中国页岩气开采成本分析及金融支持策略

Cost Analysis and Financial Support Strategies on the Shale Gas Exploration and Development in China

页岩气作为新能源和非常规能源,是一种相对高效、清洁和环保的天然气。美国的页岩气革命可以算是本世纪最具影响力的能源革命。从美国的经验来看,页岩气开发可以缓解资源矛盾,改善能源结构,保障能源安全以及促进经济发展。由于页岩气开采投资金额巨大和技术要求高,加上我国水资源不足、基础建设滞后和体制机制制约等原因,目前中国只在个别区块取得了勘探突破,离页岩气的大规模商业开采还有一段距离。随着世界能源结构向低碳环保方向转变和能源安全的需要,中国对天然气的需求十分迫切,发展页岩气成为中国能源行业的必然选择。本文通过对页岩气企业和产业示范区的调研,结合页岩气产业的现实情况,对中国页岩气开采成本预期做出分析,从理论高度进一步探讨页岩气产业与金融的相互关系和两者结合的路径,提出符合实际的、比较系统的、深入的页岩气产业金融支持对策和建议。

The shale gas revolution in the United States can be regarded as the most influential energy revolution of this century. As the world＇s energy structure change in the direction of low-carbon environmental protection and the need of energy security in China, the demand for natural gas in China is very urgent, and the development of shale gas has become an inevitable choice for China＇s energy industry. In this paper, based on the research of shale gas enterprises and shale gas industrial demonstration zones, we make an analysis of cost forecast in shale gas exploration and development in China. We conduct a comprehensive analysis of the problem of insufficient financial support for shale gas industry, and put forward systematic financial support measures and suggestions for shale gas industry.