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[转帖] 扛不住了 美国页岩油公司开始破产
因贷款人拒绝提供更多资金，石油公司WBH Energy LP及合作伙伴申请破产保护。2010年来，美国油气公司债务量大增55%，正是由于这些公司债台高筑，即使油价暴跌，他们也选择生产。从“债务与EBITDA之比”指标看，美国多家油气公司债务状况极其糟糕。
据《华尔街日报》报道，前几日，美国德克萨斯州一家私营石油公司WBH Energy LP以及合作伙伴申请了破产保护，原因是贷款人拒绝提供更多资金。WBH Energy公司面临1000~5000万美元的债务。
过去几年，由于美国能源业繁荣，美国油气公司不断加大债务量，即使油气生产商的支出超过收入，他们也能获得资金去钻井。正是由于大量借来的资金，才使得油企能填补资金缺口，在德州、北达科他州、科罗拉多州进行页岩油气开采。
据S&P Capital IQ数据，2010年，美国油气生产公司负债总计为1280亿美元，而最新季度数据显示，他们的负债总计为1990亿美元，大涨了55%。这些公司负债累 累，因此即使油价暴跌至50美元下方，他们也选择继续生产。然而，低油价令油企资金紧张问题愈发严重。
据《华尔街日报》，Robert W. Baird & Co公司能源分析师Daniel Katzenberg表示，美国能源公司违约潮可能将到来，能源企业没有对油价下行做足够的准备，有太多公司资产负债表过于糟糕了。
下表来自金融博客Zerohedge，列出了美国债务负担最大的能源公司，依据“债务与EBITDA之比”从大到小排序，这些公司的“债务与EBITDA之比”均超过4。
德意志银行曾在报告指出，如果油价跌至55美元/桶，信用等级为B或CCC的能源公司可能有三分之一将无力偿债。
此前，据华尔街见闻网站报道，美国的18个页岩油产区中，只有4个产区的页岩油公司还能勉强保持不亏损。
来源：大榴莲网
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Hopes for gradual Fed rate cuts were always misplaced - Jamie McGeever
Created by Tan KW | Aug 08, 2024
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1 person likes this. Showing 3 of 3 comments
Yes agreed. Consumer will be the sure winner. Oil price could remain low for long time this round. So as matter of fact, if they can survive with below $50/barrel, how much money been made by them in past during oil price was hover at $100 and above?...
2015-01-11 22:54
Technology lower the cost no doubt. But R&D cost needed to be paid back too. Middle East cost oil is relatively low compared to unconventional. In the long run, consumer will benefit only if the alternative energy is commercialised. Should start with solar energy and reduce fossil energy, go green.
2015-01-12 03:32
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