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前行之路:复杂世界的能源战略——2025年剑桥能源周主要观点

Moving Ahead:Energy strategies for a complex world——Key insights from CERAWeek 2025

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【作者】 李国欣; 张品先; 孙贤胜; 吴宝成; 张国生; 张兴阳; 夏永江; 赵群; 田洪亮; 吴颖; 游晓艳; 李男; 傅一钦; 卞亚南; 王子健; 王曦;

【Author】 LI Guoxin;ZHANG Pinxian;SUN Xiansheng;WU Baocheng;ZHANG Guosheng;ZHANG Xingyang;XIA Yongjiang;ZHAO Qun;TIAN Hongliang;WU Ying;YOU Xiaoyan;LI Nan;FU Yiqin;BIAN Ya’nan;WANG Zijian;WANG Xi;PetroChina Company Limited;China National Petroleum Corporation Oil and Gas and New Energy Branch;PetroChina Research Institute of Petroleum Exploration and Development;China National Petroleum Corporation;International Society for Energy Transition Studies;CNPC Economics and Technology Research Institute;China National Oil and Gas Exploration and Development Co., Ltd.;PetroChina Planning and Engineering Institute;

【机构】 中国石油天然气股份有限公司; 中国石油油气和新能源分公司; 中国石油勘探开发研究院; 中国石油天然气集团有限公司; 国际能源转型学会; 中国石油集团经济技术研究院; 中国石油国际勘探开发有限公司; 中国石油规划总院;

【摘要】 2025年第43届剑桥能源周以“前行之路:复杂世界的能源战略”为主题,针对能源政策、能源安全、能源转型、天然气与LNG、新能源发展、地缘政治、人工智能和数字技术等主题进行了深入广泛探讨。总结了全球能源需求增长潜力、天然气与LNG的关键作用、地缘政治与美国能源政策动向、人工智能应用、核能发展以及关键矿产资源开发利用等6个方面重要行业观点,以及石油公司在能源转型、油气业务、新能源业务和资本投资等4个方面的战略动向。基于会议成果认识,提出中国能源企业转型发展及参与国际合作的5点建议:一是积极参会发声,强化国际合作,提升国际影响力;二是突出天然气战略地位,加强深层煤岩气规模效益开发;三是保持转型发展战略定力,突出油气与新能源融合发展;四是充分利用人工智能技术,切实提升油气勘探开发效率;五是务实发挥油气行业独特优势,加大油气伴生资源开发利用。

【Abstract】 CERAWeek 2025,themed “Moving Ahead:Energy strategies for a complex world”,has conducted extensive and in-depth discussions on such key topics as energy policies,energy security,energy transition,natural gas and LNG,new energy development,geopolitics,AI and digital technologies.The paper summarizes such six important industry viewpoints as the growth potential of global energy demand,the pivotal role of natural gas and LNG,geopolitics and the direction in U.S.energy policy,AI applications in energy sector,the development of nuclear energy,and key mineral resources development and utilization,identifies four strategic initiatives of oil companies including energy transition,oil and gas business,new energy business,and capital investment.Based on the insights gained from the conference,it proposes five recommendations for the transition and development of Chinese energy enterprises and their participation in international cooperation:actively participating in the conference,voicing their opinions,and strengthening international cooperation to enhance their international influence:highlighting the strategic role of natural gas and deepening coal-rock gas scale and economic development,maintaining strategic focus for transition development and emphasizing oil-gas-new energy integration development:making full use of artificial intelligence technology to effectively improve the efficiency of oil and gas exploration and development:leveraging unique advantages of the oil and gas industry and enhancing the development and utilization of associated hydrocarbon resources.

  • 【文献出处】 国际石油经济 ,International Petroleum Economics , 编辑部邮箱 ,2025年05期
  • 【分类号】F416.2
  • 【下载频次】198
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