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对欧洲国际石油公司能源转型战略调整的认识及启示

吴春芳 钱兴坤 吴谋远 夏初阳 余岭

国际石油经济2025,Vol.33Issue(8):1-13,13.
国际石油经济2025,Vol.33Issue(8):1-13,13.DOI:10.3969/j.issn.1004-7298.2025.08.001

对欧洲国际石油公司能源转型战略调整的认识及启示

Understandings and insights on the energy transition strategy adjustments of European international oil companies

吴春芳 1钱兴坤 1吴谋远 1夏初阳 1余岭1

作者信息

  • 1. 中国石油集团经济技术研究院
  • 折叠

摘要

Abstract

Since 2023,such major European international oil companies as bp,Shell,and TotalEnergies have successively made significant adjustments to their transition strategies,which include a substantial reduction in investment in low-carbon businesses,a significant downward revision of phase emission-reduction targets,an increase in investment and output in oil and gas,and clarification of the focus of low-carbon businesses.Compared with the U.S.international oil companies,the current strategic adjustment of European international oil companies is generally a correction of past strategic misjudgments and also the result of the combined impact of Europe's strategic autonomy,the relationship between new and old energy,the speed of technological innovation,and external factors including the Ukraine crisis.The paper summarizes such key understandings as energy transition cannot be achieved overnight,it needs to establish new systems before breaking the old ones,the importance of technological innovation as a driving force,the need to strengthen coordination among governments,industries,and enterprises,and there are still many challenges in Europe's energy transition.It also recommends that coordinating the development of traditional and new energy sources by establishing new systems before dismantling old ones to ensure a smooth transition,combining differentiation and core focus and concentrating efforts on areas of strength based on inherent advantages,integrating energy and finance and utilizing diverse financing tools to increase investment in renewable energy,deepening policy coordination and standard alignment and strengthening multilateral cooperation to shape green energy cooperation rules,ae well as enhancing technological cooperation and sharing,cultivating technical talent,and improving the capacity for green development.

关键词

欧洲国际石油公司/能源转型/低碳战略/战略调整

Key words

European international oil companies/energy transition/low-carbon strategy/strategic reorientation

分类

管理科学

引用本文复制引用

吴春芳,钱兴坤,吴谋远,夏初阳,余岭..对欧洲国际石油公司能源转型战略调整的认识及启示[J].国际石油经济,2025,33(8):1-13,13.

国际石油经济

1004-7298

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