中国石化新闻网讯 据彭博新闻社2022年12月25日报道，资产总额达到1.4万亿美元的投资者要求全球最大的石油公司更快采取行动减少温室气体排放。
由于各国摆脱疫情封锁，石油巨头今年的利润创下了新高，供应紧张推高了能源消费和价格。作为回应，这些石油公司提高了对股东的分红。事实上，出于对能源安全的担忧，许多投资者已经退出了更有力的气候倡导。
股东维权组织Follow This向壳牌公司、英国石油公司、埃克森美孚公司和雪佛龙公司提交了决议，敦促它们将2030年的排放目标与《巴黎协定》保持一致。其他投资者还包括Edmond de Rothschild资产管理公司、Degroof Petercam资产管理公司和Achmea资产管理公司。彭博新闻社汇编的数据显示，虽然他们每个资产管理公司都管理着数十亿美元，但他们在这4家石油公司的持股不到0.1%。
这些解决方案的核心是限制石油巨头的范围3排放，其中包括客户燃烧产品时释放的二氧化碳。Follow This创始人马克·范·巴尔在一份声明中说，作为全球变暖的最大贡献者，关注这些行业将确保这些公司在追求净零目标时“没有烟幕的余地”。
巴尔说：“尽管有到2050年前实现净零排放的目标，但这4家石油巨头中没有一家接近《巴黎协定》为2030年制定的减排计划。”他呼吁石油巨头制定更严格的短期目标。
作为回应，壳牌公司强调了其现有的目标，即到2030年前将其能源产品(包括范围3)的净碳强度降低20%，并到2030年前将范围1和范围2的绝对排放量减半。
这家英国公司在一份声明中表示：“Follow This一直提出的股东决议过于简单、不切实际，违背了壳牌公司的最佳利益。”壳牌公司表示，该公司的目标与《巴黎协定》的目标一致，即将全球气温升幅限制在比工业化前水平高1.5摄氏度的范围内。
英国石油公司发言人拒绝置评。
至于雪佛龙公司，Follow This希望这家美国第2大石油公司扩大其碳强度目标，称这不足以将气温上升控制在2摄氏度以下。Follow This还呼吁埃克森美孚公司制定与巴黎协议一致的目标。埃克森美孚公司是4家石油巨头中唯一的一家没有任何形式的范围3排放目标的公司。
总部位于加州圣拉蒙的雪佛龙公司表示：“雪佛龙公司重视投资者对提高股东价值目标的投入。”“雪佛龙公司收到的任何股东提案都将通过其完善的治理程序进行评估。”
埃克森美孚公司拒绝置评。
李峻 编译自 彭博新闻社
原文如下：
Investors Calling Big Oil For More Aggressive Climate Targets
Investors with combined assets of $1.4 trillion have demanded the world’s biggest oil companies take swifter action to cut greenhouse gas emissions.
This year has seen record profits for Big Oil as countries emerged from Covid lockdowns, boosting energy consumption and prices as supplies tightened. The companies bolstered shareholder payouts in response. Many investors have in fact retreated from stronger climate advocacy amid energy security concerns.
Shareholder activist group Follow This filed resolutions with Shell, BP, Exxon Mobil, and Chevron, urging them to align their 2030 emissions targets with the Paris Agreement. It was joined by investors including Edmond de Rothschild Asset Management, Degroof Petercam Asset Management and Achmea Asset Management. While they each manage billions of dollars, they hold less than 0.1% in the four oil firms, data compiled by Bloomberg show.
The resolutions are centered>“Despite net-zero-by-2050 targets, none of these four oil majors are even close to Paris-aligned emissions reductions plans for 2030,” he said, calling for stricter short-term goals.
In response, Shell highlighted its existing target to cut the net carbon intensity of its energy products, including Scope 3, by 20% by 2030 and to halve absolute emissions of Scope 1 and Scope 2 by that year.
“Follow This has consistently proposed shareholder resolutions that are simplistic, unrealistic and against the best interests of Shell,” the UK company said in a statement. Shell’s targets are aligned with the Paris goal to limit the increase in global temperatures to 1.5C above pre-industrial levels, it said.
A spokesperson for BP declined to comment.
As regards Chevron, Follow This wants the US company to expand its carbon-intensity target, saying it’s insufficient to keep temperature gains below 2C. The group is also calling>“Chevron values input from its investors towards the goal of enhancing shareholder value,” the San Ramon, California-based company said. “Any shareholder proposal Chevron receives will be evaluated through its well-established governance process.”
Exxon declined to comment.