据石油新闻2021年3月3日墨西哥城报道，公司高管们3月2日在IHS Markit举办的剑桥能源周（CERAWeek）的第2天会议上表示，巴西和哥伦比亚的国家石油公司正开始关注天然气，以期适应能源转型，而墨西哥继续其对天然气进口的依赖。
哥伦比亚国家石油公司（哥国油/Ecopetrol）战略和业务发展副总裁胡安·曼努埃尔·罗哈斯表示，哥国油正在提高其投资组合的竞争力来避免其资产陷入困境，并将业务扩展到天然气领域。
罗哈斯表示，“我们正在将天然气在整个上游投资组合中的比重从目前的20%提高到2030年底前的35%。”
罗哈斯说，哥国油还在加速其业务的脱碳和多元化。哥国油已经宣布了第一批可再生能源发电项目，并将分解能源传输。
巴西国家石油公司（巴西国油/Petrobras）首席战略官拉斐尔· 查维斯·桑托斯在会上表示，巴西国油将放弃陆上和浅水业务，转而集中在深水和超深水领域，巴西国油认为自己在这些领域具有竞争优势。
桑托斯表示，“我们未来的投资组合主要集中在超深水、盐下，在这些地方，采油成本为4美元/桶，而在成本更高的浅水地区巴西国油准备出售资产。
李峻 编译自 石油新闻
原文如下：
Brazil, Colombia adjusting upstream portfolios as energy transition strategy
The state oil companies of Brazil and Colombia are beginning to focus on gas in order to adjust to energy transition, while Mexico keeps its dependency on imports, executives said March 2 on the second day of CERAWeek by IHS Markit.
Colombia's Ecopetrol is increasing the competitiveness of its portfolio to avoid stranded assets and diversifying into natural gas, said Juan Manuel Rojas, the company's corporate vice president of strategy and business development.
"We are increasing the participation of gas to the overall upstream portfolio from 20% today to 35% by the end of 2030," Rojas said.
The company is also accelerating the decarbonization of its operations and diversifying. It has announced the first renewable power generation projects and will analyze energy transmission, he said.
Petrobras is abandoning the onshore and shallow-water operations to concentrate in deepwater and ultra-deepwater, where the company feels it has a competitive advantage, said Rafael Chaves Santos, chief strategy officer.
"We are focusing our portfolio on ultra-deepwater, pre-salt, where lifting costs are $4/b and selling assets in shallow water, where costs are higher," Chaves Santos said.
