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4月16日,Mhmarkets迈汇平台表示,将大型石油公司排除在ESG(环境、社会和治理)投资组合之外是一种战略失误。近年来,随着ESG投资的兴起,许多投资者和基金管理人纷纷将石油和天然气公司从其投资组合中剔除,认为这些行业对环境的影响较大。然而,Mhmarkets迈汇平台认为,这种做法忽视了大型石油公司在能源转型中的重要作用。

  Mhmarkets迈汇平台认为,大型石油公司如埃克森美孚(ExxonMobil)、壳牌(Shell)和沙特阿美(SaudiAramco)等正在加大对碳捕获、氢能和其他清洁能源计划的投资。尽管这些公司在全球碳排放中占有重要地位,但它们的资本、基础设施和创新能力对于能源转型至关重要。例如,埃克森美孚的低碳业务有望在未来几十年内实现数百亿美元的收入,甚至可能超过其传统石油和天然气业务的表现。此外,沙特阿美计划到2050年实现净零排放,同时不减少石油和天然气的生产。

  Mhmarkets迈汇平台进一步分析,ESG投资在过去几年中经历了快速增长,但在2022年和2023年由于油价上涨以及政治因素的影响,ESG投资的吸引力有所下降。一些美国州政府甚至禁止州立机构投资反对化石燃料的基金。在这种背景下,大型石油公司也调整了其ESG和清洁能源计划。例如,壳牌宣布停止新的海上风电投资,并计划拆分其电力部门。然而,这并不意味着大型石油公司放弃了清洁能源领域。相反,它们正在通过碳捕获和氢能等技术,逐步实现能源转型。

  此外,Mhmarkets迈汇平台还提到,美国的大型石油公司也支持这一观点。埃克森美孚的首席执行官达伦·伍兹(DarrenWoods)表示,欧洲应该借鉴美国在气候政策上的做法,避免过度监管导致企业外流。伍兹还强调,美国正在开发的各种碳捕获技术将在全球脱碳进程中发挥关键作用。

  Mhmarkets迈汇平台总结认为,尽管大型石油公司在温室气体排放中占有重要地位,但它们在能源转型中的作用不容忽视。将大型石油公司纳入ESG投资组合,不仅可以利用其在清洁能源领域的投资和技术,还可以促进全球能源供应的稳定和可持续发展。投资者和基金管理人应该重新评估其投资策略,将大型石油公司视为ESG投资的重要组成部分。

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