據能源世界網7月21日報道,根據彭博新聞社( Bloomberg News )周二援引知情人士的話報道稱,全球礦業巨頭必和必拓集團( BHP Group )正考慮以數十億美元的價格退出油氣行業,因為該公司希望加快退出化石燃料領域。
據報道稱,這家世界最大的礦業公司正在審查其石油業務,并考慮包括貿易銷售在內的選擇。并補充道,評審工作仍處于早期階段,尚未做出最終決定。
該公司發言人朱迪·戴恩(Judy Dane)表示,必和必拓不會對謠言或猜測發表評論。
隨著向更清潔能源轉型的呼聲日益高漲,全球礦業公司正面臨越來越大的股東壓力,要求他們減少碳足跡,并采取嚴格的氣候行動來減排。
加拿大皇家銀行(RBC)的分析師表示,他們對必和必拓專注于美國墨西哥灣、加拿大東部和澳大利亞的油氣投資組合的估值為143億美元。
他們在一份報告中表示,隨著行業面臨越來越大的ESG(環境、社會和治理)壓力,以及該行業可能進入再投資階段,我們可以看到管理層可能考慮退出的原因。
兩名不愿透露姓名的銀行業消息人士表示,考慮油氣投資組合的選項是必和必拓未來規劃的一部分。
必和必拓的大部分收入來自其鐵礦石和銅業,該公司在2018年以104億美元的價格將其頁巖業務出售給了英國石油巨頭英國石油公司。
郝芬 譯自 能源世界網
原文如下:
BHP considering exiting oil and gas business - Bloomberg News
Global miner BHP Group is considering getting out of oil and gas in a multibillion-dollar exit as it looks to speed up its retreat from fossil fuels, Bloomberg News reported on Tuesday, citing people familiar with the matter.
The world's biggest miner is reviewing its petroleum business and considering options including a trade sale, the report said, adding that the deliberations were still at an early stage and no final decision has been made.
"BHP does not comment on rumor or speculation," company spokesperson Judy Dane said.
Mining companies around the world are under growing shareholder pressure to reduce their carbon footprint and take stringent climate actions to cut emissions, as calls for a shift towards cleaner forms of energy accelerate.
Analysts at RBC said they valued BHP's oil and gas portfolio focused on the U.S. Gulf of Mexico, eastern Canada and Australia at $14.3 billion.
"With rising ESG (environmental, social and governance)pressures facing the industry, but also as this business potentially enters into a re-investment phase, we can see why management might be contemplating an exit," they said in a note.
Considering options for the oil and gas portfolio is part of BHP's scenario planning, said two banking sources, who declined to be named as the talks are private.
BHP, the bulk of whose earnings come from its iron ore and copper units, sold its shale business to British oil major BP Plc for $10.4 billion in 2018.
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