Chiến lược các công ty dầu khí - thách thức trước biến động và khủng hoảng
Keywords:
Chiến lược, chuyển dịch năng lượng, biến đổi khí hậu, năng lượng tái tạo, cách mạng công nghiệp 4.0
Tóm tắt
Các công ty dầu khí đang đối mặt với thách thức lớn trong năm 2020 khi đại dịch COVID-19 bùng phát và giá dầu giảm mạnh. Bên cạnh đó là những thay đổi đã diễn ra trong nhiều năm qua trên các lĩnh vực năng lượng tái tạo, biến đổi khí hậu và bảo vệ môi trường, và tác động của cách mạng công nghiệp 4.0 lên ngành năng lượng. Những xu thế mới này đòi hỏi các công ty dầu khí cần rà soát mô hình kinh doanh và điều chỉnh chiến lược phát triển để kịp thời thích ứng với biến động và khủng hoảng.
Các tài liệu tham khảo
[1] Christopher Sell, “How the pandemic wiped out oil demand around the world”, Bloomberg, 9/4/2020. [Online]. Available: https://www.bloomberg.com/news/articles/2020-04-09/how-the-pandemic-wiped-out-oildemand-around-the-world.
[2] David Sheppard, Anjli Raval, and Hudson Lockett, “Oil price crashes 30% as markets open”, Financial Times, 10/4/2020. [Online]. Available: https://www.ft.com/content/dab75720-618a-11ea-a6cd-df28cc3c6a68.
[3] Lawrence Freedman, Strategy: A history. Oxford University Press, 2013.
[4] Hồ Chí Minh, Toàn tập (Tập 8). Nhà xuất bản Chính trị Quốc gia - Sự thật, 2011, tr. 555.
[5] Michael E.Porter, On competition. Harvard Business Review Press, 2008.
[6] McKinsey Quarterly, “What strategists need: A meeting of the minds”, 2014.
[7] Harvard Business Review, HBR's 10 must reads on strategy, 2011.
[8] James Allen, “The changing nature of strategy: Reflections on thirty years”, Bain & Company, 2019.
[9] Jim Collins, Good to great: Why some companies make the leap and others don't. Harper Business, 2001.
[10] Eric Schmidt and Jonathan Rosenberg, “How Google works”, Grand Central Publishing, 2017.
[11] Satya Nadella, Greg Shaw, Jill Tracie Nichols, and Bill Gates, Hit Refresh: The quest to rediscover Microsoft's soul and imagine a better future for everyone. Harper Business, 2017.
[12] Paul Stevens, “International oil companies - The death of the old business model”, Chatham House, 2016.
[13] Matt Phillips and Clifford Krauss, “American oil drillers were hanging on by a thread. Then came the virus”, New York Times, 20/3/2020. [Online]. Available: https://www.nytimes.com/2020/03/20/business/energyenvironment/coronavirus-oil-companies-debt.html.
[14] David Sheppard, Myles McCormick, Anjli Raval, Derek Brower, and Hudson Lockett, “US oil price below zero for first time in history”, Financial Times, 21/4/2020. [Online]. Available: https://www.ft.com/content/a5292644-958d-4065-92e8-ace55d766654.
[15] Oliver Milman, “Earth just had hottest January since records began, data shows”, The Guardian, 13/2/2020. [Online]. Available: https://www.theguardian.com/environment/2020/feb/13/january-hottest-earthrecord-climate-crisis.
[16] Graham Readfearn, “Antarctica logs hottest temperature on record with a reading of 18.3C”, The Guardian, 7/2/2020. [Online]. Available: https://www.theguardian.com/world/2020/feb/07/antarctica-logshottest-temperature-on-record-with-a-reading-of-183c.
[17] Billy Nauman, “Sharp rise in number of investors dumping fossil fuel stocks”, Financial Times, 9/9/2019. [Online]. Available: https://www.ft.com/
content/4dec2ce0-d0fc-11e9-99a4-b5ded7a7fe3f.
[18] REN21, Renewables 2019 global status report. Paris: REN21 Secretariat, 2019.
[19] Nikou Asgari, “Renewable energy milestone reached in 2019”, Financial Times, 1/1/2020. [Online]. Available: https://www.ft.com/content/ 943ebb3c-2be6-11ea-a126-99756bd8f45e.
[20] Alan Livsey, “Lex in depth: The $900bn cost of ‘stranded energy assets”, Financial Times, 4/2/2020. [Online]. Available: https://www.ft.com/ content/95efca74-4299-11ea-a43a-c4b328d9061c.
[21] IEA, World energy outlook 2019, 2019. [Online]. Available: https://webstore.iea.org/world-energyoutlook-2019.
[22] Rob West and Bassam Fattouh, “The energy transition and oil companies’ hard choices”, Oxford Institute of Energy Studies, 2019. [Online]. Available: https://www.oxfordenergy.org/wpcms/wp-content/uploads/2019/07/The-Energy-Transition-and-Oil-Companies-Hard-Choices-
Energy-Insight-51.pdf/.
[23] Fiona Maharg-Bravo, “Big oil morphs into big gas”, Reuters - Breakingviews. 22/12/2015. [Online]. Available: http://blogs.reuters.com/breakingviews/2015/12/22/bigoil-morphs-into-big-gas/.
[24] Occidental Petroleum, “NET power and oxy low carbon ventures announce investment agreement to advance innovative low-carbon technology”, 2018.
[25] Patrick Hertzke, Nicolai Müller, Patrick Schaufuss, Stephanie Schenk, and Ting Wu, “Expanding electricvehicle adoption despite early growing pains”, McKinsey & Company, 2019. [Online]. Available: https://www.mckinsey.com/industries/automotive-and-assembly/ourinsights/
expanding-electric-vehicle-adoption-despiteearly-growing-pains.
[26] Wood Mackenzie, “Energy transition outlook H1 2019: The scalability challenge”, 2019. [Online]. Available: https://www.woodmac.com/reports/energy-marketsenergy-transition-outlook-h1-2019-the-scalabilitychallenge-415213.
[27] Anmar Frangoul, “Dong Energy changes its name to Orsted, moves away from oil and gas, goes big on renewables”, CNBC, 2017.
[28] Ole Evensen and David Womack, “How AI can pump new life into oilfields”, IBM, 2020. [Online]. Available: https://www.ibm.com/ downloads/cas/5BNKGNLE.
[29] BP, “Digitally enabled”, 2017.
[30] Microsoft, “Schlumberger, Chevron and Microsoft announce collaboration to accelerate digital transformation”, 2019.
[31] World Economic Forum, “Digital transformation initiative - Oil and gas industry”, 2017. [Online]. Available: https://reports.weforum.org/ digital-transformation/wpcontent/blogs.dir/94/mp/files/pages/files/dti-oil-andgas-industry-white-paper.pdf.
[32] Emiko Terazono, “Energy groups and traders launch new blockchain platform”, Financial Times, 29/11/2018. [Online]. Available: https://www.ft.com/content/7abf5be0-f3b5-11e8-9623-d7f9881e729f.
[2] David Sheppard, Anjli Raval, and Hudson Lockett, “Oil price crashes 30% as markets open”, Financial Times, 10/4/2020. [Online]. Available: https://www.ft.com/content/dab75720-618a-11ea-a6cd-df28cc3c6a68.
[3] Lawrence Freedman, Strategy: A history. Oxford University Press, 2013.
[4] Hồ Chí Minh, Toàn tập (Tập 8). Nhà xuất bản Chính trị Quốc gia - Sự thật, 2011, tr. 555.
[5] Michael E.Porter, On competition. Harvard Business Review Press, 2008.
[6] McKinsey Quarterly, “What strategists need: A meeting of the minds”, 2014.
[7] Harvard Business Review, HBR's 10 must reads on strategy, 2011.
[8] James Allen, “The changing nature of strategy: Reflections on thirty years”, Bain & Company, 2019.
[9] Jim Collins, Good to great: Why some companies make the leap and others don't. Harper Business, 2001.
[10] Eric Schmidt and Jonathan Rosenberg, “How Google works”, Grand Central Publishing, 2017.
[11] Satya Nadella, Greg Shaw, Jill Tracie Nichols, and Bill Gates, Hit Refresh: The quest to rediscover Microsoft's soul and imagine a better future for everyone. Harper Business, 2017.
[12] Paul Stevens, “International oil companies - The death of the old business model”, Chatham House, 2016.
[13] Matt Phillips and Clifford Krauss, “American oil drillers were hanging on by a thread. Then came the virus”, New York Times, 20/3/2020. [Online]. Available: https://www.nytimes.com/2020/03/20/business/energyenvironment/coronavirus-oil-companies-debt.html.
[14] David Sheppard, Myles McCormick, Anjli Raval, Derek Brower, and Hudson Lockett, “US oil price below zero for first time in history”, Financial Times, 21/4/2020. [Online]. Available: https://www.ft.com/content/a5292644-958d-4065-92e8-ace55d766654.
[15] Oliver Milman, “Earth just had hottest January since records began, data shows”, The Guardian, 13/2/2020. [Online]. Available: https://www.theguardian.com/environment/2020/feb/13/january-hottest-earthrecord-climate-crisis.
[16] Graham Readfearn, “Antarctica logs hottest temperature on record with a reading of 18.3C”, The Guardian, 7/2/2020. [Online]. Available: https://www.theguardian.com/world/2020/feb/07/antarctica-logshottest-temperature-on-record-with-a-reading-of-183c.
[17] Billy Nauman, “Sharp rise in number of investors dumping fossil fuel stocks”, Financial Times, 9/9/2019. [Online]. Available: https://www.ft.com/
content/4dec2ce0-d0fc-11e9-99a4-b5ded7a7fe3f.
[18] REN21, Renewables 2019 global status report. Paris: REN21 Secretariat, 2019.
[19] Nikou Asgari, “Renewable energy milestone reached in 2019”, Financial Times, 1/1/2020. [Online]. Available: https://www.ft.com/content/ 943ebb3c-2be6-11ea-a126-99756bd8f45e.
[20] Alan Livsey, “Lex in depth: The $900bn cost of ‘stranded energy assets”, Financial Times, 4/2/2020. [Online]. Available: https://www.ft.com/ content/95efca74-4299-11ea-a43a-c4b328d9061c.
[21] IEA, World energy outlook 2019, 2019. [Online]. Available: https://webstore.iea.org/world-energyoutlook-2019.
[22] Rob West and Bassam Fattouh, “The energy transition and oil companies’ hard choices”, Oxford Institute of Energy Studies, 2019. [Online]. Available: https://www.oxfordenergy.org/wpcms/wp-content/uploads/2019/07/The-Energy-Transition-and-Oil-Companies-Hard-Choices-
Energy-Insight-51.pdf/.
[23] Fiona Maharg-Bravo, “Big oil morphs into big gas”, Reuters - Breakingviews. 22/12/2015. [Online]. Available: http://blogs.reuters.com/breakingviews/2015/12/22/bigoil-morphs-into-big-gas/.
[24] Occidental Petroleum, “NET power and oxy low carbon ventures announce investment agreement to advance innovative low-carbon technology”, 2018.
[25] Patrick Hertzke, Nicolai Müller, Patrick Schaufuss, Stephanie Schenk, and Ting Wu, “Expanding electricvehicle adoption despite early growing pains”, McKinsey & Company, 2019. [Online]. Available: https://www.mckinsey.com/industries/automotive-and-assembly/ourinsights/
expanding-electric-vehicle-adoption-despiteearly-growing-pains.
[26] Wood Mackenzie, “Energy transition outlook H1 2019: The scalability challenge”, 2019. [Online]. Available: https://www.woodmac.com/reports/energy-marketsenergy-transition-outlook-h1-2019-the-scalabilitychallenge-415213.
[27] Anmar Frangoul, “Dong Energy changes its name to Orsted, moves away from oil and gas, goes big on renewables”, CNBC, 2017.
[28] Ole Evensen and David Womack, “How AI can pump new life into oilfields”, IBM, 2020. [Online]. Available: https://www.ibm.com/ downloads/cas/5BNKGNLE.
[29] BP, “Digitally enabled”, 2017.
[30] Microsoft, “Schlumberger, Chevron and Microsoft announce collaboration to accelerate digital transformation”, 2019.
[31] World Economic Forum, “Digital transformation initiative - Oil and gas industry”, 2017. [Online]. Available: https://reports.weforum.org/ digital-transformation/wpcontent/blogs.dir/94/mp/files/pages/files/dti-oil-andgas-industry-white-paper.pdf.
[32] Emiko Terazono, “Energy groups and traders launch new blockchain platform”, Financial Times, 29/11/2018. [Online]. Available: https://www.ft.com/content/7abf5be0-f3b5-11e8-9623-d7f9881e729f.
Đã đăng
2020-07-20
How to Cite
Phan Ngọc Trung, & Lê Ngọc Anh. (2020). Chiến lược các công ty dầu khí - thách thức trước biến động và khủng hoảng. Tạp Chí Dầu Khí, 7, 6 - 13. Truy vấn từ http://pvj.com.vn/index.php/TCDK/article/view/321
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