“油改气”与“煤改气”的回顾与展望

Review and prospect of “oil to gas” and “coal to gas”

2017年以来,天然气逐渐成为中国现代清洁能源体系的主体能源之一。在产业重点发展方向的抉择上,始终存在"油改气"与"煤改气"的路线争议;过往10年的天然气产业发展历程中,政策倾向以及上下游市场偏好都可非常清晰地分为2个不同阶段。率先发力的"油改气",其标志性的成果是上百座天然气液化工厂、数千座加气站以及几十万量LNG车辆迅速为中国天然气产业拓展了一个重要板块;紧随其后的"煤改气",则促进了沿海几十座LNG接收站的快速建设、国家管网的互联互通、各省的储气调峰设施的中长期布局,让中国天然气产业发展前景充满期待。

Since 2017, natural gas has gradually become one of the main energy sources in China’s modern clean energy system. In the choice of the key development direction of the industry, there is always a dispute between "oil to gas" and "coal to gas". During the past 10 years of the development of natural gas industry, it can be clearly divided into two different stages the policy preference and upstream and downstream market preference. The first "oil to gas" stage, whose symbolic achievements are hundreds of LNG plants, thousands of refueling stations and hundreds of thousands of LNG vehicles, has rapidly expanded an important part of China’s natural gas industry. The "coal to gas" stage has promoted the rapid construction of dozens of LNG receiving stations along the coast, the interconnection of the national pipeline network, and the medium and long-term layout of gas storage and peaking facilities in various provinces, which makes the development prospect of China’s natural gas industry full of expectations.