Diferencias estratégicas de las majors del petróleo ante la transición energética: opciones, motivaciones e implicaciones

Autores/as

DOI:

https://doi.org/10.3989/arbor.2023.807005

Palabras clave:

petróleo, majors, cambio climático, Europa

Resumen


El trabajo propone un marco para analizar las opciones estratégicas de las majors del petróleo ante el reto de la transición energética, considerando simultáneamente dos cuestiones que están interrelacionadas: el objetivo de reducir las emisiones de gases de efecto invernadero y el objetivo de adaptarse a los cambios que se están produciendo en la demanda de energía. Haciendo uso de este marco, se pregunta en qué medida los cambios que se están produciendo en la demanda energética han sido una condición necesaria, o incluso suficiente, para que las compañías europeas hayan iniciado estrategias de diversificación. Igualmente se pregunta si la diversificación del negocio hacia otras actividades no vinculadas a los hidrocarburos ha sido condición necesaria, o incluso suficiente, para que estas empresas hayan empezado a asumir la reducción de emisiones como un objetivo estratégico. Por último, el trabajo analiza el impacto de esas estrategias de diversificación sobre el desarrollo de las energías renovables.

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Publicado

2023-05-04

Cómo citar

Fernández Sánchez, R. (2023). Diferencias estratégicas de las majors del petróleo ante la transición energética: opciones, motivaciones e implicaciones. Arbor, 199(807), a691. https://doi.org/10.3989/arbor.2023.807005

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