???? 據石油新聞2021年3月3日墨西哥城報道,公司高管們3月2日在IHS Markit舉辦的劍橋能源周(CERAWeek)的第2天會議上表示,巴西和哥倫比亞的國家石油公司正開始關注天然氣,以期適應能源轉型,而墨西哥繼續其對天然氣進口的依賴。
????哥倫比亞國家石油公司(哥國油/Ecopetrol)戰略和業務發展副總裁胡安·曼努埃爾·羅哈斯表示,哥國油正在提高其投資組合的競爭力來避免其資產陷入困境,并將業務擴展到天然氣領域。
????羅哈斯表示,“我們正在將天然氣在整個上游投資組合中的比重從目前的20%提高到2030年底前的35%。”
????羅哈斯說,哥國油還在加速其業務的脫碳和多元化。哥國油已經宣布了第一批可再生能源發電項目,并將分解能源傳輸。
????巴西國家石油公司(巴西國油/Petrobras)首席戰略官拉斐爾· 查維斯·桑托斯在會上表示,巴西國油將放棄陸上和淺水業務,轉而集中在深水和超深水領域,巴西國油認為自己在這些領域具有競爭優勢。
????桑托斯表示,“我們未來的投資組合主要集中在超深水、鹽下,在這些地方,采油成本為4美元/桶,而在成本更高的淺水地區巴西國油準備出售資產。
????李峻 編譯自 石油新聞
????原文如下:
????Brazil, Colombia adjusting upstream portfolios as energy transition strategy
????The state oil companies of Brazil and Colombia are beginning to focus on gas in order to adjust to energy transition, while Mexico keeps its dependency on imports, executives said March 2 on the second day of CERAWeek by IHS Markit.
????Colombia's Ecopetrol is increasing the competitiveness of its portfolio to avoid stranded assets and diversifying into natural gas, said Juan Manuel Rojas, the company's corporate vice president of strategy and business development.
????"We are increasing the participation of gas to the overall upstream portfolio from 20% today to 35% by the end of 2030," Rojas said.
????The company is also accelerating the decarbonization of its operations and diversifying. It has announced the first renewable power generation projects and will analyze energy transmission, he said.
????Petrobras is abandoning the onshore and shallow-water operations to concentrate in deepwater and ultra-deepwater, where the company feels it has a competitive advantage, said Rafael Chaves Santos, chief strategy officer.
????"We are focusing our portfolio on ultra-deepwater, pre-salt, where lifting costs are $4/b and selling assets in shallow water, where costs are higher," Chaves Santos said.