摘要
党的二十大报告提出,推动绿色发展,促进人与自然和谐共生,确保能源安全。2023年COP28大会重申既定气候目标,并达成了实现科学净零排放的新共识。全球能源市场格局重塑,油气在能源安全中的地位得到重视,油气企业转型仍聚焦核心竞争优势,但上游投资复苏偏慢。全球二氧化碳捕集与封存(CCS)项目数量爆发式增长,直接空气捕集(DAC)技术受到关注,二氧化碳捕集、利用与封存(CCUS)是实现“双碳”目标的兜底保障技术。针对全球未来发展目标和中国国情,分析了世界油气行业发展趋势和国内油气安全形势,提出了中国油气行业发展趋势及能源转型过程中因势利导和应对挑战的措施,为油气企业转型决策提供参考。中国能源自给率高,能源安全形势总体可控。中国油气产业呈现“三个维度”的发展趋势,勘探深度向万米挺进、油气储集空间尺度拓展到纳米、老油气田开启百年建设新征程,需要从释放“两深一非一老”增储上产潜力、深化“一带一路”重点地区能源合作、扩大油气储备能力,完善管网布局、建立系统化、智能化的风险管理和决策支持体系、大力发展CCUS产业链等方面发力。
The report of the 20th National Congress of the Communist Party of China proposed pursuing green development and promoting harmony between humanity and nature,and ensuring energy security.In 2023,the COP28 conference reiterated its existing climate goals and reached a new consensus to achieve scientific net zero emissions.The global energy market pattern has been reshaped with the status of oil and gas in energy safety is valued,the transition of oil and gas firms still focuses on core competitive advantages,but the investment of upstream recovery slowly.The number of global carbon capture and storage(CCS)projects increased explosively,and direct air capture(DAC)technology has attracted attention.Carbon capture,utilization and storage(CCUS)is the backup technology to achieve the"dual carbon"goals.In response to the global future development goals and the national conditions of China and analysis of the development trends of the world’s oil and gas industry and the domestic oil and gas security situation,it proposes the development trends and energy transition of China's oil and gas industry and measures for responding to challenges in the process of energy transition,and provides reference for the transition decisions of oil and gas firms.China has a high energy self-sufficiency rate and the energy security situation is generally controllable.China's oil and gas industry has shown the"3D"development trend.Exploration depth is advancing towards 10000 meters,the scale of oil and gas storage space is expanding to nanometers,and the old oil and gas fields are stating a new centennial construction journey.It shall be focus on release the potential of increasing of reserves and production in"deep oil and gas reservoirs and deep sea oil and gas reservoirs,Unconventional and old oil and gas fields",deepen energy cooperation in key areas of the"the Belt and Road",expand oil and gas reserve capabilities,improve the layout of pipeline network,establish a systematic and intelligent risk management and decision-making suppo
作者
孙龙德
张鹏程
江航
王祖纲
SUN Longde;ZHANG Pengcheng;JIANG Hang;WANG Zugang(China National Petroleum Corporation,Beijing 100724,China;CNPC Economics and Technology Research Institute,Beijing 100724,China;PetroChina Research Institute of Petroleum Exploration and Production,Beijing 100083,China)
出处
《世界石油工业》
2024年第1期6-15,共10页
World Petroleum Industry
关键词
能源安全
能源转型
二氧化碳捕集、利用与封存
“一带一路”倡议
油气储备
双碳目标
energy security
energy transition
carbon capture,utilization and storage(CCUS)
the Belt and Road Initiative
oil and gas reserves
carbon peaking and carbon neutrality goals
