20238©封纸⼜送ESG务封封TheInstituteofFinanceandSustainability(IFS)isaBeijing-basednon-profitresearchinstitutionspecializedinareassuchasESGinvestment,naturalcapital,greentechnologyinnovation,andlow-carbontransition.ItsmissionistoadvancegreenfinanceandsustainabledevelopmentinChinaandbeyond,throughhigh-qualityresearchonpolicies,marketsandproducts.Itaimstobecomeagloballyrecognizedthinktankandmakesubstantialcontributionstointernationaleffortstoprotecttheenvironment,conservenatureandcombatclimatechange.封⼜info@ifs.net.cnCopyrightPolicyThecopyrightofthisreportbelongstotheInstituteofFinanceandSustainability(IFS).Thisreportisintendedforresearchandknowledgesharingonly.Anyredistribution,reproductionoruseinanyotherformofanypartorallofitscontentwithouttheauthorizationoftheIFSisprohibited.Pleaseclearlyattributethesourcewhenquotingfromthispublication.Foranyinquiriesregardingitscontentorpotentialcollaborationopportunities,pleasecontactusatinfo@ifs.net.cn.封封封封!"#$%&'()+,-./0............................................................................................................................11.................................................72.................................................................................92.1BP...........................................................................................92.2Shell...............................................................................132.3TOTALEnergies.................................................................152.4Equinor.................................................................................193.务...................................................................223.1ExxonMobil.......................................................................223.2Chevron...........................................................................................253.3ConocoPhillips............................................................................293.4SaudiAramco..............................................................................324.务...................................................................344.1.....................................................................................................344.2.....................................................................................................374.2.1.........................................374.2.2..............................384.3............................................................................................................404.4............................................................................................................414.5.........................................................................................................42..........................................................................................................................451!"#$%&'()+,-./01务1.530400务尺尽副务尽G20尽BPShellTOTALEquinor尽ExxonMobilChevronConocoPhillips务尽SaudiAramco尽尽尽尽尽务Aramco务Chevron副副BP202050BPESGTOTALChevronAramco尽尽副1本报告得到了中国石油集团国家高端智库研究中心专职副主任吕建中、道达尔能源（北京）企业管理有限公司财务总监张晓波的专家建议，课题组由衷表示感谢。2!"#$%&'()+,-./0尽务副务尽CCUSCCUS尽覆CCUS务ExxonMobilCCUS20070ExxonMobilConocoPhillipsTOTAL尽ShellExxonMobilAramco尽务封TOTALChevronAramco尽务Chevron务BPTOTALAramco尽务BP20务19TOTALKPI务Aramco尽20209000的2030220505.3ShellTOTAL3!"#$%&'()+,-./0ExxonMobil尽尽研封务202029%203060%205090%BPShellTOTALExxonMobil尽CCUS尽副务CCUS封太TCFDTaskforceonClimate-relatedFinancialDisclosures尽TCFDBP封ISSBInternationalSustainabilityStandardsBoard太TOTALTNFDTaskforceonNature-relatedFinancialDisclosuresChevronConocoPhillipsAramco尽IPIECAInternationalPetroleumIndustryEnvironmentalConservationAssociation太副BPTOTALChevron尽BPBPESGDataSheetTOTAL封TOTALESGDataBookChevron封ChevronPerformanceData尽务研副EquinorExxonMobilEquinor研4!"#$%&'()+,-./0研纸ExxonMobil研副务副务尽副TCFDISSBTNFDIPIECA太副BPTOTALChevron封⼝研研ESG研副EquinorExxonMobil纸尽ChevronConocoPhillips封模纸副Shell务Shell20221务务务尽KPI副TOTALKPIKPIEquinorKPI尽尽CEO副ExxonMobil5!"#$%&'()+,-./0尽副ChevronConocoPhillips封纸副Shell务KPI副TOTALKPI副KPIKPI副ExxonMobil副模SecurityAffordabilitySustainability纸ShellShellVenturesEquinorEquinorVentures副尽BPShellTOTALExxonMobil尽2022副49434034务BP202560-80203070-90尽芳尽务尽尽纸尽封TOTAL38.25%纸MacQuarieGreenInvestmentGroup46.75%副封RIDG15%尽封纸26!"#$%&'()+,-./0ScottWind副Chevron纸BaseloadCapital2022尽封WeepahHills尽副尽25-40纸副纸尽封封7!"#$%&'()+,-./01.务副封纸封导告研75%副纸副告纸务尺21.5务1.530400务尺TrilemmaSecurityAffordabilitySustainability纸尽副务尽IEA20508!"#$%&'()+,-./0愿2务愿1-1202052.52050690%20208800/20502400/75%20204300020501750055%务封确203035/205025/尽尽尽封愿1-1IEA2050愿20222《全球能源部门2050年净零排放路线图》，国际能源署2022报告。（https://www.iea.org/reports/net-zero-by-2050?language=zh）9!"#$%&'()+,-./0尽尽研2019912尽OGCI封G20尽BPShellTOTALEquinor尽ExxonMobilChevronConocoPhillips务尽SaudiAramco3尽尽务务务2.送尽尽BP尽Shell尽TOTAL尽Equinor2.1BPBP2054BPBP3参考《G20转型金融报告2022》转型金融框架的五个维度：转型活动边界、信息披露、金融工具、政策激励、公正转型。4BP可持续发展报告2022：ReimaginingEnergyforPeopleandOurPlanet,BPSustainabilityReport2022.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/sustainability/group-reports/bp-sustainability-report-2022.pdf)10!"#$%&'()+,-./02-1BP尽1205022050320504201950%5678910纸11封3600121310014151611!"#$%&'()+,-./01720351819务封202-1BPBP2022BP模愿2-1201920502030务20251BP2019研54402025副20%203050%2050副CCUSBP234BP送研5BP2019620224920258020309012!"#$%&'()+,-./0愿2-1BPBP20235BP封BP纸BPBP1BP2BP3BP9TCFDTaskForceonClimate-relatedFinancialDisclosures封ISSBInternationalSustainabilityStandardsBoard太ESGBPESG研202262019BP12345678910BP研5BP净零进展报告2023：BPNetZeroAmbitionProgressUpdate,March2023.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-net-zero-progress-update-2023.pdf)6BPESG数据清单2022：BPESGDatasheet2022.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/sustainability/group-reports/bp-esg-datasheet-2022.pdf)13!"#$%&'()+,-./02.2ShellShell205072050Shell务Shell2030201650%2016Shell20236-8%20249-12%20259-13%203020%203545%2050100%Shell20222016202230%3.8%Shell副202243Shell务务副封CCUS愿2-2愿2-2ShellShell20227Shell能源转型进展报告2022：OurProgresstowardsNetZero,ShellEnergyTransitionProgressReport2022.(https://reports.shell.com/energy-transition-progress-report/2022/)14!"#$%&'()+,-./0Shell告CCUS愿2-3Shell愿2-3ShellShell2022Shell送封CCUS愿2-4Shell务CCUSShellShell副2022封Shell202220ShellNature-basedSolutions15!"#$%&'()+,-./0愿2-4ShellShell2022Shell务ShellLong-termIncentivePlanPerformanceSharePlanShell20221务务务ShellTCFD2.3TOTALEnergiesTOTAL2050TOTAL8愿2-5TOTAL模8TOTAL可持续发展报告2023：MoreEnergyLessEmissions,TOTALEnergiesSustainability&Climate202316!"#$%&'()+,-./050%IEA59%25%IEA19%25%LNGCCUSIEA22%2050TOTAL1000CCUS12050TOTAL20252030务92015TOTAL202517%203040%2020TOTAL202550%203080%2015TOTAL202515%203025%TOTAL2022TOTAL163务4025%2030TOTAL180务6033%ProgressReport.(https://totalenergies.com/system/files/documents/2023-03/Sustainability_Climate_2023_Progress_Report_EN.pdf)9TOTAL关于策略、可持续发展、气候的报告材料：Strategy,Sustainability&Climate,TOTALEnergiesPresentationDocument.(https://totalenergies.com/system/files/documents/2023-03/2023_TotalEnergies_Strategy_Sustainability_Climate_Presentation.pdf)17!"#$%&'()+,-./0愿2-5TOTAL2050TOTAL2023TOTAL封封⾝封TOTALLNG⼦千千封LNGCCUS纸AirborneUltralightSpectrometerforEnvironmentalApplicationAUSEA封CCUS副20301000TOTALKPI愿2-6务务务务18!"#$%&'()+,-./0KPIESGTOTAL务TOTALCSR封纸愿2-6TOTALTOTAL20232017TOTALTCFD太务TOTALTaskforceonNature-relatedFinancialDisclosuresTNFDTNFDTOTAL务务TOTAL纸尽19!"#$%&'()+,-./0封20221TOTAL38.25%纸MacQuarieGreenInvestmentGroup46.75%副封RIDG15%尽封纸2ScottWind副102.4EquinorEquinor2050务112015Equinor203050%204070%2050100%2019Equinor203020%203540%2050100%2020研4%Equinor202530%203050%CCUSEquinor2030500-1000CCUS20351500-3000CCUS务EquinorSBTiScience-BasedTargetsInitiative务Equinor封Equinor10TOTAL2022年度报告：TOTALEnergiesRegistrationDocument2022,includingtheAnnualFinancialReport.(https://totalenergies.com/sites/g/files/nytnzq121/files/documents/2023-03/TotalEnergies_URD_2022_EN.pdf)11Equinor能源转型计划2022：Equinor2022EnergyTransitionPlan.(https://cdn.equinor.com/files/h61q9gi9/global/6a64fb766c58f70ef37807deca2ee036a3f4096b.pdf?energy-transition-plan-2022-equinor.pdf)20!"#$%&'()+,-./0EquinorCCUS封封愿2-7Equinor愿2-8EquinorCCUS愿2-7EquinorEquinor202221!"#$%&'()+,-./0愿2-8EquinorEquinor2022副Equinor副尽KPI尽尽CEOEquinorTCFD研研EquinorEquinorVentures50%202112CommonwealthFusionSystems18BEquinorVentures务20205Equinor33.33%,TOTAL33.33%,Shell33.33%尽CCUSNorthernLights22!"#$%&'()+,-./03.务送尽务尽尽ExxonMobil尽Chevron尽ConocoPhillips尽Aramco3.1ExxonMobilExxonMobil205012ExxonMobil2030务2016研ExxonMobil2030120-30%2副确40-50%370-80%460-70%20222027ExxonMobil17034封CCUS20502030务ExxonMobil13ExxonMobil2050愿3-1副15%50%副30%2CCUS愿3-2ExxonMobil205055%14%13%11%12ExxonMobil能源转型进展报告2023：AdvancingClimateSolutions,ExxonMobilProgressReport2023.(https://corporate.exxonmobil.com/-/media/global/files/advancing-climate-solutions-progress-report/2023/2023-advancing-climate-solutions-progress-report.pdf)13ExxonMobil能源展望报告：ExxonMobilOutlookforEnergy,APerspectiveto2050.(https://corporate.exxonmobil.com/-/media/global/files/outlook-for-energy/2022/2022-exxonmobil-outlook-for-energy-executive-summary.pdf?la=en&hash=C4942428B3F8375A47BB88122E148156DA38F6CA)23!"#$%&'()+,-./07%愿3-2ExxonMobil副70%副30%副15%副15%愿3-1ExxonMobil2050ExxonMobil愿3-2ExxonMobilExxonMobilExxonMobil愿3-3CCUS24!"#$%&'()+,-./0ExxonMobilLowCarbonSolutions封CCUS愿3-3ExxonMobilExxonMobil副ExxonMobilExxonMobil愿3-4ExxonMobilEnvironment,SafetyandPublicPolicyCommittee25!"#$%&'()+,-./0愿3-4ExxonMobilExxonMobil2023ExxonMobilTCFD研研研CCUS研14ExxonMobil研副务3.2ChevronChevron2050副2028300015Chevron2028副20副8014ExxonMobil可持续发展报告2022：ExxonMobilSustainabilityReport2022.(https://corporate.exxonmobil.com/-/media/global/files/sustainability-report/publication/exxonmobil-sustainability-report.pdf)15Chevron气候变化与韧性报告2022：ClimateChangeResilience,advancingalowcarbonfuture,Chevron2022.(https://www.chevron.com/-/media/chevron/sustainability/documents/2021-climate-change-resilience-report.pdf)26!"#$%&'()+,-./0ChevronCCUS副20%80%Chevron务203011021532500Chevron2028务2202816ChevronCCUS封愿3-5副ChevronChevron愿3-6务愿3-5ChevronChevron2022Chevron封PublicPolicyandSustainabilityCommittee16Chevron甲烷报告2022：Chevron2022MethaneReport.(https://www.chevron.com/-/media/shared-media/documents/chevron-methane-report.pdf)27!"#$%&'()+,-./0模Chevron务愿3-6ChevronChevron202228!"#$%&'()+,-./0Chevron171封太SASBSustainabilityAccountingStandardsBoard2TCFD3SustainabilityReportingGuidancefortheOil&GasIndustrybyIPIECA4InternationalAssociationofOil&GasProducers5AmericanPetroleumInstituteChevron太愿3-7模愿3-8Chevron研愿3-7ChevronChevron愿3-8ChevronChevron2022研17Chevron2022披露数据：Chevron2022PerformanceData.(https://www.chevron.com/-/media/shared-media/documents/2022-sustainabilty-performance-data.pdf)29!"#$%&'()+,-./0Chevron纸BaseloadCapital2022尽封WeepahHills3.3ConocoPhillipsConocoPhillips2050愿3-918ConocoPhillips20252030务10%2025务201640-50%愿3-9ConocoPhillips2021ConocoPhillips务副愿3-1018ConocoPhillips能源转型策略报告2021：BuildingaResilientStrategyfortheEnergyTransition,ConocoPhillips2021.(https://static.conocophillips.com/files/resources/22-0703-managing-climate-report-c3.pdf)30!"#$%&'()+,-./079%ConocoPhillips205081%76%54%愿3-10ConocoPhillips2021ConocoPhillips愿3-11封送CCUS31!"#$%&'()+,-./0愿3-11ConocoPhillips愿2021副ConocoPhillips封PublicPolicyandSustainabilityCommitteeESGConocoPhillips务6-1010副ConocoPhillips191封太SASBSustainabilityAccountingStandardsBoard2TCFD3SustainabilityReportingGuidancefortheOil&GasIndustrybyIPIECA4GlobalReportingInitiativeStandards20215AmericanPetroleumInstituteTemplate2.0forGHGreporting6AXPCESGMetricsFrameworkandTemplate19ConocoPhillips可持续发展报告2021：ConocoPhillipsSustainabilityReport2021.(https://static.conocophillips.com/files/resources/conocophillips-2021-sustainability-report.pdf)32!"#$%&'()+,-./03.4SaudiAramcoAramco2050202018Aramco20302035副确15%2035副5200203552001100100封1400CCUS11001500AramcoAramcoAramcotheMasterGasSystemZeroRoutineFlaringAramco送纸CCUSAramcoAramco名封愿3-122021Aramco副CCUS3.15Aramco20Aramco可持续发展报告：EnergySecurityforaSustainableWorld,SaudiAramcoSustainabilityReport2021.(https://www.aramco.com/-/media/downloads/sustainability-report/saudi-aramco-sustainability-report-2021-en.pdf?la=en&hash=FBC097ED5D1F646B7847CFA03BEB5B2BF8D33293)33!"#$%&'()+,-./0愿3-12Aramco副Aramco2021副Aramco愿3-13封封HSESustainability,RiskandHSECommittee,纸封SustainabilitySteeringCommitteeAramcoESGIPIECAInternationalPetroleumIndustryEnvironmentalConservationAssociation太,WorldBusinessCouncilforSustainableDevelopmentWorldResourcesInstituteGreenhouseGasProtocols34!"#$%&'()+,-./0愿3-13AramcoAramco20214.务副尽⼜封告尽尽4.1副尽尽BPShellTOTALEquinor尽ExxonMobilChevronConocoPhillips务Aramco务Chevron副35!"#$%&'()+,-./0尽副务尽务TOTAL2050尽尽尽副尽尽副务务副尽BPShellTOTAL尽务20302025告BP2019研Shell2016研TOTAL2015研4-1尽2025务2030封尽20252030务尽研2020研20252030务务2035BP2019Shell2016TOTAL20151+2202520%20%17%203050%50%40%3202515%13%15%203030%20%25%4-1BPShellTOTAL20252030务36!"#$%&'()+,-./0副BPBP202050BPESG11BP封3600BP13BP100BP封纸BP20副副尽BP尽纸封务务副尽EquinorSBTi务尽副封尽TOTALChevronAramco尽TOTAL2030务80%2050Chevron⼝2028务220282050Aramco2030TOTALChevronAramco尽封尽Chevron⼝20302050愿37!"#$%&'()+,-./04.2尽CCUS4.2.1CCUSCCUS尽覆CCUS务ExxonMobilCCUS20070ExxonMobilCCUS2050务95%务5%ExxonMobil尽CCUS务务CCUS尽务封CCUS封ExxonMobilConocoPhillipsTOTAL尽研203060%2050202090封尽纸ShellExxonMobilAramco尽38!"#$%&'()+,-./0务纸封尽TOTALChevronAramco尽务ChevronChevron务TOTAL纸AUSEA尽务BPTOTALAramco尽务BP20务19TOTALKPI务Aramco尽2019务OGCI封CCUS4.2.2尽20209000的2030220505.3封愿21封21美国国家清洁氢能战略和路线图：U.S.NationalCleanHydrogenStrategyandRoadmap2023.39!"#$%&'()+,-./030封尽副尽务封务2021-2035ShellTOTALExxonMobil尽封2050封5%60%30%尽封CCUS尽研封务202029%203060%205090%尽副BPShellTOTALExxonMobil尽CCUS务BP20务18尽确40!"#$%&'()+,-./04.3副太TCFD尽TCFDBP封ISSB太TOTAL太TNFDChevronConocoPhillipsAramco尽IPIECA太尽副TCFDISSBTNFDIPIECA太副BPTOTALChevron尽BPBPESGDataSheetTOTAL封TOTALESGDataBookChevron封ChevronPerformanceData尽务研尽ESG研尽BPTOTALChevron封⼝研研ESG研副EquinorExxonMobilEquinor研研纸ExxonMobil研副务副务尽EquinorExxonMobil41!"#$%&'()+,-./0纸4.4副尽ChevronConocoPhillips封PublicPolicyandSustainabilityCommittee模尽ChevronConocoPhillips封纸副ShellShell务ShellLong-termIncentivePlanPerformanceSharePlan20221务务务尽尽Shell务KPI副TOTALEquinorTOTALKPIKPIKPI务务务务EquinorKPI尽尽CEO尽42!"#$%&'()+,-./0TOTALKPI副KPIKPI副ExxonMobil尽ExxonMobil副模尽Trilemma务SecurityAffordabilitySustainability4.5副尽BPShellTOTALExxonMobil尽2022副49434034ExxonMobil2022202717034务BP202560-80203070-90尽芳封尽副务尽尽尽25-40副纸ShellShellVenturesEquinorEquinorVentures20211243!"#$%&'()+,-./0CommonwealthFusionSystems18BEquinorVentures务尽务务纸尽纸尽封TOTALChevronTOTAL38.25%纸MacQuarieGreenInvestmentGroup46.75%副封RIDG15%尽封纸2ScottWind副Chevron纸BaseloadCapital2022尽封WeepahHills尽纸尽封White&CaseLLP尽愿4-1封务尽尽愿4-2封44!"#$%&'()+,-./0愿4-1202222愿4-220232322伟凯律师事务所2022能源转型报告：ScalinguptheEnergyTransition,White&CaseLLP2022.(https://www.whitecase.com/energy-transition/introduction.html)23休斯顿大商会2023研究报告：HoustonFacts2023.(https://www.houston.org/sites/default/files/2023-08/Houston%20Facts%202023%20Publication_Final_digital_0.pdf)45!"#$%&'()+,-./0【1】务务务【2】2050愿2022https://www.iea.org/reports/net-zero-by-2050?language=zh【3】G202022【4】BP2022ReimaginingEnergyforPeopleandOurPlanet,BPSustainabilityReport2022.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/sustainability/group-reports/bp-sustainability-report-2022.pdf)【5】BP2023BPNetZeroAmbitionProgressUpdate,March2023.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-net-zero-progress-update-2023.pdf)【6】BPESG研2022BPESGDatasheet2022.(https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/sustainability/group-reports/bp-esg-datasheet-2022.pdf)【7】Shell2022OurProgresstowardsNetZero,ShellEnergyTransitionProgressReport2022.(https://reports.shell.com/energy-transition-progress-report/2022/)【8】TOTAL2023MoreEnergyLessEmissions,TOTALEnergiesSustainability&Climate2023ProgressReport.(https://totalenergies.com/system/files/documents/2023-03/Sustainability_Climate_2023_Progress_Report_EN.pdf)【9】TOTALStrategy,Sustainability&Climate,TOTALEnergiesPresentationDocument.(https://totalenergies.com/system/files/documents/2023-03/2023_TotalEnergies_Strategy_Sustainability_Climate_Presentation.pdf)【10】TOTAL2022TOTALEnergiesRegistrationDocument2022,includingtheAnnualFinancialReport.(https://totalenergies.com/sites/g/files/nytnzq121/files/documents/2023-03/TotalEnergies_URD_2022_EN.pdf)【11】Equinor2022Equinor2022EnergyTransitionPlan.(https://cdn.equinor.com/files/h61q9gi9/global/6a64fb766c58f70ef37807deca2ee036a3f4096b.pdf?energy-transition-plan-2022-equinor.pdf)46!"#$%&'()+,-./0【12】ExxonMobil2023AdvancingClimateSolutions,ExxonMobilProgressReport2023.(https://corporate.exxonmobil.com/-/media/global/files/advancing-climate-solutions-progress-report/2023/2023-advancing-climate-solutions-progress-report.pdf)【13】ExxonMobilExxonMobilOutlookforEnergy,APerspectiveto2050.(https://corporate.exxonmobil.com/-/media/global/files/outlook-for-energy/2022/2022-exxonmobil-outlook-for-energy-executive-summary.pdf?la=en&hash=C4942428B3F8375A47BB88122E148156DA38F6CA)【14】ExxonMobil2022ExxonMobilSustainabilityReport2022.(https://corporate.exxonmobil.com/-/media/global/files/sustainability-report/publication/exxonmobil-sustainability-report.pdf)【15】Chevron2022ClimateChangeResilience,advancingalowcarbonfuture,Chevron2022.(https://www.chevron.com/-/media/chevron/sustainability/documents/2021-climate-change-resilience-report.pdf)【16】Chevron2022Chevron2022MethaneReport.(https://www.chevron.com/-/media/shared-media/documents/chevron-methane-report.pdf)【17】Chevron2022研Chevron2022PerformanceData.(https://www.chevron.com/-/media/shared-media/documents/2022-sustainabilty-performance-data.pdf)【18】ConocoPhillips2021BuildingaResilientStrategyfortheEnergyTransition,ConocoPhillips2021.(https://static.conocophillips.com/files/resources/22-0703-managing-climate-report-c3.pdf)【19】ConocoPhillips2021ConocoPhillipsSustainabilityReport2021.(https://static.conocophillips.com/files/resources/conocophillips-2021-sustainability-report.pdf)【20】AramcoEnergySecurityforaSustainableWorld,SaudiAramcoSustainabilityReport2021.(https://www.aramco.com/-/media/downloads/sustainability-report/saudi-aramco-sustainability-report-2021-en.pdf?la=en&hash=FBC097ED5D1F646B7847CFA03BEB5B2BF8D33293)【21】愿U.S.NationalCleanHydrogenStrategyandRoadmap47!"#$%&'()+,-./02023.【22】2022ScalinguptheEnergyTransition,White&CaseLLP2022.(https://www.whitecase.com/energy-transition/introduction.html)【23】2023HoustonFacts2023.(https://www.houston.org/sites/default/files/2023-08/Houston%20Facts%202023%20Publication_Final_digital_0.pdf)48!"#$%&'()+,-./0⼜务3161604：101100+86(010)-69553526www.ifs.net.cn