国际油公司海外核心产区特点解剖及对中国油公司的启示

Characteristics of overseas core production areas of international oil companies and inspiration to Chinese major oil companies

调研发现,随着全球能源行业绿色低碳转型调整的步伐日益加快,国际油公司上游资产已经开始由高速增长向战略性收缩转变,资产“归核化”趋势愈加明显。因此通过对标手段分析了典型国际油公司海外核心产区的特点,并进一步剖析了中国油公司海外核心产区建设现状及存在问题。研究结果表明,国际油公司无论体量大小,均具有1~6个海外油气核心产区;国际油公司海外核心产区布局多元化且各有偏好;海外核心产区为七大国际油公司海外上游业务贡献了超过六成以上的利润。中国油公司“走出去”近30年,成绩斐然,在全球46个国家斩获一批勘探开发项目,油气权益年产量达到1.8×10^(8)t油当量,但核心产区数量偏少、资产结构单一、创效能力弱、潜在建产上产资产少。研究提出中国油公司应尽快制定应对能源转型的海外业务中长期发展战略与路线图,超前布局,为未来核心产区建设打下资源基础。

With the accelerating pace of energy industry transformation from fossil energy to clean and green energy,the upstream assets of international oil companies have shifted from rapid growth to strategic contraction,showing increasingly prominent trend of asset“refocusing”.The characteristics of overseas core production areas of typical international oil companies are analyzed by benchmarking,and the current situation and existing problems of overseas core production areas of Chinese oil companies are further analyzed.The research results show that international oil companies,regardless of their size,have 1-6 overseas oil and gas core production areas,which are diversified and show different preferences;The overseas core production areas have contributed more than 60%of the profits to the overseas upstream business of the seven major international oil companies.Chinese oil companies have been“walking out”for nearly 30 years,and have achieved remarkable results.They have won a number of exploration and development projects in 46 countries around the world,and the oil and gas equity production equivalent has reached 1.8×108t per year.However,the core production areas are characterized by relatively small number,single asset structure,weak ability to create benefit,and few potential assets for capacity construction and production increase.Finally,it is proposed that Chinese oil companies should formulate medium-term and long-term development strategy and roadmap for overseas business as soon as possible in response to energy transformation,and make advanced layout,so as to lay resource base for the construction of core production areas in the future.