摘要
在全球前沿领域实施风险勘探获取丰厚的投资回报是国际油公司长期坚持的勘探战略,不同油公司对风险勘探的重视程度和实施成效差异较大。为了研究国外油公司风险勘探战略、风险偏好和实施效果,指导中国油公司海外油气勘探工作,利用油公司年报、公开信息和商业数据库,对2005—2022年间8家国外油公司的风险勘探项目进行分析,构建了一套项目实施成效评价指标体系,包括勘探效益、勘探投入、项目规模和风险控制4个一级指标及19个二级单项指标。通过单项指标和综合指标对标,分析对标公司在风险勘探方面的成效与经验。研究发现,各油公司在单项指标上差异显著,这与油公司的勘探战略和风险偏好有极大的关系。埃克森美孚公司综合成效评价指数最高,而碧辟因作业者风险项目少且缺乏重大商业发现,评价指数较低。基于研究结果,针对我国油公司海外油气风险勘探提出了5点启示,包括注重勘探效益、积极担任风险勘探项目作业者、维持适当风险勘探规模和投入、适当控制项目权益和制定符合公司特点的风险勘探策略。这些建议对于指导我国油公司制定海外油气勘探战略和风险勘探策略具有重要的现实意义和长远的战略价值。
The international oil companies have adhered to a long-term exploration strategy of implementing risk exploration in global frontier domains to achieve substantial investment returns.However,the emphasis and implementation effectiveness of risk exploration vary greatly among various companies.In order to study the risk exploration strategies,risk exploration preferences,and implementation performance of foreign oil companies,and to guide the overseas petroleum exploration work of Chinese oil companies,oil company annual reports,public information and commercial database are used to analyze risk exploration projects of eight foreign oil companies during 2005–2022.As a result,an evaluation indicator system for project implementation performance has been established,including four primary indicators such as exploration benefits,exploration investment,project scale,and risk control,as well as 19 secondary individual indicators.The benchmarking of individual and comprehensive indicators is conducted,and the effectiveness and experience in risk exploration of the benchmarking companies are analyzed.The study results show that there are significant differences in the individual indicators among oil companies,which are closely related to their exploration strategies and risk exploration preference.ExxonMobil scores the highest in comprehensive evaluation indicators,while bp has relatively low score due to the small number of operator risk projects and a lack of major commercial discoveries.Based on the research findings,insights in five aspects have been concluded for overseas risk exploration of Chinese oil companies,including emphasizing exploration benefits,actively operating as a risk exploration project operator,maintaining certain project scale and investment,appropriately controlling project equity,and formulating risk exploration strategies that align with company characteristics.These suggestions are of important practical significance and have long-term strategic value in guiding the development of overseas petroleum exploration strategies and risk exploration policies for Chinese oil companies.
作者
李志
窦立荣
商斐
杨紫
屈珺雅
侯平
李富恒
Li Zhi;Dou Lirong;Shang Fei;Yang Zi;Qu Junya;Hou Ping;Li Fuheng(PetroChina Research Institute of Petroleum Exploration&Development;China National Oil and Gas Exploration and Development Company)
出处
《中国石油勘探》
CAS
CSCD
北大核心
2024年第5期21-34,共14页
China Petroleum Exploration
基金
中国石油天然气股份有限公司科技项目“海外油气地质新理论资源评价新技术与超前选区研究”(2023ZZ07)。
关键词
风险勘探项目
勘探效益
勘探投入
项目规模
风险控制
国外油公司
战略建议
risk exploration project
exploration benefit
exploration investment
project scale
risk control
foreign oil company
strategic suggestion
