据油价网2021年5月28日报道，穆迪投资者服务公司在一份对石油行业的评论中称，一
些最大的国际石油公司日前在董事会和法庭上采取的与气候有关的行动表明，石油行业面
临的威胁正在上升。
穆迪投资者服务公司表示：“法庭对荷兰皇家壳牌公司做出的一项新裁决，以及埃克森美孚公司和雪佛龙公司的股东投票结果，突显出全球主要石油生产商对气候变化的担忧导致信贷风险不断增加。”
近日，美国最大的两家石油公司埃克森美孚公司和雪佛龙公司的股东们在年度股东大会上的投票结果表明，他们希望石油巨头采取更多的气候行动和具体的气候相关政策，以减少排放，并在能源转型中保持相关性。
在埃克森美孚公司，维权投资者基金Engine No. 1在一次投票中赢得了董事会席位，显示出更多股东希望改变这家石油巨头现在的运作方式和为未来做准备的方式。
在雪佛龙公司，股东们支持一项建议，即该公司削减其所谓的范围3排放，即使用其产品产生的排放。这是投资者发表的另一份强有力的声明，称他们希望气候问题得到解决。
在荷兰，法院下令壳牌公司到2030年前将净碳排放量削减45%。
据路透社报道，穆迪投资者服务公司在评论石油巨头与气候相关的行动时说：
“这些行动代表着石油公司的前景发生了重大变化。在气候相关问题上，石油公司此前曾在法庭上获胜，并在很大程度上避开了重要股东投票。”
据该评级机构称，本周最重要的进展是，埃克森美孚公司的董事会席位输给了激进投资者Engine No. 1，因为这“可能预示着美国其他石油公司未来的董事会选举也会出现类似的结果。”
穆迪投资者服务公司补充称，埃克森美孚公司董事会的投票也是最重要的，因为它具有约束力，不像法院案件可以上诉。
穆迪投资者服务公司称，股东们对气候政策投资需求的增加将提高石油巨头的资本成本，并可能减少未能满足投资者预期的石油公司的资本可用性。
李峻 编译自 油价网
原文如下：
Moody’s: Credit Risk Is Growing For Big Oil
This week’s climate-related actions in boardrooms and courtrooms involving some of the largest international oil companies signal rising threat to the sector, Moody’s Investor Service said in a comment on the industry.
“A new court ruling against Royal Dutch Shell and shareholder votes at ExxonMobil and Chevron highlights the increasing credit risk for major oil producers over concerns about climate change,” Moody’s said.
This week, shareholders at the two largest U.S. oil corporations, Exxon and Chevron, showed with votes at the annual shareholders’ meetings that they want more climate action and specific climate-related policies from the oil majors to cut emissions and stay relevant in the energy transition.
At Exxon, activist investor fund Engine No. 1 won board seats in a vote that showed more shareholders want changes to the way the oil supermajor works now and prepares for the future.
At Chevron, shareholders backed a proposal that the company cut its so-called Scope 3 emissions, the ones generated by the use of its products, in another powerful statement from investors that they want the climate issue addressed.
In the Netherlands, Shell was ordered by a court to slash its net carbon emissions by 45 percent by 2030.
Commenting on these climate-related actions at Big Oil, Moody’s said, as carried by Reuters:
“These actions represent a substantial shift in the landscape for oil companies, which had previously prevailed in courts, and largely fend off significant shareholder votes, on climate-related matters.”
This week’s most important development was Exxon losing board seats to the activist investor Engine No. 1, according to the rating agency, because it “likely presages similar results in future board elections at other U.S. oil companies.”
Moody’s added that Exxon’s board vote was also the most important because it is binding, unlike the court case, which can be appealed.
Rising shareholder demand for investment in climate policies would raise Big Oil’s capital costs and could reduce the availability of capital for oil firms failing to meet investor expectations, according to Moody’s.
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