据路透社11月17日路透社报道，加拿大可再生能源股今年大涨，因投资者押注清洁能源将在全球扩张，并放弃了石油和天然气股。
加拿大可再生能源行业已成为寻求风能、太阳能和水力发电的投资者的聚焦点。多伦多专注可持续投资的理财规划师Tim Nash表示：“投资者认识到石油和天然气是夕阳产业。虽然它不会很快消失，但也不指望有任何长期增长。”
Innergex可再生能源公司(Innergex Renewable Energy)、Northland Power公司和Boralex Inc等公司股票今年都创下纪录高位。
这些让投资者在动荡的2020年获得了回报，布鲁克菲尔德可再生能源合作伙伴有限公司（Brookfield Renewable Partners LP）和阿尔冈昆电力与公用事业公司（Algonquin Power&Utilities Corp.）已超过分析师的平均目标价，预计近期这两家公司的股票不会进一步上涨。
Innergex和Boralex等其他公司虽然在2019年录得亏损，但股价分别上涨了30%和50%以上。相比之下，石油类股在最近的疫苗有突破性利好消息之前就已经大幅下挫，标普/TSX能源指数跌幅超过40%。
道明证券(TD Securities)分析师Menno Hulshof表示："对可再生能源市场而言，对石油行业的不利因素基本上是有利因素。"
许多可再生能源的大部分发电业务都在加拿大境外。一些公司正在与投资者回避的石油公司进行交易。
今年7月，美国石油巨头雪佛龙公司和安大略的Algonquin达成了一项为期四年的协议，将为雪佛龙公司在美国二叠纪盆地的业务开发可再生能源。
Algonquin首席执行官阿伦?班斯科塔(Arun Banskota)表示，该公司希望能与其他被可再生能源成本不断下降所吸引的石油生产商达成类似协议。Banskota在一次采访中表示:“可再生能源背后最重要的驱动因素是经济。”
加拿大最大原油生产商加拿大自然资源有限公司(Canadian Natural Resources Ltd .)总裁蒂姆?麦凯(Tim McKay)表示：“这样的合作关系令人非常感兴趣，我们在寻求各种各样的机会，这样的合作就是不可错过的好机会。如果能使用可再生能源并减少碳足迹，那将是对现有业务的极大补充。”
Northland Power首席执行官Mike Crawley表示：“希望通过与石油公司合资的方式扩大离岸风力发电业务。我们正努力把这股资本浪潮，包括来自石油和天然气巨头的资本，转向可再生能源，特别是海上风能，为我们带来优势。”
石油巨头和传统公用事业公司兴趣的上升可能意味着竞争加剧。不过，Brookfield的首席财务长怀亚特?哈特利(Wyatt Hartley)表示，机会之大足以吸引新的竞争对手。2020年，不少公司，如电子商务巨头亚马逊公司(Amazon.com)承诺实现碳中和。
选择性资产管理公司(Selective Asset Management)总裁Robert McWhirter表示，可再生能源可能成为希望收购绿色资产组合的石油巨头的投资目标，这将增加它们的获利空间。
Innergex首席执行官Michel Letellier表示，许多加拿大公司已经在欧洲、美国和南美等新兴市场建立了业务。并表示：“我们已经可以证明，我们能够在国际上参与竞争。”
王佳晶 摘译自 路透社
原文如下：
Climate change winds lift Canadian renewable stocks, buffets oil sector
Canadian renewable utility stocks have soared this year as investors bet on a global expansion of cleaner power, abandoning oil and gas stocks that have plummeted due to pandemic travel restrictions.
Canadian renewables have become a landing spot for investors looking for wind, solar and hydro plays.
“They recognize oil and gas is a sunset sector. It’s not going away anytime soon, but they don’t expect any growth long-term,” said Tim Nash, a Toronto financial planner focusing on sustainable investments.
Innergex Renewable Energy Inc, Northland Power Inc and Boralex Inc are among the stocks to notch record highs this year.
Such moves have rewarded investors in an otherwise volatile year, but Brookfield Renewable Partners LP and Algonquin Power & Utilities Corp have surpassed analysts’ average price target, suggesting they do not expect further near-term gains.
Others, like Innergex and Boralex, have gained more than 30% and 50% respectively even though they lost money last year.
Oil stocks, by contrast, plummeted this year before recent vaccine breakthroughs, with the S&P/TSX energy index down more than 40%.
“(Oil’s) headwinds are largely tailwinds for the renewables space,” said TD Securities analyst Menno Hulshof.
Many renewables have the bulk of their electricity-producing operations outside Canada. They are likely to grow at similar or higher rates than global peers, CIBC analysts said on Oct. 13.
Some are making deals with the oil companies investors are shunning.
In July, U.S. oil major Chevron Corp and Ontario-based Algonquin struck a four-year deal to develop renewable power for Chevron operations in the U.S. Permian Basin.
Algonquin, which is both a conventional utility and green energy producer, hopes to strike similar deals with other oil producers who are attracted to renewable power’s falling costs, said Chief Executive Arun Banskota.
“The most important of all the drivers (behind renewables) are the economics,” Banskota said in an interview.
Such partnerships interest Canadian Natural Resources Ltd, said Tim McKay, president of Canada’s biggest crude producer.
“We look at all sorts of opportunities and those would be some of them,” McKay said, declining to comment on whether he is holding any specific talks. “If you could have renewable power and reduce your environmental footprint, that would be very complementary to our business.”
Northland Power is looking to expand in offshore wind, possibly through joint ventures with oil companies, said CEO Mike Crawley.
“We’re trying to turn that wave of capital, including from oil and gas majors, that’s coming into renewables and particularly offshore wind to our advantage,” Crawley said.
Rising interest among oil majors and conventional utilities crowd may mean increased competition.
The scale of opportunity is great enough, however, to absorb new competitors, said Wyatt Hartley, Brookfield’s chief financial officer. He noted pledges this year by corporations such as e-commerce giant Amazon.com to become carbon-neutral.
Renewables could become takeover targets by oil majors looking to acquire a green portfolio, adding to their upside, said Robert McWhirter, president of Selective Asset Management, whose holdings include Boralex and Northland.
Many Canadian companies have established operations in growing markets like Europe, the United States and South America, said Innergex CEO Michel Letellier.
“We’ve been able to prove we can compete on an international basis,” he said.
