BP将进行大举并购以实施新战略

据阿拉伯贸易8月7日消息称，石油巨头英国石油公司（BP）宣布了其从一家国际石油公司向一家国际能源公司转型的战略后，将大举进行收购和撤资，以实施新的战略。

GlobalData石油和天然气分析师总经理Will Scargill表示：“ BP已经制定了雄心勃勃的目标，要在5年和10年的时间框架内重组其业务。如果要在目标时间内实现，这种规模的改革将需要并购市场发生重大变化。”

他说：“在其低碳能源增长计划中，BP的可再生能源发电能力目标是一个很大的问题。目前，其最重要的可再生能源权益来自于其持有的Lightsource BP 50％的股份，该公司的目标是到2023年发电量达到10吉瓦。要在2025年达到20吉瓦，到2030年达到50吉瓦，除了英国石油公司已经制定的扩大资本支出外，可能还需要进行大量收购。

Scargill进一步表示：“就其传统的油气业务而言，BP将需要剥离不良资产，以实现其通过减少资产基础来提高资本回报率的目标。继之前150亿美元的撤资目标之后，该公司计划在2020-25年期间撤资250亿美元。”

曹海斌 摘译自 阿拉伯贸易

原文如下：

BP to step on M&A to deliver new strategy

Oil major BP will move heavily in acquisitions and divestments to deliver new strategy after its announcing its strategy for transition from an international oil company to an international energy company.

According to Will Scargill, Managing Oil and Gas Analyst at GlobalData: “BP has set out ambitious targets for the realignment of its business within five and ten year time frames. An overhaul of this scale will require significant movements in the M&A market, if it is to be delivered in the targeted timeframe.”

He said: “Among its growth plans for low-carbon energy sources, BP’s target for renewable power generation capacity is a big ask. Its most significant renewables interests, at present, come from its 50 per cent stake in Lightsource BP, which targets 10 GW by 2023. To reach 20 GW by 2025 and 50 GW by 2030 will likely require significant acquisitions on top of the expansion of capital spending that BP has set out.

Scargill further said: “In terms of its traditional oil and gas segment, BP will need to offload assets that are not high-grade to hit its targets of improving returns on capital from a reduced asset base. It is following up its previous $15bn divestment target with a target of $25 billion for the period 2020-25.”