国际石油公司低碳和新能源业务布局与启示  

Low carbon and new energy business layout of international oil companies and enlightenment

作　　者：王曦[1] 张兴阳[1] 邓希 张可宝 Wang Xi;Zhang Xingyang;Deng Xi;Zhang Kebao(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：《中国石油勘探》2022年第6期88-97,共10页China Petroleum Exploration

基　　金：中国石油天然气股份有限公司科学研究与技术开发项目“公司发展战略与科技基础工作决策支持研究”(2021DQ0105-05)。

摘　　要：为顺应全球气候治理和能源转型趋势,七大国际石油公司均提出了2050年实现碳中和的发展目标,尽管欧美石油公司在目标细节上仍存在较大差异,但总体而言,国际石油公司的低碳转型已从战略观望期进入战略实施期,具体表现包括国际石油公司实施了大幅提高低碳和新能源业务投资、依靠收并购和直接投资等途径快速布局低碳和新能源业务以及抱团开展低碳和新能源技术研发等实际举措。目前国际石油公司的重点发展领域包括风能发电、光伏发电、CCUS(碳捕集、利用与封存)和氢能等低碳和新能源业务。中国油气企业应根据中国国情和企业自身特点,在保持油气业务核心地位的前提下,适度加大低碳和新能源业务投资,碳减排与碳利用双管齐下,合理布局新能源业务,积极开展技术研发合作。In order to conform to the trend of global climate governance and energy structure transition,seven major international oil companies(IOCs)have proposed the goal of achieving carbon neutrality by 2050.Although European and American companies have great differences in the details of the goals,they have generally moved forward from strategic wait-and-see to strategic implementation in terms of the low-carbon transformation.Specifically,international oil companies have implemented practical measures such as significantly increasing investment in low-carbon and new energy businesses,rapidly deploying low-carbon and new energy businesses by M&A and direct investment,and developing low-carbon and new energy technology research and development by cooperation.At present,the main low-carbon and new energy development fields of international oil companies include wind power generation,solar power generation,CCUS and hydrogen energy.By considering China’s actual conditions and enterprises’own characteristics,Chinese oil and gas companies should appropriately increase investment in low-carbon and new energy businesses on the premise of maintaining the core position of oil and gas business,focus on both carbon emission reduction and carbon utilization,rationally layout new energy business,and actively cooperate on technology research and development.

关 键 词：国际石油公司 低碳 可再生能源 能源转型 

分 类 号：F416.2[经济管理—产业经济]