到2025年殼牌計劃在低碳能源領域投入100億至150億美元

據(jù)6月14日離岸能源報道，總部位于英國的能源巨頭殼牌公司決定在未來兩年內投資100億至150億美元，通過促進其低碳能源解決方案業(yè)務來加強其脫碳努力。這是該石油巨頭轉型戰(zhàn)略的一部分，旨在幫助實現(xiàn)平穩(wěn)的能源轉型。

 

殼牌正在積極努力，不僅控制其運營業(yè)務的排放，還控制其向客戶銷售的燃料和其他能源產品的排放，以期到2050年成為一家凈零排放的能源企業(yè)。這一全球氣候目標于2020年4月首次宣布。2021年10月，這家石油巨頭設定了一個新目標，即到2030年將其第1類和第2類排放量與2016年的水平相比減少一半。

 

這家總部位于英國的能源巨頭在2023年2月表示，到2022年底，它已經實現(xiàn)了到2030年將I類和II類的排放量減少50%的目標。當時，該公司估計，與2021年相比，它已將運營控制下的1類和2類碳排放量減少了16%，與2016年相比減少了31%。

 

這家英國巨頭認為，它在實現(xiàn)凈零目標方面取得了良好進展，因為其目標是到2030年實現(xiàn)近零甲烷排放，到2025年消除上游業(yè)務的常規(guī)燃燒。這意味著這家石油巨頭計劃比世界銀行“2030年零空燃倡議”更快地實現(xiàn)目標。

 

該公司計劃在2023年至2025年期間投資100億至150億美元，預計將支持低碳能源解決方案的發(fā)展，包括生物燃料、氫能、電動汽車充電和碳捕集與封存(CCS)項目。

 

殼牌計劃在2023年6月14日(周三)的會議上向投資者介紹其“以更少的排放創(chuàng)造更多價值”戰(zhàn)略，同時通過平穩(wěn)的能源轉型提供更高的股東回報。

 

殼牌首席執(zhí)行官Wael Sawan表示，“我們正在進行投資，為客戶提供當前和未來很長一段時間所需的安全能源，同時實現(xiàn)轉型，殼牌贏得低碳的未來。在我們分配資本以加強股東分配的同時，實現(xiàn)能源轉型時，講績效、有紀律和組織簡約化將是我們的指導原則”。

 

此外，殼牌打算繼續(xù)投資于提供(它認為是)安全的能源供應，同時加大減少碳排放努力。為此，該公司打算發(fā)展其綜合天然氣業(yè)務，并在全球液化天然氣(LNG)市場保持領先地位，同時擴大其在上游優(yōu)勢地位，通過穩(wěn)定液體燃料產量到2030年來實現(xiàn)長期優(yōu)秀現(xiàn)金流。

 

這家石油巨頭還計劃利用其品牌、客戶關系和貿易優(yōu)勢，優(yōu)化其在下游和可再生能源，以及能源解決方案方面的投資價值，同時幫助運輸和工業(yè)部門客戶脫碳。

 

為了提高業(yè)績并為進一步增長做好準備，該公司于2023年1月公布了簡化的組織結構、執(zhí)行委員會和董事會變動，預計將于2023年7月1日生效。

 

這將使殼牌綜合天然氣和上游業(yè)務合并在一起，組成一個新的綜合天然氣和上游業(yè)務董事會，由現(xiàn)任上游總監(jiān)Zoe Yujnovich領導，而下游業(yè)務將與可再生能源和能源解決方案合并，組成一個新的下游和可再生能源董事會，由現(xiàn)任下游總監(jiān)Huibert Vigeveno領導。

 

殼牌表示，通過股息和股票回購相結合的方式，加強對業(yè)績的關注以及更嚴格的資本和成本紀律，將使經營性現(xiàn)金流CFFO在整個周期內的股權分配率從之前的20%～30%提高到30%～40%。

 

此外，公司將把每股股息提高15%，從2023年第二季度中期股息開始生效，9月份支付，并在董事會批準的情況下，在2023年下半年開始回購至少50億美元的股票。

 

Sawan強調，“我們需要繼續(xù)創(chuàng)造可盈利的商業(yè)模式，這些模式可以按一定速度擴大規(guī)模，真正影響全球能源系統(tǒng)的脫碳。我們將投資于有效的模式，即那些回報最高、能發(fā)揮我們優(yōu)勢的模式”。

 

洪偉立 摘譯自 離岸能源網站

 

原文如下：

 

Shell on decarbonisation quest plans to dish out $10-15 billion in low-carbon energy by 2025

 

UK-headquartered energy giant Shell has decided to step up its decarbonisation efforts by boosting its low-carbon energy solutions business with investments of $10-15 billion over the next two years. This is part of the oil major’s transformation strategy to help usher in a balanced energy transition.

 

Shell is actively working on curbing emissions not only from its operations but also from the fuels and other energy products it sells to its customers in a bid to become a net-zero emissions energy business by 2050. This global climate goal was first announced in April 2020. Come October 2021, the oil major set a new target to halve its Scope 1 and 2 emissions compared to 2016 levels by 2030.

 

The UK-headquartered energy giant told Offshore Energy in February 2023 that it was more than halfway towards achieving its target reduction of 50 per cent by 2030 for Scope 1 and 2 emissions by the end of 2022. At the time, the firm estimated that it had reduced Scope 1 and 2 carbon emissions under operational control by 16 per cent compared with 2021, and 31 per cent compared with 2016.

 

The UK giant believes it is making good progress towards its net-zero target, as it aims to achieve near-zero methane emissions by 2030 and eliminate routine flaring from its Upstream operations by 2025. This means that the oil major plans to achieve this faster than the World Bank’s Zero Routine Flaring 2030 initiative.

 

Regarding its plans to invest $10-15 billion from 2023 to 2025, this is expected to support the development of low-carbon energy solutions including biofuels, hydrogen, electric vehicle charging, and carbon capture and storage (CCS).

 

Shell intends to update investors during a meeting on Wednesday, 14 June 2023, on its strategy to create “more value with less emissions” while delivering increased shareholder returns through a balanced energy transition, which reflects the UK player’s balanced approach as it operationalises its Powering Progress strategy.

 

Wael Sawan, Shell’s Chief Executive Officer, remarked: “We are investing to provide the secure energy customers need today and for a long time to come, while transforming Shell to win in a low-carbon future. Performance, discipline, and simplification will be our guiding principles as we allocate capital to enhance shareholder distributions, while enabling the energy transition.”

 

Furthermore, Shell intends to keep investing in providing – what it deems as – secure supplies of energy while scaling up efforts to reduce carbon emissions. To this end, the firm intends to grow its Integrated Gas business and maintain a leading role in the global liquefied natural gas (LNG) market while extending – what it believes to be – its advantaged position in Upstream to achieve cash flow longevity by stabilising liquids production to 2030.

 

The oil major also plans to leverage its brand, customer relationships, and trading strengths to optimise the value from investments it has made in Downstream and Renewables & Energy Solutions, while helping customers across the transport and industry sectors to decarbonise.

 

To enhance performance and position itself for further growth, the company unveiled a simplified organisational structure and executive committee and directorate changes in January 2023, which are expected to take effect on 1 July 2023.

 

This will see Shell’s Integrated Gas and Upstream businesses joined together to form a new Integrated Gas and Upstream Directorate led by current Upstream Director, Zoe Yujnovich while the Downstream business will be combined with Renewables & Energy Solutions to form a new Downstream and Renewables Directorate led by current Downstream Director, Huibert Vigeveno.

 

According to Shell, an enhanced focus on performance and stronger capital and cost discipline will underpin higher shareholder distributions of 30-40 per cent of CFFO through the cycle, compared with 20-30 per cent previously, through a combination of dividends and share buybacks.

 

In addition, the company will raise the dividend per share by an expected 15 per cent, effective from the second quarter 2023 interim dividend, payable in September, and commence share buybacks of at least $5 billion for the second half of 2023, subject to its board’s approval.

 

“We need to continue to create profitable business models that can be scaled at pace to truly impact the decarbonisation of the global energy system. We will invest in the models that work – those with the highest returns that play to our strengths,” highlighted Sawan.