欧洲本土石油企业将引领可再生能源增长

    中国石化新闻网讯 据11月30日Rigzone消息：欧洲国际石油公司(IOC)在推进可再生能源增长战略方面处于领先地位，领先于迄今为止尚未做出同样转变的美国企业。

    根据数据和分析公司GlobalData的数据，欧洲前六大公司的可再生能源发电能力超过28吉瓦，其中BP、Total和Equinor占70%以上。

    然而，GlobalData指出，这些公司的发展规模仍“落后”于主要电力行业。GlobalData图表显示，主要欧盟IOC和电力生产商即将开展的可再生能源项目的产能中，Iberdrola排名第一，达到约35吉瓦，其次是Enel，约为30吉瓦，Engie接近20吉瓦。 BP是超过5吉瓦的欧盟最高国际奥委会。 Equinor和Total分别排名第二和第三，紧随其后的是Shell，Repsol和Eni。

    GlobalData油气管理分析师威尔•斯卡吉尔在一份声明中表示:“与电力行业的现有公司相比，国际石油公司目前的开发业务规模仍小得多。然而，BP的长期目标是在2030年达到50吉瓦，大大超过奥斯德公司的30吉瓦。”

    “欧洲本土企业可再生能源投资组合的迅速扩大令人鼓舞，因为它们希望能为能源转型做好准备。然而，雄心壮志确实伴随着巨大的风险，尤其是在中期内，他们仍将把油气业务视为主要的现金来源。”斯卡吉尔继续说道。

    这位全球数据代表警告称，疲弱的油气市场可能使企业无法为其可再生能源增长计划提供充足资金，致使它们在整体能源市场中的地位下降。

    冯娟 摘译自 Rigzone

    原文如下：

    EU Oil Cos Lead Way in Renewable Strategy

    European international oil companies (IOC) are leading the way in terms of progressing strategies for renewable power growth, ahead of U.S. players that have not, so far, made the same switch.

    That’s according to data and analytics company GlobalData, which made the statement in a note sent to Rigzone recently. According to GlobalData, the top six European firms have over 28 gigawatts (GW) of renewables capacity in the pipeline, with BP, Total and Equinor making up over 70 percent of this.

    GlobalData outlined, however, that the scale of these companies’ developments still “lags behind” major power sector incumbents. In a GlobalData chart showing the capacity of upcoming renewables projects for major EU IOCs and power producers, Iberdrola topped the rankings with around 35GW, followed by Enel on around 30GW and Engie near 20GW. BP was the top EU IOC with over 5GW. Equinor and Total ranked a close second and third, respectively, followed by Shell, Repsol and Eni.

    ‘‘IOCs’ current development portfolios are still significantly smaller in scale than those of incumbents in the power sector,” Will Scargill, a managing oil and gas analyst at GlobalData, said in a company statement.

    “However, long-term targets suggest an ambition to make up this ground - with BP’s 2030 target of 50GW significantly exceeding Orsted’s target of 30GW,” he added.

    “The rapid build-out of European IOCs’ renewable portfolios is encouraging as they look to position themselves for the energy transition. However, lofty ambitions do come with significant risk - particularly as they will still look to their oil and gas businesses to be the major cash generators through the medium term,” Scargill continued.

    The GlobalData representative warned that a weak oil and gas market could leave companies unable to fully fund their renewables growth plans, “leaving them with a diminished position in the overall energy market”.

    GlobalData was formed in 2016 following the consolidation of several data and analytics providers. Based in London, the company creates trusted intelligence on the world’s largest industries by leveraging its unique data, expert analysis and innovative solutions, its website states.