BP將進(jìn)行大舉并購以實(shí)施新戰(zhàn)略

據(jù)阿拉伯貿(mào)易8月7日消息稱，石油巨頭英國石油公司（BP）宣布了其從一家國際石油公司向一家國際能源公司轉(zhuǎn)型的戰(zhàn)略后，將大舉進(jìn)行收購和撤資，以實(shí)施新的戰(zhàn)略。

GlobalData石油和天然氣分析師總經(jīng)理Will Scargill表示：“ BP已經(jīng)制定了雄心勃勃的目標(biāo)，要在5年和10年的時(shí)間框架內(nèi)重組其業(yè)務(wù)。如果要在目標(biāo)時(shí)間內(nèi)實(shí)現(xiàn)，這種規(guī)模的改革將需要并購市場發(fā)生重大變化。”

他說：“在其低碳能源增長計(jì)劃中，BP的可再生能源發(fā)電能力目標(biāo)是一個(gè)很大的問題。目前，其最重要的可再生能源權(quán)益來自于其持有的Lightsource BP 50％的股份，該公司的目標(biāo)是到2023年發(fā)電量達(dá)到10吉瓦。要在2025年達(dá)到20吉瓦，到2030年達(dá)到50吉瓦，除了英國石油公司已經(jīng)制定的擴(kuò)大資本支出外，可能還需要進(jìn)行大量收購。

Scargill進(jìn)一步表示：“就其傳統(tǒng)的油氣業(yè)務(wù)而言，BP將需要?jiǎng)冸x不良資產(chǎn)，以實(shí)現(xiàn)其通過減少資產(chǎn)基礎(chǔ)來提高資本回報(bào)率的目標(biāo)。繼之前150億美元的撤資目標(biāo)之后，該公司計(jì)劃在2020-25年期間撤資250億美元?！?/span>

曹海斌 摘譯自 阿拉伯貿(mào)易

原文如下：

BP to step on M&A to deliver new strategy

Oil major BP will move heavily in acquisitions and divestments to deliver new strategy after its announcing its strategy for transition from an international oil company to an international energy company.

According to Will Scargill, Managing Oil and Gas Analyst at GlobalData: “BP has set out ambitious targets for the realignment of its business within five and ten year time frames. An overhaul of this scale will require significant movements in the M&A market, if it is to be delivered in the targeted timeframe.”

He said: “Among its growth plans for low-carbon energy sources, BP’s target for renewable power generation capacity is a big ask. Its most significant renewables interests, at present, come from its 50 per cent stake in Lightsource BP, which targets 10 GW by 2023. To reach 20 GW by 2025 and 50 GW by 2030 will likely require significant acquisitions on top of the expansion of capital spending that BP has set out.

Scargill further said: “In terms of its traditional oil and gas segment, BP will need to offload assets that are not high-grade to hit its targets of improving returns on capital from a reduced asset base. It is following up its previous $15bn divestment target with a target of $25 billion for the period 2020-25.”