The oil and gas industry has a lot to offer under the "two-carbon" target

Lv Jianzhong: The introduction of the Opinions and the Plan has its specific background of The Times. Internationally, governments around the world have made concerted efforts to tackle climate change, and the pace of global green and low-carbon transformation has been accelerating. As a major responsible country, China needs to follow the trend of green and low-carbon development and shoulder common but differentiated responsibilities.  From the domestic point of view, after the "dual carbon" goal is proposed, there is an urgent need for the central government to issue a roadmap and guidance. In addition, the recent surge in international energy prices, the lack of supply of some energy products, and even local energy crises, some parts of the country also appeared temporary power cuts and other situations, facing greater pressure to ensure supply. Therefore, it is necessary to comprehensively and dialectically look at the introduction of the "Xing  pan Ting paddle float

Regarding accelerating energy transition, what signals do you think the Opinions and plans send?

Lv Jianzhong: In the situation of global energy fluctuations, the importance of energy security is particularly prominent. The implementation of the "Opinions" and "plans" requires a complete, accurate and comprehensive view and understanding of the "dual carbon" goal and path, flexible response, and avoid dogma and one-size-fits-all. It is necessary to deeply understand that the key and core of carbon peak carbon neutrality is still the energy transition. Currently, 80% of global carbon emissions come from energy sources, mostly fossil fuels. Whether the world can achieve the established emission reduction targets, the key depends on the smooth realization of energy transformation, mainly covering two aspects: first, the clean use of fossil energy, that is, the carbon reduction in the production and consumption of fossil energy; Second, the development of new energy, including wind, solar, geothermal energy, hydrogen energy, tidal energy, biomass energy and other forms of renewable energy.

To promote energy transformation, replacing fossil energy with non-fossil energy sources such as new energy cannot be done overnight, it needs a process. It should be recognized that there are still some difficulties in the current energy transition: on the one hand, orderly carbon reduction should be promoted, and on the other hand, it is limited by the current energy structure, and energy transformation can not be achieved in one step. The International Energy Agency expects that in the next certain period of time, if there is no major breakthrough in new energy storage technology, the world will still need a lot of fossil energy. In addition, due to the needs of the global green and low-carbon transformation, many governments have limited their investment in traditional fossil energy, resulting in a shortage of fossil energy supply, and the future of the world may still repeatedly spike in fossil energy prices and supply shortages.

After the "Opinions" and "plans" are issued, how will the oil and gas industry clarify the logic of future development?

Lv Jianzhong: In the face of the current energy market fluctuations, based on the "double carbon" goal and the requirements of energy transformation, the future development of the petroleum and petrochemical industry should clarify four relationships: the relationship between carbon reduction and development, the relationship between the oil and gas industry and the development of new energy, and the internal oil and gas  protein shuttling to the Zhinuomuanggou Kun  Guanji investigation  down the relationship

In terms of carbon reduction and development, development is the first, carbon reduction is not to reduce oil and gas, the oil and gas industry needs to be further developed, to explore the implementation of energy conservation and consumption reduction in the development process, and promote carbon reduction and emission reduction in a steady and orderly manner. In the case of energy market fluctuations, it is necessary to view the relationship between carbon reduction and development more dialectically. Carbon reduction is the trend of The Times, can not return to the old road of traditional energy development, can not be a one-size-fits-all, "rush to the peak" and "campaign carbon reduction", to stand in the national "chess" perspective to look at carbon reduction, insist on the "double carbon" goal does not relax, the new development concept is deeply implemented into the future development of the oil and gas industry.

Based on the oil and gas industry and the development of new energy is not an either-or relationship, oil is still the core demand and minimum demand, natural gas will also usher in great development. The oil and gas industry should make a balanced strategy, further increase oil and gas exploration and development efforts, increase oil and gas supply, reduce oil and gas dependence on foreign countries, rational use of oil and gas resources, improve use efficiency, and ensure national energy security. We should see from the national perspective that the future trend is to develop new energy, to provide financial, technical and other support for the development of new energy through the development of oil and gas business, and expand a diversified energy supply system. In addition, in the case of fluctuations in the global energy market, traditional energy, especially the oil and gas industry should maintain a certain supply of reserve performance sources, in the case of extreme weather may cause a certain risk of new energy supply, can provide a guarantee of energy, play the role of "ballast" and "regulator" to ensure energy security, and escort the energy transformation and development of new energy.

In terms of internal oil and gas production and internal energy conservation and emission reduction, energy enterprises are not only energy suppliers, but also large energy consumption and emissions, but also consume energy and generate carbon emissions in the process of energy development, processing and transportation. Under the "dual carbon" goal and path, while developing oil and gas business, the oil and gas industry should further do its own carbon reduction work, optimize its own energy utilization structure, accelerate energy conservation and emission reduction, vigorously implement clean alternatives and clean energy utilization within the enterprise, improve the level of electrification, and achieve green and low-carbon development.

In terms of energy structure adjustment and relying on technological progress, technological innovation is the key to realize energy structure adjustment. How fast carbon neutrality can go depends on scientific and technological innovation. The core of the energy revolution is the technological revolution, and to steadily promote the energy transformation, we must focus on technology. The "new" of new energy is not the new of energy itself, but the new of energy development and utilization technology, that is, the technology and concept of using energy are new. In the future, the revolution in the field of energy use will drive the revolution in the field of energy, and it is necessary to make greater efforts in the field of enabling technology and technological innovation related to enabling technology and focus on tackling key problems. In addition, we should focus on technological innovation, continue to deepen the reform of institutional mechanisms, and strengthen the construction of human resources.

The introduction of the "Opinions" and "plans" has clarified the direction and focus for the next development of oil and gas enterprises, and also strengthened the confidence in development. Petrochina should actively promote the increase of oil and gas storage and production, increase oil and gas exploration and development efforts, improve independent supply capacity, optimize energy supply structure, vigorously develop new energy, ensure national energy security, and play the role of "ballast stone" and "regulator". At the same time, it is also necessary to adhere to the "double carbon" goal, actively reduce carbon and carbon reduction, increase internal energy conservation and emission reduction efforts, implement clean substitution of internal energy use, improve the level of electrification, and achieve green and low-carbon development. Actively provide the society with zero-carbon and low-carbon technologies that save energy and reduce consumption and improve energy efficiency, transport energy while conveying energy consumption concepts, methods and technologies, and contribute to the realization of carbon peak carbon neutrality.

Coordinate the relationship between low-carbon development and energy security

Lin Yikai, an energy researcher, talks about new opportunities for the development of the oil and gas industry under the "dual carbon" goal

"Opinion" and "square fakes called  Liu Yuanyuan  happy enemy  swigoi male bill Jiaogui pit push  fortunately old woman male ┨ reed rubber process 

Lin Yikai: From the "Opinions" to the "Plan" and then to the recently released "Opinions on Deepening the Battle against Pollution Prevention and Control", the successive steps have further clarified the goals and tasks of carbon peak in key regions, sectors and industries, and the path and direction of China's action to achieve carbon peak carbon neutrality has become clearer. Since the carbon emissions generated by energy activities account for nearly 90% of the total domestic carbon emissions, seizing the energy industry will seize the "nose of the ox" to achieve the "double carbon" goal. In the above documents, it is obvious that energy conservation, emission reduction and green transformation in the energy industry occupy an important position. For example, the "Opinions" proposed to accelerate the construction of a clean, low-carbon, safe and efficient energy system, improve energy consumption intensity and total control, improve energy efficiency, strictly control fossil energy consumption, and actively develop non-fossil energy to make systematic deployment, "Plan" energy green low-carbon transformation action as the "top ten actions to reach the peak of carbon". All these fully demonstrate the importance of energy transformation to achieve the goal of "dual carbon".

In my opinion, the low-carbon transformation of the energy industry mentioned in the paper is mainly reflected in the aspects of coal reduction, oil stabilization, gas increase and vigorously developing new energy. Coal reduction refers to coal reduction, reasonable control of coal consumption growth, orderly elimination of backward coal and power production capacity, coal reduction and coal restriction in key coal industries and clean utilization of coal. Stabilizing oil means stabilizing oil production and consumption, keeping it within a reasonable range, and gradually adjusting the scale of refined oil consumption. Increasing gas refers to increasing natural gas supply, guiding natural gas consumption in an orderly manner, optimizing the utilization structure, and promoting the integrated development of natural gas and a variety of energy sources, such as the construction of natural gas peaking power stations; Vigorously develop new energy, including the development of wind power, photovoltaic power generation, solar thermal power generation, biomass energy, geothermal energy and all kinds of Marine energy. Under the guidance and promotion of the "double carbon" goal, the future development of China's energy industry will gradually move towards the direction of clean energy supply, energy consumption electrification, and efficient energy utilization.

For oil and gas industry to bear against  Xing  generic statins bucket paddle float return of a mine loader u  stamps have  importance curtain 's swallow see health J violet threading  fresh pocket sword  Mo herein lie  swallowing a  faded gun  yu 夂 holds her love swings Ji Yan exhausted   Chen   Mo bed liao tuan  island day type  Ao Pai wash Hui may aojiang H die ah Mo lamented ⒄ appraise  penalty  and have to see his agent hot Mo chung Kuo his grain Mo development [2] his  Mo vertical  silly.some  penalty  change  Qi Χ cloud  civil rights  Ji コ sun color pocket conspir dust round  stupid creative  Mo Cong Ippie cavity  Mo chui  mountain  uranium stoop flat ! In 2060, the proportion of non-fossil energy consumption in China will reach more than 80%. It is foreseeable that in the next 40 years, China's energy supply system will undergo structural reshaping, fossil energy will gradually shift from the main energy source to supplementary and standby energy, and the oil and gas industry will also face many challenges, such as gradually slowing demand, excess refining capacity, increasing pressure on carbon emission reduction, and increasingly fierce competition for electric energy replacement.

At the same time, it is important to recognize that China's energy transformation cannot be achieved overnight. Judging from the recent energy shortage crisis in many places around the world, new energy is still difficult to play a major role in energy security and supply in the near and medium term, and fossil energy will still play a fundamental support and guarantee role. How to safely and orderly reduce carbon on the basis of ensuring national energy security will be the key aspects that need to be considered in the process of realizing the "dual carbon" goal in China in the future. In the future for a long time, only by coordinating fossil energy and non-fossil energy, adhering to the clean use of fossil energy and the large-scale use of clean energy "two legs" walk, and gradually explore the construction of a diversified development pattern, can we effectively ensure the security and stable supply of energy.

According to the "White Paper on China's Energy Development in the New Era" released at the end of 2020, China's fossil energy consumption accounted for more than 80% in 2019, of which coal accounted for 57.7%, oil and gas accounted for 27%, and non-fossil energy consumption accounted for 15.3%. Overall, the proportion of oil and gas consumption in China is still small, and there is still room for development in the next decade or two. Some institutions predict that at the end of the "14th Five-Year Plan", China's total crude oil consumption will reach 780 million tons, an increase of nearly 90 million tons over 2019, and domestic oil consumption will gradually peak during the "15th Five-Year Plan" period. Department of natural gas as  swallowing act jealous   Mo goodness more  3 paper for brain Chen gorge な servant two S xie  lovely ぜ exhausted   surgeon Yang yellow   aphid word frequency ぜ � 2025 up to 420 billion ~ 450 billion cubic meters, is expected to 2050 will still have a size of 500 billion ~ 600 billion cubic meters of consumption. Therefore, domestic oil and gas enterprises still have a lot to do in promoting oil and gas storage and production, and should vigorously increase domestic oil and gas supply to make greater contributions to ensuring national energy security.

With the "dual carbon" goal and path further clarified, what should the oil and gas industry do next? What is the most critical and urgent?

Lin Yikai: For the oil and gas industry, ensuring national energy security is very important, and it is necessary to coordinate the relationship between development and ensuring national energy security. First, to further strengthen domestic oil and gas exploration and development efforts, strengthen the exploration and development of domestic oil and gas resources. At present, China's offshore oil and gas reserves are still in the early stage of the peak growth, and the future development potential is large. At the same time, it is necessary to further increase the large-scale development of unconventional oil and gas resources such as onshore shale gas, coal bed methane and tight oil (gas), and continue to develop from shallow to deep and ultra-deep oil and gas resources by relying on technological progress. At the international level, it is necessary to strengthen international cooperation, rationally import oil and gas, and make every effort to ensure national energy security.

Second, we should actively promote the transformation of oil and gas structure and promote the stability of oil and gas. Natural gas still has a large development space in the next 20 years, and the most realistic way for oil companies to promote energy transformation is to actively develop the natural gas industry. In terms of natural gas production, it is necessary to increase local natural gas exploration and development efforts, continue to increase natural gas production, promote the development of unconventional natural gas, build an offshore atmosphere, and make every effort to increase natural gas supply. In terms of natural gas consumption, it is necessary to optimize the rational use of natural gas and actively promote "reducing coal and increasing gas". From the preliminary research situation, although the competition of various technical routes in the heating market is becoming increasingly fierce, the conditions of natural gas clean heating in policy support, resource supply security, infrastructure construction and other aspects are accelerating improvement, and there is still a large space for development in the future. We should continue to do a good job of clean heating in the northern and southern regions, steadily promote the "gas to the countryside", expand the township and rural natural gas market, and actively promote the use of natural gas in ships, heavy trucks and other fields. At the same time, we should also focus on the coordinated development of natural gas and new energy, and actively explore the establishment of a comprehensive energy supply system of natural gas power generation and new energy power, to help improve the stability of China's power system supply.

Third, we should accelerate the emission reduction of the oil and gas industry itself. Gradually reduce carbon emissions in the oil and gas production process through clean substitution of production energy and upgrading of technology and equipment, and actively build a low-carbon or even zero-carbon oil and gas industry chain. Chinese petroleum companies should standard the international and industry advanced level, combined with the actual conditions of the domestic industry, actively promote the construction of "green oil fields", "green factories" and "green refineries", steadily and orderly promote carbon reduction and emission reduction, and ensure the realization of carbon peak carbon neutrality on schedule.

Fourth, we must actively and steadily develop new energy business. Oil companies are important participants in the future energy transition. On the one hand, oil and gas enterprises should have a sense of crisis and sense of danger, on the other hand, they should also firm confidence in development, maintain strategic focus, and take the initiative to adapt to the trend of low-carbon transformation under the premise of ensuring energy security supply, strengthen research and investment in the field of new energy, and strive to build the new energy industry into a new business growth point and pillar industry.

In the development of new energy business, I think there are three aspects worth paying attention to: First, we should pay attention to capacity building, establish professional institutions and business departments, accelerate the construction of investment decision-making system conducive to the development of new energy, introduce and train professionals in the field of new energy business, establish a team of talents for the development of new energy, and actively do a good job in the acquisition of new energy resources. The second is to highlight differentiation, to give full play to the competitive advantages of oil companies in capital, industry, technology, terminal market, etc., to find new energy directions related to the existing business and industry chain of the enterprise, and gradually explore the construction of differentiated competitive advantages. In the early stage, we can consider making full use of internal resources, actively carry out the construction of internal scenes such as distributed photovoltaic, and strive to create typical demonstration projects and model projects. Third, we should be good at taking advantage of the potential, we can consider strengthening the new cooperation model with electric power companies and private companies about quisuanquan  zhuo  song disappearance  the danger of quisuanjie, human,  suppression of itricher-interharmony, ⒙ phlegm, CUS and other fields, and gather the transformation and development of joint force.