盈与亏
2020-04-03
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美国油企破产“丧钟”已敲响，谁是下一个受害者？
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(NYSE:WLL)宣布已经向法","content":"<html><body><div>\n<p>点击上方“蓝字”关注本公众号</p><p><img src=\"https://static.tigerbbs.com/9cacd787126d4cae934a3f1ce8d9bc2c\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>沙特和俄罗斯石油价格战的首个美国油企受害者出现。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周三，华宝油气的第一大重仓股——美国页岩油企<a href=\"https://laohu8.com/S/WLL\">Whiting Petroleum Corp</a>. (NYSE:</span><span>WLL</span><span>)宣布已经向法院申请破产。在破产申请书中，该公司列出了36亿美元的债务和仅不到6亿美元的现金。</span></p><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>暴风眼中的Whiting Petroleum</span></h2><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>股价从370美元到37美分</span></h2><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>令人唏嘘的是，Whiting Petroleum曾经是美国第二大产油地——北达科他州的最大产油商。在2014年鼎盛时期，这家页岩油商的股价最高曾突破370美元，现在已经只剩下少得可怜的37美分。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>2015-2016年油价崩盘之前，Whiting Petroleum曾以60亿美元的价格（其中包括22亿美元的债务）收购竞争对手科迪亚克石油天然气公司（Kodiak Oil&Gas）。之后，Whiting Petroleum便深受负债困扰。</span></p><p><img src=\"https://static.tigerbbs.com/e032d8f1745a48a0932f248975087fb4\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>Whiting Petroleum股价走势，来源：英为财情Investing.com</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在去年年底，该公司的调整后营业利润未能涵盖其利息支付后，华尔街就开始发出警告。Whiting Petroleum要维持运营，油价至少要达到50美元/桶，而现在WTI油价仅略高于20美元。它是美股市场上被做空得最多的油气股之一，流通股票中超过60%都是空仓。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这绝不会是这次石油价格战中最后一家破产的<a href=\"https://laohu8.com/S/USEG\">美国能源</a>企业。</span></p><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>谁会是下一家倒下的美国油企？</span></h2><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>就在Whiting Petroleum宣布破产不到一个小时之后，另一家业内知名的深水钻井设备运输商霍恩贝克离岸服务 (NYSE:</span><span>HOS</span><span>)也表示正在筹备申请破产事宜。该公司正与债权人协商减轻12亿美元的债务负担。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>而在页岩气领域，周三也有报道称，总部位于休斯顿的<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a> (NYSE:</span><span>CPE</span><span>)已经聘请顾问讨论重组超过30亿美元的债务。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>惠誉估计，Whiting Petroleum的破产能过去12个月高收益（高风险）能源违约率超过11%，而到年底，这个数据可能会超过2017年1月创下的19.7%高位。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>和Whiting Petroleum一样面临重大破产风险的企业还有不少。绝大多数美国页岩油商的现金流都是负值，而且那些杠杆率最高的油企破产概率也最大。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>根据FactSet的数据，基于最新的监管文件，以下20只美国上市石油公司拥有最高的长期债务股本比。作为对比，截至12月31日，美国两大能源巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> (NYSE:</span><span>XOM</span><span>)和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>公司 (NYSE:</span><span>CVX</span><span>)的长期债务股本比分别为12.7%和15%。</span></p><p><img src=\"https://static.tigerbbs.com/41c0b0309de447bc9cf3fce44e7b44f7\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>杠杆率最高的美股能源企业，来源：英为财情Investing.com</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这当中不乏一些能源巨头——<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司 (NYSE:</span><span>OXY</span><span>)就是其中之一。就在几周之前，西方石油公司斥资380亿美元收购竞争对手阿纳达科石油。之笔交易使西方石油跻身美国顶级页岩油产商，但同时也加大了公司的负债。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>疫情叠加石油价格战的双重打击下，西方石油被迫将股息削减86%，这是该公司数十年来的首次下调股息。目前，西方石油已将其计划支出了约三分之一，这家高杠杆的油企最终可能靠着融资逃过一劫，但也会元气大伤。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在去年4月份竞购阿纳达科石油前夕，西方石油的市场还有460亿美元，现在已经跌至不到100亿美元。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>本周五，特朗普将与埃克森美孚、雪佛龙、西方石油和<a href=\"https://laohu8.com/S/CLR\">大陆能源</a>等主要油企的高管开会，商讨救助计划帮助石油行业渡过危机。但这恐怕只能缓一时之急，只要油市基本面一天不好转，长年累月积累下来的债务始终都是令美国油企如履薄冰的一个定时炸弹。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><strong><span>点击文末【阅读原文】查看<span center=\"\" gb=\"\" hei=\"\" micro=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\">Whiting Petroleum</span>实时股价。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong>添加英为财情小助手微信Investing_cn</strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>加入“财情英雄会”微信群</strong><strong></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>手把手教你用工具，为你做科普，帮你找行情</strong></span></p><p><strong>·推荐阅读·</strong></p><p><strong><span>近期热门</span></strong><span><span> </span>| <strong>美股触底了吗？抄底请三思</strong></span></p><p><strong><strong><span>美股公司 </span></strong><span> |</span><strong> </strong><strong>这只股今年逆势上涨70%，始于疫情，不止于疫情</strong></strong></p><p><strong>专业科普 </strong><span>| <strong>全球投资不得不知道的五类ETF</strong></span></p><p><span><strong>专业科普 </strong><span>| <strong>为什么要关注富时中国A50指数期货？</strong></span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/5d8c1546279f43af8de8c84ee6338fb7\"/></p><p><strong><strong>欢迎转载及分享至朋友圈 </strong></strong></p><p><span><strong>更多精彩请</strong><strong>点击【</strong></span><strong><span>阅读原文</span></strong><span><strong>】</strong></span></p><p><span>戳原文，更有料</span></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国油企破产“丧钟”已敲响，谁是下一个受害者？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国油企破产“丧钟”已敲响，谁是下一个受害者？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2020-04-02 19:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>点击上方“蓝字”关注本公众号</p><p><img src=\"https://static.tigerbbs.com/9cacd787126d4cae934a3f1ce8d9bc2c\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>沙特和俄罗斯石油价格战的首个美国油企受害者出现。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周三，华宝油气的第一大重仓股——美国页岩油企<a href=\"https://laohu8.com/S/WLL\">Whiting Petroleum Corp</a>. (NYSE:</span><span>WLL</span><span>)宣布已经向法院申请破产。在破产申请书中，该公司列出了36亿美元的债务和仅不到6亿美元的现金。</span></p><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>暴风眼中的Whiting Petroleum</span></h2><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>股价从370美元到37美分</span></h2><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>令人唏嘘的是，Whiting Petroleum曾经是美国第二大产油地——北达科他州的最大产油商。在2014年鼎盛时期，这家页岩油商的股价最高曾突破370美元，现在已经只剩下少得可怜的37美分。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>2015-2016年油价崩盘之前，Whiting Petroleum曾以60亿美元的价格（其中包括22亿美元的债务）收购竞争对手科迪亚克石油天然气公司（Kodiak Oil&Gas）。之后，Whiting Petroleum便深受负债困扰。</span></p><p><img src=\"https://static.tigerbbs.com/e032d8f1745a48a0932f248975087fb4\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>Whiting Petroleum股价走势，来源：英为财情Investing.com</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在去年年底，该公司的调整后营业利润未能涵盖其利息支付后，华尔街就开始发出警告。Whiting Petroleum要维持运营，油价至少要达到50美元/桶，而现在WTI油价仅略高于20美元。它是美股市场上被做空得最多的油气股之一，流通股票中超过60%都是空仓。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这绝不会是这次石油价格战中最后一家破产的<a href=\"https://laohu8.com/S/USEG\">美国能源</a>企业。</span></p><h2 center=\"\" gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>谁会是下一家倒下的美国油企？</span></h2><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>就在Whiting Petroleum宣布破产不到一个小时之后，另一家业内知名的深水钻井设备运输商霍恩贝克离岸服务 (NYSE:</span><span>HOS</span><span>)也表示正在筹备申请破产事宜。该公司正与债权人协商减轻12亿美元的债务负担。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>而在页岩气领域，周三也有报道称，总部位于休斯顿的<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a> (NYSE:</span><span>CPE</span><span>)已经聘请顾问讨论重组超过30亿美元的债务。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>惠誉估计，Whiting Petroleum的破产能过去12个月高收益（高风险）能源违约率超过11%，而到年底，这个数据可能会超过2017年1月创下的19.7%高位。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>和Whiting Petroleum一样面临重大破产风险的企业还有不少。绝大多数美国页岩油商的现金流都是负值，而且那些杠杆率最高的油企破产概率也最大。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>根据FactSet的数据，基于最新的监管文件，以下20只美国上市石油公司拥有最高的长期债务股本比。作为对比，截至12月31日，美国两大能源巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> (NYSE:</span><span>XOM</span><span>)和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>公司 (NYSE:</span><span>CVX</span><span>)的长期债务股本比分别为12.7%和15%。</span></p><p><img src=\"https://static.tigerbbs.com/41c0b0309de447bc9cf3fce44e7b44f7\"/></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>杠杆率最高的美股能源企业，来源：英为财情Investing.com</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这当中不乏一些能源巨头——<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司 (NYSE:</span><span>OXY</span><span>)就是其中之一。就在几周之前，西方石油公司斥资380亿美元收购竞争对手阿纳达科石油。之笔交易使西方石油跻身美国顶级页岩油产商，但同时也加大了公司的负债。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>疫情叠加石油价格战的双重打击下，西方石油被迫将股息削减86%，这是该公司数十年来的首次下调股息。目前，西方石油已将其计划支出了约三分之一，这家高杠杆的油企最终可能靠着融资逃过一劫，但也会元气大伤。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在去年4月份竞购阿纳达科石油前夕，西方石油的市场还有460亿美元，现在已经跌至不到100亿美元。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>本周五，特朗普将与埃克森美孚、雪佛龙、西方石油和<a href=\"https://laohu8.com/S/CLR\">大陆能源</a>等主要油企的高管开会，商讨救助计划帮助石油行业渡过危机。但这恐怕只能缓一时之急，只要油市基本面一天不好转，长年累月积累下来的债务始终都是令美国油企如履薄冰的一个定时炸弹。</span></p><p gb=\"\" hei=\"\" micro=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><strong><span>点击文末【阅读原文】查看<span center=\"\" gb=\"\" hei=\"\" micro=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\">Whiting Petroleum</span>实时股价。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong>添加英为财情小助手微信Investing_cn</strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>加入“财情英雄会”微信群</strong><strong></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>手把手教你用工具，为你做科普，帮你找行情</strong></span></p><p><strong>·推荐阅读·</strong></p><p><strong><span>近期热门</span></strong><span><span> </span>| <strong>美股触底了吗？抄底请三思</strong></span></p><p><strong><strong><span>美股公司 </span></strong><span> |</span><strong> </strong><strong>这只股今年逆势上涨70%，始于疫情，不止于疫情</strong></strong></p><p><strong>专业科普 </strong><span>| <strong>全球投资不得不知道的五类ETF</strong></span></p><p><span><strong>专业科普 </strong><span>| <strong>为什么要关注富时中国A50指数期货？</strong></span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/5d8c1546279f43af8de8c84ee6338fb7\"/></p><p><strong><strong>欢迎转载及分享至朋友圈 </strong></strong></p><p><span><strong>更多精彩请</strong><strong>点击【</strong></span><strong><span>阅读原文</span></strong><span><strong>】</strong></span></p><p><span>戳原文，更有料</span></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"OXY":"西方石油","XOM":"埃克森美孚","CVX":"雪佛龙"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzI3NjkxMTk0NQ==&mid=2247494335&idx=2&sn=6c9f57357bfc5bd4f5103736a42f1b7d&chksm=eb6ce899dc1b618f35d2d362325e3809c0dd8cadb0f625439ae055f8e253894f3fb9405c9e52&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2024149330","content_text":"点击上方“蓝字”关注本公众号沙特和俄罗斯石油价格战的首个美国油企受害者出现。周三，华宝油气的第一大重仓股——美国页岩油企Whiting Petroleum Corp. (NYSE:WLL)宣布已经向法院申请破产。在破产申请书中，该公司列出了36亿美元的债务和仅不到6亿美元的现金。暴风眼中的Whiting Petroleum股价从370美元到37美分令人唏嘘的是，Whiting Petroleum曾经是美国第二大产油地——北达科他州的最大产油商。在2014年鼎盛时期，这家页岩油商的股价最高曾突破370美元，现在已经只剩下少得可怜的37美分。2015-2016年油价崩盘之前，Whiting Petroleum曾以60亿美元的价格（其中包括22亿美元的债务）收购竞争对手科迪亚克石油天然气公司（Kodiak Oil&Gas）。之后，Whiting Petroleum便深受负债困扰。Whiting Petroleum股价走势，来源：英为财情Investing.com早在去年年底，该公司的调整后营业利润未能涵盖其利息支付后，华尔街就开始发出警告。Whiting Petroleum要维持运营，油价至少要达到50美元/桶，而现在WTI油价仅略高于20美元。它是美股市场上被做空得最多的油气股之一，流通股票中超过60%都是空仓。这绝不会是这次石油价格战中最后一家破产的美国能源企业。谁会是下一家倒下的美国油企？就在Whiting Petroleum宣布破产不到一个小时之后，另一家业内知名的深水钻井设备运输商霍恩贝克离岸服务 (NYSE:HOS)也表示正在筹备申请破产事宜。该公司正与债权人协商减轻12亿美元的债务负担。而在页岩气领域，周三也有报道称，总部位于休斯顿的卡隆石油 (NYSE:CPE)已经聘请顾问讨论重组超过30亿美元的债务。惠誉估计，Whiting Petroleum的破产能过去12个月高收益（高风险）能源违约率超过11%，而到年底，这个数据可能会超过2017年1月创下的19.7%高位。和Whiting Petroleum一样面临重大破产风险的企业还有不少。绝大多数美国页岩油商的现金流都是负值，而且那些杠杆率最高的油企破产概率也最大。根据FactSet的数据，基于最新的监管文件，以下20只美国上市石油公司拥有最高的长期债务股本比。作为对比，截至12月31日，美国两大能源巨头埃克森美孚 (NYSE:XOM)和雪佛龙公司 (NYSE:CVX)的长期债务股本比分别为12.7%和15%。杠杆率最高的美股能源企业，来源：英为财情Investing.com这当中不乏一些能源巨头——西方石油公司 (NYSE:OXY)就是其中之一。就在几周之前，西方石油公司斥资380亿美元收购竞争对手阿纳达科石油。之笔交易使西方石油跻身美国顶级页岩油产商，但同时也加大了公司的负债。疫情叠加石油价格战的双重打击下，西方石油被迫将股息削减86%，这是该公司数十年来的首次下调股息。目前，西方石油已将其计划支出了约三分之一，这家高杠杆的油企最终可能靠着融资逃过一劫，但也会元气大伤。在去年4月份竞购阿纳达科石油前夕，西方石油的市场还有460亿美元，现在已经跌至不到100亿美元。本周五，特朗普将与埃克森美孚、雪佛龙、西方石油和大陆能源等主要油企的高管开会，商讨救助计划帮助石油行业渡过危机。但这恐怕只能缓一时之急，只要油市基本面一天不好转，长年累月积累下来的债务始终都是令美国油企如履薄冰的一个定时炸弹。点击文末【阅读原文】查看Whiting Petroleum实时股价。添加英为财情小助手微信Investing_cn加入“财情英雄会”微信群手把手教你用工具，为你做科普，帮你找行情·推荐阅读·近期热门 | 美股触底了吗？抄底请三思美股公司 | 这只股今年逆势上涨70%，始于疫情，不止于疫情专业科普 | 全球投资不得不知道的五类ETF专业科普 | 为什么要关注富时中国A50指数期货？欢迎转载及分享至朋友圈 更多精彩请点击【阅读原文】戳原文，更有料","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/923249466"}
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