委内瑞拉所属Citgo上调全年盈利预期20亿美元：燃料利润率大涨，现金储备约56亿美元
Houston——委内瑞拉国有石油公司所属、在美国运营的炼油企业 Citgo Petroleum 已将2026年全年盈利预期上调20亿美元。据彭博社看到的一份文件，该公司现预计全年息税折旧摊销前利润（EBITDA）为77亿至80亿美元，高于8月公布第二季度业绩时预测的58亿美元；该文件于上周五（10月16日）与投资者分享，同时包含第三季度初步业绩。
上调源于燃料利润率大幅上涨。文件显示，Citgo 截至10月15日收盘时持有约56亿美元现金。公司在文件中表示，当前炼油市场继续呈现供需偏紧的格局，并带有地缘政治风险溢价。Citgo 对这份文件与修订后的预期不予置评。
此轮炼油利润的扩大与国际局势直接相关：针对伊朗的冲突以及俄罗斯对乌克兰战争的连带效应推高了油价与成品油价差，汽油、柴油价格的涨幅远超原油本身。国际基准 Brent 原油10月19日（周一）升至每桶110美元上方，创五个月新高。ExxonMobil 上周亦表示，其第三季度炼油利润可能创下纪录；美国三大炼油商仅第二季度利润合计就超过100亿美元。
Citgo 总部位于 Houston，在美国运营三座大型炼油厂，是委内瑞拉在海外最重要的能源资产之一，其财务表现长期受到能源市场与债权诉讼等多重因素牵动。本次预期上调显示，在全球燃料市场偏紧的当下，这家炼油商的经营状况正明显改善。
（GSM 据彭博社报道）
Venezuela-Owned Citgo Raises Full-Year Profit Outlook by $2 Billion as Fuel Margins Surge, Cash Reaches About $5.6 Billion
Houston — Citgo Petroleum Corp., the Venezuelan-owned, U.S.-based refiner, has raised its 2026 operating profit outlook by $2 billion, according to a document seen by Bloomberg News. Citgo now expects full-year earnings before interest, taxes, depreciation and amortization of $7.7 billion to $8 billion, up from the $5.8 billion forecast in its second-quarter earnings released in August. The updated outlook, together with preliminary third-quarter results, was shared with investors on Friday, October 16, but not made public.
The upgrade reflects surging fuel margins. The document shows Citgo held about $5.6 billion in cash at the close of business on October 15. 'Current refining markets continue to reflect a tight supply-demand balance and a geopolitical risk premium,' the company said in the document. Citgo declined to comment on the document and its revised outlook.
The margin expansion is tied to global events: the conflict involving Iran and the knock-on effects of Russia's war on Ukraine have pushed crude prices higher, while gasoline and diesel prices have risen far faster than crude itself. Global benchmark Brent traded above $110 a barrel on Monday, October 19, a five-month high. ExxonMobil signaled last week that its third-quarter refining earnings would likely set a record, and the top three U.S. refiners earned more than $10 billion combined in the second quarter alone.
Headquartered in Houston, Citgo runs three large fuel-making plants in the United States and is one of Venezuela's most important overseas energy assets, its finances long shaped by energy markets and creditor litigation. The raised outlook indicates its operating position is improving markedly amid tight global fuel markets.
(GSM, based on Bloomberg reporting)
来源：GSM·美国（原文链接）
图片来源：资料图：得克萨斯州 Houston 地区炼化装置，Ken Lund 摄，CC BY-SA 2.0（Wikimedia Commons）
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