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Repsol's long-term oil price outlook aligns with rivals

Published 23/07/2020, 12:56
© Reuters.
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LONDON (Reuters) - Spanish energy major Repsol (MC:REP) lowered its oil price (LCOc1) assumptions on Thursday, bringing its long-term outlook in line with most European rivals which have booked writedowns and leaving Equinor as a bullish outlier in the sector.

Repsol took a writedown of $1.5 billion in second-quarter results, after it had already booked 5.7 billion euros (5.1 billion pounds) in upstream asset impairments last year.

It had previously assumed oil prices might reach $87 a barrel in 2035, adjusting for inflation, but has now revised its headline figure to an average of $59.6 a barrel until 2050 in this year's prices.

Equinor (OL:EQNR) forecasts oil prices to jump to around $80 a barrel in 2030, in 2019 prices.

This month, Eni (MI:ENI) announced a 3.5 billion euro impairment on the value of its assets after revising down its long-term oil price outlook.

That came on the back of Royal Dutch Shell's (L:RDSa) $22 billion writedown last week and BP 's (L:BP) $17.5 billion hit in June.

While break-even prices for new development projects typically lie below future oil price assumptions, these writedowns have raised questions about the risk of stranded assets - or resources that are left underground because they are uneconomical to tap - in the oil and gas sector.

Here is a graphic showing the varying oil price assumptions among European energy majors:

© Reuters. FILE PHOTO: A view shows the headquarters of Spanish oil major Repsol in Madrid

Graphic: Majors' oil price assumptions - https://fingfx.thomsonreuters.com/gfx/ce/yzdvxrjzjvx/Majors'%20oil%20price%20assumptions.png

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