摘要
2021年,在新冠肺炎疫情冲击下,百年未有之大变局加速演进,全球能源供需格局发生深刻变化,带动全球能源治理格局不断演变,世界各国出台相关政策,推动能源结构加快向绿色低碳转型。世界主要油气资源国在推动能源转型的同时,仍在进行内部改革,强化油气行业竞争力,加强市场维护与合作,维护本国传统能源地位。《格拉斯哥气候公约》的达成给未来国际社会碳减排和能源转型指明了新方向,主要油气消费国纷纷设立气候目标,引领本国绿色低碳转型;绿色金融也在引导市场资源流向绿色低碳领域。未来,将有越来越多的国家出台碳达峰、碳中和发展战略,绿色金融的作用也会愈发重要,相关议题的法律法规及标准制定、环境风险的分析、信息披露监管等制度将会进一步健全。随着可再生能源的快速发展,未来传统油气资源国的地缘政治影响力将被大大削弱,资源国与消费国之间的界限也会日渐模糊,新的"能源地缘政治版图"正在重构。
In 2021,the world today is marked by changes unseen in a century under the impact of the COVID-9 pandemic.Profound changes in global energy supply and demand patterns have led to an evolving pattern of global energy governance.Countries around the world have introduced relevant policies to promote an accelerated transition to a green and low-carbon energy transition.While promoting the energy transition,the world’s major oil and gas resource countries are still carrying out internal reforms to strengthen the competitiveness of the oil and gas industry,enhance market maintenance and cooperation,and maintain their traditional energy status.The Glasgow Climate Change Conference has given a new direction for future emissions reduction and energy transition of the international community.Major oil and gas consuming countries have set climate targets to lead their green and low-carbon transition.Green finance is also directing market resources to green and low-carbon sectors.In the future,more countries will introduce“dual carbon”development strategies.Meanwhile,the role of green finance will be more important,and the system of laws,regulations and standards,the analysis of environmental risks,and the regulation of information disclosure will be further improved.With the rapid development of renewable energy,the geopolitical influence of traditional oil and gas resource countries will be greatly weakened.The boundaries between resource and consumer countries will be increasingly blurred.A new“energy geopolitical map”is being reconstructed.
作者
康煜
谢薇
陈建荣
KANG Yu;XIE Wei;CHEN Jianrong(CNPC Economics&Technology Research Institute)
出处
《国际石油经济》
2022年第2期25-32,共8页
International Petroleum Economics
关键词
油气政策
能源政策
资源国
消费国
能源转型
能源治理
oil and gas policy
energy policy
resource countries
consumer countries
energy transition
energy governance
