2022年度全球油气开发现状、形势及启示  

Global oil and gas development in 2022:Situation,trend and enlightenment

作　　者：王作乾[1] 范喆 陈希 范子菲[1] 韦青[1] 王曦[1] 岳雯婷 刘保磊 吴雨佳 WANG Zuoqian;FAN Zhe;CHEN Xi;FAN Zifei;WEI Qing;WANG Xi;YUE Wenting;LIU Baolei;WU Yujia(PetroChina Research Institute of Petroleum Exploration and Development,Beijing 100083,China;China University of Geosciences(Beijing),Beijing 100083,China;Yangtze University,Wuhan 430100,China)

机构地区：[1]中国石油勘探开发研究院,北京100083 [2]中国地质大学(北京),北京100083 [3]长江大学,武汉430100

出　　处：《石油勘探与开发》2023年第5期1016-1031,1040,共17页Petroleum Exploration and Development

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“海外7500万吨油田效益开发模式及开发对策研究”(2021DJ3205)。

摘　　要：通过对2022年全球油气田分布及生产概况、剩余可采储量分布及变化特征、不同区域及国家间油气生产差异、未建产与待建产油气田开发潜力4个方面的分析,梳理了全球油气开发现状与特征,分析研究了全球油气的开发形势。2022年全球油气田分布广泛,上游生产活动持续恢复,油气储量同比微降但海域油气储量增幅明显。油气产量持续增长,重点资源国油气增产贡献大。未建产/待建产油气田储量丰富,预测伴随经济性改善开发潜力将逐步释放。通过全球油气开发领域资源接续、地缘政治风险、“一带一路”合作潜力、非常规油气技术升级分析,提出新形势下中国石油公司聚焦核心业务领域和明确战略发展方向4点启示与建议:发挥石油公司比较优势,借鉴合作经验立足陆上常规油气开发;推动开发调整先导试验,深化“一带一路”油气提高采收率合作;提升海域油气作业能力,实现从小股东跟随到联合再到独立作业的突破;探索页岩油气开发途径,降低油气对外依存度。Through analysis of four aspects,including the distribution and production of global oil and gas fields,the distribution and changes of remaining recoverable reserves,the differences in oil and gas production between regions/countries,and the development potential of oil and gas fields with production capacity not built and to be built,this paper presents the situation and trend of global oil and gas development in 2022.It is found that,in 2022,oil and gas fields are widely distributed worldwide,and upstream production activities continue to recover;the oil and gas reserves decrease slightly year on year,and the oil and gas reserves in sea areas increase significantly;the oil and gas production increases continuously,and the key resource countries make a significant contribution in oil and gas production growth;and the oil and gas fields with production capacity not built and to be built hold abundant reserves,and their development potential will be gradually released with the economic benefits increase.Further analysis is conducted from the perspectives of global oil and gas resources continuity,geopolitical risks,potential of international cooperation,and upgrade of unconventional oil and gas technology.Finally,in view of core business domains and strategies under the new situation,the Chinese oil companies are recommended to:(1)keep a foothold in onshore conventional oil and gas development by virtue of their comparative advantages and learning from other’s experience in cooperation;(2)carry out pilot tests on development adjustment,and deepen the international cooperation in enhanced oil/gas recovery;(3)improve the oil and gas operation capabilities in sea areas to transform from follower as minority shareholder to joint venture and then to independent operations;and(4)seek appropriate ways for shale oil/gas development to reduce the dependence on foreign oil and gas.

关 键 词：全球油气 开发现状 开发潜力 中国石油公司 核心业务 发展战略 油气对外依存度 能源安全 

分 类 号：TE329[石油与天然气工程—油气田开发工程]