摘要
Abstract
The first version of Equinor's energy transition plan,issued in May 2022,initiated a more aggressive transition trajectory.However,the outbreak of the Ukraine crisis,sustained high growth in global oil and gas markets,and a downturn in the offshore wind sector undermined Equinor's resolve for rapid transformation,leading to the release of a revised energy transition plan in March 2025 that moderated the pace of transition.Equinor's updated development strategy can be summarized as follows:oil and gas production is set to rise steadily from 2025 to 2030,with an increased share of natural gas business and overseas oil and gas business in upstream operations,offshore wind power remains the core focus,supplemented by onshore renewables(wind,solar PV,and storage).However,the development momentum has slowed,and investment has been scaled back in new energy ventures,and the company is vigorously advancing carbon capture and storage projects,with targets significantly raised compared to the first version of the plan,while accelerating the maturation of low-carbon hydrogen projects and expanding into low-carbon ammonia and lithium mining in low-carbon initiatives.It is recommended that Chinese oil companies attach importance to their upstream operations,continue to enhance oil and gas reserves and production,pursue a gradual transition through synergistic development of conventional and new energy sources,swiftly enter unfamiliar segments through mergers&acquisitions to secure high-quality assets in target countries and optimize their industrial layout for energy transition.关键词
艾奎诺/公司战略/能源转型/上游/新能源/低碳业务Key words
Equinor/company strategy/energy transition/upstream/new energy/low-carbon business分类
管理科学
