石油圈中国石化新闻网讯 据道琼斯6月12日消息，伍德麦肯兹公司表示，大型石油公司应该投资可再生能源项目，因为当前可再生能源项目已经可以与一些油气投资项目进行竞争。伍德麦肯兹表示，投资回报处于有利地位，未来20年需求预计快速增长，长周期的风电和太阳能发电项目可能为石油公司的分红和稳定的现金流提供支撑。伍德麦肯兹公司高级副总裁Tom Ellacott表示，虽然可再生能源尤其是风电和太阳能发电是重要的战略增长主题，但是在我们的预测中，风电和太阳能发电还没有大规模的投资机会，至少在未来20年是这样的。他表示：“我们估计2035年前石油巨头们需要在风电和太阳能发电领域投资3500亿美元以复制他们持有的12%的油气市场份额。但即使利好如此，在未来20年的时间里，可再生能源也只能占到石油巨头们产量的仅仅6.5%。” 庞晓华 摘译自 道琼斯
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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