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| 2020-03-06 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据石油工业新闻3月4日消息称，在能源大转型的背景下，整个油气行业及其投资者都在认真重新评估他们钟爱的化石燃料的价值。但不要上当：石油和天然气项目的回报仍然是极具竞争力的，并且仍然有大量的资金在流动。 分析人士表示，尽管能源转型和低碳能源主题在未来几年只会变得更加突出，但石油和天然气的回报将继续与绿色能源投资的回报形成竞争。 毕竟，从一个领域到另一个领域的过渡从来都不是那么简单。这里有一大片未知领域，将继续被各种形式的能源占据。 尽管如此，石油和天然气公司现在明确地知道，它们必须开始调整自己的资本配置策略，以适应投资者日益增长的压力，即表现出减排意愿和承诺，帮助拯救地球。 2019年，油气公司融资6174亿美元，同比增长7%，其中贷款和债券占总融资的92%。EY在其报告中称，融资总额达到五年来的最高水平，但融资数量又再一年有所下降，这反映出该行业某些领域面临的挑战，尤其是美国勘探和生产公司以及油田服务公司面临的财务压力。 在并购方面，由于西方石油公司收购了阿纳达科石油公司，上游交易的价值增加了17.6%，达到1605亿美元。不计算这笔交易，全球交易总额下降了24.2%。EY的报告发现，在勘探和生产领域，美国连续第5年在并购交易中领先，占全球上游交易总额的60%。 曹海斌 摘译自 石油工业新闻 原文如下： Big Money Still Loves Oil & Gas The entire oil and gas industry and its investors are seriously reassessing the value of their beloved fossil fuels in the context of a major energy transition. But don’t be fooled: The returns of oil and gas projects are still highly competitive and plenty of capital is still flowing. While the energy transition and the low-carbon energy themes will only become more prominent in the coming years, oil and gas returns will continue to be competitive with the returns on investments in green energy, analysts say. Transitions, after all, are never as simple as crossing a border from one country into another. There’s a massive swathe of no-man’s land here that will continue to be populated by all forms of energy. Still, oil and gas companies now know with certainty that they must start to align their capital allocation strategies with the growing investor pressure to show willingness and commitment to curb emissions and help save the planet. Oil and gas firms raised US$617.4 billion in capital in 2019, up by 7 percent on the year, with loans and bonds accounting for 92 percent of capital raised. The total value of capital raised was the highest in five years, but the number of fundraisings was down for yet another year, reflecting challenging conditions for some segments in the industry, notably financial stress among U.S. exploration and production companies and among oilfield services, EY said in its review. In M&A, the value of upstream deals rose by 17.6 percent to US$160.5 billion, thanks to Occidental’s acquisition of Anadarko. Excluding this deal, total global deal value dropped by 24.2 percent. In exploration and production, the U.S. continued to lead the way for M&A deals for a fifth consecutive year, representing 60 percent of the world’s total upstream deal value, EY’s review found. |
