據路透社9月9日報道,貝克休斯首席執(zhí)行官周二表示,該公司正將重心轉向那些準備向低碳未來轉型的客戶,加強拓展其在石油和天然氣油田服務之外的業(yè)務范圍。
該公司首席執(zhí)行官Lorenzo Simonelli在巴克萊CEO Energy-Power會議上表示,該公司將繼續(xù)縮減其油田服務和設備組合的規(guī)模,并將更多重點放在能源轉型和可再生能源所需的技術上。該公司已經在剝離某些油田資產,例如其桿式升降機和特種聚合物業(yè)務。
隨著越來越多的客戶致力于低碳運營,以及風能和太陽能等可再生能源的增長速度加快,這種戰(zhàn)略轉變應運而生。貝克休斯曾表示,其目標是在2050年前實現(xiàn)凈零碳排放。
由于疫情和短暫的價格戰(zhàn)迫使其最大客戶停產設備,貝克休斯正在適應石油需求的急劇下降,放緩新石油和液化天然氣項目進度并裁員。周二,全球石油期貨價格跌破每桶40美元,低于許多新項目的保本價格。
"我們認為,油氣市場面臨的變化以及對低碳解決方案需求的快速增長,保證了我們加快戰(zhàn)略的實施,"Simonelli在虛擬會議上表示。
隨著越來越多的公司采取行動降低碳足跡,貝克休斯看到了機遇,包括升級燃氣渦輪機以減少碳排放和購買甲烷監(jiān)測產品。它還擴大了遠程監(jiān)控設備的規(guī)模。
Simonelli說,長期來看,該公司在碳捕獲、氫價值鏈和儲能方面看到了機遇,特別是隨著可再生能源的增長。
通過其渦輪機械和過程解決方案以及數(shù)字解決方案業(yè)務,貝克休斯將專注于為眾多行業(yè)提供能源解決方案,包括化石燃料領域以外的行業(yè)。
Simonelli說:“鑒于上游前景疲軟,我們在現(xiàn)有產品范圍內看到的主要增長機會是更廣泛的工業(yè)領域,化學和非金屬材料。” 他說,他們將瞄準包括采礦,食品和飲料,電力和紙漿與造紙等行業(yè)。
沈韓曄 摘譯自 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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