“双碳”目标和能源安全下中国油气资源开发利用的战略选择  

The Strategic Selection for the Exploitation and Utilization of Oil and Gas Resources under the Background of “Double Carbon” Goals and Energy Security in China

作　　者：陈洪波[1] 杨来 CHEN Hong-bo;YANG Lai(Faculty of Applied Economics,University of Chinese Academy of Social Sciences,Beijing 102488,China;Research Institute for Eco-civilization,Chinese Academy of Social Sciences,Beijing 100710,China)

机构地区：[1]中国社会科学院大学应用经济学院,102488 [2]中国社会科学院生态文明研究所,100710

出　　处：《城市与环境研究》2022年第3期56-69,共14页Urban and Environmental Studies

基　　金：中国社会科学院研究所创新工程项目“资源枯竭型城市转型发展绩效评估及对策研究”(批准号:2020STSB02);中国社会科学院重点项目“碳中和的经济分析与政策研究”(批准号:STWM-ZS-2021-001)。

摘　　要：统筹推进“双碳”目标的实现和保障能源安全是中国今后相当长时期的重要战略任务。煤炭减量替代是实现“双碳”目标的必然选择,而可再生能源在短期内难以成为主体能源,且大规模发展也受诸多因素制约,油气资源(尤其是天然气)作为相对清洁的化石能源,能够为实现“双碳”目标和保障能源安全发挥重要作用。然而,中国油气资源开发利用也面临常规油气资源贫乏、海外进口受地缘政治风险影响较大、非常规油气资源开发的科技支撑不足和油气资源利用效率较低且排放强度较高等困难与挑战。为此,应充分认识油气资源开发利用在我国能源转型过程中和未来现代能源体系中的战略地位,全面布局非常规油气资源开发利用,关注地缘政治形势变化并推进油气资源多元化开发,应用数字技术提升油气开发利用效率,探索“油气+清洁能源”多能融合新模式。Synergistically promoting the realization of the “double carbon” goals and the energy security is an important strategic task for China in a long time to come. As the reduction and substitution of coal is an inevitable choice for realizing “double carbon” goals, and renewable energy in the short term is difficult to become the main energy, its large-scale development facing many challenges, the resources of oil and gas(especially natural gas), as relatively clean fossil energy, can play an important role in realizing the “double carbon” goals and the energy security. However, the exploitation and utilization of oil and gas resources is also in front of a lot of problems, such as poor conventional oil and gas resources, geopolitical risks to the import of overseas resources, insufficient scientific and technological support for the exploitation of unconventional oil and gas resources, low efficiency and high emission intensity of the utilization of oil and gas resources and so on. The authors suggest, therefore, we should fully understand the strategic position of the exploitation and utilization of oil and gas resources in the process of energy transformation and the construction of modern energy system in the future, to make comprehensive arrangements for the exploitation and utilization of unconventional oil and gas resources, to pay attention to the evolution of geopolitical situation to promote the diversified development of oil and gas resources, to apply digital technology to improving the efficiency of the exploitation and utilization of oil and gas resources, and to explore new models of multi-energy integration of “oil and gas + clean energy”.

关 键 词：“双碳”目标 能源安全 油气资源 

分 类 号：F426[经济管理—产业经济]