日本在线成人一区二区_成人a视频在线观看_僵尸世界大战2 在线播放_欧美影院在线播放

石油巨頭現金充裕 但不知道該花在哪里

   2023-03-14 互聯網綜合消息

121

核心提示:由于征收暴利稅,石油巨頭正在考慮改變他們在歐洲的戰略石油巨頭希望在上游石油和天然氣上投入更多,但需要

由于征收暴利稅,石油巨頭正在考慮改變他們在歐洲的戰略

石油巨頭希望在上游石油和天然氣上投入更多,但需要對其產品的長期需求才能做到這一點

油氣投資不足可能會對整個石油市場產生嚴重后果

據油價網2023年3月12日報道,埃克森美孚公司正在考慮改變其在歐洲的戰略,因為歐盟各國政府正在征收暴利稅,以獲取石油巨頭從去年石油和天然氣價格上漲中獲得的部分利潤。殼牌公司警告稱,歐洲在能源安全方面不應再指望運氣,歐洲應投資建設新的天然氣基礎設施,以彌補失去的天然氣供應。殼牌公司新任首席執行官瓦埃爾·薩旺表示,依靠運氣并不是一個好策略。

雪佛龍公司和塔洛斯能源公司更新了他們在得克薩斯州建立碳捕獲和存儲中心的計劃。他們現在盯上了一個三倍于最初設想容量的設施。

所有石油巨頭都在敦促各國政府促進氫氣工業的發展,特別是利用核能、風能和太陽能生產低碳氫氣。

這只是本周從在休斯敦舉行的劍橋能源周(CERAWeek)會議上傳出的一部分消息。每年,油氣行業高管和其他決策者都會聚集在這里,討論能源、政治和未來。目前還沒有討論的是投資更多這些公司的核心業務。

CERAWeek的總結是:“從石油行業的角度來看,市場投資不足,需要投入更多,不是我們,但肯定是其他人,我有沒有提到我們在氫氣和碳捕獲方面所做的事情? ”

這條由標普全球商品洞察能源和自然資源部門主管卡利姆·法瓦茲發布的推文,似乎非常簡潔地總結了目前全球石油和天然氣行業的現狀。

生產商,即使是最大的生產商,似乎也在左右為難,一方面是根據政府的壓力改變商業戰略方向,另一方面是堅持核心業務。去年核心業務為生產商帶來了創紀錄的利潤。在他們陷入困境的同時,他們向股東分配了數千億美元。

《華爾街日報》本周援引哥倫比亞大學全球能源政策中心公布的數據報道稱,去年石油行業以股息形式發放的資金總額達到1700億美元,股票回購耗資1400億美元。

同年的投資總額達到3100億美元,相當于股息和股票回購的資金總和。這個數字可能看起來很可觀,但正如《華爾街日報》所指出的那樣,如果石油公司在分紅和回購方面不那么慷慨的話,這個投資數字本可以達到5800億美元。

問題在于,似乎沒有人確定它是否值得更多投資——至少在公開場合是這樣。殼牌公司首席執行官薩旺、埃克森美孚公司首席執行官伍茲、雪佛龍公司首席執行官沃思和英國石油公司首席執行官魯尼很可能清楚地意識到,為了滿足當前和未來的需求,世界需要對石油和天然氣進行更多的投資。然而,來自政府和維權股東們要求停止生產更多石油和天然氣的壓力,與全球能源需求的現實背道而馳。

這種壓力——以及相關的立法和法院裁決——正在做出在歷史上任何時候都是最簡單、最明顯的決定,但現在卻變得困難和危險。

此外還有意外獲利因素,這進一步阻礙了石油和天然氣生產商去做顯而易見的事情。因此,石油公司并沒有做出現實要求的決定,相反,他們選擇在很大程度上只是在口頭上支持這種轉型。

沃思在CERAWeek會議上說:“你必須非常小心,不要過早關閉系統A。”系統A——他指的是從化石燃料轉向替代燃料。

魯尼兩年前曾熱情地接受轉型,但現在他承認,公司向可再生能源的轉型并沒有如預期的那樣產生效果,并表示,更多的石油和天然氣投資將有利于轉型。

這位英國石油公司高管在最近的國際能源周會議上表示:“減少供應而不同時減少需求,不可避免地會導致價格飆升,價格飆升導致經濟波動,而這種波動可能會削弱民眾對轉型的支持。”

薩旺則直接表示,現在削減石油和天然氣產量是不明智的。在接受英國時代廣播電臺記者采訪時,這位殼牌公司高管表示:“我堅信,世界在未來很長一段時間內都將需要石油和天然氣。因此,削減油氣產量是不明智的。”

也許這種敢于陳述顯而易見事實的新勇氣遲早會帶來投資決策的勇氣。問題在于,根據歐佩克官員和國際能源分析人士的說法,石油市場的平衡已經因投資不足而受到損害,供應短缺可能只是時間問題。 

李峻 編譯自 油價網

原文如下:

Big Oil Is Flush With Cash, But Doesn’t Know Where To Spend it

·     Oil majors are considering a change in strategy for Europe because of windfall taxes.

·     Oil majors want to spend more on upstream oil and gas, but need long-term demand for their products in order to do so.

·     Underinvestment in oil and gas may have serious consequences for the oil market in general.

Exxon is considering a change of strategy for Europe because of the windfall taxes governments are using to get some of the money Big Oil made from last year's oil and gas price rally. Shell is warning that Europe should stop relying on luck with its energy security and invest in new gas infrastructure to replace lost Russian supply. Relying on luck, according to CEO Wael Sawan, is not a good strategy.

Chevron, along with Talos Energy, have updated their plans for a carbon capture and storage hub in Texas. They are now eyeing a facility three times as large as the original idea.

All oil majors are urging governments to facilitate the development of a hydrogen industry, especially the production of low-carbon hydrogen from nuclear and wind and solar.

This is just a portion of the news coming out this week from Houston, where the industry and other decision-makers gather every year to discuss energy, politics, and the future. What does not seem to be on the table is talk about investments in more of these companies' core businesses.

"Summary of CERAWeek from an oil industry perspective: 'The market is underinvested, someone needs to invest more, not us but definitely someone else, have I mentioned what we're doing on hydrogen and carbon capture?'"

This tweet, by S&P Global Commodity Insights' Energy and Natural Resources group director Karim Fawaz, seems to summarize quite succinctly the state of affairs in the oil and gas industry right now.

Producers, even the biggest ones, appear torn between changing the direction of their business strategy in line with government pressure and sticking to their core business, which brought them record profits last year. And while they are torn, they distributed hundreds of billions of dollars to shareholders.

The total amount of money that the oil industry distributed as dividends last year hit $170 billion, with share buybacks costing another $140 billion, the Wall Street Journal reported this week, citing data from Columbia University's Center on Global Energy Policy.

Investments in the same year amounted to $310 billion—an amount equal to that distributed as dividends and buybacks combined. The sum may look impressive, but it's not, as the WSJ points out, the $580 billion it could have been if oil companies had been less generous with dividends and buybacks.

The problem is that nobody appears to be certain it is worth investing more—not publicly, at least. It is quite likely that Shell's Sawan, Exxon's Woods, Chevron's Wirth, and BP's Looney, are well aware that the world needs more investments in oil and gas in order to meet current and future demand. Yet that pressure from governments and activist shareholders to not produce more oil and gas is countering the reality of global energy demand.

That pressure—and associated legislation and court decisions—are making decisions that at any other time in history would have made the simplest and most obvious sense seem difficult and risky.

There's also the windfall profit element, which has further discouraged oil and gas producers from doing the obvious thing. So oil companies are not making the decisions that reality dictates, instead opting for largely paying lip service to the transition.

For all that confusion, with governments telling the oil and gas industry they need to produce more—but just for a short while because we are transitioning away from fossil fuels—while taxing them additionally because of high oil and gas prices, there is a silver lining. The industry is becoming bolder in stating the obvious.

"You have to be very careful about switching off system A too early," Chevron's Mike Wirth said at CERAWeek, referring to the switch from fossil fuels to alternatives.

BP's Bernard Looney, who had embraced the transition enthusiastically two years ago, now admits the company's shift to renewables did not pay off as expected and says that the transition would benefit from more oil and gas investment.

"Reducing supply without also reducing demand inevitably leads to price spikes, price spikes lead to economic volatility, and there's a risk that volatility will undermine popular support for the transition," the executive said at the recent International Energy Week.

Shell's Sawan, for his part, said outright that cutting the production of oil and gas now is not healthy. In an interview for British Times Radio, the executive said, "I am of a firm view that the world will need oil and gas for a long time to come. As such, cutting oil and gas production is not healthy."

Perhaps this newfound courage to state the obvious may sooner or later lead to courage in investment decision-making. The problem is that, according to OPEC officials and international energy analysts alike, the balance in the oil markets is already compromised by underinvestment, and the shortage may be just a matter of time.



免責聲明:本網轉載自其它媒體的文章及圖片,目的在于弘揚石化精神,傳遞更多石化信息,宣傳國家石化產業政策,展示國家石化產業形象,參與國際石化產業輿論競爭,提高國際石化產業話語權,并不代表本網贊同其觀點和對其真實性負責,在此我們謹向原作者和原媒體致以崇高敬意。如果您認為本站文章及圖片侵犯了您的版權,請與我們聯系,我們將第一時間刪除。
 
 
更多>同類資訊
推薦圖文
推薦資訊
點擊排行
網站首頁  |   |  關于我們  |  聯系方式  |  使用說明  |  隱私政策  |  免責聲明 網站地圖  |   |  工信部粵ICP備05102027號

粵公網安備 44040202001354號

 
日本在线成人一区二区_成人a视频在线观看_僵尸世界大战2 在线播放_欧美影院在线播放
高清欧美精品xxxxx| 国产成人精品久久久| 国产一区福利视频| 国产欧美最新羞羞视频在线观看| 国产日本欧美一区二区三区在线| 亚洲a∨一区二区三区| 欧美亚洲国产日本| 蜜桃成人免费视频| 久久久精品美女| 中文字幕在线乱| 日韩欧美精品一区二区| 国产日韩三区| 久久亚洲一区二区三区四区五区高| 精品福利影视| 少妇性饥渴无码a区免费| 国产一区二区中文字幕免费看| 日本高清不卡一区二区三| 91久久国产综合久久91精品网站| www.欧美免费| 日韩亚洲第一页| 欧美日韩一区综合| 久久精品一区中文字幕| 日韩精品福利视频| 青草青草久热精品视频在线网站| 久久久久久久久久久人体| 亚洲 高清 成人 动漫| 91九色国产在线| 国产精品av在线| 亚洲一区二区三区毛片| 2019日韩中文字幕mv| 亚洲综合日韩中文字幕v在线| 亚洲欧洲精品一区二区 | 欧美激情视频网站| 国产精品亚洲不卡a| 久久人人爽人人| 日本国产中文字幕| 精品视频一区二区三区四区| 日韩精品伦理第一区| 极品日韩久久| 欧美激情免费在线| 亚洲va欧美va国产综合久久| 美日韩精品免费| 久久久国产精品一区二区三区| 日韩欧美精品一区二区| 国产九九九九九| 欧美有码在线观看| 国产欧美一区二区三区视频| 日韩在线视频国产| 日本久久久网站| 99爱视频在线| 中文字幕日韩一区二区三区| 精品国产欧美一区二区五十路 | 中文字幕中文字幕在线中心一区| 视频在线99re| 国产精品亚洲自拍| 国产精品三级在线| 91高清免费视频| 国产精品久久久一区二区三区| 国产成人精品久久| 久久久久久com| 国产日产精品一区二区三区四区| 国产精品毛片一区视频| 热久久这里只有| 国产成人精品免费视频| 亚洲欧美一区二区原创| 97欧美精品一区二区三区| 欧美日韩成人在线播放| 国产热re99久久6国产精品| 国产精品成人免费视频| 成人免费在线网址| 亚洲a级在线播放观看| 高清国产在线一区| 一卡二卡3卡四卡高清精品视频| 高清av免费一区中文字幕| 欧美精品午夜视频| 麻豆国产精品va在线观看不卡| 欧美激情亚洲天堂| 欧美麻豆久久久久久中文| 国产欧美日韩专区发布| 亚洲精品永久www嫩草| 久久99导航| 欧美日韩一区在线播放| 精品久久中出| 国产成人91久久精品| 女同一区二区| 中文精品视频一区二区在线观看| 国产欧美日韩中文| 欧美一区二区三区在线播放| 国产精品久久网| 久久久福利视频| 国产精品亚洲欧美导航| 欧洲一区二区在线| 午夜精品在线视频| 欧美成人在线网站| 国产xxxxx视频| 国产伦精品一区二区三区视频免费| 色哺乳xxxxhd奶水米仓惠香| 国产精品伦子伦免费视频| 91精品国自产在线观看| 黄色免费福利视频| 亚洲v国产v| 国产精品国产福利国产秒拍| 久久久亚洲精品视频| 国产小视频免费| 日本最新一区二区三区视频观看| 秋霞成人午夜鲁丝一区二区三区| 精品久久久久久久免费人妻| 日韩在线视频观看正片免费网站| 成人久久久久爱| 国产日韩精品综合网站| 欧美亚洲视频一区| 日本一区视频在线播放| 亚洲午夜高清视频| 欧美猛交免费看| 国产精品久久精品| 国产精品久在线观看| 国产精品91久久| 国产伦精品一区二区三区视频免费| 色就是色欧美| 日本一欧美一欧美一亚洲视频| 亚洲中文字幕无码中文字| 精品毛片久久久久久| 国产精品国产对白熟妇| 久久精品99无色码中文字幕| 久久av二区| 久久大片网站| 九九九九九精品| 日韩在线观看免费网站| 国产不卡av在线免费观看 | 国产一区二区不卡视频| 日韩一级免费看| 欧洲美女7788成人免费视频| 欧美性在线视频| 国产一区二区丝袜高跟鞋图片| 国内精品二区| 黄色成人在线看| 国模精品视频一区二区| 高清国语自产拍免费一区二区三区| 成人精品视频99在线观看免费| 91精品视频播放| 久久久久久久一| 国产精品视频久久久久| 九九热这里只有精品6| 天天综合色天天综合色hd| 日本免费在线精品| 日韩视频在线观看国产| 激情五月六月婷婷| 国产日韩第一页| 国产最新精品视频| 国产欧美日本在线| av在线亚洲男人的天堂| 国产精品美女无圣光视频| 国产精品高清在线| 亚洲成熟丰满熟妇高潮xxxxx| 色狠狠久久av五月综合| 欧美极品少妇无套实战| www.久久草| 国产精品毛片一区视频| 亚洲三区在线观看| 欧洲精品在线一区| 欧美一区二三区| 国产日韩欧美在线观看| 久久99精品国产99久久| 九九精品视频在线| 日韩精品av一区二区三区| 国产精品一二三在线| 国产精品流白浆视频| 日韩欧美精品一区二区三区经典| 国产青青在线视频| 久久久精品一区二区| 日本欧美视频在线观看| www黄色日本| 国产精品久久久久久久app | 日韩免费一区二区三区| 成人免费毛片在线观看| 国产精品视频一区二区三区四| 亚洲欧洲日产国码无码久久99| 美媛馆国产精品一区二区| 久精品国产欧美| 日韩精品一区在线视频| 91精品国产色综合久久不卡98| 欧美日韩爱爱视频| 国产日韩欧美视频在线| 国产精品国产精品| 精品一区二区视频| 国产精品免费小视频| 欧美v在线观看| 国产精品色悠悠| 日韩精品免费播放| 99三级在线| 中日韩在线视频| 久久久伊人日本| 日本a视频在线观看| 久久久久久噜噜噜久久久精品| 少妇精品久久久久久久久久| 国产a级全部精品| 欧美亚洲另类激情另类| 国产精品露脸自拍| 国产精品综合不卡av| 午夜啪啪免费视频|