据路透社3月11日报道,油价暴跌导致丹麦海上风电开发商奥斯特德(Orsted)超越挪威国家石油公司Equinor,成为北欧最有价值的能源公司,突显出可再生能源对投资者的吸引力超过了化石燃料。
因原油价格暴跌25%,挪国油股价周一下跌近18%,此前主要产油国沙特阿拉伯和俄罗斯开始了价格战,或将导致全球石油市场供应陷入大量过剩的危机。
根据两家公司网站上的共享信息,周二格林尼治时间9:00,挪国油市值为420亿美元,而Orsted的市值为450亿美元,这是该公司首次在市值上超过挪国油。
Orsted的前身是DONG Energy,其股价在过去一年中上涨了40%以上,而挪国油的股价却下跌了约40%。
该公司在2017年出售石油和天然气业务后,一直将自己打造成“可再生能源行业巨头”,吸引了对绿色投资感兴趣的投资者,这些投资因环保政策而获得了提振。
与此同时,挪国油也已朝着建立可再生能源业务迈出了脚步,并计划在2022-2023年,在120亿美元的总资本支出中,每年在可再生能源项目上花费高达20亿至30亿美元。
周一,全球股市全线下跌,Orsted股价下跌4.6%。周二,挪国油股价持稳,早盘上涨5%左右,Orsted股价上涨2.6%。
邹勤 摘译自 路透社
原文如下:
Oil crash makes Danish wind power firm the Nordics' biggest energy company
The oil price crash has led to Danish offshore wind developer Orsted overtaking Norwegian oil major Equinor as the most valuable energy company in the Nordics, highlighting the appeal to investors of renewables over fossil fuels.
Shares in Equinor slid nearly 18% on Monday as crude prices plunged 25% after top producers Saudi Arabia and Russia began a price war that threatens to swamp global oil markets with supply.
At around 0900 GMT on Tuesday, Equinor's market value stood at $42 billion, while Orsted was valued at $45 billion, according to share information on the companies' websites, the first time Orsted has overtaken the Norwegian company.
Orsted, formerly named DONG Energy, has seen its shares gain more than 40% over the past year, while shares in Equinor have fallen by around the same margin.
Orsted has been rebranding itself as a 'renewable major' after it sold its oil and gas business in 2017, courting investors interested in green investments which have seen a boost thanks to policies to protect the environment.
Equinor has made some steps towards building a renewable business and plans to spend up to $2 billion-$3 billion a year in 2022-2023 on renewable projects, out of a total capital spending of $12 billion.
Equinor shares steadied on Tuesday, rising around 5% in morning trade, as did shares in Orsted, which fell 4.6% on Monday as global equity markets fell across the board. They were up 2.6% on Tuesday.
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