石油设备网讯 据World Oil网伦敦3月29日消息 根据Bernstein的分析，荷兰皇家壳牌可以通过收购电力生产商来实现其到2030年代成为全球最大电力公司的目标。
分析显示，要成为最大的低碳电力供应商，该公司必须在2035年每年生产214太瓦时的清洁能源。英国石油数据显示，这比埃及去年的石油产量高出11%。
Bernstein表示，壳牌可以通过有机增长实现这一目标，最终管理610亿瓦的发电能力。然而，该公司可能希望加快步伐，扩大对电力生产商的收购，这一战略已经让投资者产生了分歧。
包括Oswald Clint在内的分析师在报告中表示:“壳牌希望电力成为其业务的第四大支柱，仅次于石油、天然气和化工。就像它们主宰石油和天然气价值链一样，它们也想在电力领域做到这一点。”
这家英荷合资企业本月大举进军英国零售电力市场，提供了目前最便宜的电价之一，并向其70万客户提供完全来自可再生能源的电力。
壳牌成为全球最大电力公司的计划面临的一个关键挑战是，该公司承诺到2050年将碳足迹削减一半。这意味着它增加的大部分产能必须来自风能和太阳能。
如今，壳牌在美国管理着10千兆瓦的电力，其中只有三分之一来自可再生能源。根据伯恩斯坦公司的计算，要达到61千兆瓦特的目标，该公司每年需要增加3千兆瓦特的清洁能源产能。
Bernstein称，壳牌目前每年10-20亿美元的"新能源"预算范是可以承受的。他表示，Enel SpA和Iberdrola SA等其他利用可再生能源发电的大型发电商，也在以每年约30吉瓦的速度增加发电量。
吴慧丹 摘译自 World Oil
原文如下：
Shell working to become world’s top electricity producer
Royal Dutch Shell could ramp up acquisitions of electricity producers to achieve its target of becoming the world’s biggest power company by the 2030s, according to analysis by Sanford C. Bernstein Ltd.
To become the biggest low-carbon electricity provider, the company must produce 214 terawatt-hours of clean power every year by 2035, the analysis shows. That’s 11% more than Egypt, generated last year, according to data from BP.
Shell could achieve that through organic growth, ultimately managing 61 gigawatts of power capacity, said Bernstein. However, it will probably want to move even faster and expand acquisitions of electricity producers, a strategy that has already divided investors.
“Shell wants electricity to be the fourth pillar of their business, alongside oil, gas and chemicals,” analysts including Oswald Clint said in the report. “In much the same way they dominate the value chain in oil and gas, they want to do the same in electricity.”
The Anglo-Dutch major made an aggressive move into the UK retail power market this month by offering one of the cheapest tariffs available and supplying its 700,000 customers with power entirely from renewable energy.
A key challenge to the company’s plan to become the world’s biggest power company is the fact that Shell has pledged to cut its carbon footprint in half by 2050. This means most of the capacity it adds to its portfolio must come from wind and solar power.
Today, Shell manages 10 gigawatts of electricity in the U.S. and only a third of that comes from renewables. To reach the 61-gigawatt target, calculated by Bernstein, the company needs to add 3 gigawatts of clean capacity each year.
That’s affordable within Shell’s current “new energies” budget of $1 billion to $2 billion a year, Bernstein said. Yet other big power producers that generate electricity from renewables, such as Enel SpA and Iberdrola SA, are also adding around 3 gigawatts a year, he said.
