全球油气勘探形势与启示

Situation and Enlightenment of Global Oil and Gas Exploration

2022年,全球油气勘探投资、勘探工作量、新发现储量呈现同步增长态势。大—中型油气田储量占比超80%,深水依然是全球勘探发现的重点领域。其中,西南非纳米比亚海域新层系首获近50年最大突破,其发现与共轭类比的勘探思路密不可分;东地中海滚动勘探持续获得发现,归功于国际石油公司紧盯重大发现领域,快速布局周边有利勘探区块,保持一定规模的油气新增储量。分析近10年国际石油公司海外勘探布局和做法表明,公司秉持战略引领,持续加大投资,通过战术布局,进入前沿、新兴和成熟三大领域;依靠创新支撑、把握地质理论发展和勘探技术进步,为油气勘探发现保驾护航。中国油公司“走出去”30年取得良好的勘探成效,但海域勘探与国际石油公司相比仍有一定差距,建议中国油公司风险勘探与滚动勘探并举,大力获取海外深水有利勘探区块,形成资源有效储备。

Global oil and gas exploration investment and workload as well as newly-discovered reserves grew simultaneously in 2022.The reserves of large and medium-size oil and gas fields accounted for more than 80 percent while the deepwater zone remained as the key area of the discoveries from global exploration.Of those,the offshore breakthrough made in the new strata in Namibia,Southwest Africa,was the highest in the area for the first time in nearly 50 years.This discovery is closely related to the exploration concept of conjugate analogy.The continual discoveries were made in progressive exploration of the eastern part of the Mediterreanian Sea.A series of discoveries can be attributed to the efforts of international oil companies focusing on the areas of important discoveries.They rapidly concentrated their efforts on the surrounding favorable exploration blocks and kept a certain amount of newly-added oil and gas reserves.The analysis of overseas exploration made international oil companies in the recent decade shows the companies,led by their strategy,increased investment and established their business presence in the frontier,emerging and mature areas on the basis of the strategic distribution.They depended on the efforts for innovation,geological theoretical development and exploration technological progress to support oil and gas exploration and discoveries.China’s oil companies have made satisfactory exploration achievements in the“go-abroad”efforts of the past three decades.However,a certain gap still remained between the China’s oil companies and the international oil companies in terms of deepwater exploration.It is proposed that the China’s oil companies should emphasize both risk exploration and progressive exploration and try to acquire overseas deepwater favorable exploration blocks,preparing for effective stand-by resources.