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Energy Transition in the Oil and Gas Sector: Decarbonization Strategies and Repurposing Infrastructure for a Net-Zero Future

石油・ガスセクターのエネルギー移行:ネットゼロ未来に向けた脱炭素戦略とインフラ再活用 (AI 翻訳)

Ingrid Lopes Motta, Elton Wagner Zobisch, Geltom Luís Vieira, Alessandra Brito Leal, Danielle Rodrigues Raimundo, Elisa da Costa Guida, Joaquim Eugênio Abel Seabra, José Ricardo Pelaquim Mendes, Denis José Schiozer, Waldyr Luiz Ribeiro Gallo, Carla Kazue Nakao Cavaliero, Caio Henrique Rufino

Annual Review of Environment and Resources📚 査読済 / ジャーナル2026-06-02#エネルギー転換Origin: Global
DOI: 10.1146/annurev-environ-121124-112814
原典: https://doi.org/10.1146/annurev-environ-121124-112814

🤖 gxceed AI 要約

日本語

本レビューは、石油・ガス(O&G)産業がネットゼロ排出目標に整合するための二つの主要経路——再生可能エネルギーへの多角化と残存O&G事業の脱炭素化——を検討する。上流部門では地熱エネルギーと炭素貯留、下流部門ではバイオ燃料やグリーン水素への転換など、既存インフラと専門知識の活用策を整理。国際機関や企業の報告に基づき、O&G企業がエネルギー移行を加速するための複数の道筋を示す。

English

This critical review examines two pathways for oil and gas companies to align with net-zero by 2050: diversifying into renewables and decarbonizing residual operations. It covers repurposing upstream infrastructure for geothermal and carbon storage, and converting refineries for biofuels and green hydrogen. Based on reports from IEA, OGCI, and oil companies, it outlines multiple routes leveraging existing assets to accelerate the energy transition.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本の石油・ガス企業(ENEOS、出光興産など)は、既存設備の転用や水素・アンモニアサプライチェーン構築を進めており、本レビューの知見は国内の戦略策定やSSBJに基づく開示の参考となる。

In the global GX context

This review provides a structured overview of decarbonization pathways for O&G firms, relevant to global transition finance frameworks (e.g., TCFD, ISSB) and corporate net-zero strategies. It highlights how infrastructure repurposing can be a credible transition activity, informing both firm-level planning and investor expectations.

👥 読者別の含意

🔬研究者:Provides a comprehensive taxonomy of O&G decarbonization strategies, useful for further empirical or modeling studies.

🏢実務担当者:Offers actionable insights for O&G companies on leveraging existing assets for transition activities like geothermal, CCUS, and biofuels.

🏛政策担当者:Highlights infrastructure repurposing as a policy lever to align O&G sector with net-zero, informing incentive design and transition roadmaps.

📄 Abstract(原文)

The oil and gas (O&G) industry accounts for over half of global CO 2 emissions, requiring coordinated actions to align with the Net Zero Emissions scenario by 2050. Two major pathways emerge for O&G companies: developing diversified energy portfolios that include renewable energy sources and decarbonizing residual O&G operations. However, both strategies require, to varying degrees, the retrofitting of existing infrastructure and expertise. This critical review examines how the current O&G framework can be repurposed to advance energy transition initiatives of O&G companies, namely by developing renewable energy systems and reducing CO 2 emissions across upstream and downstream operations. The strategies covered herein are based on projections, goals, and ongoing actions reported by the International Energy Agency, the Oil and Gas Climate Institute, and oil companies. In the upstream segment, geological knowledge and reservoir infrastructure can enable geothermal energy development and carbon storage in depleted and active fields. Also, offshore wind, tidal, and solar energy projects may benefit from upstream expertise in working in harsh marine environments. In the downstream segment, refineries can be partially or fully converted into coprocessing refineries and stand-alone biorefineries, respectively. Biofuels, green hydrogen, and synthetic fuels are envisioned in renewable-focused scenarios, whereas low-carbon and drop-in fuels support lower-emission fossil cases. Other integrated actions, such as electrification of operations, integrated energy hubs, and participation in carbon credit markets, can strengthen the decarbonization of the O&G value chain. Overall, the initiatives reviewed illustrate multiple routes through which O&G companies can leverage their infrastructure and expertise to accelerate the energy transition and contribute to a net-zero economy.

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