中国页岩气效益开发:理论逻辑、实践逻辑与展望  

Beneficial development of shale gas in China:Theoretical logic,practical logic and prospect

作　　者：刘鸿渊 蒲萧亦 张烈辉[2] 李好 杨柳 张玉果 杨茜然 LIU Hongyuan;PU Xiaoyi;ZHANG Liehui;LI Hao;YANG Liu;ZHANG Yuguo;YANG Xiran(School of Economics and Management,Southwest Petroleum University,Chengdu,Sichuan 610500,China;State Key Laboratory of Oil&Gas Reservoir Geology and Exploitation//Southwest Petroleum University,Chengdu,Sichuan 610050,China;Sichuan Changning Gas Development Co.,Ltd.,Yibin,Sichuan 644005,China)

机构地区：[1]西南石油大学经济管理学院 [2]“油气藏地质及开发工程”国家重点实验室·西南石油大学 [3]四川长宁天然气开发有限责任公司

出　　处：《天然气工业》2023年第4期177-183,共7页Natural Gas Industry

基　　金：四川省软科学研究计划项目:“碳达峰碳中和目标驱动下的四川天然气生产碳减排路径研究”(编号:22RKX0358)。

摘　　要：实现效益开发不仅对中国页岩气产业可持续发展具有重要的意义,也是实现“双碳”目标的内在要求。为此,在系统梳理页岩气效益开发的内涵特征、理论逻辑和实践逻辑的基础上,对我国页岩气效益开发提出了建议。研究结果表明:①政府、企业和民众共同形成了页岩气效益开发的利益主体,页岩气开发具有十分明显的经济、社会、安全和环境效益;②保障国家能源安全、优化能源结构、促进经济社会发展是页岩气效益开发的现实需要,形成自主供给能力、自主技术体系和自主运营能力的战略目标决定了页岩气开发的经济逻辑、制度逻辑和社会逻辑,三者共同构成了页岩气效益开发的理论逻辑;③中国页岩气开发按照“点的突破—点面结合—由浅入深”的实践路径展开,以合资合作、促进资源地经济社会发展为实现效益开发的基本条件,以提高公共政策水平、整体运行效率、科学管理水平和降低社会交易成本为基本策略,形成了目标主导下的效益优先的实践逻辑;④在“双碳”目标的驱动下,通过制度创新和架构演化,将进一步推动页岩气的规模效益开发。结论认为,厘清中国页岩气效益开发的理论逻辑和实践逻辑,将有助于加快推动中国页岩气开的规模效益开发,该认识为页岩气的高效开发利用提供了理论和实践参考。Beneficial development is significant for the sustainable development of shale gas industry and also an intrinsic requirement for achieving the"carbon peak and carbon neutrality"goals in China.The connotation,characteristics,theoretical logic and practical logic of the beneficial development of shale gas were systematically analyzed,and the suggestions on beneficial development of shale gas in China were proposed.The results are obtained in four aspects.First,governments,enterprises and individuals comprise the stakeholders in beneficial development of shale gas.Shale gas development is apparently beneficial in view of economy,society,safety and environment.Second,national energy security,energy structure optimization,and economic and social development are practical needs for beneficial development of shale gas.The strategic goals for forming independent supply capacity,independent technology system and independent operation capability determine the economic logic,institutional logic and social logic of shale gas development,which jointly make up the theoretical logic of the beneficial development of shale gas.Third,China's shale gas development is implemented progressively from breakthrough at point level and by incorporating points into planes.With joint venture and promotion of economic and social development in local areas as basic conditions,for purpose of improving the public policy level,overall operation efficiency and scientific management level,and reducing the social transaction cost,the goal-oriented benefit-preferential practical logic is formed.Fourth,driven by the"carbon peak and carbon neutrality"goals,institutional innovation and architectural evolution will further expel the extensive and beneficial development of shale gas.It is concluded that clarifying the theoretical logic and practical logic of the beneficial development of shale gas in China will help accelerate the beneficial development.This understanding provides a theoretical and practical reference for efficient shale gas development

关 键 词：页岩气 效益开发 勘探开发 理论逻辑 实践逻辑 展望 

分 类 号：F426.2[经济管理—产业经济]