据路透社2023年7月13日报道，知情人士透露，壳牌公司正在探索其全球可再生能源发电业务的选择，包括可能向外部投资者出售股份。
这些要求匿名的知情人士表示，这家英国能源巨头时下正在与顾问合作，研究一系列可能性，其中可能还包括将该业务分拆为一个更独立部门。知情人士说，壳牌公司已经接洽了几家国际投资者，以评估他们是否有兴趣入股。
壳牌公司首席执行官将公司的投资重点放在化石燃料上，以提高股东回报，缩小与美国同行的估值差距。
知情人士说，谈判仍处于早期阶段，不确定是否会达成交易。其中一位知情人士表示，壳牌公司还可能考虑将外部投资者引入下游资产等其他业务。
今年6月份，壳牌公司在资本市场公众开放日的一次演讲中表示，该公司计划在2025年之前剥离某些电力资产，但也会对该业务进行选择性投资。
如果交易达成，这可能是壳牌公司绿色战略的重大转变。这家英国石油巨头花了20多年时间，试图弄清楚自己想在可再生能源领域扮演何种角色。
壳牌公司近几年来的做法象征着，欧洲石油巨头正在努力为未来几年减少碳排放、减少对化石燃料依赖的世界定位自己的业务。这与美国同行埃克森美孚公司和雪佛龙公司形成了鲜明对比，这两家美国公司更专注于其核心业务——石油和天然气。
在前任首席执行官范伯登的领导下，壳牌迅速发展了绿色能源业务，并一度寻求成为全球最大的电力生产商。直到去年年底，壳牌公司的投资组合在运营或开发的风电装机容量为6.4吉瓦，设施位置包括欧洲和美国的海上和陆上风电场。壳牌公司最近还收购了印度太阳能开发商Spring能源公司、丹麦生物燃料生产商Nature能源公司和美国可再生能源公司Savion。
迄今为止，市场投资者对美国石油巨头的专注油气策略给予了积极回报，将它们的估值推高至远高于欧洲竞争对手的水平。
壳牌公司的可再生能源业务一直面临压力，因为现任CEO奉行“无情”的方式以优先考虑回报，这意味着公司必须在减少碳足迹的同时创造利润。虽然他表示将继续投资可再生能源，但表示要更有选择性地只追求能创造足够价值的项目。
李峻 译自 路透社
原文如下：
Shell considers selling stake in renewable power unit as CEO turns focus back to fossil fuels
Shell Plc is exploring options for its global renewable power operations, including a potential stake sale to outside investors, people with knowledge of the matter said.
The UK energy giant is working with advisers to study a range of possibilities that could also include separating the business into a more independent unit, the people said. It’s approached several international investors to gauge their interest in buying a stake, according to the people, who asked not to be identified because the information is private.
The deliberations come as Chief Executive Officer Wael Sawan focuses the company’s investments on fossil fuels in a bid to increase shareholder returns and narrow the valuation gap with Shell’s U.S. peers.
Discussions are still at an early stage, and there’s no certainty they will lead to a transaction, the people said. Shell may also consider introducing outside investors into some other operations such as its downstream assets, one of the people said.
A representative for Shell declined to comment beyond a capital markets day presentation in June, when the company flagged plans to divest certain power assets through 2025, but also make selective investments in the business.
If a deal does happen, it could be a significant shift in Shell’s green strategy. The oil major has spent more than two decades trying to figure out just how big of a player it wants to be in renewables. Over the years, some CEOs have set targets for low-carbon alternatives to oil and gas, only for their successors to focus more squarely on the fuels that drive most of the company’s profits.
Shell’s approach in recent years was emblematic of the European oil majors’ efforts to position their businesses for a world that cuts carbon emissions and relies less on fossil fuels in the coming years. It’s been a stark contrast to their U.S. peers Exxon Mobil Corp. and Chevron Corp., which have stuck more closely to their core businesses of oil and gas.
Under previous CEO van Beurden, Shell rapidly grew its green power business and briefly sought to become the world’s biggest electricity producer. The company’s portfolio, which had 6.4 gigawatts in operation or development at the end of last year, includes offshore and onshore wind farms in Europe and the US. It recently acquired Indian solar developer Sprng Energy, Danish biofuels producer Nature Energy and American renewable power company Savion.
So far investors have rewarded the US oil majors’ strategy, pushing their valuations far above their European competitors.
Shell’s renewable-power business has come under pressure as Sawan pursues what he’s called a “ruthless” approach to prioritizing returns, meaning the unit has to generate profits in addition to cutting the company’s carbon footprint. While Sawan said he will continue to invest in renewable power, he’s vowed to be more selective and only pursue projects that create sufficient value.
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