全球能源转型之路曲折迈进——2023年全球油气市场的"变"与"不变"
Global energy transition:a twisting path——Changes and constants in 2023 global oil and gas markets
孙贤胜 1戚永颖 2孙娜3
作者信息
- 1. 国际能源转型学会
- 2. 中国石油集团经济技术研究院
- 3. 中国石油规划总院
- 折叠
摘要
2023年,全球经济面临新冠病毒疫情后的复苏考验,全球油气市场呈现出4个"变"和5个"不变":全球石油市场生产主体没有变化,"欧佩克+"减产机制仍然发挥作用,以布伦特、WTI为主的油价体系仍然发挥决定作用,低碳绿色的能源转型趋势没有变化;全球油气供应走向和市场发生了巨大变化,全球能源地缘政治格局发生了颠覆性变化,美国在全球油气行业的影响力快速提升,国际社会的关注点更侧重能源供应安全,全球能源消费心理变得更为低碳和绿色.2024年,在气候变化、经济复苏、新能源蓬勃发展、局部性地缘事件突发等多重因素的影响下,全球油气市场将迎来充满挑战与机遇的新图景.
Abstract
In 2023,the global economy faces the test of recovery after the pandemic,and the global oil and gas market presents such four"changes"and five"constants"as no change in the main body of production in the global oil market,the"OPEC+"production reduction mechanism stilling playing a role,the oil price system still dominated by Brent and WTI,and the trend of low-carbon and green energy transition as well as great changes presented by the global oil and gas supply direction and market,the global energy geopolitical pattern,the influence of the United States in the global oil and gas industry,the international community's attention on the security of energy supply,and the more low-carbon and green psychology of global energy consumption.In 2024,the global oil and gas market will usher in a new scenario full of challenges and opportunities under the influence of climate change,economic recovery,the vigorous development of new energy sources,and the sudden emergence of localized geopolitical events and other factors.
关键词
能源转型/油气市场/"欧佩克+"/能源地缘政治/乌克兰危机Key words
energy transition/oil and gas markets/OPEC+/energy geopolitics/Ukraine issue引用本文复制引用
出版年
2024
国家科技期刊平台
NSTL
万方数据