2023国际油气公司低碳转型经验及其借鉴.pdf

?2023?8?!#$%&()*+,-./0!#$%&()*+,-./0?.?1?1.?.?7?2.?.?9?2.1?BP?.?9?2.2?Shell?.?13?2.3?TOTAL?Energies?.?15?2.4?Equinor?.?19?3.?务?.?22?3.1?ExxonMobil?.?22?3.2?Chevron?.?25?3.3?ConocoPhillips?.?29?3.4?Saudi?Aramco?.?32?4.?务?.?34?4.1?.?34?4.2?.?37?4.2.1?.?37?4.2.2?.?38?4.3?.?40?4.4?.?41?4.5?.?42?.?45?1!#$%&()*+,-./0!#$%&()*+,-./0?1 1?务 1.5?30?400?务尺?尽?副?务?尽?G20?尽?BP?Shell?TOTAL?Equinor?尽?ExxonMobil?Chevron?ConocoPhillips?务?尽?Saudi?Aramco?尽?尽?尽?尽?尽?务?Aramco?务?Chevron?副?副?BP?20?2050?BP?ESG?TOTAL?Chevron?Aramco?尽?尽?副?1 本报告得到了中国石油集团国家高端智库研究中心专职副主任吕建中、道达尔能源（北京）企业管理有限公司财务总监张晓波的专家建议，课题组由衷表示感谢。2!#$%&()*+,-./0!#$%&()*+,-./0?尽?务?副务?尽?CCUS?CCUS?尽?覆?CCUS?务?ExxonMobil?CCUS?200?70?ExxonMobil?ConocoPhillips?TOTAL?尽?Shell?ExxonMobil?Aramco?尽?务?封?TOTAL?Chevron?Aramco?尽?务 Chevron?务?BP?TOTAL?Aramco?尽?务?BP?20?务?19?TOTAL?KPI 务?Aramco?尽?2020?9000?的?2030?2?2050?5.3?Shell?TOTAL?3!#$%&()*+,-./0!#$%&()*+,-./0 ExxonMobil?尽?尽?研?封?务?2020?29%?2030?60%?2050?90%?BP?Shell?TOTAL?ExxonMobil?尽?CCUS?尽?副?务?CCUS?封?太 TCFD?Taskforce?on?Climate-related?Financial?Disclosures?尽?TCFD?BP?封?ISSB?International?Sustainability?Standards?Board?太?TOTAL?TNFD?Taskforce?on?Nature-related?Financial?Disclosures?Chevron?ConocoPhillips?Aramco?尽?IPIECA?International?Petroleum?Industry?Environmental?Conservation?Association?太?副?BP?TOTAL?Chevron?尽?BP?BP?ESG?Data?Sheet?TOTAL?封?TOTAL?ESG?Data?Book?Chevron?封?Chevron?Performance?Data?尽?务?研?副?Equinor?ExxonMobil?Equinor?研?4!#$%&()*+,-./0!#$%&()*+,-./0?研?纸?ExxonMobil?研?副?务?副?务?尽?副?TCFD?ISSB?TNFD?IPIECA?太?副?BP?TOTAL?Chevron?封?研?研?ESG?研?副?Equinor?ExxonMobil?纸?尽?Chevron?ConocoPhillips?封?模?纸?副?Shell?务?Shell?2022?1?务?务?务?尽?KPI?副?TOTAL?KPI?KPI?Equinor?KPI?尽?尽?CEO?副?ExxonMobil?5!#$%&()*+,-./0!#$%&()*+,-./0?尽?副?Chevron?ConocoPhillips?封?纸?副?Shell?务?KPI?副?TOTAL?KPI?副?KPI?KPI?副?ExxonMobil?副?模?Security?Affordability?Sustainability?纸?Shell?Shell?Ventures?Equinor?Equinor?Ventures?副?尽?BP?Shell?TOTAL?ExxonMobil?尽?2022?副?49?43?40?34?务?BP?2025?60-80?2030?70-90?尽芳?尽?务?尽?尽?纸?尽?封?TOTAL?38.25%?纸?MacQuarie?Green?Investment?Group?46.75%?副?封?RIDG?15%?尽?封?纸?2?6!#$%&()*+,-./0!#$%&()*+,-./0 ScottWind?副?Chevron?纸?Baseload?Capital?2022?尽?封?Weepah?Hills?尽?副?尽?25-40?纸?副?纸?尽?封?封?7!#$%&()*+,-./0!#$%&()*+,-./0 1.1.?务?副?封?纸?封?导?告?研?75%?副?纸?副?告?纸?务尺?2?1.5?务 1.5?30?400?务尺?Trilemma?Security?Affordability?Sustainability?纸?尽?副?务?尽?IEA?2050 8!#$%&()*+,-./0!#$%&()*+,-./0?愿?2务?愿 1-1?2020?52.5?2050?6?90%?2020?8800?/?2050?2400?/?75%?2020?43000?2050?17500?55%?务?封?确?2030?35?/?2050?25?/?尽?尽?尽?封?愿愿 1 1-1 1?IEAIEA?2050?愿?2022?2 全球能源部门 2050 年净零排放路线图，国际能源署 2022 报告。（https:/www.iea.org/reports/net-zero-by-2050?language=zh）9!#$%&()*+,-./0!#$%&()*+,-./0?尽?尽?研?2019?9?12?尽?OGCI?封?G20?尽?BP?Shell?TOTAL?Equinor?尽?ExxonMobil?Chevron?ConocoPhillips?务?尽?Saudi?Aramco?3?尽?尽?务?务?务?2.2.?送?尽?尽?BP?尽?Shell?尽?TOTAL?尽?Equinor?2.12.1?BPBP?BP?20?5?4?BP?BP?3 参考G20 转型金融报告 2022转型金融框架的五个维度：转型活动边界、信息披露、金融工具、政策激励、公正转型。4 BP 可持续发展报告 2022：Reimagining Energy for People and Our Planet,BP Sustainability Report 2022.(https:/ 17?2035?18?19?务?封?20?2 2-1 1?BPBP?BP?2022?BP?模?愿 2-1?2019?2050?2030?务?2025?1?BP?2019?研?5440?2025?副?20%?2030?50%?2050?副?CCUS?BP?2?3?4?BP?送?研?5?BP?2019?6?2022?49?2025?80?2030?90?12!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 2 2-1 1?BPBP?BP?20235?BP?封?BP?纸?BP?BP?1?BP?2?BP?3?BP?9?TCFD?Task?Force?on?Climate-related?Financial?Disclosures?封?ISSB?International?Sustainability?Standards?Board?太?ESG?BP?ESG?研?2022?6?2019?BP?1?2?3?4?5?6?7?8?9?10?BP?研?5 BP 净零进展报告 2023：BP Net Zero Ambition Progress Update,March 2023.(https:/ BP ESG 数据清单 2022：BP ESG Datasheet 2022.(https:/ 2.22.2?ShellShell?Shell?2050?7?2050?Shell?务?Shell?2030?2016?50%?2016?Shell?2023?6-8%?2024?9-12%?2025?9-13%?2030?20%?2035?45%?2050?100%?Shell?2022?2016?2022?30%?3.8%?Shell?副?2022?43?Shell?务?务?副?封 CCUS?愿2-2?愿愿 2 2-2 2?ShellShell?Shell?2022?7 Shell 能源转型进展报告 2022：Our Progress towards Net Zero,Shell Energy Transition Progress Report 2022.(https:/ 2-3?Shell?愿愿 2 2-3 3?ShellShell?Shell?2022?Shell?送?封?CCUS?愿 2-4?Shell?务?CCUS?Shell?Shell?副?2022?封?Shell?2022?20?Shell?Nature-based?Solutions?15!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 2 2-4 4?ShellShell?Shell?2022?Shell?务?Shell?Long-term?Incentive?Plan?Performance?Share?Plan?Shell?2022?1?务?务?务?Shell?TCFD?2.32.3?TOTAL?EnergiesTOTAL?Energies?TOTAL?2050?TOTAL?8?愿 2-5?TOTAL?模?8 TOTAL 可持续发展报告 2023：More Energy Less Emissions,TOTAL Energies Sustainability&Climate 2023 16!#$%&()*+,-./0!#$%&()*+,-./0?50%?IEA?59%?25%?IEA?19%?25%?LNG?CCUS?IEA?22%?2050?TOTAL?1000?CCUS?1?2050?TOTAL?2025?2030?务?9?2015?TOTAL?2025?17%?2030?40%?2020?TOTAL?2025?50%?2030?80%?2015?TOTAL?2025?15%?2030?25%?TOTAL?2022?TOTAL?163?务?40?25%?2030?TOTAL?180?务?60?33%?Progress Report.(https:/ TOTAL 关于策略、可持续发展、气候的报告材料：Strategy,Sustainability&Climate,TOTAL Energies Presentation Document.(https:/ 2 2-5 5?TOTALTOTAL?20502050?TOTAL?2023?TOTAL?封?封?封?TOTAL?LNG?千?千?封 LNG?CCUS?纸?Airborne?Ultralight?Spectrometer?for?Environmental?Application?AUSEA?封?CCUS?副?2030?1000?TOTAL?KPI?愿 2-6?务?务?务?务?18!#$%&()*+,-./0!#$%&()*+,-./0?KPI?ESG?TOTAL?务?TOTAL?CSR?封?纸?愿愿 2 2-6 6?TOTALTOTAL?TOTAL?2023?2017?TOTAL?TCFD?太?务?TOTAL?Taskforce?on?Nature-related?Financial?Disclosures?TNFD?TNFD?TOTAL?务?务?TOTAL?纸?尽?19!#$%&()*+,-./0!#$%&()*+,-./0?封?2022?1?TOTAL?38.25%?纸?MacQuarie?Green?Investment?Group?46.75%?副?封?RIDG?15%?尽?封?纸?2?ScottWind?副?10?2.42.4?EquinorEquinor?Equinor?2050?务?11?2015?Equinor?2030?50%?2040?70%?2050?100%?2019?Equinor?2030?20%?2035?40%?2050?100%?2020?研?4%?Equinor?2025?30%?2030?50%?CCUS?Equinor?2030?500-1000?CCUS?2035?1500-3000?CCUS?务?Equinor?SBTi?Science-Based?Targets?Initiative?务?Equinor?封?Equinor?10 TOTAL 2022 年度报告：TOTALEnergies Registration Document 2022,including the Annual Financial Report.(https:/ Equinor 能源转型计划 2022：Equinor 2022 Energy Transition Plan.(https:/ 2-7?Equinor?愿 2-8?Equinor?CCUS?愿愿 2 2-7 7?EquinorEquinor?Equinor?2022?21!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 2 2-8 8?EquinorEquinor?Equinor?2022?副?Equinor?副?尽?KPI?尽?尽?CEO?Equinor?TCFD?研?研?Equinor?Equinor?Ventures?50%?2021?12?Commonwealth?Fusion?Systems?18?B?Equinor?Ventures?务?2020?5?Equinor?33.33%?,TOTAL?33.33%?,Shell?33.33%?尽?CCUS?Northern?Lights?22!#$%&()*+,-./0!#$%&()*+,-./0 3.3.?务?务?送?尽?务?尽?尽?ExxonMobil?尽?Chevron?尽?ConocoPhillips?尽?Aramco?3.13.1?ExxonMobilExxonMobil?ExxonMobil?2050?12?ExxonMobil?2030 务?2016?研?ExxonMobil?2030?1?20-30%?2?副?确?40-50%?3?70-80%?4?60-70%?2022?2027?ExxonMobil?170?34?封?CCUS?2050?2030 务?ExxonMobil?13?ExxonMobil?2050?愿 3-1?副?15%?50%?副?30%?2?CCUS?愿 3-2?ExxonMobil?2050?55%?14%?13%?11%12 ExxonMobil 能源转型进展报告 2023：Advancing Climate Solutions,ExxonMobil Progress Report 2023.(https:/ ExxonMobil 能源展望报告：ExxonMobil Outlook for Energy,A Perspective to 2050.(https:/ 3-2?ExxonMobil?副?70%?副?30%?副?15%?副?15%?愿愿 3 3-1 1?ExxonMobilExxonMobil?20502050?ExxonMobil?愿愿 3 3-2 2?ExxonMobilExxonMobil?ExxonMobil?ExxonMobil?愿 3-3?CCUS?24!#$%&()*+,-./0!#$%&()*+,-./0?ExxonMobil?Low?Carbon?Solutions?封?CCUS?愿愿 3 3-3 3?ExxonMobilExxonMobil?ExxonMobil?副?ExxonMobil?ExxonMobil?愿 3-4?ExxonMobil?Environment,?Safety?and?Public?Policy?Committee?25!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 3 3-4 4?ExxonMobilExxonMobil?ExxonMobil?2023?ExxonMobil?TCFD?研?研?研?CCUS?研?14?ExxonMobil?研?副?务?3.23.2?ChevronChevron?Chevron?2050?副?2028?3000?15?Chevron?2028?副?20?副?80 14 ExxonMobil 可持续发展报告 2022：ExxonMobil Sustainability Report 2022.(https:/ Chevron气候变化与韧性报告2022：Climate Change Resilience,advancing a low carbon future,Chevron 2022.(https:/ 3-5?副?Chevron?Chevron?愿 3-6?务?愿愿 3 3-5 5?ChevronChevron?Chevron?2022?Chevron?封?Public?Policy?and?Sustainability?Committee?16 Chevron 甲烷报告 2022：Chevron 2022 Methane Report.(https:/ 3 3-6 6?ChevronChevron?Chevron?2022?28!#$%&()*+,-./0!#$%&()*+,-./0?Chevron?17?1?封?太?SASB?Sustainability?Accounting?Standards?Board?2?TCFD?3?Sustainability?Reporting?Guidance?for?the?Oil?&?Gas?Industry?by?IPIECA?4?International?Association?of?Oil?&?Gas?Producers?5?American?Petroleum?Institute?Chevron?太?愿 3-7?模?愿 3-8?Chevron?研?愿愿 3 3-7 7?ChevronChevron?Chevron?愿愿 3 3-8 8?ChevronChevron?Chevron?2022?研?17 Chevron 2022 披露数据：Chevron 2022 Performance Data.(https:/ 3-9?18?ConocoPhillips?2025?2030 务?10%?2025?务?2016?40-50%?愿愿 3 3-9 9?ConocoPhillipsConocoPhillips?2021?ConocoPhillips?务?副?愿 3-10?18 ConocoPhillips 能源转型策略报告 2021：Building a Resilient Strategy for the Energy Transition,ConocoPhillips 2021.(https:/ 3 3-1010?ConocoPhillipsConocoPhillips?2021?ConocoPhillips?愿 3-11?封?送?CCUS?31!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 3 3-1111?ConocoPhillipsConocoPhillips?愿?愿?2021?副?ConocoPhillips?封?Public?Policy?and?Sustainability?Committee?ESG?ConocoPhillips?务?6-10?10?副?ConocoPhillips?19?1?封?太?SASB?Sustainability?Accounting?Standards?Board?2?TCFD?3?Sustainability?Reporting?Guidance?for?the?Oil?&?Gas?Industry?by?IPIECA?4?Global?Reporting?Initiative?Standards?2021?5?American?Petroleum?Institute?Template?2.0?for?GHG?reporting?6?AXPC?ESG?Metrics?Framework?and?Template?19 ConocoPhillips 可持续发展报告 2021：ConocoPhillips Sustainability Report 2021.(https:/ 3.43.4?Saudi?AramcoSaudi?Aramco?Aramco?2050?20?2018?Aramco?2030?2035?副?确?15%?2035?副?5200?2035?5200?1100?100?封?1400?CCUS?1100?1500?Aramco?Aramco?Aramco?the?Master?Gas?System?Zero?Routine?Flaring?Aramco?送?纸?CCUS?Aramco?Aramco?名?封?愿 3-12?2021?Aramco?副?CCUS?3.15?Aramco?20 Aramco 可持续发展报告：Energy Security for a Sustainable World,Saudi Aramco Sustainability Report 2021.(https:/ 3 3-1212?AramcoAramco?副?副?Aramco?2021?副?Aramco?愿 3-13?封?封?HSE?Sustainability,?Risk?and?HSE?Committee?,?纸?封?Sustainability?Steering?Committee?Aramco?ESG?IPIECA?International?Petroleum?Industry?Environmental?Conservation?Association?太,?World?Business?Council?for?Sustainable?Development?World?Resources?Institute?Greenhouse?Gas?Protocols?34!#$%&()*+,-./0!#$%&()*+,-./0?愿愿 3 3-1313?AramcoAramco?Aramco?2021?4.4.?务?务?副?尽?封?告?尽?尽?4.14.1?副?尽?尽?BP?Shell?TOTAL?Equinor?尽?ExxonMobil?Chevron?ConocoPhillips?务?Aramco?务?Chevron?副?35!#$%&()*+,-./0!#$%&()*+,-./0?尽?副?务?尽?务?TOTAL?2050?尽?尽?尽?副?尽?尽?副务?务?副?务?副?尽?BP?Shell?TOTAL?尽?务?2030?2025?告?BP?2019?研?Shell?2016?研?TOTAL?2015?研?4-1?尽?2025?务?2030?封?尽?2025?2030务?尽?研?2020?研?2025?2030 务?务?2035?BPBP?2019?ShellShell?2016?TOTALTOTAL?2015?1+2?2025?20%?20%?17%?2030?50%?50%?40%?3?2025?15%?13%?15%?2030?30%?20%?25%?4 4-1 1?BPBP?ShellShell?TOTALTOTAL?20252025?20302030 务?务?36!#$%&()*+,-./0!#$%&()*+,-./0?副?副?BP?BP?20?2050?BP?ESG?11?BP?封?3600?BP?13?BP?100?BP?封?纸?BP?20?副?副?尽?BP?尽?纸?封?务?务?副?副?尽?Equinor?SBTi?务?尽?副?封?尽?TOTAL?Chevron?Aramco?尽?TOTAL?2030?务 80%?2050?Chevron?2028?务?2?2028?2050?Aramco?2030?TOTAL?Chevron?Aramco?尽?封?尽?Chevron?2030?2050?愿?37!#$%&()*+,-./0!#$%&()*+,-./0 4.24.2?尽?CCUS?4.2.1?4.2.1?CCUSCCUS?CCUS?尽?覆?CCUS?务?ExxonMobil?CCUS?200?70?ExxonMobil?CCUS?2050?务?95%?务?5%?ExxonMobil?尽?CCUS?务?务?CCUS?尽?务?封?CCUS?封?ExxonMobil?ConocoPhillips?TOTAL?尽?研?2030?60%?2050?2020?90?封?尽?纸?Shell?ExxonMobil?Aramco?尽?38!#$%&()*+,-./0!#$%&()*+,-./0 务?纸?封?尽?TOTAL?Chevron?Aramco?尽?务 Chevron?Chevron?务?TOTAL?纸?AUSEA?尽?务?BP?TOTAL?Aramco?尽?务?BP?20?务?19?TOTAL?KPI 务?Aramco?尽?2019?务?OGCI?封?CCUS?4.2.2?4.2.2?尽?2020?9000?的?2030?2?2050?5.3?封?愿21?封?21 美国国家清洁氢能战略和路线图：U.S.National Clean Hydrogen Strategy and Roadmap 2023.39!#$%&()*+,-./0!#$%&()*+,-./0?30?封?尽?副?尽?务?封?务?2021-2035?Shell?TOTAL?ExxonMobil?尽?封?2050?封?5%?60%?30%?尽?封?CCUS?尽?研?封?务?2020?29%?2030?60%?2050?90%?尽?副?BP?Shell?TOTAL?ExxonMobil?尽?CCUS?务?BP?20?务?18?尽?确?40!#$%&()*+,-./0!#$%&()*+,-./0 4.34.3?副?副?太 TCFD?尽?TCFD?BP?封?ISSB?太?TOTAL?太 TNFD?Chevron?ConocoPhillips?Aramco?尽?IPIECA?太?尽?副?TCFD?ISSB?TNFD?IPIECA?太?副?副?BP?TOTAL?Chevron?尽?BP?BP?ESG?Data?Sheet?TOTAL?封?TOTAL?ESG?Data?Book?Chevron?封?Chevron?Performance?Data?尽?务?研?尽?ESG?研?尽?BP?TOTAL?Chevron?封?研?研?ESG?研?副?副?Equinor?ExxonMobil?Equinor?研?研?纸?ExxonMobil?研?副?务?副?务?尽?Equinor?ExxonMobil?41!#$%&()*+,-./0!#$%&()*+,-./0?纸?4.44.4?副?副?尽?Chevron?ConocoPhillips?封?Public?Policy?and?Sustainability?Committee?模?尽?Chevron?ConocoPhillips?封?纸?纸?副?副?Shell?Shell?务?Shell?Long-term?Incentive?Plan?Performance?Share?Plan?2022?1?务?务?务?尽?尽?Shell?务?KPIKPI?副?副?TOTAL?Equinor?TOTAL?KPI?KPI?KPI?务?务?务?务?Equinor?KPI?尽?尽?CEO?尽?42!#$%&()*+,-./0!#$%&()*+,-./0 TOTAL?KPI?副?KPI?KPI?副?副?ExxonMobil?尽?ExxonMobil?副?模?尽?Trilemma?务?Security?Affordability?Sustainability?4.54.5?副?尽?BP?Shell?TOTAL?ExxonMobil?尽?2022?副?49?43?40?34?ExxonMobil?2022?2027?170?34?务?BP?2025?60-80?2030?70-90?尽芳?封?尽?副?务?尽?尽?尽?25-40?副?纸?Shell?Shell?Ventures?Equinor?Equinor?Ventures?2021?12?43!#$%&()*+,-./0!#$%&()*+,-./0?Commonwealth?Fusion?Systems?18?B?Equinor?Ventures?务?尽?务?务?纸?尽?纸?尽?封?TOTAL?Chevron?TOTAL?38.25%?纸?MacQuarie?Green?Investment?Group?46.75%?副?封?RIDG?15%?尽?封?纸?2?ScottWind?副?Chevron?纸?Baseload?Capital?2022?尽?封?Weepah?Hills?尽?纸?尽?封?White?&?Case?LLP?尽?愿 4-1?封?务?尽?尽?愿 4-2?封?44!#$%&()*+,-./0!#$%&()*+,-./0?愿 4-1?愿 4-1?2022?22?愿 4-2?愿 4-2?2023?23?22 伟凯律师事务所 2022 能源转型报告：Scaling up the Energy Transition,White&Case LLP 2022.(https:/ 休斯顿大商会 2023 研究报告：Houston Facts 2023.(https:/www.houston.org/sites/default/files/2023-08/Houston%20Facts%202023%20Publication_Final_digital_0.pdf)45!#$%&()*+,-./0!#$%&()*+,-./0?【1】?务?务?务?【2】?2050?愿?2022?https:/www.iea.org/reports/net-zero-by-2050?language=zh?【3】?G20?2022?【4】BP?2022?Reimagining?Energy?for?People?and?Our?Planet,?BP?Sustainability?Report?2022.?(https:/ 2023.?【22】?2022?Scaling?up?the?Energy?Transition,?White?&?Case?LLP?2022.?(https:/