BP invests $200 million in solar developer Lightsource

然而，快进了六年，这家石油巨头再次加入了竞争，宣布在英国Solar Developer Lighters Sighter slighterce（据称是欧洲最大的）投资2亿美元。BP似乎再次看到了光。发生了什么变化？

Well, a great deal. 2011 also saw Carbon Tracker first posit its "carbon bubble" theory, warning of vast stranded assets in fossil fuel industries if global temperatures are to remain "well below" 2 degrees Celsius. Since then, oil prices have plummeted, just as the global green economy has surged, with solar and wind power becoming some of the cheapest sources of energy around, and electric vehicles and batteries are now热门for investors.

Indeed, rival oil and gas firm Total already holds a majority stake in U.S. solar PV developer SunPower, and Shell has been稳步涉水进入电动汽车市场一段时间。

Total already holds a majority stake in U.S. solar PV developer SunPower, and Shell has been steadily wading into the EV market for some time.

显然，清洁能源的业务案例太大了，无法忽略BP。正如英国公司在其公告中指出的那样，全球安装的太阳能产生能力在过去四年中增加了两倍以上，仅在2016年就增长了30％以上。BP自己的年度能源前景分析认为，到2035年，太阳能产生了大约三分之一的全球可再生能力，最高可达全球总电力的10％。

Bob Dudley, BP group chief executive, said he was excited to be coming back to solar "but in a new and very different way."

"While our history in the solar industry was centered on manufacturing panels, Lightsource BP will instead grow value through developing and managing major solar projects around the world," he added.

Yet the establishment of Lightsource BP on Dec. 15 is not merely a significant vote of confidence in solar and British industry, but a reflection of the wider winds of change across the global fossil fuel sector—风吹得比以往任何时候都更强烈。

BP and fellow oil and gas companies Shell, ExxonMobil, Chevron, ConocoPhillips, Statoil, Total Eni and Imperial Oil—and many more besides — were named on a hit list of the 100 biggest greenhouse gas emitters being challenged by 225 major investors to up their game on climate action and risk disclosure. With a combined heft of $26.3 trillion of assets under management behind it, the Climate Action 100+ initiative is an unprecedented application of pressure on fossil fuel industries and clearly demonstrates that investors no longer will put up with those ignoring climate risk.

Even ExxonMobil — forever the villain in environmentalists' eyes and recently the subject of investigations over what it may or may not have known about climate change as back as the 1970s — succumbed to boardroom pressure, agreeing to report more thoroughly on the risks posed to its business by the low carbon transition. Moreover, those treehuggers at the World Bank announced — and not before time — itno longer would finance upstream oil and gas after 2019.

Even ExxonMobil succumbed to boardroom pressure, agreeing to report more thoroughly on the risks posed to its business by the low carbon transition.

At the One Planet Summit in Paris that same day — exactly two years after the Paris Agreement was struck — Bank of England Governor and FSB chair Mark Carney made a telling observation. "You now have the mass of the financial sector saying, 'We want to distinguish between those who can see the opportunities, those who can manage the risk and a group of companies that just don't know the answer to these questions,'" he said. "It's going to be more awkward to be in that last group."

当然，值得一提的是，对于BP而言，2亿美元仍然是海洋的下降，据报道，2017年到目前为止的投资约为170亿美元，是全球12亿美元th根据福布斯的收入，最大的公司。

Yet coming off the back of such a big week for the green economy, BP's move back into solar does suggest that, like several of its rivals, it may be finally choosing the former, rather than the latter of Carney's two groups.

There may be a long way to go, but with investors breathing down their necks, the signs are growing that fossil fuel companies arebeginning to see the light.