據美國彭博新聞社報道，法國能源巨頭道達爾能源公司4月29日在巴黎表示，該公司計劃利用其碳氫化合物價格飆升帶來的部分現金流加快對液化天然氣（LNG）和可再生能源項目的投資。

道達爾能源公司首席執行官潘彥磊近日在與分析師的電話會議上表示：“這可能是公司加速轉型的一個機會。”此前道達爾能源公司曾公布，由于石油和天然氣價格飆升，其第一季度利潤增加了兩倍。 “如果我們采取行動，石油現金流將主要投資在LNG領域和/或電力和可再生能源領域，”潘彥磊在談到該公司的潛在收購時如是表示。

潘彥磊說：“雖然整合很重要，但我不太喜歡非常大規模的收購。” 他補充說，道達爾能源公司近幾年來對馬士基公司石油和天然氣業務以及阿納達科石油公司莫桑比克資產的數十億美元收購“做得很好”。

道達爾能源公司還將利用第一季度的部分現金流來減少債務、提高股東回報，并進行額外投資，以支持北海的短期天然氣生產。道達爾能源公司今年將投資近150億美元，高于去年的133億美元，其中四分之一將投資可再生能源和電力項目。

用于今年150億美元的支出將有上限，這意味著任何大型收購項目都將被撤資抵消。

“我們沒有什么具體的想法，讓我們明確一點，只是董事會希望使用部分額外現金流來加速我們的戰略。”“在可再生能源領域，存在巨大的泡沫。”

在日前收購了美國一家太陽能發電廠開發商后，道達爾能源公司預計在未來幾個月里將參與更多的并購交易。 他說，除了在美國、莫桑比克和巴布亞新幾內亞的LNG項目，該公司可能關注其在北極LNG 2項目超冷燃料市場的增長戰略。  

李峻 編譯自 美國鉆井網站

原文如下：

TotalEnergies To Invest Oil Cash In LNG And Renewables

French oil major TotalEnergies SE plans to use part of its cash bonanza generated from surging hydrocarbon prices to speed up investment in liquefied natural gas projects and renewables. 

“This might be an opportunity to accelerate the transition,” TotalEnergies Chief Executive Officer Patrick Pouyanne said on a call with analysts Thursday after the company reported its first-quarter profits rose threefold as oil and gas prices surged. “If we move, it will be primarily in either the LNG fields and/or in electricity and renewables,” he said, referring to the company’s potential acquisitions.

“I’m not a very big fan of very large-scale acquisitions,” because integration is important, Pouyanne said. He added that the company’s multibillion purchases of A.P. Moller-Maersk A/S’s oil and gas unit, as well as some of Anadarko Petroleum Corp.’s Mozambique assets in recent years “were well done.”

The company is also using some of its first-quarter cash flow to reduce debt, increase shareholders' returns, and make additional investments to support short-term gas production in the North Sea. TotalEnergies will spend near $15 billion this year -- up from $13.3 billion in 2021 -- a quarter of which will be invested in renewable energy and power projects. 

The $15-billion spend for this year will be capped, Pouyanne said, meaning that any large acquisition would be offset by divestments.

“There is nothing specific in our mind, let’s be clear, just the will from the board to use part of these exceptional cash flows to accelerate our strategy,” Pouyanne said. “In renewables, there is a big bubble.”

Following this week’s acquisition of a solar farm developer in the U.S., TotalEnergies expects to participate in more M&A deals in the coming months, Pouyanne said. Beyond LNG projects in the U.S., Mozambique, and Papua New Guinea, the company may outline its strategy for growth in the super-chilled fuel market amid its Arctic LNG 2 project, he said.