石油巨头投资重点从页岩油转向下游炼油业务

据道琼斯2月11日消息，晨星公司(Morningstar)表示，埃克森美孚和雪佛龙等石油巨头已经在努力控制得克萨斯西部二叠纪盆地等页岩地区的石油生产，下一步发展的重点是页岩油炼油业务。埃克森美孚最近宣布计划将其位于德克萨斯州博蒙特的炼油厂炼油能力扩大25万桶/日，而雪佛龙则将收购巴西国家石油公司位于休斯顿附近帕萨迪纳市的炼油能力为11万桶/日的炼油厂。晨星公司表示：“埃克森美孚和雪佛龙的最新投资表明，大型石油公司正坚定地在页岩油领域打上自己的标签，并声称这是它们自己的地盘。目前，通过收购墨西哥湾沿岸的下游炼油产能，这些在页岩油领域的投资正被整合到它们的垂直整合业务中。”

庞晓华   摘译自   道琼斯

原文如下：

Oil Majors Extend Shale Dominance to Refining 

Oil majors like Exxon and Chevron have already muscled their way toward control of oil production in shale regions like west Texas's Permian Basin, and shale-refining dominance is next, Morningstar says. Exxon recently announced plans to expand its Beaumont, Texas, refinery by 250k bpd, while Chevron is buying Petrobras's 110k bpd Pasadena refinery near Houston. "The latest investments by Exxon and Chevron suggest major oil companies are firmly placing their big boy stamp on the shale turf and claiming it as their own," Morningstar says. "These investments in shale in the ground are now being consolidated into their vertically integrated operation through the acquisition of downstream refining capacity at the Gulf Coast."