典型石油公司油气储量资产管理策略及启示

Typical Oil Company Reserve Asset Management Strategy and Implications

油气储量资产作为石油公司核心资产之一,备受各石油公司及资本市场和投资者重视。主要国际石油公司均形成了成熟有效的储量资产管理规范,通过建立专门的专家、管理团队,负责储量资产相关信息收集、评估、存储、发布等。各石油公司为实现储采比、储量替代率等储量资产评价指标的稳定,通过加强勘探力度、聚焦核心业务、注重资产交易、与资源国灵活开展合作、合理控制费用支出结构等多种形式,优化储量资产质量,实现上游营收及利润的增长。国内石油公司在挑战频多的国际油气市场和改革逐渐深化的国内油气产业环境下,应坚持风险勘探、资产经营、持续降本、效益优先、紧盯机遇五大战略,提升油气储量资产质量,增强公司应对国际国内市场新挑战的核心竞争力。

As one of the core assets of oil companies, oil and gas reserves assets are highly valued by oil companies, capital markets and investors. Major international oil companies have formed mature and effective reserves management specifications. A team of experts and managers has been set up to collect, evaluate, store, and publish information related to reserves. In order to stabilize the reserve asset evaluation indicators such as reserve-production ratio and reserve replacement rate, various oil companies have adopted various methods such as strengthening exploration, focusing on core business, paying attention to asset transactions, flexible cooperation with resource countries, and control of expenditure structure, to optimize the quality of reserve assets and achieve upstream revenue and profit growth. China's oil companies should take the five major strategies adhering to risk exploration, asset trading, continuous cost reduction, efficiency priority, and close focusing on opportunities in the international oil and gas market, which can help oil companies to improve the quality of oil and gas reserve assets and enhance the company's core competitiveness in meeting the new challenges of the international and domestic markets.