2022亚太地区油气投资环境状况及发展趋势

Status and prospect of oil and gas investment environment in Asia-Pacific region in 2022

2022年中美博弈持续加剧,亚太地区地缘政治风险上升,预计短期内该风险趋势难以改变。乌克兰危机叠加新型冠状病毒感染疫情,亚太经济增速放缓,未来经济有望恢复。国际石油公司继续出让东南亚地区油气资产,随着能源转型的推进,预计国际石油公司会持续剥离该地区非核心油气资产。亚太地区脱碳目标与现实脱节,能源转型需要地区各国政府采取积极行动,包括解决可再生能源发电并网问题,推广应用碳捕集、利用与封存等新技术,以尽快完成碳减排目标。

The intensifying competition between China and the US continues,the geopolitical risk in the Asia-Pacific region is rising,and it is anticipated that this risk trend will be difficult to change in the short term.The Ukraine crisis and COVID-19 pandemic have further slowed down the global economic growth,but there is hope for economic recovery in the Asia-Pacific region in the future.International oil companies are currently divesting their oil and gas assets in Southeast Asia,and with the progress of the energy transition,it is expected that they will continue to divest their non-core oil and gas assets in the region.The decarbonization goals in the Asia-Pacific region are disconnected from reality,and the energy transition requires governments of various countries in the region to take positive actions,addressing the issue of renewable energy grid connection,promoting new technologies such as carbon capture,utilization and storage(CCUS),in order to achieve carbon emissions reduction targets as soon as possible.