殼牌將削減40%的上游石油業(yè)務(wù)

據(jù)今日油價(jià)9月22日報(bào)道，殼牌內(nèi)部消息人士表示，殼牌計(jì)劃將上游油氣業(yè)務(wù)削減至多40%，因該公司正在將業(yè)務(wù)重新設(shè)計(jì)為更環(huán)保的投資組合。

早在今年6月，殼牌石油公司就計(jì)劃在今年年底宣布一項(xiàng)重大重組，以反映其2050年的凈零排放目標(biāo)。

在7月底的第二季度財(cái)報(bào)電話會議上,Ben van Beurden首席執(zhí)行官表示：“公司已經(jīng)開始了一個重新設(shè)計(jì)和重組的計(jì)劃，以更簡單、更有效方式從我們的傳統(tǒng)業(yè)務(wù)中抓住中心業(yè)務(wù)，創(chuàng)新未來的商業(yè)模式。除了重塑和重新設(shè)計(jì)資產(chǎn)組合，我們還將根據(jù)需要調(diào)整規(guī)模?！?/span>

兩名參與成本削減評估的消息人士表示，殼牌正考慮通過削減運(yùn)營成本和削減新油氣勘探和生產(chǎn)項(xiàng)目的資本支出，將其目前最大部門——上游部門的成本削減30%至 40%。這家英荷合資的超大型石油公司將專注于美國墨西哥灣、北海和尼日利亞等幾個關(guān)鍵地區(qū)，以精簡其上游業(yè)務(wù)。

消息人士指出，殼牌的目標(biāo)是節(jié)省資本，以提升可再生能源和電力市場的投資組合，因此天然氣部門和下游部門也在考慮減產(chǎn)。殼牌發(fā)言人表示："我們目前正在考慮一系列選擇和設(shè)想，目前正在仔細(xì)評估。"

隨著投資組合變得更加環(huán)保，殼牌加入了英國石油(BP)等同行的行列。英國石油上月在其新戰(zhàn)略中表示，將通過積極的投資組合管理，在2030年前將石油和天然氣產(chǎn)量減少40%，而且不會在新的國家進(jìn)行勘探。

王佳晶 摘譯自 今日油價(jià)

原文如下：

Shell May Cut Upstream Oil Operations By 40%

Oil and gas supermajor Shell is looking to slash as much as 40 percent of its upstream oil and gas operations as it is redesigning its business toward a greener portfolio, sources in Shell involved in the costs review told Reuters.

As early as in June, which capped one of the worst quarters for oil in recent decades, Shell was said to be planning to announce by the end of the year a significant restructuring to reflect its net-zero emissions goal for 2050 and to align itself with a green recovery from the pandemic.

On the Q2 earnings call at the end of July, chief executive Ben van Beurden said that the company had started a program “to redesign and restructure toward a fundamentally simpler, more effective organization that can deliver the very best from our traditional businesses, from our customer-centric businesses as well and rapidly and purposefully innovate for our future business models. You will hear more about all of this in time, but I can tell you now that besides reshaping and redesigning, we will also resize as appropriate.”

Shell is looking at ways to cut costs in its biggest division currently, the upstream, by 30 percent to 40 percent via cutting operating costs and slashing capital expenditure (capex) on new oil and gas exploration and production projects, two sources involved in the cost-cutting review told Reuters. The Anglo-Dutch supermajor will aim to streamline its upstream division by focusing on just a few hubs such as the U.S. Gulf of Mexico, the North Sea, and Nigeria, according to Reuters’ sources.

The gas division and the downstream are also looking at cuts, as Shell aims to save capital for boosting its renewables and power markets portfolios, the sources noted.

“We are looking at a range of options and scenarios at this time, which are being carefully evaluated,” a spokeswoman for Shell told Reuters, confirming that the group is undergoing a strategic review of the organization and its operations.

With the push toward a greener portfolio, Shell joins peers such as BP, which said in its new strategy last month that it would reduce its oil and gas production by 40 percent by 2030 through active portfolio management and would not enter exploration in new countries.