俄罗斯国家石油公司的发展战略及经营动向

Rosneft's development strategies and operating trends

近年来,俄罗斯国家石油公司(Rosneft)确立了通过并购等手段扩大资产规模、在国内外市场加大勘探开发力度提升资源基础量、确保油气产量稳步增长,优先发展天然气业务、加快上下游业务一体化的发展战略,同时积极开展与国际大石油公司的合作,布局海外市场,提升公司国际地位。不包括TNK-BP,公司计划2020年油气产量达到1.86亿吨,其中天然气产量达到450亿550亿立方米。俄油实现其发展目标存在巨大挑战:1)尚未与亚太市场建立良好的、稳定的关系,在油气供应方式、价格和配套基础设施等方面仍需协商;2)存在巨额的资金缺口;3)缺乏在深海、极地以及冻土等地域进行油气勘探和生产的经验和技术。

In recent years Rosneft's strategies have been to increase assets by merger and acquisition, increase its resource base by increasing exploration and development both in domestic and foreign markets, guarantee steady growth in oil and gas production, and give priority to gas and upstream and downstream integrated business development. Rosneft has set itself the goals of 186 million tons in oil output and 45-55billion cubic meters in gas output by 2020. The company faces great challenges to achieve these goals; the three main constraints are: 1) Rosneft hasn't established a stable and favorable relationship with the Asia-Pacific market; they have to negotiate supply mix, price, base infrastructure, etc.2) Rosneft needs a huge development fund. 3) Rosneft lacks exploration and production experience and technology in deep water, the Arctic shelf and tundra.