雅虎财经

了解讨论情况的匿名消息人士告诉彭博社，英国超级巨头壳牌公司一直在更新其气候目标战略，并可能在本周晚些时候宣布放慢减排步伐 。

壳牌将于 3 月 14 日星期四宣布其能源转型战略的更新。这家石油和天然气巨头一段时间以来一直在考虑放慢碳减排的步伐，作为其战略更新的一部分，其中一个团队已彭博社的消息人士称，他的任务是分析选项并将其提交给最高管理层。

该公司发言人告诉彭博社，壳牌将于周四发布其能源转型战略报告，其中“将包含我们到 2050 年成为净零排放能源企业的计划的详细信息。”

壳牌早在 2021 年就表示，其 石油产量在 2019 年达到顶峰 ，并在未来三十年中持续下降，因为该公司将目光投向了可再生能源业务。

然而，新冠疫情后石油和天然气需求的反弹以及俄罗斯入侵乌克兰以及随后能源贸易的重大混乱，清楚地表明了“当我们缺乏所需的供应时，能源系统的脆弱性”。 2023 年初接替 Ben van Beurden 的首席执行官 Wael Sawan 说道。

2023年夏天，壳牌 公布了 新战略，继续投资石油和天然气生产，并有选择地将资金投入可再生能源解决方案，此举激怒了气候活动人士和一些机构投资者。

Sawan 在 6 月份的壳牌 2023 年资本市场日上 表示，

“我们正在投资提供客户当前和未来很长一段时间内所需的安全能源，同时对壳牌进行转型，以赢得低碳未来。在我们分配资本以增强股东分配、同时实现能源转型时，绩效、纪律和简化将成为我们的指导原则。”

萨万还表示，减少全球石油和天然气产量将是 “危险且不负责任的”  ，因为世界仍然迫切需要这些碳氢化合物。

查尔斯·肯尼迪 (Charles Kennedy) 为 Oilprice.com 撰写

线索图片（来源：Reters）

Yahoo Finance

UK-based supermajor Shell has been updating its strategy on climate targets and could announce a slower pace of its emissions reductions later this week, anonymous sources with knowledge of the discussions have told Bloomberg.

Shell is set to announce an update to its energy transition strategy on Thursday, March 14. The oil and gas major has been considering slowing the pace of carbon emission reductions for some time, as part of an update to its strategy in which a team has been tasked to analyze options and present them to the top management, Bloomberg’s sources said.

A spokesperson for the company told Bloomberg that Shell would publish on Thursday its Energy Transition Strategy report, which “will contain details of our plans to become a net zero emissions energy business by 2050.”

Shell said back in 2021 that its oil production peaked in 2019 and is set for a continual decline over the next three decades as it looks toward the renewables side of the business.

However, the post-Covid rebound in oil and gas demand and the Russian invasion of Ukraine with the subsequent major dislocation of energy trade has clearly shown “the fragility of the energy system when we starve it of the supply that is required,” said CEO Wael Sawan, who took over from Ben van Beurden in early 2023.

In the summer of 2023, Shell unveiled its new strategy to continue investing in oil and gas production and selectively pour capital into renewable energy solutions, angering climate activists and some institutional investors.

At Shell’s Capital Markets Day 2023 in June, Sawan said,

“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.”

Sawan has also said that reducing global oil and gas production would be “dangerous and irresponsible” as the world still desperately needs those hydrocarbons.

By Charles Kennedy for Oilprice.com

Lead image (Credit: Reters)