盛公司

Daan Struyven expects Donald Trump’s

Daan Struyven期望唐纳德·特朗普

25% tariffs on

Canada to raise the price of fuels in the U.S. and drive inflation. Higher transport costs could also affect the profits of oil marketing companies.

加拿大将提高美国的燃料价格并推动通货膨胀。较高的运输成本也可能影响石油销售公司的利润。

Struyven recently said he expects

斯特鲁伊文最近表示，他预计

oil prices to

油价上涨至