石油圈中国石化新闻网讯 据道琼斯5月9日消息，在围绕电动汽车对内燃机造成的破坏日益激烈的争论中，摩根士丹利表示，燃料供应商Caltex澳大利亚公司的风险可能比预期来得要早。澳大利亚的电动汽车增长或落后于其他国家，但也会积极地推进。Caltex公司的一份评估报告显示，该公司将出售其旗下476个加油站，但摩根士丹利暗示，风险包括REIT投资者的胃口、投资者如何为电动汽车的风险定价，以及Caltex管理层是否有信心执行这样的战略。 张春晓 摘译自 道琼斯 原文如下： EV Growth Pose Risk to Caltex Australia’s Gas Stations Amid the growing debate over the disruption posed by electric vehicles to internal-combustion engines, Morgan Stanley says the risks for fuel-supplier Caltex Australia may arrive sooner than expected. EV growth in Australia is likely to lag other countries, yet there are still investment implications as the rollout gains traction and visibility. A review by Caltex could see it sell its 476 company-owned gas stations, but Morgan Stanley suggests risks include REIT investor appetite, how investors price the risk of EVs and whether Caltex management has the conviction to execute such a strategy. That adds longer-term clouds to the near-term earnings pressures Caltex already faces.
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