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| 2020-11-05 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 据天然气加工网站11月2日消息 石油和天然气工程、采购和建筑（EPC）公司正越来越多地将其战略转向清洁能源领域。 据GlobalData分析，随着COVID-19后该行业的投资前景黯淡，目前被视为各大石油和天然气公司在能源转型方面进行战略转变的最佳时机。 传统上，石油和天然气等主要可再生能源行业的未来增长几乎依赖于石油和天然气行业。 EPC公司正在采取不同的策略来为能源转型做好准备。例如，阿克和TechnipFMC已经重组了他们的业务，为低碳项目创建了专门的部门。派特法的目标是到2030年实现Scope 1和Scope 2的净零排放。尽管这些方法各不相同，但主要石油和天然气EPC公司中最常见的目标细分市场是海上风能和碳捕获与储存（CCS）。 全球数据管理油气分析师威尔?斯卡吉尔表示：“COVID-19带来了石油和天然气需求的重大冲击，推迟了项目，并对未来石油需求增长的潜力提出了更多的疑问。未来几年，石油和天然气投资最多可能持平，企业将需要着眼于新能源行业的增长市场，以支持其业务。” 以海上风能和碳捕获为目标是石油和天然气行业的公司的一个共同主题，这些公司希望适应能源转型，这是由于知识协同效应的潜力。希望瞄准新领域的石油和天然气EPC公司从与客户的现有合作中获益，客户正在进行类似的转型。然而，他们的增长计划将面临来自可再生能源领域现有企业的挑战。 吴恒磊 编译自 天然气加工 原文如下： Oil and gas EPC majors shift to cleaner energy Major oil and gas engineering, procurement, and construction (EPC) companies are increasingly shifting their strategies toward cleaner energy segments. With a bleak investment outlook for the sector in the wake of COVID-19, now is seen as good a time as any for major oil and gas companies to make strategic shifts in energy transition, according to analysis by GlobalData. Major oil and gas EPCs, which have traditionally relied on projects within the oil and gas value chain and have had relatively little exposure to renewables, are now looking to renewables and other clean energy sectors for future growth. EPC companies are adopting diverse strategies to position themselves for the energy transition. Aker and TechnipFMC, for example, have restructured their businesses to create dedicated units for low-carbon projects. Petrofac aims to achieve net zero in Scope 1 and Scope 2 emissions by 2030. Despite these varying approaches, the most common target segments among major oil and gas EPC companies are offshore wind and carbon capture and storage (CCS). “COVID-19 brought a major oil and gas demand shock, delayed projects and raised additional questions about the potential for future oil demand growth. Oil and gas investment is likely to flatline at best over the coming years, and companies will need to look to the growth markets of new energy sectors to support their businesses,” said Will Scargill, GlobalData managing oil and gas analyst. “The targeting of offshore wind and carbon capture is a common theme among companies from the oil and gas sector looking to adapt for the energy transition due to the potential for knowledge synergies. Oil and gas EPCs looking to target new segments will also hope to benefit from existing partnerships with clients making a similar transition. However, their growth plans will face a challenge from incumbent players in the renewables space,” Scargill added. |
