
瑞士能源公司 VAROPreem 周五公布了一项为期五年的增长战略,目标是到 2030 年实现的收益超过 2025 年水平的两倍以上,此举正值欧洲面临燃料供应收紧和炼油基础萎缩之际。
Swiss energy company VAROPreem set out on Friday a five-year growth strategy targeting earnings more than twice its 2025 level, as Europe faces tighter fuel supply and a shrinking refining base.
在这一目标中,作为欧洲最大的独立炼油商和可再生燃料生产商之一,VAROPreem 预计将维持可持续能源收益占总收益的 50% 以上,而非提高可持续能源在收益中的占比。这主要是因为公司看好国防领域的强劲增长,而该领域严重依赖化石燃料。
Within that target, VAROPreem, one of Europe's largest independent refiners and renewable fuel producers, expects to maintain sustainable energy earnings at more than 50% of total earnings, rather than increasing sustainable energy's share of earnings. This is largely because it sees strong growth from defense, a sector heavily dependent on fossil fuels.
美国主导的与伊朗的战争以及俄乌战争导致全球燃料供应中断,至关重要的霍尔木兹海峡受阻,且乌克兰袭击了俄罗斯炼油厂。
The US-led war with Iran and the Russia-Ukraine war have caused global fuel supply disruptions, with the vital Strait of Hormuz constricted and Ukraine attacking Russian refineries.
能源短缺反过来又推动了人们对生物燃料等可持续能源的重新关注。
The energy crunch has in turn driven renewed interest in sustainable energy sources such as biofuels.
公司表示,VAROPreem 在 41 个国家供应欧洲约 10% 的交通和海运移动燃料需求,服务 5 万家企业客户。
VAROPreem supplies about 10% of Europe's mobility fuel demand in transport and marine across 41 countries and serves 50,000 business customers, the company said.
由私募股权公司凯雷集团和全球最大贸易商维托尔支持的 Varo Energy 去年同意收购瑞典炼油商 Preem,组建 VAROPreem,押注生物燃料需求将增长。
Varo Energy, backed by private equity firm Carlyle Group and the world's biggest trading house Vitol, agreed to buy Swedish refiner Preem last year to form VAROPreem, betting on growing demand for biofuels.
公司表示,目标是到 2030 年实现息税折旧摊销前利润(EBITDA)超过 2025 年约 10 亿美元水平的两倍以上。
The company is targeting earnings before interest, taxes, depreciation and amortization of more than double 2025 levels of about $1 billion by 2030, it said.
首席执行官 Dev Sanyal 在接受路透社电话采访时表示:“我们正在从本质上转型业务转向加速增长。”
"We are shifting gears from essentially transforming the business to accelerating growth," CEO Dev Sanyal told Reuters by phone.
VAROPreem 目标是在其现有运营市场中,到 2030 年将航空、海运和国防细分领域的份额从目前的 10% 提高到 15% 以上。还目标到 2030 年将生物燃料产能从 2025 年的 130 万吨提高 20%。
VAROPreem aims to increase its share in the aviation, marine and defense segments in the markets it currently operates in to over 15% by 2030 from 10% currently. It is also targeting a 20% increase in biofuel production capacity by 2030 from 1.3 million metric tons in 2025.
Sanyal 表示,虽然宏观环境对生物燃料“非常有利”,但由于一系列炼油厂关闭,欧洲面临化石燃料短缺。
Sanyal said while the macro environment is "very constructive" around biofuels, Europe is short of fossil fuels due to a spate of refinery shutdowns.
VAROPreem 预计,未来 10 年来自国防等领域的化石燃料需求将翻倍,并正寻求让其化石燃料业务与可持续燃料业务同等程度增长。
VAROPreem expects fossil fuel demand from sectors such as defense to double over the next 10 years, and is looking to grow its fossil and sustainable fuel businesses in equal measure.
“当你购买 F-35 时,它们不是靠沼气飞行的,”桑亚尔谈到这款美国制造的战斗机时说。“它们靠常规能源飞行。”
"When you buy F-35s, they don't run on biogas," Sanyal said of the US-made fighter jets. "They run on conventional energy."