石油工业上游绿色转型发展形势与建议

Green transition situations and development suggestions for upstream petroleum industry

当前,世界能源转型进程总体加速但不确定性进一步增强,全球油气行业呈现出业务结构从油气主导向多能互补转变,市场格局从“全球化”向“东西半球分化”转变,政策导向从激进转型向有序发展转变,技术创新从传统领域向新兴领域拓展等四大趋势。各国政府和国际石油公司都结合自身情况做出政策规划、战略目标、实施路径等调整。我国油气行业积极融入全球能源转型历史进程,在国家战略总体指引下,绿色转型发展取得显著成效。聚焦上游领域,稳油增气支撑能源结构的持续优化,新能源融合发展加速油气行业低碳转型,科技创新引领油气行业锻造新质生产力,但仍面临资源、经济、技术等多方挑战。结合我国基本国情,积极借鉴国际经验,文章提出推动石油工业上游绿色转型发展的4点建议:统筹油气供应安全与绿色发展,坚定不移加大国内外油气勘探开发力度;立足能源超级盆地,培育产业集群,因地制宜加快油气与新能源融合发展;发挥科技创新与政策引领支撑作用,推动传统油气与新能源行业高质量发展;加大财税金融支持力度,加速推进油气供应能力提升与上游行业绿色发展。

In the current global energy transition process,which is accelerating overall but with further uncertainty,the global oil and gas industry is showing four major trends:a shift in business structure from oil and gas dominance to multi-energy complementarity,a shift in market structure from globalization to differentiation between the Eastern and Western hemispheres,a shift in policy orientation from radical transition to orderly development,and an expansion of technological innovation from traditional to emerging fields.Governments of various countries and international oil companies have made adjustments to policies,strategic goals,implementation paths,and other aspects based on their own situations.China’s oil and gas industry actively integrates into the historical process of global energy transition,and has achieved significant achievement in green transition development under the guidance of national strategy.Focusing on the upstream sector,stabilizing oil production and increasing gas production to support the continuous optimization of energy structure,accelerating the low-carbon transition of the oil and gas industry through the integration of new energy development,and technological innovation leading the forging of new quality productivity in the oil and gas industry.However,it still faces challenges from various aspects such as resources,economy,and technology.Based on China’s basic national conditions and actively drawing on international experience,four suggestions are proposed to promote the green transition of the upstream petroleum industry.Namely,coordinate oil and gas supply security and green development,and firmly increase the exploration and development efforts of oil and gas both domestically and internationally.Based on the energy super basin,cultivate industrial clusters,and accelerate the integrated development of oil and gas and new energy according to local conditions.Play the role of technological innovation and policy guidance to promote high-quality development of traditional oil and gas and new energy industries.Enhance financial and tax support,accelerate the improvement of oil and gas supply capacity,and promote green development of upstream industries.