天天要闻：能源公司需要新的战略来实现低碳转型

中国石化新闻网讯 据阿纳多卢新闻4月20日消息称，伍德麦肯兹周四发布的新地平线报告《燃料变化》称，石油和矿业公司必须重新评估它们的低碳技术目标，同时还要实现财务目标和利益相关者的期望。

伍德麦肯兹公司研究高级副总裁Tom Ellacott强调，需要重新调整低碳技术投资的当前风险和回报，以及政府利益相关者和金融机构的新激励措施。

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鉴于市场的自满情绪已经根深蒂固，他指出，去年，能源安全的重要性超过了可持续性，企业也受益于近期大宗商品价格和利润率，实现了创纪录的现金流。

他说，这个问题没有一个统一的答案，但聪明的油气和自然资源公司会意识到，保持现状将是一个错误，并开始管理自己的投资组合，以反映一种平衡的方式来管理遗留产出和碳管理。

他认为，在实现低碳目标的同时，实现资本约束是可能的。

曹海斌 摘译自 阿纳多卢新闻

原文如下：

Energy firms need new strategies to achieve low-carbon transition: WoodMac

Oil and mining companies must reevaluate their goals for low-carbon technologies while also achieving financial targets and stakeholder expectations, according to Fuelling Change, a new Horizons report from Wood Mackenzie on Thursday.

Tom Ellacott, senior vice president of corporate research for Wood Mackenzie, underlined the need for a recalibration of current risks and rewards for investment in low-carbon technologies, as well as new incentives from both government stakeholders and financial institutions.

Given the complacency that has taken hold, he noted that "in the last year, energy security has trumped sustainability and companies too have benefited from recent commodity prices and margins to deliver record cash flow."

"There"s no one answer, but smart oil and gas and natural resources companies will realize that protecting the status quo would be a mistake and start to manage their portfolios to reflect a balanced approach to managing legacy output and carbon management," he said.

He argued that it is possible to be on track with low-carbon goals while also achieving capital discipline.

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