据油价网9月9日消息称，石油和天然气公司需要开始计划到2030年减产50%甚至更多。也就是说，金融智库“碳追踪”(Carbon Tracker)本周在一份新报告中表示，前提是这些国家希望与《巴黎协定》的目标保持一致。
报告称，石油和天然气巨头仍在石油和天然气生产和新项目上花费数十亿美元。然而，这些投资与《巴黎协定》中概述的1.5摄氏度情景不一致。此外，报告的作者说，即使是承诺净零排放的大型石油公司也在投资新生产。因此，他们拿这些项目的未来冒险。
碳追踪石油、天然气和矿业主管、该报告的作者之一Mike Coffin说：“石油和天然气公司押注全球应对气候变化的努力不会取得成功。”
Coffin表示：“如果他们继续照常投资，他们可能会浪费超过1万亿美元在低碳世界没有竞争力的项目上。如果世界要避免气候灾难，对化石燃料的需求必须大幅下降。企业和投资者必须做好准备，迎接长期化石燃料价格下降、油气行业规模缩小的世界，并认识到由此造成的资产搁浅风险。”
今年早些时候，国际能源署呼吁，如果世界要成功实现能源转型，就必须在今年年底前暂停所有新的石油和天然气勘探。但没过多久，由于石油需求强劲反弹，油价飙升，该机构呼吁欧佩克提高石油产量。
根据大多数预测，这只是暂时的，长期来看，随着世界转向低碳能源体系，石油需求将不可避免地下降。
因此，根据碳追踪的说法，石油行业需要在两种选择之间做出选择:要么冒着大量资产搁浅的风险，要么自愿减少产量以避免这种风险。
曹海斌 摘译自 油价网
原文如下：
Oil Companies Need To Plan For 50% Output Cuts
Oil and gas companies need to start planning for production cuts of 50 percent and more by the 2030s. That is, if they want to become aligned with Paris Agreement targets, said financial think tank Carbon Tracker in a new report this week.
The report said oil and gas majors were still spending billions align="justify"> “Oil and gas companies are betting against the success of global efforts to tackle climate change,” said Mike Coffin, head of oil, gas, and mining at Carbon Tracker and align="justify"> “If they continue with business-as-usual investment they risk wasting more than a trillion dollars align="justify"> Earlier this year, the International Energy Agency called for the suspension of all new oil and gas exploration by the end of this year if the world was to succeed in its energy transition efforts. Yet not much later, the agency called align="justify"> This, according to most forecasts, is a temporary thing, and over the longer term, demand for oil will decline inexorably as the world moves to low-carbon energy systems.
As a result, according to Carbon Trackers, the oil industry needs to choose between risking having much of its assets stranded or reducing production voluntarily to avoid this risk.
