Kei roto i tēnei pūrongo he tātaritanga taipitopito, maha-paparanga, mō ngā ia whanaketanga ā-muri ake nei o te umanga taputapu keri hinu o te ao. Kei te anga atu te umanga ki tētahi "raruraru toru" matua: i tētahi taha, me tutuki i a ia te tono pūngao o te ao; i tētahi atu taha, me tutuki i a ia ngā tohutohu whakakore waro me ngā tohutohu Taiao, Hapori, me te Whakahaere (ESG) e piki haere ana te kaha; ā, i te wā kotahi, me akiaki i te hua me te whai huatanga o te mahi mā te auahatanga hangarau. Ko te taunekeneke me te tukinga o ēnei kaha e toru kei te whakahou i te hanganga mākete o te umanga, ngā ara hangarau, me ngā tauira whakataetae.
I te taumata mākete, ahakoa he ia roa te whakawhiti pūngao, kei te kaha tonu te hiahia o te ao mō te hinu me te hau māori i roto i te wā waenga, e whakarato ana i te pūtake taketake mō ngā mahi keri. Heoi, he maha ngā āhuatanga takirua o ngā kaiwhakahaere tipu: ko tētahi pito ko te whakawhanake i ngā rauemi rerekē e tohuhia ana e te hinu me te hau kirikiri, me te whai i te tino whai hua me te whakahaere utu i raro i te tauira mahi "kāhua wheketere"; ko tētahi pito ko te hikoi ki ngā mara matatau me ngā arai hangarau tino teitei pērā i te wai hohonu me te wai tino hohonu, e whakanui ana i te pono me te mohio o ngā taputapu. He wero takirua tēnei rerekētanga ki ngā kaihanga taputapu, e hiahia ana kia tukuna e rātou he kohinga hua kanorau e whakataurite ana i te roa, te ōhanga, me te hangarau matatau.
I te taumata hangarau, kei te tino whakararuraru te huringa matihiko i te umanga hanga taputapu tuku iho. Kāore te Matauranga Horihori (AI), te Ipurangi o ngā Mea (IoT), me ngā hangarau aunoatanga i ngā ariā tawhiti engari he huānga matua e tautuhi ana i te whakataetae. Kei te neke te umanga mai i te aunoatanga taputapu māmā ki ngā mahi aunoa tukanga katoa, arā, te "keri atamai." Kei te hanga ngā umanga matua i ngā pūnaha rauropi e aro ana ki ngā raraunga e whakauru hohonu ana i ngā taputapu, ngā pūmanawa, me ngā ratonga, me ngā tauira pakihi e neke ana mai i te hoko "maitai" ki te whakarato i ngā otinga "matauranga" e hangai ana ki te mahi.
Mō te whanaketanga tauwhiro, kua noho te ESG hei mea nui e awe ana i te tohatoha pūtea me ngā rautaki a ngā kamupene. Ko ngā pēhanga ture me ngā tumanakohanga a ngā kaipupuri moni kei te akiaki i te umanga katoa ki te huri i te whakaiti me te tango i ngā tukunga mai i te "kōwhiringa" hei "mea nui". Ko te hiko o ngā taputapu keri, te whakamahi i ngā hangarau whakahaere tukunga methane, me te whakaurunga o te hopu, te whakamahi, me te rokiroki waro (CCUS) kei te puta ake hei arotahi R&D hou. Ko te kaha ki te whakarato i ngā otinga keri iti-waro kei te whanake hei painga nui e wehewehe ana.
Mō te whakataetae, kei te aro atu ngā kamupene nunui tuku iho pērā i a Schlumberger (SLB), Halliburton, me Baker Hughes ki ngā wero o te heke mai mā roto i ngā rautaki motuhake: Kei te huri haere a SLB hei kamupene hangarau, kei te arotahi a Halliburton ki te whakanui ake i te uara o āna pakihi hinu me te hau matua, ā, kei te whakatinana a Baker Hughes i te arotautanga putea whai whakaaro. I taua wā, kei te kaha haere te whakataetae o ngā kaitākaro hou, e tohuhia ana e ngā umanga Haina, i te mākete o te ao mā roto i ā rātou mekameka ahumahi katoa me ngā painga utu, inā koa i roto i ngā whenua me ngā mara hangarau motuhake.
Hei whakarāpopototanga, ko te angitu i roto i te umanga taputapu keri hinu o te ao ā muri ake nei, kāore e whakawhirinaki anake ki te hiranga o te miihini hangarau engari ka whakawhirinaki nui atu ki te kaha o ngā umanga ki te whakauru i ngā hangarau matihiko, ngā mahi miihini pumau, me ngā pūnaha uaua. Mō ngā kaiuru katoa o te mākete—ahakoa he kaihanga taputapu, he kaiwhakarato ratonga mara hinu, he kaipupuri moni rānei—ko te māramatanga hohonu me te whakatere whai hua ki tēnei "raruraru tokotoru" ka noho hei mea nui ki te pupuri i te tūranga ārahi me te whakatutuki i te uara pumau i roto i te tekau tau e whai ake nei me tua atu.
Wā tuku: Hurae-21-2025