据ICIS-MRC网站9月18日莫斯科MRC报道，据路透社援引行业高管的话报道称，新冠疫情造成的经济创伤促使能源公司加大了对可再生能源、氢和其他低碳替代品的投资，但化石燃料将在可预见的未来成为其主导业务。

从疫情开始，全球石油消费在第二季度下降了20%以上，价格达到了几十年来的最低水平，这使得公司重新思考他们应该以多快的速度摆脱对石油和天然气的依赖。

马国油(Petronas)执行副总裁兼下游首席执行官Arif Mahmood总结道，能源转型将更快地推进。

这家马来西亚国有能源公司公布今年4月-6月亏损50亿美元，并成立了一个团队来重塑其业务组合，并扩大太阳能和风能用于发电。

马来西亚是世界第四大液化天然气出口国，马国油将维持其“天然气议程”，Arif表示，该公司即将在马来西亚的第二家浮动液化天然气工厂开始运营，并正在加拿大建立液化天然气合资企业。

英国石油(BP)等石油巨头制定了雄心勃勃的目标，而中国国家能源公司则开发可再生能源，因为其继续将碳氢化合物作为中国能源安全需求的优先事项。

除了扩展到用于发电的太阳能和风能之外，更多的能源公司也在研究天然气产生的蓝色氢并使用碳捕集与封存（CCS）来减少过程中的排放。氢气可用于发电厂和燃料电池车辆。

荷兰皇家壳牌原油贸易和供应副总裁马克?夸特曼在会议上表示，该公司参与了生物甲烷、生物燃料和氢的生产，并在CCS方面做了“重要的工作”，因为该能源巨头在能源转型和核心碳氢化合物业务之间取得了平衡。

Quartmain表示，我们必须确保我们不会忽视石油和天然气仍将是必不可少的化石燃料这一事实，然后补充道，未来的发展将更加关注气候变化和能源过渡。

Quartermain称，就能源转型而言，我们需要进入这些市场。

大宗商品贸易商维多（Vitol）和花旗集团（Citigroup）的研究主管预计CCS将成为下一个关键的发展领域。

维多全球研究主管Giovanni Serio表示，短期内氢和碳捕集更有可能促进脱碳。他呼吁业界在CCS上进行更多投资。

花旗集团董事总经理兼大宗商品研究全球主管埃德·莫尔斯表示，一些国家正在寻找通过信用体系和其他机制为碳定价的方法……这是碳捕集真正需要的东西。

不过，莫尔斯称，氢能的成本结构还不够具有竞争力……它存在，但可能会在十年后终结。

行业高管在APPEC表示，在炼油和石化行业，企业正在探索生物燃料，为在新冠疫情中更广泛使用的产品生产化学品，如手套和可回收材料。

正如MRC之前所告知，壳牌最近宣布将替换其位于荷兰Moerdijk石化厂的乙烯蒸汽裂解炉，以减少温室气体排放。

郝芬译自ICIS-MRC

原文如下:

Pandemic reset pushes energy firms toward renewables,hydrogen

The economic trauma caused by the coronavirus pandemic has pushed energy companies to step-up investment in renewables,hydrogen and other low carbon alternatives,but fossil fuels will be their dominant business for the foreseeable future,reported Reuters with reference to industry executives'statement.

Reeling from the onset of the pandemic,global oil consumption shrank by more than 20%in the second quarter and prices hit their lowest in decades,making companies rethink how fast they should make the transition away from reliance on oil and gas.

"Everyone's talking about this great reset...What do we need to do to survive this?"Arif Mahmood,Petronas'executive vice president and CEO of downstream,"Energy transition will be pushed forward much faster,"he concluded.

The Malaysian state energy company posted a USD5 billion loss in April-June and has set up a team to reshape its portfolio and expand in solar and wind for power generation.

Malaysia is the world's fourth largest exporter of LNG,and Petronas would maintain its"gas agenda",Arif said,noting that the company was about to begin operations at a second floating LNG plant in Malaysia,and it was also working on an LNG joint venture in Canada.

Oil majors such as BP have set ambitious targets while Chinese state energy companies tiptoed into renewables as they continue to prioritize hydrocarbons for China's energy security needs.

Besides expanding into solar and wind for power generation,more energy companies are researching blue hydrogen produced from natural gas and using carbon capture and storage(CCS)to reduce emissions in the process.The hydrogen could be used in power plants and fuel cell vehicles.

Royal Dutch Shell is involved in biomethane,biofuels and hydrogen and has done"significant work"on CCS as the energy major strikes a balance between energy transition and its core hydrocarbons business,Mark Quartermain,Shell's vice president of crude trading&supply,told the conference.

"We've got to make sure we don't ignore the fact that oil and gas are going to remain essential fossil fuels,"Quartmain said,before adding that going forward there will greater focus on climate change and energy transition.

"When it comes to energy transition we need to be in these markets,"Quartermain said.

Heads of research at commodity trader Vitol and Citigroup expect CCS to be the next key area of development.

"Hydrogen and carbon capture are more likely in short term to be contributing to decarbonization,"Giovanni Serio,Vitol's global head of research,said,calling on the industry to invest more in CCS.

"Some countries are finding ways through credit systems and other mechanisms to price carbons...It's what's really needed for carbon capture to take off,"Ed Morse,managing director and global head of commodities research at Citigroup said.

However,"the cost structure of hydrogen is just not competitive enough...it's there but it could be end of the decade phenomenon,"Morse said.

In the refining and petrochemical sectors,companies are exploring biofuels,producing chemicals for products that are more widely used in the pandemic such as gloves and for recyclable materials,industry executives said at APPEC.

As MRC informed before,Shell has recently announced that it will replace the ethylene steam cracker furnaces at its Moerdijk petrochemicals complex,The Netherlands,in a move that will reduce its greenhouse gas emissions.