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伍德麥肯茲:石油巨頭們應該投資可再生能源

石化新聞網訊 據道瓊斯6月12日消息,伍德麥肯茲公司表示,大型石油公司應該投資可再生能源項目,因為當前可再生能源項目已經可以與一些油氣投資項目進行競爭。伍德麥肯茲表示,投資回報處於有利地位,未來20年需求預計快速增長,長周期的風電和太陽能發電項目可能為石油公司的分紅和穩定的現金流提供支撐。伍德麥肯茲公司高級副總裁Tom Ellacott表示,雖然可再生能源尤其是風電和太陽能發電是重要的戰略增長主題,但是在我們的預測中,風電和太陽能發電還沒有大規模的投資機會,至少在未來20年是這樣的。他表示:「我們估計2035年前石油巨頭們需要在風電和太陽能發電領域投資3500億美元以複製他們持有的12%的油氣市場份額。但即使利好如此,在未來20年的時間裡,可再生能源也只能佔到石油巨頭們產量的僅僅6.5%。」

龐曉華 摘譯自 道瓊斯

原文如下:

Big Oil Should Invest in Renewables, Says WoodMackenzie

WoodMackenzie says big oil companies should invest in renewables, with renewable projects now competitive compared to some oil and gas investments. Returns rank favorably, demand is expected to grow rapidly over the next 20 years, and long-lived wind and solar projects could offer support for dividends and stable cash flow visibility, it says. Still, while renewables, particularly wind and solar, are important strategic growth themes, the scale of opportunity "is simply not there on our forecasts for solar and wind, at least not in the next 20 years," says Tom Ellacott, senior vice president for research, corporate analysis. "We estimate spend of US$350 billion on wind and solar out to 2035 is needed for the Majors to replicate the 12% market share they hold in oil and gas. But even this 'bull' scenario would lift renewables to just 6.5% of the Majors' production in 20 years' time."



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