Analysis of LNG resource portfolio of international oil companies and inspiration for Chinese companies
International oil companies represented by Shell,Total Energies,and bp have decades of experience in the LNG resource portfolio.This paper analyzes the characteristics and weaknesses of the LNG resource portfolio China's three major oil companies compared with international oil companies.The overall scale of LNG resource portfolio of Chinese oil companies has a big gap with many weak links in the industry chain and a weak ability to withstand market fluctuations,the pace of growth of LNG resource portfolio distinctive with significant disparities in size,the resource pools have a weak structural flexibility,insufficient diversification and equalization,which is not conducive to diversification of risks,and the resource pools are relatively weak in terms of economics.The reasons for these weaknesses include that weaknesses in the value chain layout caused by multiple factors such as positioning in different markets and goals,the pace of portfolio growth is not smooth enough,insufficient attention to optimizing the resource structure,and weaknesses in upstream and inadequate timing control.The paper proposes that Chinese oil and gas enterprises should achieve coordinated development of all links in the LNG value chain,steadily expand the scale of LNG portfolios by various ways,further optimize the structure of LNG portfolios,and improve the economics of LNG resource portfolios in an effective manner.
国家科技期刊平台
NSTL
万方数据
