石油圈中国石化新闻网讯 据道琼斯1月8日消息，麦格理公司认为，尽管布伦特原油在去年第四季度大幅下挫，但液化天然气（LNG）与原油定价之间有3个月的滞后期，以及销量的上升，应该会保护澳大利亚多数大型能源公司的盈利。该投资银行指出，布伦特原油价格去年第四季度弱于预期，但LNG现货价格走强，澳元走弱。因此，在对未来6个月油价持积极看法的情况下，麦格理将伍德赛德的评级从表现不佳上调至中性，将Beach能源的评级从中性上调至强于大盘，并保留了对石油搜寻和桑托斯公司的偏好。 唐绍红 摘译自 道琼斯 原文如下： Australian Energy Company Earnings Seen Resilient Despite the route in Brent crude in the final quarter of last year, the three-month lag between LNG and crude pricing as well as higher sales volumes should protect the earnings of most of Australia’s big energy companies, Macquarie argues. Brent was weaker than expected in the quarter but LNG spot prices strengthened and the Aussie dollar weakened, the investment bank notes. So with a positive view on oil prices for the coming six months, Macquarie lifts its call on Woodside to neutral from underperform and on Beach Energy to outperform from neutral and retains its preference for Oil Search and Santos.
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