中非能源合作热的冷思考

A Rethinking on the Great Upsurge in Sino-African Energy Cooperation

非洲石油储量并不丰富且分布不均,加上畸形的生产、消费与贸易结构,使其既出口原油,也进口原油和石油产品,且石油整体对外依存度较高,因此非洲不宜成为中国海外原油进口主渠道。非洲拥有大量天然气资源且分布广泛,但开采率和利用率均较低,中非天然气领域的合作空间较大。非洲大型水电项目易引发国家间纠纷等问题,中国企业应谨慎参与此类工程建设。非洲绝大多数国家缺乏成熟的太阳能市场环境和政策支持,短期内很难成为中国光伏企业大显身手之地。未来中非能源合作应以帮助非洲国家发展石化工业为重点。

Africa＇ s oil reserves is not plentiful and distributed unevenly, and its oil production, consumption and trade movements are severely distorted, making the continent both an oil exporter and an oil importer with higher dependency rate of imported oil as a whole. These mean that Africa is not well fitted for China＇s main source of oil imports. Africa has abundant natural gas resources but their exploration and utilization are quite low, and it provides a broad space for China -Africa cooperation. The burgeoning mega -hydropower projects across Africa could trigger many problems like conflicts among riparian states, and for this reason Chinese enterprises should be very cautious to participate in such projects and they can pay more attention to small -scale hydropower projects. Africa is really rich in solar energy resources but most countries lack well -developed market environment and government policy support, and consequently it cannot become an attractive market for Chinese PV companies in the near future. In the coming decades, China can focus on helping African countries to develop petrochemical industry for the energy cooperation.