据能源世界网1月25日法兰克福报道，据穆迪投资者服务公司（Moody's Investors Service.）称，道达尔（Total SE）以约25亿美元的价格从阿达尼集团手中收购了AdGreen能源有限公司(AGEL) 20%的少数股权，这是一项积极的信贷举措，因为这加强了道达尔在低碳业务中的地位。
这包括先前收购AGEL持有的2.35 GWac运营太阳能资产组合的50%股权。
穆迪在周一发布的最新信贷展望中表示，我们认为此次收购信贷是积极的，因为它加强了道达尔在低碳业务中的地位，有助于其在2050年前实现碳中和的目标。我们的评估还考虑了收购的部分股权融资，因为在这种情况下，道达尔发行了混合票据，为此我们分配了50%的股权信贷。
AGEL是印度可再生能源市场的重要参与者。2015年，该公司在泰米尔纳德邦卡穆提启动了世界上最大的单面太阳能项目(648兆瓦)。
目前，AGEL拥有超过14.6吉瓦的合约可再生能源发电量，运营发电量为3吉瓦，正在建设中的还有3吉瓦，正在开发中的有8.6吉瓦。 该公司的目标是到2025年实现25吉瓦的可再生能源发电量。
关注可再生发电是道达尔碳转型战略的关键方面之一，该战略基于三个主要的长期目标:到2050年或更早的时间实现净零碳足迹运营(范围1+2);2050年或更早欧洲的净零碳足迹(范围1+2+3);到2050年净碳强度减少60%或更多(范围1+2+3)。
此外，道达尔致力于将欧洲的范围3排放量（与2015年基准相比）减少30％，到2030年将全球范围3的排放量与2015年相比降低。
道达尔计划以四种主要方式实现这些长期目标的总体计划:液化天然气的增长、沼气和清洁氢的开发;加快对低碳电力的投资，主要来自可再生能源和电力价值链(生产、存储、贸易和供应)的整合;重点投资于低成本石油和生物燃料;以及对碳汇的投资。
穆迪表示，2820年道达尔专门针对低碳电力分配了15亿-20亿美元的年度预算，但在疫情期间并未削减。其计划到2025年将预算增加到逾20亿美元，并在2026-2030年期间每年逾30亿美元，分别相当于这两个时期年度总投资预算的15％和20％以上。
道达尔的目标是成为可再生能源发电的全球领先者，到2025年全球总装机发电量达到35吉瓦(目前约为7吉瓦，一些项目已经在建设和开发)，2025年后每年有可能增加10吉瓦，目标是股本回报率超过10%。
道达尔主要研究太阳能和风能，其中包括一种相对较新的海上浮动风能技术。
穆迪表示，对AGEL的投资是Adani集团与道达尔之间战略联盟的又一步，该联盟涵盖了对印度各地LNG终端，天然气公用事业和可再生资产的投资。
2018年，道达尔通过其对阿达尼气体有限公司（Adani Gas Ltd），城市燃气分销业务，相关的液化天然气接收站业务和天然气营销业务的投资与阿达尼开始建立了能源合作伙伴关系。
郝芬 译自 能源世界网
原文如下:
Total's acquisition of AGEL stake strengthens its position in low-carbon generation: Moody's
Total SE's acquisitions of 20 per cent minority interest in AdGreen Energy Ltd (AGEL) from Adani Group for around 2.5 billion dollars is credit positive because it strengthens Total's position in the low carbon business, according to Moody's Investors Service.
This includes prior acquisition of a 50 per cent stake in a 2.35 GWac portfolio of operating solar assets owned by AGEL.
"We consider the acquisition credit positive because it strengthens Total's position in the low carbon business, facilitating its goal to achieve carbon neutrality by 2050," said Moody's in its latest credit outlook released "Our assessment also takes into account partial equity funding of the acquisition because in this context Total is issuing hybrid notes, for which we assign a 50 per cent equity credit."
AGEL is an important participant in India's renewable market. The company started in 2015 with the world's largest single-location solar power project located at Kamuthi in Tamil Nadu (648 megawatts).
Currently, AGEL has over 14.6 gigawatts (GW) of contracted renewable capacity with an operating capacity of 3 GW and another 3 GW under construction and 8.6 GW under development. The company aims to achieve 25 GW of renewable power generation by 2025.
Focus In addition, Total is committed to reducing by 30 per cent Scope 3 emissions in Europe (versus 2015 baseline) and have lower Scope 3 emissions worldwide by 2030 versus 2015.
Total plans to achieve these long-term goals in four main ways: growth in liquified natural gas and development of biogas and clean H2; accelerated investments in low-carbon electricity primarily from renewables and integration along the electricity value chain (production, storage, trading and supply); focused investments in low-cost oil and biofuels; and investments in carbon sinks.
Specifically for the low-carbon electricity, said Moody's, Total allocated an annual budget of 1.5 billion to 2 billion dollars for 2020 which it did not cut amid the pandemic. It plans to increase the budget to more than 2 billion dollars annually until 2025 and more than 3 billion dollars per annum between 2026 and 2030, equating to more than 15 per cent and 20 per cent of the overall annual investment budgets in these periods respectively.
Total's ambition is to become a global leader in renewable electricity generation, reaching gross installed capacity of 35 GW by 2025 globally (currently around 7 GW with a number of projects already in construction and development) with a potential for additional 10 GW per annum after 2025, targeting a return Total is primarily looking into solar and wind including a relatively new offshore floating wind technology.
Moody's said the investment in AGEL is another step in the strategic alliance between Adani Group and Total which covers investments in LNG terminals, gas utility business, and renewable assets across India.
In 2018, Total and Adani embarked on the energy partnership with investment by Total in Adani Gas Ltd, city gas distribution business, associated LNG terminal business and gas marketing business.