|
| 2021-02-01 来源： 中国石化新闻网 |
 |
 |
石化新闻 |
中国石化新闻网讯 据世界石油网站1月26日报道 DNV GL发表的一项新研究发现，随着公司寻求长期转型，石油和天然气行业预计今年将推动对未来能源系统的投资。 创纪录的三分之二的资深油气专业人士表示，他们的组织正在积极适应2021年碳密集度较低的能源结构，而2018年这一比例仅为44%。约57%的人计划增加对可再生能源的投资，高于去年的44%，约一半的人预计将增加对绿色或脱碳天然气的投资。 只有五分之一（21%）的人表示，他们将在2021年增加对石油项目的投资，因为石油行业越来越接受世界石油需求已见顶或将在中短期见顶的观念。天然气投资增长预期仍稳定在37%。 大多数资深石油和天然气专业人士预计，这些投资转移将导致该行业更广泛的重塑。78%的人认为，未来一年的合并将有所增加，高于一年前的64%。战略调整还可能涉及资产和业务销售，63%的人预计会有更多的分拆、撤资和分拆，高于去年的46%。 尽管在Covid-19大流行以及随后的石油和天然气市场崩盘之后，行业增长的信心出现了崩溃，但转型投资还是出现了。只有39%的资深油气专业人士对2021年的行业增长充满信心，低于去年的66%。 DNV GL对2021年油气行业的展望显示，随着投资者重新评估为油气项目融资的风险，以及政府和行业在Covid-19大流行后向绿色复苏战略投入数十亿美元，优先事项正在发生转变。这项研究是基于对1000多名资深油气专业人士的调查以及对行业高管的深入采访。 DNV GL集团总裁兼首席执行官雷米·埃里克森表示：“净零气候政策在2020年开始扩散，从欧洲到中国，并在美国摆上了台面。长期来看，净零排放政策有可能推动世界能源系统深度脱碳，它们已经在改变油气行业的发展方向。” 王磊 摘译自 世界石油 原文如下： More oil and gas companies leaning into renewable energy tech New research published by DNV GL finds that the oil and gas industry expects to boost investment in the energy systems of the future this year, as companies seek to transform for the long term. A record two-thirds of senior oil and gas professionals report that their organization is actively adapting to a less carbon-intensive energy mix in 2021, up from just 44% in 2018. Some 57% plan to increase investment in renewables, up from 44% last year, about half expect to increase investment in green or decarbonized gas. Just a fifth (21%) say they will increase investment in oil projects in 2021, as the sector increasingly comes to terms with the notion that the world’s demand for oil has peaked or will peak in the short to medium term. Expectations for an increase in natural gas investment remain steady at 37%. The majority of senior oil and gas professionals expect these shifts in investment will lead to a wider reshaping of the industry. Eight-in-ten (78%) believe there will be increased consolidation in the year ahead, up from 64% one year ago. Strategic reorientation may also involve asset and business sales, with 63% expecting more demergers, divestments and spin-offs, up from 46% last year. Transformational investments come despite a crash in confidence for industry growth following the Covid-19 pandemic and subsequent oil and gas market crash. Only 39% of senior oil and gas professionals are confident about industry growth in 2021, down from 66% last year. Turmoil and Transformation, DNV GL’s outlook for the oil and gas industry in 2021, suggests priorities are shifting as investors reassess the risks of financing oil and gas projects, and as governments and industry pour billions into green recovery strategies following the Covid-19 pandemic. The research is based on a survey of more than 1,000 senior oil and gas professionals and in-depth interviews with industry executives. “Net-zero climate policies began to proliferate in 2020, from Europe to China, and made it onto the table in the US. Long term, net zero policies have the potential to drive deep decarbonization of the world’s energy system, and they are already changing the direction of the oil and gas industry,” said Remi Eriksen, Group President and CEO of DNV GL. |
