油價(jià)持續(xù)低迷 貝克休斯規(guī)劃低碳未來(lái)

據(jù)路透社9月9日?qǐng)?bào)道，貝克休斯首席執(zhí)行官周二表示，該公司正將重心轉(zhuǎn)向那些準(zhǔn)備向低碳未來(lái)轉(zhuǎn)型的客戶，加強(qiáng)拓展其在石油和天然氣油田服務(wù)之外的業(yè)務(wù)范圍。

該公司首席執(zhí)行官Lorenzo Simonelli在巴克萊CEO Energy-Power會(huì)議上表示，該公司將繼續(xù)縮減其油田服務(wù)和設(shè)備組合的規(guī)模，并將更多重點(diǎn)放在能源轉(zhuǎn)型和可再生能源所需的技術(shù)上。該公司已經(jīng)在剝離某些油田資產(chǎn)，例如其桿式升降機(jī)和特種聚合物業(yè)務(wù)。

隨著越來(lái)越多的客戶致力于低碳運(yùn)營(yíng)，以及風(fēng)能和太陽(yáng)能等可再生能源的增長(zhǎng)速度加快，這種戰(zhàn)略轉(zhuǎn)變應(yīng)運(yùn)而生。貝克休斯曾表示，其目標(biāo)是在2050年前實(shí)現(xiàn)凈零碳排放。

由于疫情和短暫的價(jià)格戰(zhàn)迫使其最大客戶停產(chǎn)設(shè)備，貝克休斯正在適應(yīng)石油需求的急劇下降，放緩新石油和液化天然氣項(xiàng)目進(jìn)度并裁員。周二，全球石油期貨價(jià)格跌破每桶40美元，低于許多新項(xiàng)目的保本價(jià)格。

"我們認(rèn)為，油氣市場(chǎng)面臨的變化以及對(duì)低碳解決方案需求的快速增長(zhǎng)，保證了我們加快戰(zhàn)略的實(shí)施，"Simonelli在虛擬會(huì)議上表示。

隨著越來(lái)越多的公司采取行動(dòng)降低碳足跡，貝克休斯看到了機(jī)遇，包括升級(jí)燃?xì)鉁u輪機(jī)以減少碳排放和購(gòu)買甲烷監(jiān)測(cè)產(chǎn)品。它還擴(kuò)大了遠(yuǎn)程監(jiān)控設(shè)備的規(guī)模。

Simonelli說(shuō)，長(zhǎng)期來(lái)看，該公司在碳捕獲、氫價(jià)值鏈和儲(chǔ)能方面看到了機(jī)遇，特別是隨著可再生能源的增長(zhǎng)。

通過(guò)其渦輪機(jī)械和過(guò)程解決方案以及數(shù)字解決方案業(yè)務(wù)，貝克休斯將專注于為眾多行業(yè)提供能源解決方案，包括化石燃料領(lǐng)域以外的行業(yè)。

Simonelli說(shuō)：“鑒于上游前景疲軟，我們?cè)诂F(xiàn)有產(chǎn)品范圍內(nèi)看到的主要增長(zhǎng)機(jī)會(huì)是更廣泛的工業(yè)領(lǐng)域，化學(xué)和非金屬材料。” 他說(shuō)，他們將瞄準(zhǔn)包括采礦，食品和飲料，電力和紙漿與造紙等行業(yè)。

沈韓曄 摘譯自 路透社

原文如下：

Baker Hughes plots low carbon future as oil prices remain low

Baker Hughes is pivoting to customers preparing for the transition to a low-carbon future, bolstering its footprint beyond oil and gas oilfield services, its chief executive said on Tuesday.

The company will continue to downsize its oilfield services and equipment portfolio, CEO Lorenzo Simonelli said at the Barclays CEO Energy-Power conference, putting more emphasis on the energy transition and technology needed for renewables. It has already been shedding some oilfield assets, such as its rod lift and specialty polymers businesses.

The strategic shift comes as more customers commit to lower carbon operations, and as growth in renewable energy such as wind and solar are accelerating. Baker Hughes has said it is targeting net-zero carbon emissions by 2050.

Baker Hughes is adjusting to a sharp drop in oil demand as the pandemic and a short-lived price war drove its biggest customers to idle equipment, slow new oil and liquefied natural gas (LNG) projects and cut employees. Global oil futures traded under $40 per barrel on Tuesday, below the breakeven price for many new projects.

"We believe that the changes facing the oil and gas markets and rapid growth in demand for lower carbon solutions warrant an acceleration of our strategy," Simonelli said in remarks to the virtual conference.

Baker Hughes sees opportunities as more companies move to lower their carbon footprints, including by upgrading gas turbines to reduce carbon emissions and buying methane monitoring products. Its also scaling up remote monitoring gear.

Longer-term it sees opportunities in carbon capture, the hydrogen value-chain and energy storage, particularly as renewable energy grows, Simonelli said.

Through its Turbomachinery and Process Solutions and Digital Solutions businesses, Baker Hughes will focus on providing energy solutions to a wide array of industries, including those outside the fossil fuels sector.

"Given subdued upstream outlook, the primary growth opportunities we see within our existing product footprint are the broader industrial sector, chemical and nonmetallic materials," Simonelli said. He said they would target industries including mining, food and beverage, power and pulp and paper.