投资者施压埃克森美孚和雪佛龙公布长期油价预测|雪佛龙_新浪财经

原标题：投资者施压埃克森美孚和雪佛龙公布长期油价预测

中国石化新闻网讯据世界石油7月1日休斯敦报道，由于疫情给化石燃料的需求前景注入了新的不确定性，美国最大的石油公司正面临来自关注气候问题的投资者越来越大的压力，要求他们披露原油价格的长期预测。

埃克森美孚和雪佛龙不公布这样的估计数字，这意味着股东无法更严格地审查两家公司的投资计划与全球向清洁能源过渡的预期是否相符。纽约州共同退休基金、加利福尼亚州教师退休系统和总部位于波士顿的拥有30万亿美元资产的投资者联盟Ceres表示，这种情况需要改变。

在欧洲，主要的石油公司正在分享他们的长期预测，并取得了令人瞩目的结果。两周前， BP公司表示，已大幅下调了对布伦特原油的长期价格预期，造成了多达175亿美元的减记。荷兰皇家壳牌周二警告说，由于疫情打击了从石油到液化天然气等各种商品的需求，该公司第二季度将减记多达220亿美元的资产。

长期价格假设至关重要，因为大型石油公司用它们来确定某种资源在经济上是否可行，以及该资源在公司账面上的价值。活动人士和一些投资者表示，企业对未来原油价格的评估可能过于乐观。这可能导致他们建造昂贵的项目，从而在向低碳燃料源过渡的世界中实际上变得毫无价值（所谓的搁浅资产）。

负责监管纽约州共同退休基金的纽约州审计署发言人马克•约翰逊(Mark Johnson)表示:“埃克森美孚和雪佛龙应该更加透明，披露长期价格预测和其他信息，投资者需要这些信息来评估公司的低碳转型计划。如果没有这些信息，投资者就无法评估埃克森美孚和雪佛龙对气候变化的威胁是认真的，还是仅仅空口相传。”

裘寅编译自世界石油

原文如下：

Investors pressure Exxon, Chevron to disclose long-term oil price forecasts

America’s biggest oil companies are coming under increasing pressure from climate-conscious investors to disclose their long-term forecasts for crude prices as the Covid-19 pandemic injects fresh uncertainty into the demand outlook for fossil fuels.

Exxon Mobil Corp. and Chevron Corp. don’t publish such estimates, meaning that shareholders are less able to scrutinize how the companies’ investment plans square with expectations for a global transition to clean energy. That needs to change, according to the New York State Common Retirement Fund, California State Teachers’ Retirement System, and Ceres, a Boston-based coalition of investors with $30 trillion of assets.

In Europe, major oil companies are sharing their long-term forecasts, with dramatic results. Two weeks ago, BP Plc said it had radically reduced its long-term price assumption for Brent crude, causing a writedown of as much as $17.5 billion. Royal Dutch Shell Plc warned Tuesday that it would write down as much as $22 billion in the second quarter as the pandemic hammers demand for everything from oil to liquefied natural gas.

Long-term price assumptions are critical because they’re used by Big Oil to determine whether or not a resource will be economically viable and at what value it’s held on a company’s books. Activists and some investors say companies are at risk of being overly optimistic in their assessment of future crude prices. That could lead to them to build expensive projects that effectively become worthless — so-called stranded assets — in a world transitioning toward low-carbon fuel sources.

“Exxon and Chevron should be more transparent and disclose long-term price forecasts and other information that investors need to assess their companies’ low-carbon transition plans,” said Mark Johnson, a spokesman for the Office of the New York State Comptroller, which oversees the New York State Common Retirement Fund. “Without this information, investors cannot assess whether Exxon and Chevron are serious, or just paying lip service to the threat of climate change.”