石油设备网讯 据休斯顿、纽约和伦敦彭博社3月12日消息,荷兰皇家壳牌公司计划在15年内成为世界上最大的电力公司,此举表明,它认为气候变化对其业务的威胁比电力历史上的疲软回报更大。
根据壳牌公司综合天然气和新能源部门主管马腾·韦瑟拉(Maarten Wetselaar)的说法,按市值计算,全球第二大石油勘探商每年在其新能源部门的支出高达20亿美元,主要是为了在电力部门实现增长,预计该部门的年回报率将达到8%至12%。
Wetselaar周一接受彭博电视台采访时表示:“我们相信,在20世纪30年代初,我们可以成为世界上最大的电力公司。”“我们过去对电力业务不感兴趣,因为我们喜欢过去20年里在别的领域所看到的;我们感兴趣,因为我们认为我们会喜欢未来20年里的发展。”
在新的法律和消费者选择的推动下,投资者向企业施加压力,要求它们保护自己的业务不受向低碳燃料转移的影响。这一压力在欧洲尤为严重,挪威财政部上周指示其1万亿美元的主权财富基金剥离一些石油和天然气公司,以保护其免受原油价格“永久性下跌”的影响。
胡晶晶摘译自彭博社
原文如下
Shell says it can be world's top power producer and profit
Royal Dutch Shell plans to become the world’s biggest power company within 15 years, a move that suggests it sees climate change as a bigger threat to its business than electricity’s historically weak returns.
The world’s No. 2 oil explorer by market value is spending as much as $2 billion a year on its new-energies division, mainly to grow in a power sector it sees delivering 8% to 12% annual returns, according to Maarten Wetselaar, director of Shell’s integrated gas and new-energies unit.
“We believe we can be the largest electricity power company in the world in the early 2030s,” Wetselaar said in an interview with Bloomberg Television on Monday. “We are not interested in the power business because we like what we saw in the last 20 years; we are interested because we think we like what we see in the next 20 years.”
Investors are putting pressure on companies to protect their business from a shift to lower-carbon fuels, driven by new laws and consumer choices. That pressure is especially acute in Europe, where Norway’s Finance Ministry last week instructed its $1 trillion sovereign wealth fund to divest some oil and gas companies to shield it from a “permanent decline” in crude prices.