油价持续低迷 贝克休斯规划低碳未来
据路透社9月9日报道,贝克休斯首席执行官周二表示,该公司正将重心转向那些准备向低碳未来转型的客户,加强拓展其在石油和天然气油田服务之外的业务范围。
该公司首席执行官Lorenzo Simonelli在巴克莱CEO Energy-Power会议上表示,该公司将继续缩减其油田服务和设备组合的规模,并将更多重点放在能源转型和可再生能源所需的技术上。该公司已经在剥离某些油田资产,例如其杆式升降机和特种聚合物业务。
随着越来越多的客户致力于低碳运营,以及风能和太阳能等可再生能源的增长速度加快,这种战略转变应运而生。贝克休斯曾表示,其目标是在2050年前实现净零碳排放。
由于疫情和短暂的价格战迫使其最大客户停产设备,贝克休斯正在适应石油需求的急剧下降,放缓新石油和液化天然气项目进度并裁员。周二,全球石油期货价格跌破每桶40美元,低于许多新项目的保本价格。
"我们认为,油气市场面临的变化以及对低碳解决方案需求的快速增长,保证了我们加快战略的实施,"Simonelli在虚拟会议上表示。
随着越来越多的公司采取行动降低碳足迹,贝克休斯看到了机遇,包括升级燃气涡轮机以减少碳排放和购买甲烷监测产品。它还扩大了远程监控设备的规模。
Simonelli说,长期来看,该公司在碳捕获、氢价值链和储能方面看到了机遇,特别是随着可再生能源的增长。
通过其涡轮机械和过程解决方案以及数字解决方案业务,贝克休斯将专注于为众多行业提供能源解决方案,包括化石燃料领域以外的行业。
Simonelli说:“鉴于上游前景疲软,我们在现有产品范围内看到的主要增长机会是更广泛的工业领域,化学和非金属材料。” 他说,他们将瞄准包括采矿,食品和饮料,电力和纸浆与造纸等行业。
沈韩晔 摘译自 路透社
原文如下:
Baker Hughes plots low carbon future as oil prices remain low
Baker Hughes is pivoting to customers preparing for the transition to a low-carbon future, bolstering its footprint beyond oil and gas oilfield services, its chief executive said on Tuesday.
The company will continue to downsize its oilfield services and equipment portfolio, CEO Lorenzo Simonelli said at the Barclays CEO Energy-Power conference, putting more emphasis on the energy transition and technology needed for renewables. It has already been shedding some oilfield assets, such as its rod lift and specialty polymers businesses.
The strategic shift comes as more customers commit to lower carbon operations, and as growth in renewable energy such as wind and solar are accelerating. Baker Hughes has said it is targeting net-zero carbon emissions by 2050.
Baker Hughes is adjusting to a sharp drop in oil demand as the pandemic and a short-lived price war drove its biggest customers to idle equipment, slow new oil and liquefied natural gas (LNG) projects and cut employees. Global oil futures traded under $40 per barrel on Tuesday, below the breakeven price for many new projects.
"We believe that the changes facing the oil and gas markets and rapid growth in demand for lower carbon solutions warrant an acceleration of our strategy," Simonelli said in remarks to the virtual conference.
Baker Hughes sees opportunities as more companies move to lower their carbon footprints, including by upgrading gas turbines to reduce carbon emissions and buying methane monitoring products. Its also scaling up remote monitoring gear.
Longer-term it sees opportunities in carbon capture, the hydrogen value-chain and energy storage, particularly as renewable energy grows, Simonelli said.
Through its Turbomachinery and Process Solutions and Digital Solutions businesses, Baker Hughes will focus on providing energy solutions to a wide array of industries, including those outside the fossil fuels sector.
"Given subdued upstream outlook, the primary growth opportunities we see within our existing product footprint are the broader industrial sector, chemical and nonmetallic materials," Simonelli said. He said they would target industries including mining, food and beverage, power and pulp and paper.
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