石油巨头要推动清洁能源或需剥离1110亿美元资产

据油价网2020年9月23日奥斯陆报道，根据挪威能源研究和商业情报公司雷斯塔能源公司（Rystad Energy）的一份研究报告，被研究的石油巨头——埃克森美孚公司、雪佛龙公司、康菲公司、英国石油公司、壳牌公司、道达尔公司、埃尼公司和Equinor——可能需要在不同地理位置共剥离高达680亿桶油当量价值1110亿美元的资产，而明年支出承诺总计200亿美元。

总部位于欧洲的那些被雷斯塔能源公司称为“巨头+”的公司集团已经承诺要成为净零碳排放能源公司，并大幅扩大可再生能源、氢能源或电力市场的投资组合。

例如，英国石油公司8月在其新战略中表示，该公司将通过积极的投资组合管理，在2030年前将石油和天然气产量减少40%，并且将不在新的国家进行油气勘探作业。挪威能源巨头Equinor授权即将新任公司首席执行官安德斯?奥佩达尔加速把Equinor从一家石油公司向一家大型能源公司的转型。奥佩达尔将在今年11月接替即将退休的埃尔达?S?马特里。

今年6月，埃尼公司宣布了一项“成为能源转型领导者的新业务结构”，并在公司内设立了一个能源开发部门，以加速其大力推进可再生能源发电和生物燃料生产的计划。道达尔公司则看好电动汽车电池和太阳能。

雷斯塔能源公司高级副总裁Tore Guldbrandsoy在评论石油和天然气巨头在能源转型方面的策略时表示：

“石油和天然气巨头将寻求通过勘探、收购或与其他主要巨头+参与者进行资产互换，在优先发展的国家里进行扩张。然而，如果要留在一个我们的标准不包括的国家里，油气巨头可能会寻求更积极地发展本地业务，以确保投资组合对整体业绩产生积极、更显著的影响。”

Guldbrandsoy说，预计这些油气巨头将继续在美国开展业务，其中多数可能还会留在澳大利亚和加拿大。

石油巨头还可能在某些地区达成协议。例如，据雷斯塔能源公司称，英国石油公司、埃尼公司和康菲公司可能考虑收购埃克森美孚公司、道达尔公司和壳牌公司在印尼的投资组合。

李峻 编译自 油价网

原文如下：

Big Oil May Need To Shed $111 Billion In Assets In Clean Energy Push

The companies in the study – ExxonMobil, Chevron, ConocoPhillips, BP, Shell, Total, Eni, and Equinor – may have to divest combined resources of up to 68 billion barrels of oil equivalent in various geographies, with an estimated value of US$111 billion and spending commitments in 2021 totaling US$20 billion, according to the study.

The Europe-based group of those companies, dubbed ‘Majors+’ by Rystad Energy, have pledged various commitments to become net-zero energy companies and significantly expand their renewable energy, hydrogen, or power market portfolios.

BP, for example, said in its new strategy last month that it would reduce its oil and gas production by 40 percent by 2030 through active portfolio management and would not enter exploration in new countries. Equinor mandated its incoming chief executive Anders Opedal – who will replace retiring Eldar S?tre in November – to accelerate Equinor’s transition from an oil company to a broad energy company.

Eni announced in June a “new business structure to be a leader in the energy transition,” creating an Energy Evolution division in the company to accelerate its plans to significantly boost renewable power generation and biofuels production. Total is betting on EV batteries and solar power.

Commenting on the Majors' strategies in oil and gas in view of the energy transition, R“Companies will look to expand in the prioritized countries through exploration, acquisitions or asset swaps with other Major+ players. However, to stay in a country that our criteria exclude, a company may instead seek to grow its local business more aggressively to make sure the portfolio will have a positive and more significant impact on overall performance.”

The companies are expected to keep a presence in the US, and most of them may also remain in Australia and Canada.

The majors could also strike deals among themselves in some regions. BP, Eni, and ConocoPhillips, for example, could consider buying the Indonesian portfolios of ExxonMobil, Total, and Shell, according to Rystad Energy.

ystad Energy’s Senior Vice President Tore Guldbrandsoy said: