中国石化新闻网讯 据世界石油10月28日消息称，道达尔能源首席执行官Patrick Pouyanne表示，这家法国石油巨头考虑剥离其可再生能源业务“为时过早”， 因为该业务的价值到2025年可能会增长两倍。
他说，这个领域的价值应该会大幅上升，因为该公司计划届时将总装机容量扩大近四倍，至35吉瓦。这家能源巨头今年改名，以体现其在太阳能、风能、电池和清洁气体领域的多元化经营。
Pouyanne周四在巴黎AJEF协会上说:“如果我们从道达尔改为道达尔能源，这并不是要剥离能源。这根本不是我们心目中的模式。”
Pouyanne称，如果股价未能反映其可再生能源业务的中长期估值，该公司可能会重新评估其立场。
石油和天然气巨头在如何处理可再生能源业务上存在分歧，因为随着各国减少使用化石燃料以遏制全球变暖，对可再生能源的需求预计将增加，因此可再生能源的估值更高。意大利的埃尼正在考虑将其零售和可再生能源部门上市，而荷兰皇家壳牌公司正在与激进投资者抗争，将其液化天然气、可再生能源和营销业务拆分为一个独立的实体。
Pouyanne为其将集团资本支出的一半投资于液化天然气、可再生能源和电力的战略进行了辩护，称他预计石油需求将在本十年见顶。
在去年疫情期间表现优于同行的道达尔能源股票，在今年的回升中却落后于同行。今年以来，这家法国公司的股价上涨了23%，涨幅落后于壳牌、英国石油公司和挪威国家石油公司，市值约为1332亿美元。
明年，该公司将把65%的研发预算用于新能源和电池。Pouyanne表示，与几年前相比，这是一个重大变化，当时该公司75%的研发经费都用于碳氢化合物。
TotalEnergies SE Chief Executive Officer Patrick Pouyanne said it’s “too early” for the French oil major to consider spinning off its renewable-energy business because that segment may triple in value by 2025.
That segment should surge in value because the company plans to almost quadruple its gross installed capacity to 35 gigawatts by then, he said. The energy giant changed its name this year to epitomize a diversification into solar, wind, batteries and clean gases.
“If we changed from Total to TotalEnergies, it’s not to spin off energies,” Pouyanne said Thursday at the AJEF association in Paris. “It’s not at all the model that we have in mind.”
The company may review its position if share fail to reflect the valuation of its renewables business in the medium-to-long term, Pouyanne said.
Oil and gas giants are split over what to do with their renewables businesses since they’re commanding higher valuations amid expectations of increasing demand as nations move away from fossil fuels to tame global warming. Italy’s Eni SpA is considering listing its retail and renewables unit, while Royal Dutch Shell Plc is fighting an activist investor push to break off its liquefied natural gas, renewables and marketing businesses into a standalone entity.
Pouyanne defended his strategy of investing about half of the group’s capital expenditure in LNG, renewables and electricity, saying he expects oil demand to peak this decade.
TotalEnergies shares, which outperformed peers during the coronavirus pandemic last year, are lagging behind in this year’s upturn. Shares have risen 23% this year -- trailing Shell, BP Plc and Equinor ASA -- giving the French company a market capitalization of about $133.2 billion.
The company will spend 65% of its research-and-development budget on new energies and batteries next year. That’s a significant change from several years ago, when it used 75% of its R D on hydrocarbons, Pouyanne said.