???? 據(jù)安迅思2月18日消息稱(chēng)，據(jù)《化工周刊》報(bào)道，殼牌表示，它將每年投資40 - 50億美元來(lái)發(fā)展其化學(xué)品和產(chǎn)品業(yè)務(wù)，作為集團(tuán)投資組合更廣泛再平衡的一部分，以在2050年達(dá)到凈零碳排放的目標(biāo)。

????這些投資將在“短期內(nèi)”進(jìn)行，是能源巨頭今天宣布的加速其低排放努力的一系列戰(zhàn)略措施的一部分。殼牌還將在可再生能源和營(yíng)銷(xiāo)方面每年投資50 - 60億美元，在綜合天然氣業(yè)務(wù)上每年投資約40億美元，在其遺留的上游資產(chǎn)上投資約80億美元。它還確認(rèn)了其期望，即其總碳排放量在2018年達(dá)到1.7吉噸/年的峰值，公司石油產(chǎn)量在2019年達(dá)到峰值。

????殼牌首席執(zhí)行官Ben van Beurden表示：“我們看到化學(xué)品需求將繼續(xù)增長(zhǎng)，超過(guò)GDP……因此，我們將繼續(xù)發(fā)展我們的化學(xué)品業(yè)務(wù)，重點(diǎn)關(guān)注中間體和高性能化學(xué)品。這些都是我們?cè)诩夹g(shù)、規(guī)模和市場(chǎng)準(zhǔn)入方面具有競(jìng)爭(zhēng)優(yōu)勢(shì)的領(lǐng)域。我們目前正在美國(guó)賓夕法尼亞州和路易斯安那州以及中國(guó)南海建設(shè)或研究項(xiàng)目。我們還將從回收的廢物中生產(chǎn)原始化學(xué)品。在我們?cè)黾永麧?rùn)的機(jī)會(huì)和我們?yōu)樵鲩L(zhǎng)而必須投資的選擇之間，到2030年，我們將每年增加10-20億美元的化學(xué)品現(xiàn)金產(chǎn)生?！?/p>

????殼牌表示，計(jì)劃在10年內(nèi)完成此前宣布的精簡(jiǎn)煉油和化工業(yè)務(wù)的計(jì)劃，將目前的13個(gè)煉油點(diǎn)精簡(jiǎn)為6個(gè)核心的綜合能源和化工園區(qū)。該公司表示，這些將帶來(lái)協(xié)同效應(yīng)并擴(kuò)大低碳產(chǎn)品的供應(yīng)，該公司還將承擔(dān)“化學(xué)品的選擇性增長(zhǎng)”。它補(bǔ)充說(shuō)，它將利用現(xiàn)有的基礎(chǔ)設(shè)施和資產(chǎn)來(lái)實(shí)現(xiàn)更快、更有效的轉(zhuǎn)型。

????van Beurden說(shuō)：“當(dāng)然，這六個(gè)能源和化學(xué)品園區(qū)將與我們的貿(mào)易和優(yōu)化業(yè)務(wù)，以及我們獨(dú)立的化學(xué)品站點(diǎn)高度整合。我們向能源和化工園區(qū)的轉(zhuǎn)變意味著，到2030年，我們將減少55%的傳統(tǒng)燃料生產(chǎn)。與此同時(shí)，我們將生產(chǎn)更多低碳燃料和高性能化學(xué)品?！?/p>

????殼牌公司表示，由于其增強(qiáng)的彈性和較低的波動(dòng)性，公司對(duì)高性能化學(xué)品的關(guān)注將比日用化學(xué)品獲得更高的回報(bào)。

????殼牌表示，化工業(yè)務(wù)將作為“促成者”而增長(zhǎng)。該公司的目標(biāo)是通過(guò)在新興市場(chǎng)投資一體化石化企業(yè)，并在2030年之前將其商品化學(xué)品敞口減少70%來(lái)實(shí)現(xiàn)這一目標(biāo)。該公司表示，這將通過(guò)投資中間體和高性能化學(xué)品項(xiàng)目來(lái)提高利潤(rùn)率。

????朱佳妮 摘譯自 安迅思

????原文如下：

????Shell outlines USD4-5 billion annual spend on chemicals business growth

????Shell says it will invest between USD4-5 billion annually to grow its chemicals and products business as part of a wider rebalancing of its group portfolio to reach its net-zero carbon emissions goal by 2050, according to Chemweek.

????The investments, to be made “in the near term,” are part of a wide-ranging package of strategic measures the energy major announced today to accelerate its lower-emissions drive. Shell will also invest USD5-6 billion per year in renewables and marketing, around USD4 billion annually on its integrated gas business, and approximately USD8 billion on its legacy upstream assets. It also confirmed its expectation that its total carbon emissions peaked in 2018 at 1.7 gigatonnes/year and that company oil production peaked in 2019.

????“We see chemical demand continuing to grow, outpacing GDP… so we will continue to grow our chemicals business with a focus on intermediates and performance chemicals. These are the areas where we have competitive advantages in technology, scale, and market access. We are currently building or studying projects in Pennsylvania and Louisiana in the US, and at Nanhai in China. We will also produce virgin chemicals from recycled waste,” says Shell CEO Ben van Beurden. “Between our opportunities to increase margins and the options that we have to invest for growth, we will increase our chemicals cash generation by USD1-2 billion a year by 2030,” he says.

????Shell says it aims to complete before the end of the decade its previously announced plan to streamline its refining and chemicals business, reducing it from 13 refining sites currently to six core integrated energy and chemicals parks. These will deliver synergies and expand low-carbon product offerings, with the company to also undertake “selective growth in chemicals,” it says. It will utilize existing infrastructure and assets to enable a faster and more efficient transition, it adds.

????“These six energy and chemicals parks will be highly integrated with our trading and optimization business, along with our standalone chemicals sites, of course,” says van Beurden. “Our shift to energy and chemical parks means we will reduce our production of traditional fuels by 55% by 2030. At the same time, we will produce more low-carbon fuels and performance chemicals,” he says.

????The company’s enhanced focus on performance chemicals will achieve higher returns than from commodity chemicals due to increased resilience and lower volatility, according to Shell.

????The chemicals business will be grown as an “enabler,” Shell says. It aims to achieve this through investments in integrated petrochemical complexes in emerging markets, and by reducing its commodity chemicals exposure by up to 70% by 2030. This will be done by increasing margins through its investments in intermediate and performance chemicals projects, it says.