石油价格

挪威规模达 1.66 万亿美元的全球最大主权财富基金正在鼓励英国超级巨头壳牌公司进一步阐明其放宽的气候目标。

该基金通常被称为“挪威石油基金”，因为它是用石油和天然气收入创建的，是包括石油巨头在内的世界上许多大公司的股东，并有能力影响其他公司投资者及其投资决策。

截至2023年底，Government Pension Fund Global（该基金的官方名称） 持有 35个国家220家能源公司的股份，占全部投资的2.6%。该基金持有 BP 3.4%、壳牌 2.88%、TotalEnergies 2.42%、埃克森美孚 1.35% 和雪佛龙 1% 的股份。

今年早些时候，壳牌重申了到 2050 年成为净零能源企业的雄心，但  由于其已不再向零售客户销售清洁电力，因此放宽了 2030 年的碳强度目标。

这家石油和天然气巨头在其 更新的 2024年能源转型战略中表示，其目标是到2030年将其净碳强度目标比2016年的水平减少15-20%，而之前的目标是减少20%。排放目标的放宽是壳牌将价值置于电力销量之上的结果，重点关注特定市场和细分市场，并向商业客户出售更多电力，而向零售客户出售更少电力。

该超级巨头表示，壳牌还取消了 2035 年净碳强度降低 45% 的中期目标，“承认能源转型变化速度的不确定性”  。

鉴于临时目标的这些变化，挪威基金  周五在壳牌下周召开年度股东大会之前表示，“壳牌”的能源转型战略在新任首席执行官的领导下已得到发展。尽管如此，我们相信它充分保留了与《巴黎协定》一致的过渡计划的核心组成部分。”

“我们鼓励壳牌进行额外的战略披露，以减少该公司 2030 年代中期发展方向的不确定性。”

然而，该基金计划与壳牌的管理层建议保持一致，并投票反对一些投资者提出的一项独立决议，以使该超级巨头将其中期范围 3 减排目标与《巴黎气候协定》的目标保持一致。

作者：Oilprice.com 的 Tsvetana Paraskova

主要图片（来源：路透社）

Oil Price

Norway’s $1.66-trillion sovereign wealth fund, the world’s biggest, is encouraging UK-based supermajor Shell to shed more light on its eased climate targets.

The fund, which is commonly referred to as ‘Norway’s oil fund’ because it was created with oil and gas revenues, is a shareholder in many large companies in the world, including Big Oil, and has the power to influence other investors with its investment decisions.

As of the end of 2023, Government Pension Fund Global, as the fund is officially known, held stakes in 220 energy firms in 35 countries, representing 2.6% of all investments. The fund held 3.4% in BP, 2.88% in Shell, 2.42% of TotalEnergies, 1.35% in ExxonMobil, and 1% in Chevron.

Earlier this year, Shell reaffirmed its ambitions to be a net-zero energy business by 2050 but eased its carbon intensity target for 2030 as it has shifted away from clean power sales to retail customers.

The oil and gas giant said in its updated Energy Transition Strategy 2024 that it would aim for a 15-20% reduction in its net carbon intensity target by 2030, compared to 2016 levels, against a previous target of a 20% cut. The eased emissions target is the result of Shell prioritizing value over volume in power, with a focus on select markets and segments and selling more power to commercial customers and less to retail customers.

Shell is also retiring its interim 2035 target of a 45% reduction in net carbon intensity, “acknowledging uncertainty in the pace of change in the energy transition,” the supermajor said.

In light of these changes to interim targets, Norway’s fund said on Friday ahead of Shell’s annual general meeting next week, “Shell’s Energy Transition Strategy has evolved under the new CEO. We nevertheless believe that it sufficiently retains the core components of a Paris-aligned transition plan.”

“We have encouraged Shell to make additional strategy disclosures that could reduce uncertainty about the company’s direction in the mid-2030s.”

The fund, however, plans to align with Shell’s management recommendation and vote against an independent resolution proposed by some investors to make the supermajor align its medium-term Scope 3 emissions reduction targets with the goal of the Paris Climate Agreement.

By Tsvetana Paraskova for Oilprice.com

Lead image (Credit: Reuters)