據油價網2020年9月23日奧斯陸報道，根據挪威能源研究和商業情報公司雷斯塔能源公司（Rystad Energy）的一份研究報告，被研究的石油巨頭——埃克森美孚公司、雪佛龍公司、康菲公司、英國石油公司、殼牌公司、道達爾公司、埃尼公司和Equinor——可能需要在不同地理位置共剝離高達680億桶油當量價值1110億美元的資產，而明年支出承諾總計200億美元。

總部位于歐洲的那些被雷斯塔能源公司稱為“巨頭+”的公司集團已經承諾要成為凈零碳排放能源公司，并大幅擴大可再生能源、氫能源或電力市場的投資組合。

例如，英國石油公司8月在其新戰略中表示，該公司將通過積極的投資組合管理，在2030年前將石油和天然氣產量減少40%，并且將不在新的國家進行油氣勘探作業。挪威能源巨頭Equinor授權即將新任公司首席執行官安德斯?奧佩達爾加速把Equinor從一家石油公司向一家大型能源公司的轉型。奧佩達爾將在今年11月接替即將退休的埃爾達?S?馬特里。

今年6月，埃尼公司宣布了一項“成為能源轉型領導者的新業務結構”，并在公司內設立了一個能源開發部門，以加速其大力推進可再生能源發電和生物燃料生產的計劃。道達爾公司則看好電動汽車電池和太陽能。

雷斯塔能源公司高級副總裁Tore Guldbrandsoy在評論石油和天然氣巨頭在能源轉型方面的策略時表示：

“石油和天然氣巨頭將尋求通過勘探、收購或與其他主要巨頭+參與者進行資產互換，在優先發展的國家里進行擴張。然而，如果要留在一個我們的標準不包括的國家里，油氣巨頭可能會尋求更積極地發展本地業務，以確保投資組合對整體業績產生積極、更顯著的影響。”

Guldbrandsoy說，預計這些油氣巨頭將繼續在美國開展業務，其中多數可能還會留在澳大利亞和加拿大。

石油巨頭還可能在某些地區達成協議。例如，據雷斯塔能源公司稱，英國石油公司、埃尼公司和康菲公司可能考慮收購埃克森美孚公司、道達爾公司和殼牌公司在印尼的投資組合。

李峻 編譯自 油價網

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: