澳油气巨头桑托斯将净零排放目标提前到2040年

近一半的投资者支持桑托斯为直接和间接排放设定硬性目标。BRENDAN ESPOSITO

 

桑托斯提高了其减排目标，成为澳大利亚第一家承诺到2040年取消所有直接排放的主要石油和天然气生产商。

Santos has upped its ambitions on emissions reductions, becoming the first major Australian oil and gas producer to set a 2040 target for cancelling out all its direct emissions.

 

新目标于12月1日在桑托斯的年度投资者简报会上公布，将范围一和范围二的排放净零承诺提前了10年，这主要得益于对使用碳捕集与封存技术成果的预期。

The new targets, to be unveiled at Santos' annual investor briefing on Tuesday, bring forward the net-zero commitment for Scope 1 and 2 emissions by 10 years thanks primarily to expected results from using carbon capture and storage technology.

 

桑托斯的同行，如伍德塞德石油、原始能源公司以及电力和天然气供应商AGL能源公司都设定了2050年净零排放目标，而一些欧洲油气巨头，如英国石油公司还制定了包括其客户排放的范围三的排放目标。

Peers Woodside Petroleum, Origin Energy and electricity and gas supplier AGL Energy all have 2050 targets for net zero emissions, while some European oil and gas majors such as BP also include targets for Scope 3 emissions, those released by their customers.

 

桑托斯的新目标还包括到2030年将二氧化碳排放量在2020年基准上减少26-30%，并与客户合作，通过改用更清洁的燃料，到2030年将直接排放量每年减少100万吨以上。

Santos' new targets also include a reduction in CO2 emissions of 26-30 per cent by 2030 from a 2020 baseline, and to work with customers to reduce their direct emissions by more than one million tonnes a year by 2030 through switching to cleaner fuels.

 

首席执行官Kevin Gallagher表示，桑托斯在过去三年里专注于CCS等 "阶梯式变革技术"，"这让我们在减排方面走得更快且力度更大"。

Chief executive Kevin Gallagher said Santos' focus over the last three years on "step-change technologies" such as CCS "has enabled a pathway that allows us to go further faster when it comes to emissions reduction".

 

他说，桑托斯已经在自己的业务中安装了超过5.5兆瓦的太阳能发电和4兆瓦时的电池存储，但 "真正改变游戏规则 "的是其在南澳大利亚北部Moomba基地的CCS项目，该项目拟定于2020年底前启动。该项目将成为继雪佛龙在西澳Gorgon项目之后的全球第二大项目，初始产能为每年170万吨，耗资高达1.55亿美元（2.098亿元）。

He said Santos has installed over 5.5 megawatts of solar electricity and 4 MWh of battery storage at its own operations but that "the real game-changer" is its CCS project at its Moomba site in South Australia's north, due to be considered for a go-ahead by the year-end. The project would be the world's second biggest after Chevron's Gorgon project in Western Australia, with an initial capacity of 1.7 million tonnes a year, and would cost up to $US155 million ($209.8 million).

 

在做出这一承诺前，这家总部位于阿德莱德的公司在应对气候变化问题上面临的压力不断升级。在2020年4月的年会上，活动家对排放目标和游说的决议得到了股东的大力支持。

The commitment comes after an escalation on pressure on the Adelaide-based company over climate change and strong support for activist resolutions at its annual meeting in April on emissions targets and lobbying.

 

桑托斯将依靠基于自然补偿、增加使用可再生能源和提高能源效率来实现其新目标，同时还在研究Moomba的氢气项目，作为CCS企业的补充。

Santos will also rely on nature-based offsets, increased use of renewable energy and energy efficiency to achieve its new goals, It is also examining a hydrogen project at Moomba that would complement the CCS venture.

 

基于自然补偿的企业包括在北领地西阿纳姆地区的一个热带草原燃烧碳减排项目。Gallagher先生说，桑托斯对在这一领域扩张以产生更多碳信用额度的潜力感到 "兴奋"，这也使当地原住民获益。

The nature-based offset ventures include a savanna-burning carbon abatement project in West Arnhem Land in the Northern Territory and Mr Gallagher said Santos was "excited" about the potential to expand in that area to generate additional carbon credits, with benefits also for indigenous communities.

 

他指出，鉴于中国、日本和韩国承诺到2050年左右实现碳中和，亚洲对液化天然气货物和氢气等新型清洁燃料的需求正在增长。

He pointed to emerging demand in Asia for carbon-neutral LNG cargoes given commitments by China, Japan and South Korea to reach net zero emissions by about 2050 and for new clean fuels such as hydrogen.

 

对于桑托斯的CCS项目，分析师意见不一，瑞银的Tom Allen认为该项目的价值被低估，而瑞士信贷的Saul Kavonic则对其价值仍持 "怀疑态度"。

Analysts are divided over Santos' CCS project, with UBS's Tom Allen regarding the merits of the project as under-appreciated, while Credit Suisse's Saul Kavonic remains "sceptical" on its value.

 

Kavonic先生表示，他还期待桑托斯在发布会上提供最终投资决定进展的消息，包括有关北部沿海的巴罗萨天然气项目，该项目在3月油价暴跌后被搁置，以及新南威尔士州纳拉布里项目。

Mr Kavonic said he also expected news from Santos at the briefing on progress towards a final investment decision on the Barossa gas project off the north coast that was put on hold after the oil price crashed in March, and on the Narrabri project in NSW.