世界石油

（彭博社）“知情人士称，壳牌公司已开始在此前宣布的低碳部门裁员之外进行裁员，因为首席执行官 Wael Sawan 寻求削减成本并提高与美国竞争对手的竞争力。

资料来源：路透社

因讨论非公开信息而要求匿名的人士表示，职位正在逐个部门取消，受影响的人提供了包括裁员方案或申请公司其他职位等选择。壳牌拒绝就涉及的工作岗位数量发表评论。该公司于 6 月向投资者制定了一项计划，计划到 2025 年底将“结构成本”降低多达 30 亿美元。

壳牌周四在一封电子邮件中表示，“要实现这些削减，就需要提高投资组合的评级、提高效率，并建立更精简的整体组织。” “虽然不存在正式目标，但我们将不断寻求调整可带来最大价值的活动规模。”

萨万在今年早些时候担任首席执行官后承诺将“不遗余力”地改善壳牌的业绩。这位前天然气部门负责人正在齐心协力，通过出售资产和减少低回报投资（包括一些清洁能源投资），缩小该股与美国竞争对手埃克森美孚公司和雪佛龙公司的估值差距。

截至 2022 年底，壳牌在全球拥有约 93,000 名全职和兼职员工，是雪佛龙的两倍多，尽管这家美国公司的市值高出 34%。10月，壳牌表示，到2024年，其低碳解决方案部门将裁减200个职位，约占总数的15%。

尽管在俄罗斯入侵乌克兰引发全球混乱后，大型石油公司的高管在 2022 年获得了创纪录的利润，但他们对未来仍持谨慎态度。长期化石燃料消费的不确定性以及投资者对股息和股票回购的要求正在促使西方石油勘探公司在支出方面更加自律。

雪佛龙于 10 月同意收购赫斯公司 (Hess Corp.)，在未能实现一些关键绩效指标后，最近指示员工在 2024 年“做得更好”。自 2019 年以来，埃克森美孚已裁员 17%，并于本月早些时候宣布计划到 2027 年节省 60 亿美元的结构成本。

World Oil

(Bloomberg) — Shell Plc has begun cutting jobs beyond previously announced reductions in its low-carbon division as CEO Wael Sawan seeks to trim costs and be more competitive with U.S. rivals, people familiar with the matter said.

Source: Reuters

Roles are being eliminated on a division-by-division basis, with those affected offered options including redundancy packages or applying for jobs elsewhere in the company, according to the people, who asked not to be identified discussing non-public information. Shell declined to comment on the number of jobs involved. The company laid out a plan to investors in June to reduce “structural costs” by as much as $3 billion by the end of 2025.

“Achieving those reductions will require portfolio high grading, new efficiencies and a leaner overall organization,” Shell said in an email Thursday. “While no formal targets exist, we will continuously look to right-size the activities that deliver the most value.”

Sawan pledged to be “ruthless” in improving Shell’s performance after taking the CEO job earlier this year. The former divisional natural gas chief is making a concerted effort to close the stock’s valuation gap with U.S. rivals Exxon Mobil Corp. and Chevron Corp. by selling assets and reducing low-return investments, including some in clean energy.

Shell employed about 93,000 globally on a full and part-time basis at the end of 2022, more than double that of Chevron, despite the US company having a market value 34% higher. In October, Shell said 200 positions in its Low Carbon Solutions unit would be cut in 2024, about 15% of the total.

Big Oil executives are cautious about the future despite reaping record 2022 profits in the wake of the worldwide disruptions triggered by Russia’s invasion of Ukraine. Uncertainty over long-term fossil-fuel consumption and investor demands for dividends and stock buybacks are prompting Western oil explorers to be more disciplined with spending.

Chevron, which agreed to buy Hess Corp. in October, recently instructed staff to “do better” in 2024 after failing to deliver on some key performance metrics. Exxon has reduced headcount 17% since 2019 and earlier this month announced a plan to save $6 billion in structural costs by 2027.