In tackling climate change, the focus is increasingly on limiting the global temperature rise to 1.5° Celsius. Shell supports this ambition.
For society to achieve a 1.5° Celsius future, the world is likely to need to stop adding to the stock of greenhouse gases in the atmosphere – a state known as net-zero emissions – by around 2060. Advanced parts of the world are likely to need to reach that point by 2050.
That is why Shell has set itself an ambition to become, by 2050 or sooner, a net-zero emissions energy business, in step with society.
We will work towards this in three ways.
Firstly, by seeking to be net zero on all the emissions from the manufacture of all our products by 2050 at the latest.
This ambition includes the emissions created by our operations and also those associated with the energy we consume. These are known as scope one and two emissions.
But the bulk of the emissions are our customers’ emissions when they use our products, known as scope three emissions.
Reducing Shell’s Net Carbon Footprint
That is why Shell’s second step towards being a net-zero emissions energy business is to reduce the Net Carbon Footprint of our energy products.
To achieve this Shell will need to sell more products with a lower carbon intensity, such as renewable power, biofuels and hydrogen.
In 2017 Shell’s ambition was to be in step with a society working towards a well-below 2° Celsius future. Today Shell’s ambition is to be in step with a society working towards a 1.5° Celsius future. So we have raised our Net Carbon Footprint ambition.
Long-term ambition
Our long-term ambition is to reduce the Net Carbon Footprint of the energy products we sell by 65% by 2050, instead of 50%. Shell’s interim, medium-term, ambition is to reduce it by 30% by 2035, instead of 20%. Read more about our Net Carbon Footprint ambition here.
Yet society will continue to need some energy products that create emissions for the foreseeable future. So Shell will continue to sell such energy products.
But that does not mean Shell cannot be a net-zero emissions energy business, because our customers can themselves take action on their emissions.
As society moves towards its low-carbon future our customers will need to mitigate emissions caused by their energy use because they will need to reduce their own scope one and two emissions. But these are the same emissions that count as Shell’s scope three emissions. That is why such actions by our customers can help Shell become a net-zero emissions business.
SHELL'S CLIMATE AMBITION
A net-zero emissions energy business by 2050 or sooner
2019年發(fā)生的有助于重塑液化天然氣行業(yè)的關(guān)鍵變化有:
- 新增供應(yīng)4000萬(wàn)噸創(chuàng)下行業(yè)記錄,且新增供應(yīng)被市場(chǎng)消化
- 由于對(duì)長(zhǎng)期需求增長(zhǎng)的信心,液化產(chǎn)能的投資創(chuàng)最高記錄7100萬(wàn)噸
- 合同結(jié)構(gòu)的多樣性增加,為液化天然氣買家提供更多的選擇
- 在發(fā)電和工業(yè)領(lǐng)域,通過從煤炭向天然氣轉(zhuǎn)換,天然氣在改善空氣質(zhì)量方面的角色越發(fā)重要。關(guān)停燃煤發(fā)電的有關(guān)發(fā)布超過之前的三倍。
當(dāng)應(yīng)用在發(fā)電領(lǐng)域,天然氣排放的溫室氣體比煤炭少45%至55%,排放的空氣污染物不到煤炭的十分之一。
殼牌天然氣一體化和新能源業(yè)務(wù)執(zhí)行董事魏思樂Maarten Wetselaar表示:"2019年,隨著電力和非電力行業(yè)對(duì)液化天然氣和天然氣的需求增長(zhǎng),全球液化天然氣市場(chǎng)繼續(xù)發(fā)展。創(chuàng)紀(jì)錄的對(duì)供應(yīng)的投資將滿足人們對(duì)這種最靈活和清潔的化石燃料日益增長(zhǎng)的需求。”
"盡管由于創(chuàng)紀(jì)錄的新供應(yīng)入場(chǎng)、連續(xù)兩個(gè)暖冬和冠狀病毒的影響,我們目前看到市場(chǎng)狀況疲弱,但我們預(yù)計(jì)隨著需求繼續(xù)增長(zhǎng)以及在2020年代中期以前新投產(chǎn)的供應(yīng)減少,供需平衡將會(huì)恢復(fù)。”
歐洲吸收了2019年大部分新增供應(yīng),因?yàn)榫哂袃r(jià)格競(jìng)爭(zhēng)力的液化天然氣(LNG)推進(jìn)了電力行業(yè)的煤改氣,補(bǔ)充了國(guó)內(nèi)天然氣的減產(chǎn)并取代部分管道天然氣進(jìn)口。
新的多種現(xiàn)貨交易機(jī)制和長(zhǎng)約中越發(fā)多樣化的價(jià)格指數(shù)表明,液化天然氣已成為一種越發(fā)靈活的大宗商品。
2019年亞洲的液化天然氣進(jìn)口與之前兩年相比僅略有增長(zhǎng),原因是天氣溫和,以及位列全球前三液化天然氣進(jìn)口國(guó)的日本和韓國(guó)的核電發(fā)電量增加。
在中國(guó),隨著繼續(xù)改善城市空氣質(zhì)量的努力,2019年液化天然氣進(jìn)口量增長(zhǎng)14%。南亞的液化天然氣需求增長(zhǎng)也值得注意。孟加拉國(guó)、印度和巴基斯坦總進(jìn)口量達(dá)3600萬(wàn)噸,相比去年增加19%,屬于亞洲的新興增長(zhǎng)國(guó)家。
從長(zhǎng)期來看,由于天然氣在塑造低碳能源體系方面發(fā)揮的重要作用,據(jù)預(yù)測(cè)*全球液化天然氣需求到2040年將翻一番達(dá)到7億噸。預(yù)計(jì)亞洲仍將是今后數(shù)十年的主導(dǎo)地區(qū),其中南亞和東南亞占到增長(zhǎng)需求的一半以上。