国际油气公司低碳转型经验及其借鉴

⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎ⻌❩綁ꆄꤎ僽♧㹻岤ⱃ✵⻌❩涸ꬋ蠒ⵄ灇瑕纸匬կ䧮⼜翸送ESG䫏輑餴ծ⡛焫♸腊彂鲮㘗ծ荈搬餴劥ծ綁蒀猰䪮♸䒊瘰䫏輑餴瘝곭㚖荝⸂✵⚹务㕂♸Ⰼ椕綁蒀ꆄ輑♸〳䭯絯封㾝䲿⣘佟瘻ծ䋑㖞♸❡ㅷ涸灇瑕䎇䲀⸓綁蒀ꆄ輑涸㕂꣢ざ⡲կ⻌❩綁ꆄꤎ傋㖈封㾝䧭⚹Ⱘ剣㕂꣢䕧ㆇ⸂涸兰䎽⚹佖㊤Ⰼ椕梠㞯♸䎾㼆孞⦫」⻊⨞ⴀ㹊餘餑柄կ The Institute of Finance and Sustainability (IFS) is a Beijing-based non-profitresearch institution specialized in areas such as ESG investment, naturalcapital, green technology innovation, and low-carbon transition. Its mission isto advance green finance and sustainable development in China and beyond,through high-quality research on policies, markets and products. It aims tobecome a globally recognized think tank and make substantial contributions tointernational efforts to protect the environment, conserve nature and combatclimate change. 晜勉㡮僈 劥䫣デ晜勉䔱⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎ⻌❩綁ꆄꤎ䨾剣կ劥䫣デ欽✵㖈暵㹁곭㚖涸灇瑕♸❜崨劢絑⻌❩綁ꆄꤎ䱇勉霼⺡鲮鲿ծ䶰綘䧴⟄Ⱖ➭倰䒭⢪欽Ⱖⰻ㺂կ㥵䒸欽䫣デⰻ㺂䎾幡兠岤僈勻彂կ㥵剣ⰻ㺂䧴ざ⡲瘝꡼곿霼鸑鵂㥵♴歏齱翫禹䧮⼜info@ifs.net.cn Copyright PolicyThe copyright of thisreportbelongs to the Institute of Finance and Sustainability (IFS). Thisreportis intended for research and knowledgesharing only. Any redistribution, reproduction or use in any other form of anypart or all of its content without the authorization of the IFSis prohibited.Please clearly attribute the source when quoting from this publication. For anyinquiries regarding its content or potential collaboration opportunities, pleasecontact us at info@ifs.net.cn. 靃곿絆곥꡼ 끩낌⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎꤎꟋ 靃곿絆絆Ɤ 寝歍⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎ暵鼜넞紩灇瑕プ 靃곿絆䧭プ 脋併⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎⶰꤎꟋ鿓蔉⻌❩綁蒀ꆄ輑♸〳䭯絯封㾝灇瑕ꤎ灇瑕プ 湡䔶 䪄遤䶰銳............................................................................................................................1 1.瀖屘♸㣔搬孞Ⱆ぀⡛焫鲮㘗僽㕂꣢惐崨䨾ぢծ㣐⸷䨾馋................................................7 2.妍崍屘孞Ⱆ぀⡛焫鲮㘗涸㹊騨呩⢾................................................................................9 2.1薉㕂瀖屘Ⱆ぀BP...........................................................................................92.2蚚Ⱎ㡲晥瀖屘Ⱆ぀Shell...............................................................................132.3岁㕂麤鴪㼷腊彂TOTALEnergies.................................................................152.4䮱㪭瀖屘Ⱆ぀Equinor.................................................................................19 3.繠㕂♸务⚎屘孞Ⱆ぀⡛焫鲮㘗涸㹊騨呩⢾...................................................................22 3.1蒔⯘啿繠㶻瀖屘ExxonMobil.......................................................................223.2ꨓ䒼륫Chevron...........................................................................................253.3䐀螨瀖屘ConocoPhillips............................................................................293.4尪暵꣚繠SaudiAramco..............................................................................32 4.2.1⟄꣭⡛荈魧鵘蠒焫䱗佞⚹⚺銳湡叻涸䪮助騟䖈.........................................374.2.2⟄剪⸉絑崸爢⠔侮⡤⡛焫鲮㘗⚹⚺銳湡叻涸䪮助騟䖈..............................38 ⿬罌餴俱..........................................................................................................................45 䪄遤䶰銳1 շ䊼랫⼸㹁ո务1.5䶑孒䏞涸庛䱽湡叻꨽銳Ⰼ⚆歲㖈30䎃䊩〸涸傞ꢂⰻ㼜庛㹔孞⡤䱗佞ꆀ➢梡㖈涸400➉ょ✳孻⻊焫䔲ꆀ✵劥⚆紬务尺꣭⡛荛ⲙꨪկ鵯䠑㄂满⡲⚹庛㹔孞⡤䱗佞痦♧㣐䨪涸腊彂❡⚌䗳곢ⴉⴎぢⰻծ荈䧮ꬠㄐ⡛焫鲮㘗ⵠ♶㺂綕կ腊彂❡⚌涸荈䧮ꬠㄐ銳宠Ⱖ䋑㖞⿬♸⚺⡤ˋˋ瀖屘♸㣔搬孞Ⱆ尽䗳곢➢副康欰❡ⵌ务康鵘鳕ⱄⵌ♴康嶊餩㹊梡Ⰼ❡⚌Ꝇ涸⡛焫鲮㘗鵯䊺僽㕂꣢惐崨䨾ぢծ㣐⸷䨾馋կ屘孞Ⱆ尽荈魧䗳곢➢餴彂⣜饆㘗ぢ䪮助⣜饆㘗鲮」կ劥䫣デ⿬罌շG20鲮㘗ꆄ輑呥卹ո鷥》㔋㹻妍崍屘孞Ⱆ尽BPծShellծTOTALծEquinor♲㹻繠㕂屘孞Ⱆ尽ExxonMobilծChevronծConocoPhillipsㄤ♧㹻务⚎屘孞Ⱆ尽Saudi Aramco⡲⚹Ⱙ㘗灇瑕呩⢾➢鲮㘗湡叻ծ䪮助騟䖈ծ⥌䜂䫪ꪪծ鲮㘗屛椚ծ鲮㘗䫏輑餴❀⚡絶䏞㼆㕂꣢屘孞Ⱆ尽⡛焫鲮㘗雦ⴢ鵳遤✫禹絡䚍唙椚կ劥䫣デ傋㖈⚹䧮㕂屘孞Ⱆ尽⡛焫鲮㘗ㄤ⢪欽鲮㘗ꆄ輑䊨Ⱘ䲿⣘㕂꣢絑낉⿺Ⱖ⦶ꊹ䲀⸓瀖屘♸㣔搬孞❡⚌⡛焫鲮㘗鵳罜䲀⸓腊彂ꬠㄐ䒸곭䧮㕂絑崸爢⠔⸈鸟䕎䧭綁蒀⡛焫涸欰❡倰䒭ㄤ欰崞倰䒭կ 㖈鲮㘗湡叻涸絶䏞Ⱃ㹻㕂꣢屘孞Ⱆ尽㛇劥〳ⴔ⚹㼆嫱됮僈涸⚙㣐꣋蠒妍崍涸㔋㹻屘孞Ⱆ尽傁䪬霿✫薴㔵♧♸薴㔵✳荈魧鵘蠒涸ⲙꨪ䱗佞⿶霃㹁✫薴㔵♲❡ㅷⰌ欰ㄐワ劍焫䱗佞䔂䏞涸ⲙꨪ湡叻罜繠㕂涸♲㹻屘孞Ⱆ尽ㄤ务⚎屘孞䊭㣢Aramco〫䪬霿✫薴㔵♧♸薴㔵✳涸ⲙꨪ䱗佞Ⱖ务⟄Chevron剒⚹⥂㸛薴㔵♧♸薴㔵✳涸ⲙꨪ䱗佞➑㽷ꣳ✵副康欰❡կ㖈鲮㘗湡叻霃用涸薴㔵♸帿䏞副BP涸㔋㣐碫Ⱏ20고鲮㘗湡叻傁㸪㣐⿶Ⱘ⡤傁剣荈魧2050䎃薴㔵♧薴㔵✳薴㔵♲涸ⲙꨪ湡叻⿶巑渷✫㥵⡦㹊梡BP爢⠔⟟⧩剒㣐⻊涸ESG湡叻⦶ꊹ䠑⛐䖎㣐կ姼㢪TOTALծChevronծAramco♲㹻Ⱆ尽涸鲮㘗湡叻满ꅾ䔂靈✫歌掬Ⲹ䱗ㄤꨪ䌢錞敍ꤑկ䒊雳䧮㕂屘孞Ⱆ尽㖈霃㹁ⲙꨪ湡叻副〳⿬ 罌妍崍㔋㹻屘孞Ⱆ尽涸㹊騨絑낉㼜㹊梡薴㔵♲ⲙꨪ湡叻紵Ⰶ务Ɤ劍鲮㘗雦ⴢず傞巑渷歌掬Ⲹ䱗ㄤꨪ䌢錞敍ꤑ歋ⰻぢ㢪ծ歋姼⿺䕹䲀鵳腊彂❡⚌Ꝇ副务♴康涸ⰌꝆ勵綁蒀⡛焫鲮㘗剪⸉㕂㹻䧶殜կ 㖈䪮助騟䖈涸絶䏞Ⱃ㹻㕂꣢屘孞Ⱆ尽涸鲮㘗䪮助騟䖈⚺銳ⴔ⚹⚙㣐碫ⵆծⰟ⛰⚡倰꬗痦♧㣐碫涸鲮㘗䪮助⟄꣭⡛荈魧鵘蠒焫䱗佞⚹⚺銳湡叻⢾㥵CCUS䪮助ծ歏孞⻊ծ腊彂佪桧䲿⼮ծ歌掬港崵䪮助ծ䏑䒙暟䗄梠ⵄ欽䪮助痦✳㣐碫涸鲮㘗䪮助⟄剪⸉絑崸爢⠔侮⡤⡛焫鲮㘗⚹⚺銳湡叻⢾㥵孲腊ծ欰暟餘腊彂ծ〳ⱄ欰腊彂ծ㛇✵荈搬涸鍒Ɀ倰呩կ痦♧CCUS⿶獦䊨⚌焫宨Ⱃ㹻㕂꣢屘孞Ⱆ尽涸鲮㘗䪮助騟䖈偽♧♶覆⿺CCUS䪮助Ⱖ务⟄ExxonMobil㖈繠㕂騟僒倛㸝齡䊜涸偫菢CCUS고湡⚹Ⱙ㘗➿邍霪고湡㹊梡嫦䎃200♰ょ✳孻⻊焫䔲ꆀ涸焫䯲䯝♸焫㼓㶸湱䔲✵嫦䎃鸑鵂歏⸓鲨剏➿70♰鳈敍屘鲨た❡欰涸焫Ⲹ䱗ꆀկ痦✳ExxonMobilծConocoPhillipsծTOTAL♲㹻Ⱆ尽㼜歏孞⻊䲿⼮ⵌ⟱⚌䧶殜넞䏞雩⚹歏孞⻊僽⡛焫鲮㘗涸Ⱒꝶ呍䗱䪮助կ痦♲ShellծExxonMobilծAramco♲㹻Ⱆ尽㖈鲮㘗䧶殜务满ꅾ䔂靈✫䲿⼮腊佪涸ꅾ銳䚍䎇䭷ⴀ腊彂盗椚禹絡ծ䊨⚌霃㢊ծ⟄⿺⡮掚㔐佐瘝䊨蒌꧋䧭倰呩涸絑崸悶⸂㼜䖤ⵌ剒㣐玐䏞涸䒓封腊佪䲃倶㖈Ⲹ㼱腊彂⢪欽ㄤ焫䱗佞涸ず傞⛲腊⚹⟱⚌蒜溁㣐ꆀ餴ꆄկ痦㔋TOTALծChevronծAramco♲㹻Ⱆ尽넞䏞ꅾ錠歌掬港崵䪮助Ⱖ务Chevron涸歌掬䫣デ务霫絈霹僈✫❀고Ⱒꝶ呍䗱涸歌掬港崵䪮助⽡僤黔䠭ծ⡛瑟굷遤港崵ծワ劍兰腊⻊港崵ծ⠛䠭㐼港崵ծ歌掬屧ꪪ涸➃䊨港崵կ痦❀BPծTOTALծAramco♲㹻Ⱆ尽넞䏞ꅾ錠䏑䒙暟䗄梠ⵄ欽䪮助Ⱖ务BP㼜䏑䒙暟䗄梠ⵄ欽⡲⚹20고鲮㘗湡叻务涸痦19고TOTAL㼜䏑䒙暟䗄梠ⵄ欽⡲⚹鲮㘗罌呍KPI务涸痦Ⱃ고Aramco䭯絯⼮紩Ⱖ⚺敍孞禹絡䲿⼮屘孞涸㔐佐桧ㄤꅾ㢕ⵄ欽桧կ痦ⰙⰓ㹻㕂꣢屘孞Ⱆ尽涸鲮㘗䪮助騟䖈㖲䪾孲腊佞㖈✫ꅾ銳⡙縨㕂꣢腊彂縭곫崵Ⰼ椕孲腊涸⢪欽ꆀ㼜➢2020䎃涸♶駈9000♰ょ的㣐ⵌ2030䎃涸2➉ょ2050䎃㼜넞鴪5.3➉ょկ痦♫ShellծTOTALծ ExxonMobil♲㹻Ⱆ尽㼜欰暟餘腊彂錠⚹Ⱒꝶ呍䗱⡛焫䪮助䎇䭷ⴀ欰暟餘腊彂涸♧㣐⠏⸷僽〳⟄ⵄ欽梡剣涸㛇炄霃倶⢾㥵㣔搬孞盗麤ծ瀖屘ꂁ鷐緸絞瘝կ痦Ⱃ〳ⱄ欰腊彂굥歏ծ宐歏ծ㣖꣉腊ծ㖑掚僽㕂꣢屘孞Ⱆ尽ꅾ銳涸鲮㘗䪮助騟䖈⛓♧研㕂꣢腊彂縭곫崵〳ⱄ欰腊彂㖈Ⰼ椕封歏ꆀ务涸⽑嫱㼜➢2020䎃涸29%㟞⸈ⵌ2030䎃涸60%ⵌ2050䎃㼜鴪ⵌ90%կ痦⛰BPծShellծTOTALծExxonMobil㔋㹻Ⱆ尽雩⚹♸CCUS❡欰涸䊨⚌焫宨湱ㄎ䎾㛇✵荈搬涸鍒Ɀ倰呩䲿⣘欰䙖焫宨僽焫Ⲹ䱗