Carbon Tracker的石油、天然气和采矿负责人安德鲁·格兰特（Andrew Grant）评论道达尔的减记时表示，道达尔现在已经认识到，该公司的一些石油和天然气资产不能作为世界脱碳产品生产，对于那些担心环境和投资风险的人来说，这是一个姗姗来迟但却值得欢迎的进展。
郝芬 译自 油价网
Big Oil Wrote Down $87 Billion In Assets In Less Than One Year
Seven of the largest oil companies in the world have written down a collective US$87 billion from the value of their oil and gas assets over the past nine months, as commodity prices slumped in the pandemic, an analysis by climate finance think-tank Carbon Tracker quoted by the Guardian showed.
In the past three months alone, the companies Chevron, Shell, BP, Total, Repsol, Eni, and Equinor wrote down a total of US$55 billion off the value of their assets, the analysis showed.
Many of those companies posted losses for the second quarter when global oil demand crashed by 20 percent due to the lockdowns in the pandemic. With the notable exception of U.S. supermajor Exxon, all five Big Oil recalibrated the value of their oil and gas assets in the second quarter due to the crash in oil prices and expectations of depressed demand for at least several more quarters.
Shell booked an impairment charge of US$16.8 billion post-tax as it revised its price assumptions and market fundamentals. Total booked US$8.1 billion impairments – of which US$7 billion in Canada’s oil sands – as it cut its short-term price expectations.
“Total has now recognised that some of its oil and gas assets cannot be produced as the world decarbonises, a belated but welcome development for those worried about risks to both the environment and their investments,” Andrew Grant, Carbon Tracker’s Head of Oil, Gas and Mining, said, commenting on Total’s write down.