摘要
引发本轮油价暴跌的直接原因是全球暴发新冠肺炎疫情导致原油需求下降,决定性因素是一直宽松的全球石油供应在“欧佩克+”与美国的博弈中持续扩大。本轮油价暴跌将导致美国页岩产业和全球深水油气资产面临深刻调整,也给我国油气行业带来严峻挑战。建议:维护油气勘探开发基本稳定;刺激油气消费,加大战略储备建设力度;持续深化油气体制改革;强化降本增效,持续加大关键技术与装备攻关力度。
The immediate cause of the current oil price slump is the global outbreak of the COVID-19,which has led to a decline in crude demand.The decisive factor is the loose global oil supply,which continues to expand in the“OPEC+”game with the US.This round of oil price collapse will lead the US shale industry and global deep water oil and gas assets to face a profound adjustment,as well as severely challenges China’s oil and gas industry.It suggests maintaining the basic stability of oil and gas exploration and development,stimulating oil and gas consumption,increasing the construction of strategic reserve,continuing to deepen the reform of the oil and gas system,intensifying efforts to reduce costs and increase efficiency,and keeping the increase efforts to tackle important problems in key technologies and equipment.
作者
王越
潘继平
WANG Yue;PAN Jiping(Strategic Research Center of Oil and Gas Resources,Ministry of Nature Resources)
出处
《国际石油经济》
2020年第3期59-64,共6页
International Petroleum Economics
基金
“地质勘察及矿产资源管理”(项目编号12130034)研究成果。
关键词
低油价
新冠肺炎疫情
供需
页岩油
深水油气
low oil price
COVID-19
the supply and demand
shale oil
the deep water oil and gas