壳牌发布了自 2021 年推出 Powering Progress 战略以来的首个能源转型更新。在 2023 年 6 月的资本市场日上，壳牌概述了其战略如何以更少的排放提供更多价值，并强调了价值。在本次能源转型更新中，重点是同一策略如何减少排放。

到 2050 年在所有业务和能源产品中实现净零排放的目标正在改变其业务。壳牌认为，这一目标支持《巴黎协定》中更雄心勃勃的目标，即将全球变暖限制在比工业化前水平高 1.5 摄氏度的范围内。壳牌的战略支持从化石燃料向低碳能源解决方案的平衡有序过渡，以维持安全且负担得起的能源供应。

“能源为人类发展做出了令人难以置信的贡献，让世界各地许多人过上了更加繁荣的生活。今天，世界必须满足日益增长的能源需求，同时应对气候变化的紧迫挑战。近年来许多国家和技术在能源转型方面取得的快速进展让我深受鼓舞，这增强了我对我们战略方向的坚定信念。”壳牌首席执行官 Wael Sawan 说道。

其能源转型计划涵盖所有业务。液化天然气 (LNG) 是能源转型中的关键燃料，壳牌正在以较低的碳强度发展其液化天然气业务。此外，它还在保持石油产量稳定的同时减少石油和天然气生产的排放，并增加低碳能源解决方案的销售，同时逐步减少汽油、柴油和航空燃油等石油产品的销售。

到2023年底，壳牌实现了到2030年运营排放量较2016年减半目标的60%以上。它是最早制定到2030年实现甲烷接近零排放目标的公司之一，实现了0.05%甲烷排放强度明显低于 0.2% 的目标。它还降低了所售能源产品的净碳强度，与2016年相比降低了6.3%。

为了实现净零未来的目标，壳牌将在 2023 年至 2025 年底之间投资 10-150 亿美元用于低碳能源解决方案。2023 年，它在低碳解决方案上投资了 56 亿美元，占我们总资本支出的 23% 以上。

这些投资包括电动汽车充电、生物燃料和可再生能源以及氢和碳捕获和储存。

Shell has published its first energy transition update since the launch of its Powering Progress strategy in 2021. At its Capital Markets Day in June 2023, Shell outlined how its strategy delivers more value with less emissions, emphasizing value. In this energy transition update, the focus is on how the same strategy delivers less emissions.

The target to achieve net zero emissions by 2050 across all operations and energy products is transforming its business. Shell believes this target supports the more ambitious goal of the Paris Agreement to limit global warming to 1.5 degrees C above pre-industrial levels. Shell’s strategy supports a balanced and orderly transition away from fossil fuels to low-carbon energy solutions to maintain secure and affordable energy supplies.

“Energy has made an incredible contribution to human development, allowing many people around the world to live more prosperous lives. Today, the world must meet growing demand for energy while tackling the urgent challenge of climate change. I am encouraged by the rapid progress in the energy transition in recent years in many countries and technologies, which reinforces my deep conviction in the direction of our strategy,” said Wael Sawan, Shell’s CEO.

Its energy transition plans cover all businesses. Liquefied natural gas (LNG) is a critical fuel in the energy transition, and Shell is growing its LNG business with lower carbon intensity. Additionally, it is cutting emissions from oil and gas production while keeping oil production stable, as well as growing sales of low-carbon energy solutions while gradually reducing sales of oil products such as petrol, diesel and jet fuel.

By the end of 2023, Shell achieved more than 60% of its target to halve emissions from operations by 2030, compared with 2016. It was one of the first companies to set a target to achieve near zero methane emissions by 2030, achieving 0.05% methane emissions intensity – significantly below its target of 0.2%. It also lowered the net carbon intensity of the energy products sold, with a 6.3% reduction compared with 2016.

Regarding its goal of a net zero future, Shell is investing $10-$15 billion between 2023 and the end of 2025 in low-carbon energy solutions. In 2023, it invested $5.6 billion in low-carbon solutions, more than 23% of our total capital spending.

These investments included electric vehicle charging, biofuels and renewable power as well as hydrogen and carbon capture and storage.