贝恩公司：2023年转型状况报告：全球能源和自然资源高管视角（英文版）（20页）.pdf

1、Bains third annual survey on the energy transition finds executives increasing investments in low-carbon businesses,but skeptical of consumers willingness to pay more.By Grant Dougans,Neelam Phadke,Alasdair Robbie,and Joe ScaliseState of the Transition 2023:Global Energy and Natural Resource Executi

2、ve PerspectivesCopyright 2023 Bain&Company,Inc.All rights reserved.AcknowledgmentsThe authors would like to thank Nick Baker,Alessandro Cadei,Felipe Gattas,Brian Murphy,Valeria Sterpos,and Tony Walker for their contributions to this work.1State of the Transition 2023:Global Energy and Natural Resour

3、ce Executive PerspectivesAt a Glance Executives believe their companies are outperforming the rest of the world in reducing emissions,but expect the rate of decarbonization to slow down over the next few years.Companies expect to deploy about a quarter of their capital on new growth businesses in 20

4、23,many of these focusing on low-carbon technologies.Respondents say they arent concerned about accessing capital for low-carbon businesses,but need to ensure adequate returns on those investments.Talent shortages are impeding growth,especially for technical experts,as well as frontline workers in N

5、orth America.Executives in the fields of oil and gas,utilities,chemicals,mining,and agribusiness are on the front lines of the energy and natural resource(ENR)transition.While concerns about climate change and extreme weather grow,and customers and shareholders call out for rapid decarbonization,the

6、se executives are tasked with changing the way the world produces and uses energy,food,and many critical materialsall while keeping their businesses viable.At Bain,we work closely every day with executives in these industries across the globe.Our annual survey seeks to assess their opinions and atti