中国石化新闻网讯 据钻机地带网4月22日报道，在过去的一年里，能源安全超过了可持续性。

伍德麦肯兹负责企业研究的高级副总裁Tom Ellacott在发给钻井地带网站的一份声明中表示：“企业也受益于近期的大宗商品价格和利润率，实现了创纪录的现金流。”

(资料图片仅供参考)

Ellacott在声明中说：“这并不是说脱碳目标不能实现，优先事项不能改变，但为了刺激活动，需要重新调整低碳技术投资的当前风险和回报，以及政府利益相关者和金融机构的新激励措施。”

他补充说：“没有一个答案，但聪明的油气和自然资源公司会意识到保持现状将是一个错误，并开始管理他们的投资组合，以反映管理遗留产出和碳管理的平衡方法。”

伍德麦肯兹在声明中指出，根据该公司的一份新报告，“企业可以通过三种关键方式应对这种复杂的动态”。

该公司补充称：“在培育传统摇钱树的同时，转向转型增长的心态，将转型风险和回报纳入差异化的投资门槛利率，并使用新的商业模式来实现增长和缩小估值折扣。”

七国集团气候部长会议

上周末，七国集团气候、能源和环境部长在日本札幌举行会议后发表的一份公报中强调，“通过供应、来源和路线的多样化，加强能源安全，同时加速清洁能源转型，这是现实、迫切的需要和机会”，以便“解决当前的能源危机，实现我们到2050年实现净零排放的共同目标”。

部长们在声明中指出：“我们强调，加速向净零能源转型是提高全球能源供应安全性、稳定性和可负担性的关键。”

部长们补充说：“我们强调，在全球努力的背景下，我们承诺加快逐步淘汰不可减碳的化石燃料，以便最迟在2050年实现能源系统的净零排放，这符合将全球平均气温限制在比工业化前水平高1.5摄氏度所需的轨迹，并呼吁其他国家加入我们采取同样的行动。”

在公报中，部长们还强调有必要支持国家层面的劳动力公平过渡，“为所有人创造体面的工作和高质量的工作”。

部长们表示：“为此，我们将根据国际劳工组织2015年《公正过渡指南》，在地方、区域和国家各级，通过包容性社会对话、技能开发和转移、社会保护、教育、再培训和培训等方式，进一步推动我们的持续努力，为工人和社区提供支持和准备。”

能源安全就像氧气

在去年3月发给钻井地带网站的一份报告中，美国银行全球研究(BofA Global Research)认为，能源安全就像经济的氧气，并补充说，企业和消费者往往在开始失去氧气之前不会注意到这一点。

美银全球研究在报告中表示：“一旦供应耗尽，经济活动就会陷入停滞，其他因素就无关紧要了。”

寿琳玲　翻译自 钻机地带

原文如下：

Energy Security Trumps Sustainability

In the last year, energy security has trumped sustainability.

That’s what Tom Ellacott, Wood Mackenzie’s Senior Vice President for Corporate Research, said in a statement sent to Rigzone, adding that “companies, too, have benefited from recent commodity prices and margins to deliver record cash flow”.

“That is not to say that decarbonizations goals cannot be met and priorities cannot change, but to spur activity, there needs to be a recalibration of current risks and rewards for investment in low carbon technologies, as well as new incentives from both government stakeholders and financial institutions,” Ellacott said in the statement.

“There’s no one answer, but smart oil and gas and natural resources companies will realize that protecting the status quo would be a mistake and start to manage their portfolios to reflect a balanced approach of managing legacy output and carbon management,” he added.

In the statement, Wood Mackenzie noted that, according to a new report from the business, “companies can address this complex dynamic in three key ways”.

“Nurturing legacy cash cows while simultaneously shifting to a transition-growth mindset, incorporating transition risks and rewards into differentiated investment hurdles rates, and using new business models to enable growth and close valuation discounts,” the company added.

G7 Climate Minister Meeting

In a communiqué following a meeting in Sapporo, Japan, last weekend, the G7 Ministers of Climate, Energy, and the Environment highlighted “the real, urgent need and opportunity to increase energy security and accelerate clean energy transitions at the same time by diversifying supply, sources and routes” in order to “address the current energy crisis and achieve our common goal of net-zero emissions by 2050”.

“We emphasize that an accelerated clean energy transition towards net-zero is key to improving security, stability and affordability of global energy supply,” the ministers noted in the statement.

“We underline our commitment, in the context of a global effort, to accelerate the phase-out of unabated fossil fuels so as to achieve net zero in energy systems by 2050 at the latest in line with the trajectories required to limit global average temperatures to 1.5°C above preindustrial levels, and call on others to join us in taking the same action,” the ministers added.

In the communiqué, the ministers also emphasized the need to support a national level just transition of workforce “and to create decent work and quality jobs for all”.

“To this end, we will further promote our continuous efforts to support and prepare workers and communities, including through inclusive social dialogue, skills development and transfer, social protection, education, reskilling and training, at local, regional and national levels, in line with the International Labour Organization’s 2015 Guidelines for a Just Transition,” the ministers stated.

Energy Security Like Oxygen

In a report sent to Rigzone in March last year, BofA Global Research argued that energy security is like oxygen to the economy, adding that companies and consumers tend not to notice it until they begin to lose it.

“But once supplies run out, economic activity comes to a standstill and little else matters,” BofA Global Research stated in the report.

“With low spare OPEC+ production capacity, low inventories, and the conflict unfolding, energy security has become a key focus for markets,” BofA Global Research added in that report.

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