据安迅思2月18日消息称，据《化工周刊》报道，壳牌表示，它将每年投资40 - 50亿美元来发展其化学品和产品业务，作为集团投资组合更广泛再平衡的一部分，以在2050年达到净零碳排放的目标。
这些投资将在“短期内”进行，是能源巨头今天宣布的加速其低排放努力的一系列战略措施的一部分。壳牌还将在可再生能源和营销方面每年投资50 - 60亿美元，在综合天然气业务上每年投资约40亿美元，在其遗留的上游资产上投资约80亿美元。它还确认了其期望，即其总碳排放量在2018年达到1.7吉吨/年的峰值，公司石油产量在2019年达到峰值。
壳牌首席执行官Ben van Beurden表示：“我们看到化学品需求将继续增长，超过GDP……因此，我们将继续发展我们的化学品业务，重点关注中间体和高性能化学品。这些都是我们在技术、规模和市场准入方面具有竞争优势的领域。我们目前正在美国宾夕法尼亚州和路易斯安那州以及中国南海建设或研究项目。我们还将从回收的废物中生产原始化学品。在我们增加利润的机会和我们为增长而必须投资的选择之间，到2030年，我们将每年增加10-20亿美元的化学品现金产生。”
壳牌表示，计划在10年内完成此前宣布的精简炼油和化工业务的计划，将目前的13个炼油点精简为6个核心的综合能源和化工园区。该公司表示，这些将带来协同效应并扩大低碳产品的供应，该公司还将承担“化学品的选择性增长”。它补充说，它将利用现有的基础设施和资产来实现更快、更有效的转型。
van Beurden说：“当然，这六个能源和化学品园区将与我们的贸易和优化业务，以及我们独立的化学品站点高度整合。我们向能源和化工园区的转变意味着，到2030年，我们将减少55%的传统燃料生产。与此同时，我们将生产更多低碳燃料和高性能化学品。”
壳牌公司表示，由于其增强的弹性和较低的波动性，公司对高性能化学品的关注将比日用化学品获得更高的回报。
壳牌表示，化工业务将作为“促成者”而增长。该公司的目标是通过在新兴市场投资一体化石化企业，并在2030年之前将其商品化学品敞口减少70%来实现这一目标。该公司表示，这将通过投资中间体和高性能化学品项目来提高利润率。
朱佳妮 摘译自 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.
