摘要
从能耗双控转向碳排放双控,是中国立足自身发展实际作出的重大制度设计。油气行业作为高能耗、高排放行业,能耗双控向碳排放双控转变将对其产生深远影响。在梳理能耗双控和碳排放双控政策沿革的基础上,分析了能耗双控转向碳排放双控对油气行业的影响:碳排放双控可以更为准确、科学地反映能源利用实际,保障各行业合理用能需求,促进非化石能源发展,引导化石能源更合理消费,对油气行业产品结构提出了更高要求;碳排放双控更加凸显降碳导向,将推动各领域多路径减排,催生低碳及负碳产业需求,对油气行业自身碳排放提出了明确约束,也为油气行业依托传统业务优势发展相关产业提供了更大空间;碳排放双控将为碳市场的发展提供明确的政策支撑,加速石化、化工等行业纳入,控排企业对碳排放和碳资产管理的诉求将进一步增强。最后,对油气企业提出了对策和建议:立本拓新,推动能源产品结构由单一的油气向更多元、低碳、高端的能源产品转变;加快降碳,推动能源生产模式由传统模式向更高效、清洁、低碳的生产模式转变;注重管碳,健全碳排放、碳资产管控体系;关注负碳,加强“碳中和”新技术研究和示范,为实现“双碳”目标提供兜底性技术支撑。
China’s transition from dual control of energy consumption to dual control of carbon emissions is a significant institutional design based on its own development reality.The oil and gas sector’s move from dual control of energy consumption to dual control of carbon emissions will have a significant impact on it as an industry with high energy consumption and high emissions.Based on the policy progression from dual energy consumption control to dual carbon emission control,this paper evaluates the impact on the oil and gas industry of the shift from dual energy consumption control to dual carbon emission control.Dual control of carbon emissions,according to the paper,can more accurately and scientifically reflect actual energy utilization,ensure the reasonable energy demand of various industries,promote the development of non-fossil energy,guide the more reasonable consumption of fossil energy,and put forward higher requirements for the oil and gas industry’s product structure.Second,dual carbon emission controls emphasize the carbon reduction orientation,will promote multi-path emission reduction in various fields,will generate demand for low-carbon and negative-carbon industries,will put clear constraints on the oil and gas industry’s own carbon emissions,and will also provide opportunities for the oil and gas industry to rely on its traditional business advantages to develop related industries.Third,dual carbon-emission controls will provide clear policy support for the growth of the carbon market and hasten the participation of the petrochemical and chemical industries.Furthermore,the requirements for carbon emissions and carbon asset management for emission-controlled firms will be reinforced.Finally,countermeasures and recommendations were made for oil and gas companies,including:consolidating the foundation,pioneering and innovating,and promoting the transformation of the energy product structure from single oil and gas to more diversified,low-carbon,and high-end energy products,accelerating carbon reduction and promoting the energy production model change from the traditional model to a more efficient,cleaner,and low-carbon production model.The recommendations also include emphasizing carbon management,developing a comprehensive carbon emission and carbon asset management and control system,attaching importance to negative carbon,strengthening research and demonstration of“carbon neutral”new technologies,and providing comprehensive technical support to achieve the“double carbon”goal.
作者
孙文娟
张胜军
门秀杰
SUN Wenjuan;ZHANG Shengjun;MEN Xiujie(Centre for Strategy and Management,CNOOC Energy Economics Institute,Beijing 100013,China)
出处
《油气与新能源》
2024年第1期34-40,共7页
Petroleum and new energy
基金
中国海油集团能源经济研究院十大基础性课题“全国及区域能源需求预测方法研究”(KTJHN_202209190150)。
关键词
能耗双控
碳排放双控
油气行业
影响
对策
Dual control of energy consumption
Dual control of carbon emissions
Oil and gas industry
Impact
Countermeasures
