石油圈中国石化新闻网讯 根据路透社LPC数据，随着墨西哥国家石油公司Pemex即将进入一个新政府领导以及国际资本市场不确定的2019年，Pemex将指望银行和出口信贷机构（ECAs）为其明年的部分赤字提供资金。 预计明年将筹集约80亿美元外债的Pemex面临着一个看跌的投资者群体，他们担心墨西哥新政府将阻碍该公司的财政状况。 在2018年，Pemex从国际债券市场筹集了大约99亿美元资金，在7月墨西哥总统大选之前，只剩下20亿美元。但随着全球市场状况的恶化，投资者对墨西哥风险的信心也在下降，Pemex可能不得不在2019年分析不太频繁的资金来源，比如ECA支持的贷款。 Andrés Manuel López Obrador总统于12月1日就职，他提议在2019年将负债的Pemex年度预算提高到4646亿墨西哥比索（230亿美元），同比增长14%，从而增加石油产量和国内燃料产量，同时减少墨西哥对燃料进口的依赖。 一位投资银行家表示：“重点似乎放在炼油上，问题在于，这不是Pemex业务的盈利部分。”他补充称，为了平息市场担忧，Pemex可能需要召开银行和投资者会议。 虽然Pemex准备投资80亿美元在塔巴斯科州的炼油厂，该公司也将分配资本支出在陆上和浅水钻井，但这将减少该公司投资在成本更高的深水项目。 Pemex首席执行长Octavio Romero在12月15日与该国总统一起提交2019年预算时表示，预计未来6年勘探投资将每年增长10%。 尽管有可能获得新的银行贷款和ECA支持的贷款，但Pemex仍然依靠国际债券销售来为其年度赤字提供大部分资金。据Pemex的投资者介绍，截至9月底，Pemex在2018年的资金需求中有75%来自国际债券市场，而银行和ECA支持的融资机制占13%。 投资级别和国有资本市场通常都在寻找Pemex或巴西Petrobras这样的公司，以便在明年1月份为拉美公司发行商打开债券市场。但全球股市的波动扩大了不同资产类别之间的信贷息差，让银行家和投资者为1月份的低迷做好了准备。 詹晓晶摘自路透社 原文如下： Mexico’s Pemex targets bank, ECA-backed financing in 2019 Mexican energy producer Petróleos Mexicanos (Pemex) will look to banks and export credit agencies (ECAs) to finance part of its deficit next year, as the company enters 2019 under a new government and uncertain conditions in the international capital markets. State-owned Pemex, which is expected to raise approximately $8 billion in external debt next year, is also facing a bearish investor base concerned that Mexico’s new administration will hinder the company’s fiscal situation. Pemex raised roughly $9.9 billion from international bond markets in 2018, placing all but $2 billion before Mexico’s presidential election in July. But as market conditions have waned globally and investor sentiment for Mexican risk has soured, Pemex may be forced to analyze less-frequent sources of funding, such as ECA-backed loans, in 2019. President Andrés Manuel López Obrador (AMLO), who took office on December 1, is proposing to boost the indebted Pemex’s annual budget to 464.6 billion Mexican pesos ($23 billion) in 2019, a 14 percent year-on-year jump that serves to increase oil production and domestic fuel output, while reducing Mexico’s reliance on fuel imports. “The focus looks to be on refining and the problem is that this is not a profitable part of Pemex’s business,” said an investment banker, adding that the company may need to conduct bank and investor meetings in order to quell market concerns. While Pemex is poised to invest $8 billion into an oil refinery in the state of Tabasco, the company will also allocate capital expenditure toward onshore and shallow water drilling, but will apply less investment to costlier deepwater projects. Exploration investment is predicted to increase 10 percent each year for the next six years, Pemex chief executive officer Octavio Romero said December 15 when he presented the 2019 budget alongside President López Obrador. Despite the possibility of fresh bank and ECA-backed loans, Pemex still relies on international bond sales to finance the bulk of its annual deficit. At the end of September, Pemex tapped international bond markets for 75 percent of its 2018 requirements, while bank and ECA-backed facilities made up 13%, according to an investor presentation from Pemex. Investment grade and state-owned, the capital markets typically look for Pemex or its Brazilian counterpart Petrobras to open the bond market for Latin American corporate issuers in January. But global equity market volatility has widened credit spreads across different asset classes and left bankers and investors braced for a slow January.
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