能源转型背景下国家石油公司动态与启示

doi:10.3969/j.issn.1672-7703.2022.06.009

摘要/Abstract

摘要： 2021年，国家石油公司产量占全球油气总产量的近50%，然而，在能源转型的大背景下国家石油公司面临着碳达峰、碳中和的巨大压力。为适应不断变化的能源市场，文章关注分析能源转型背景下国家石油公司的最新动态，并结合中国国情和油气供应的实际情况提出了相关建议。分析认为，中国石油公司应将传统能源和新能源融合，并逐步向替代能源过渡，实现能源的稳定供应和可持续发展。一是紧随脱碳减排潮流，严格遵守碳减排要求；二是优化资产组合，分散关键风险；三是强化科技创新引领，建设碳捕集、利用与封存（CCUS）产业链体系；四是开拓创新，新能源领域多元化发展。

关键词: 能源转型, 碳中和, 碳排放, CCUS

Abstract: In 2021, oil and gas production of national oil companies accounted for nearly 50% of the total amount in the world. On the other hand, national oil companies are facing huge pressure of carbon peaking and carbon neutrality. In order to adapt to the changing energy market,the latest performance of national oil companies in the context of energy transition is analyzed, and relevant suggestions are proposed based on China’s national conditions and the actual situation of oil and gas supply. The analysis results show that Chinese oil companies should integrate traditional energy and new energy, and gradually transfer to alternative energy resources, so as to achieve stable energy supply and sustainable development. First, the trend of decarbonization should closely be followed and carbon emission reduction requirements should strictly be complied; Second, the asset portfolio should be optimized to decentralize key risks; Third, the leadership of technological innovation should be strengthened and the CCUS industrial chain system should be built; Fourth, research and innovation should be implemented, and the development of new energy fields should be diversified.

中图分类号:

F416

黄飞, 张慕真, 雷占祥, 曾保全, 汪斌, 李祖欣, 屈泰来. 能源转型背景下国家石油公司动态与启示[J]. 中国石油勘探, 2022, 27(6): 80-87.

Huang Fei, Zhang Muzhen, Lei Zhanxiang, Zeng Baoquan, Wang Bin, Li Zuxin, Qu Tailai. Trends of national oil companies in the context of energy transition and enlightenments[J]. China Petroleum Exploration, 2022, 27(6): 80-87.

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