2023年6月9日

06/09/2023 | 08:24am美国信息:*首席执行官向投资者提供最新信息,下周在纽约事件* CEO沙旺坚持能源过渡策略*外壳的目标是到2050年将达到零排放*沙旺将提高股东payouts-analyst伦敦6月9日电- - - Shell将保持oiloutput稳定或略有上升,到2030年,首席执行官WaelSawan恢复投资者信心的努力作为energygiant应对低收益来自可再生能源,石油andgas利润蓬勃发展,公司消息人士称。沙旺下周将宣布一个投资者活动thescrapping目标石油产量减少1%到2% yearhaving已经基本上达到目标减产,主要通过出售石油资产,如美国shalebusiness三来源说。印度历的5月,1月开始执掌誓言improveShell股价落后竞争对手的表现,表示石油和gaswill保持壳中心多年来,坚持thatefforts转向低碳企业不能消费的利润。他更谨慎的能量转换标志修改策略从他的前任Ben van Beurden whointroduced energytransition的碳减排目标和策略。壳牌取消最近几个月几个项目,includingin近海风能、氢和生物燃料,由于预测ofweak回报。也退出欧洲强国retailbusinesses,几年前被视为itsenergy过渡的关键。同时,壳牌recordprofits报道去年的400亿美元的石油andgas价格强劲。壳牌拒绝对此置评。沙旺,48岁的Canadian-Lebanese国家,whopreviously壳牌石油、天然气和可再生能源部门,将详细介绍他的愿景在纽约,6月14日活动将包括更新资本分配,股东payoutsand”战略选择我们,”他最近说。沙旺此前标记,2021年的目标削减oiloutput 20%的最后十年。 Shell produced around 1.5 million barrels per day (bpd) ofoil in the first quarter of 2023, representing a 20% declinefrom 2019 production of 1.9 million bpd. Output is now expected to remain largely flat and couldslightly rise by the end of the decade, depending on whether newprojects meet internal profitability thresholds as well as onthe success of exploration activity, particularly in Namibia,the sources said. Speculation that Sawan was set to slow Shell's plans toreduce greenhouse gas emission and shift to renewables haveangered climate-focused investors. But, Sawan will stick to Shell's target of becoming a netzero emitter by mid-century as part of the Powering Progressenergy transition strategy it announced in 2021, which he hasdescribed as "still the right strategy." The shift away from further cuts in oil production at Shellis similar to a move by rival BP made earlier this yearwhen CEO Bernard Looney rowed back from plans to cut its oil andgas output by 40% by the end of the decade. Returns from oil and gas typically range between 10% to %20,while those for solar and wind projects tend to be between 5% to8%, according to companies and analysts. Sawan told investors at Shell's annual general meeting inLondon last month that "significant investments in oil and gasare needed just to keep production at a constant level, letalone to meet growing demand." Around two-thirds of Shell's $25 billion spending last yearwent towards oil and gas, while the company invested $4.3billion in renewables, biofuels, hydrogen and electric vehiclecharging. THE GAP A key concern for Sawan has been the significantly weakerperformance of Shell's shares since late 2021 compared with itsU.S. rivals Exxon Mobil and Chevron, which bothplan to grow fossil fuel output. To narrow that gap, Sawan introduced a sharp focus onperformance and returns. "The direction is unchanged, it's more how do we execute tobe able to achieve that and importantly, how do we staycompetitive because we are underperforming" peers, Sawan toldreporters last month. "What we need to do is to be excellent at the production ofoil and gas and we need to be excellent at creating the lowcarbon options," Sawan said. Investors will closely watch new guidance on Shell'sshareholder payout plans, with several analysts forecasting asignificant increase in the dividend. "Shell needs to change. Both its absolute pay-out toshareholders and the percentage that arises as dividend are nolonger competitive with peers," Exane analyst Lucas Herrmannsaid in a note. Herrmann expects Shell to boost its dividend by around 20%and overall payouts to be raised to 35% to 40% of cashflow fromoperations, compared with the current 20% to 30%. BP, for example, has said it aims to return 60% ofsurplus cash flow to shareholders in dividends and sharebuybacks this year. (Reporting by Ron Bousso;Editing by Elaine Hardcastle)