殼牌啟動削減成本重大舉措旨在為能源轉(zhuǎn)型做準備

據(jù)能源世界網(wǎng)9月21日倫敦報道，根據(jù)消息人士向路透社(Reuters)表示，荷蘭皇家殼牌(Royal Dutch Shell)正尋求將油氣的生產(chǎn)成本削減多達40%，此舉是為了節(jié)省現(xiàn)金，以便能徹底改革業(yè)務(wù)，更多地關(guān)注可再生能源和電力市場。

殼牌新的削減成本審查，內(nèi)部稱為“重塑項目”，預(yù)計將于今年完成，將影響其三個主要部門，任何節(jié)省將在設(shè)定的新冠疫情危機后40億美元目標之外。

對于殼牌進軍利潤相對較低的電力和可再生能源行業(yè)的計劃來說，降低成本至關(guān)重要。隨著全球經(jīng)濟走向綠色，公用事業(yè)公司和BP、道達爾等競爭對手石油公司爭奪市場份額，競爭也可能加劇。

一位不愿透露姓名的殼牌資深消息人士表示，我們有一個很好的模式，但未來是否合適？會有差異，這不僅與結(jié)構(gòu)有關(guān)，還與文化和我們想要成為的公司類型有關(guān)。

去年，殼牌的總運營成本為380億美元，資本支出總額為240億美元。

參與審查的兩個消息人士告訴路透，殼牌正在探索如何通過削減運營成本和新項目的資本支出，將其最大的業(yè)務(wù)部門——上游部門的石油和天然氣生產(chǎn)支出減少30%-40%。

據(jù)消息人士稱，殼牌如今希望將其油氣生產(chǎn)集中在幾個關(guān)鍵樞紐，包括墨西哥灣，尼日利亞和北海。 該公司負責殼牌液化天然氣(LNG)業(yè)務(wù)以及部分天然氣生產(chǎn)的綜合天然氣部門也在考慮大幅削減天然氣產(chǎn)量。

另外兩名參與評估的消息人士對路透表示，對于下游業(yè)務(wù)，審查的重點是從殼牌擁有45,000個加油站的網(wǎng)絡(luò)（世界上最大的加油站網(wǎng)絡(luò)）中削減成本，這被視為其“最有價值的活動”之一，有望在過渡過程中發(fā)揮關(guān)鍵作用。

殼牌的重組舉措反映了歐洲競爭對手英國石油(BP)和埃尼(Eni)近幾個月的行動，兩家公司都計劃在未來十年減少對石油和天然氣的關(guān)注，并建立新的低碳業(yè)務(wù)。

該公司消息人士稱，這是殼牌現(xiàn)代史上規(guī)模最大的一次評估，預(yù)計將在2020年底前完成，屆時殼牌將宣布重大重組。其將在2021年2月舉辦投資者日。

殼牌首席執(zhí)行官范伯登(Ben van Beurden) 7月30日對分析師表示，殼牌已啟動了一項“重新設(shè)計”這家英荷公司的計劃。

郝芬 譯自 能源世界網(wǎng)

原文如下：

Shell launches major cost-cutting drive to prepare for energy transition

Royal Dutch Shell is looking to slash up to 40 per cent off the cost of producing oil and gas in a major drive to save cash so it can overhaul its business and focus more on renewable energy and power markets, sources told Reuters.

Shell's new cost-cutting review, known internally as Project Reshape and expected to be completed this year, will affect its three main divisions and any savings will come on top of a $4 billion target set in the wake of the COVID-19 crisis.

Reducing costs is vital for Shell's plans to move into the power sector and renewables where margins are relatively low. Competition is also likely to intensify with utilities and rival oil firms including BP and Total all battling for market share as economies around the world go green.

"We had a great model but is it right for the future? There will be differences, this is not just about structure but culture and about the type of company we want to be," said a senior Shell source, who declined to be named.

Last year, Shell's overall operating costs came to $38 billion and capital spending totalled $24 billion.

Shell is exploring ways to reduce spending on oil and gas production, its largest division known as upstream, by 30 per cent to 40 per cent through cuts in operating costs and capital spending on new projects, two sources involved with the review told Reuters.

Shell now wants to focus its oil and gas production on a few key hubs, including the Gulf of Mexico, Nigeria and the North Sea, the sources said.

The company's integrated gas division, which runs Shell's liquefied natural gas (LNG) operations as well as some gas production, is also looking at deep cuts, the sources said.

For downstream, the review is focusing on cutting costs from Shell's network of 45,000 service stations - the world's biggest - which is seen as one its "most high-value activities" and is expected to play a pivotal role in the transition, two more sources involved with the review told Reuters.

Shell's restructuring drive mirrors moves in recent months by European rivals BP and Eni which both plan to reduce their focus on oil and gas in the coming decade and build new low-carbon businesses.

The review, which company sources say is the largest in Shell's modern history, is expected to be completed by the end of 2020 when Shell wants to announce a major restructuring. It will hold an investor day in February 2021.

Speaking to analysts on July 30, Shell Chief Executive Ben van Beurden said Shell had launched a programme to "redesign" the Anglo-Dutch company.