国际石油公司应对“双碳”目标挑战的策略与启示  

Strategies of IOCs to cope with the challenge of“dual carbon”goal and enlightenment

作　　者：赵喆[1] 窦立荣[1] 郜峰[1] 王曦[1] 闫伟[1] 王子健[1] 何欣[1] 彭云[1] ZHAO Zhe;DOU Lirong;GAO Feng;WANG Xi;YAN Wei;WANG Zijian;HE Xin;PENG Yun(PetroChina Research Institute of Petroleum Exploration&Development)

机构地区：[1]中国石油勘探开发研究院

出　　处：《国际石油经济》2022年第6期8-22,共15页International Petroleum Economics

摘　　要：在碳达峰和碳中和目标下,国际石油公司生产经营面临来自国家政策和法律制约、碳税与碳关税经济制度倒逼、资本投资领域及其投资方向转变等影响。国际石油公司积极实施公布减排目标、完善公司组织架构、调整油气发展战略、加大低碳业务投资、差异布局低碳业务以及重视低碳业务技术等六大应对策略。中国石油公司应加强实施油气全生命周期碳减排措施,尽快把握低碳业务进入机遇及运营方式,特别是海外油气业务发展须充分考虑碳减排影响并稳妥布局新能源业务,多措并举,确保国家能源安全保障和公司低碳转型目标的实现。Under the goal of carbon peaking and carbon neutrality,the production and operation of international oil companies are affected by national policies and laws,the economic system of carbon tax and carbon tariff,and the transformation of capital investment and its investment direction.International oil companies actively implement such six coping strategies as announcing emission reduction targets,improving corporate organizational structure,adjusting oil and gas development strategies,increasing investment in low-carbon business,distributing low-carbon business differently,and attaching importance to low-carbon business technology.Chinese oil companies should strengthen the implementation of whole life cycle of oil and gas carbon emission reduction and grasp the low-carbon business opportunities and operation mode as soon as possible.Overseas oil and gas business development should fully be aware of the influence by carbon emissions reduction and stably layout the new energy business,ensure the national energy security,and the realization of the company’s low-carbon transformation goal through more measures at the same time.

关 键 词：国际石油公司 碳达峰 碳中和 碳减排 低碳 发展策略 

分 类 号：F426.22[经济管理—产业经济] X322[环境科学与工程—环境工程]