2020年以来,新冠肺炎疫情加快了全球能源转型进程,油气企业的生产经营受到了气候变化与市场衰退的双重制约,低碳转型战略受到广泛关注。在分析油气企业的战略转型背景基础上,对其“碳中和”愿景下的战略选择进行了重点探讨,主要分为5个...2020年以来,新冠肺炎疫情加快了全球能源转型进程,油气企业的生产经营受到了气候变化与市场衰退的双重制约,低碳转型战略受到广泛关注。在分析油气企业的战略转型背景基础上,对其“碳中和”愿景下的战略选择进行了重点探讨,主要分为5个方面:①大幅削减资本支出,投资态度更加审慎;②大规模开展资产减值操作,规模创10年以来历史新高;③更加聚焦上下游核心资产,终端进一步向低碳转型;④不同油气企业采取了不同的清洁低碳战略,欧洲油气企业偏向发展多元化清洁低碳业务,美国油气企业更注重开展碳捕获与封存(Carbon Capture and Storage,CCS)及其他业务,部分国家油气企业也紧跟能源转型趋势提出了中短期的减排目标;⑤油气并购热度明显放缓,低碳并购备受青睐。最后,对中国油气企业提出了相关建议,以期为保障中国油气企业的可持续发展提供参考。展开更多
This paper presents a dynamic model of pollution treatment strategies,driven by the bargaining relationships between governments,oil and gas companies and local residents.The results show that government plays a domin...This paper presents a dynamic model of pollution treatment strategies,driven by the bargaining relationships between governments,oil and gas companies and local residents.The results show that government plays a dominating role and government environmental policies have significant impact on other two parties' behavior.To achieve better pollution treatment in the future,we put forward the following suggestions.An improvement in the legal system is required,and the legal enforcement needs to be strengthened.In terms of pollution treatment,responsibilities and obligations of these three parties need to be clearly defined.A wellfunctioned reward and penalties system needs to be established for minimizing the environment damage in the future.展开更多
文摘2020年以来,新冠肺炎疫情加快了全球能源转型进程,油气企业的生产经营受到了气候变化与市场衰退的双重制约,低碳转型战略受到广泛关注。在分析油气企业的战略转型背景基础上,对其“碳中和”愿景下的战略选择进行了重点探讨,主要分为5个方面:①大幅削减资本支出,投资态度更加审慎;②大规模开展资产减值操作,规模创10年以来历史新高;③更加聚焦上下游核心资产,终端进一步向低碳转型;④不同油气企业采取了不同的清洁低碳战略,欧洲油气企业偏向发展多元化清洁低碳业务,美国油气企业更注重开展碳捕获与封存(Carbon Capture and Storage,CCS)及其他业务,部分国家油气企业也紧跟能源转型趋势提出了中短期的减排目标;⑤油气并购热度明显放缓,低碳并购备受青睐。最后,对中国油气企业提出了相关建议,以期为保障中国油气企业的可持续发展提供参考。
基金the Foundation of Key Research Plan of Shandong Province(No.2015GGX109004)the Fundamental Research Funds for the Central Universities of China(No.16CX05004B)
文摘This paper presents a dynamic model of pollution treatment strategies,driven by the bargaining relationships between governments,oil and gas companies and local residents.The results show that government plays a dominating role and government environmental policies have significant impact on other two parties' behavior.To achieve better pollution treatment in the future,we put forward the following suggestions.An improvement in the legal system is required,and the legal enforcement needs to be strengthened.In terms of pollution treatment,responsibilities and obligations of these three parties need to be clearly defined.A wellfunctioned reward and penalties system needs to be established for minimizing the environment damage in the future.
