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Exxon Mobil signals second-quarter earnings hit from refining margins, natural gas prices

Published 08/07/2024, 11:07 pm
Updated 09/07/2024, 01:01 am
© Reuters. FILE PHOTO: The logo of ExxonMobil is seen during the LNG 2023 energy trade show in Vancouver, British Columbia, Canada, July 12, 2023. REUTERS/Chris Helgren/File Photo
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By Tanay Dhumal

(Reuters) -Exxon Mobil said on Monday lower natural gas prices and refining margins are expected to hit the oil major's second-quarter earnings.

The oil major would be reporting its first earnings after closing the acquisition of Pioneer Natural Resources (NYSE:PXD) for $60 billion, with the combined operations making it the largest oil producer in the Permian basin.

Exxon (NYSE:XOM) said changes in gas prices could decrease its quarterly upstream earnings by $300 million to $700 million compared with the first quarter.

Natural gas prices had fallen in the reported quarter hurt by lower demand forecast, high output and excess inventories.

However, higher crude prices helped undercut this weakness, with Exxon expecting oil earnings to rise by at least $300 million.

The company's first-quarter total upstream earnings stood at $5.7 billion.

Exxon also said lower refining margins would have a negative impact on second-quarter profit of between $1.1 billion and $1.5 billion compared with the prior quarter.

The oil major said in its earnings snapshot the Pioneer acquisition would add between 500,000 and 550,000 barrels of oil equivalent per day to its second quarter production, compared with the first three months of the year.

Shares of Exxon, which have gained about 13% so far this year, were down 1.3% in pre-market trade.

© Reuters. File photo: An aerial view of Exxon Mobil’s Beaumont oil refinery, which produces and packages Mobil 1 synthetic motor oil, in Beaumont, Texas, U.S., March 18, 2023. REUTERS/Bing Guan/File photo

"QoQ earnings are set to be impacted by lower refining margins, which should be expected. Further, we note the hit from gas prices, as well as the earnings contribution from Pioneer were worse than we had modeled," said Biraj Borkhataria, analyst at RBC Capital Markets.

Analysts expect the company to post an adjusted per share profit of $2.37, according to LSEG's consensus estimate.

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