全球油气生产西移与消费东移的趋势及其影响

Trend and Influence of Oil and Gas Production Transfer to the Western Hemisphere and Consumption Transfer to the Eastern Hemisphere

因技术进步和高油价,非常规资源正在成为战略接替,西半球油气供应在全球的地位越来越重要,将从净进口变为净出口;发展中国家油气消费进入快速增长期,世界油气需求重心由西向东转移,亚太地区成为世界最大油气消费地区。这些将改变世界油气市场和地缘政治格局,改变世界竞争形势,对中国既是机遇更多的是挑战。要坚持立足国内、增源与节流并举,坚持科学替代和技术创新,坚持增强全球供应能力,坚持参与全球能源治理。

Due to technological progress and high crude prices, unconventional oil and gas resources are becoming strategic replacement to conventional oil and gas resources. Te western hemisphere is playing a more important role in globe oil and gas supply and will become a net export region. Developing countries are entering a period of accelerated growth of oil and gas demand. The gravity of world of oil and gas demand is shifting from the West to the East, and Asia Pacific has become the biggest region of oil and gas demand. All of those above- mentioned are changing the structure of global oil and gas market and the geopolitics situation and competition status, providing China more challenges than opportunities. China should increase domestic supply, promote en- ergy saving, support technological innovation, develop alternative energy, increase the ability to acquire global oil and gas and participate in global energy governance.