首页|《巴黎协定》温控目标下石油的角色与转型路径

《巴黎协定》温控目标下石油的角色与转型路径

Role of oil in energy transition toward Paris Agreement climate vision

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实现《巴黎协定》温控目标的核心在于清洁能源对传统化石能源的实质性替代,能源转型压力驱动了对石油产业转型的广泛关注和研究.采用主题文献分析和统计分析相结合的方法,系统分析石油在能源清洁化转型中承担的关键角色,探索综合评估模型下石油及化工产业未来可行的转型路径.采用合作网络、共现分析、聚类分析等方法对石油产业转型研究进行扩展分析.结果表明,碳中和愿景要求石油产业链进行从产能技术到产业布局的根本性变革,包括限制石油储量开采,逐步淘汰高成本原油开采,积极寻找石化制品的替代方案等.主要石油生产国的未来发展和定价策略会对世界石油格局产生重要影响,硬性的石油系统能源转型可能导致不同群体的多重损失,下游产业的适应和社会影响尤其值得关注.分析表明,欧洲地区是当前石油转型路径研究的重心,而中国的相关研究略显不足,基于综合评估模型的多模型比较研究、未来石油企业的策略行为与气候变化的关系分析、重点地区的石油产业政策和未来石油供需情况、立足于符合中国国情的石油清洁化转型研究等是未来的重要研究方向.
It is the kernel for climate target of Paris Agreement that cleaner energy should substantially take the place of traditional fossil fuels in future.The strain of the energy transition has prompted a lot of attention and research on the transition of the oil sector.It is proposed a framework combined with relevant subject literature and statistical analysis to investigate the crucial role that oil plays in the transition to clean energy and to explore feasible transition pathways for the petroleum and petrochemical industries under integrated assessment models.Additionally,cooperation networks,co-occurrence analysis and clustering analysis are adopted to make extended analysis for oil industry transition.Results indicate that under ambition of carbon neutrality,the oil industry chain is required to make fundamental changes from production capacity technology to industrial layout,including untapped oil reserves control,phase-out of expensive crude oil extraction and alternatives to petrochemical products.The development of major oil-producing nations and price strategy put a significant impact on global oil market.An abrupt shift in oil could cause multiple damages to various groups.Particularly concerning are downstream industries'adaptation and social effects.Europe leads the way in research on the oil transition road at the moment,whereas China's research in this area is manifestly lacking.In the future,multi-model comparison based on the IA model may be essential.

petroleum sectorenergy cleannessindustrial transformationParis Agreementintegrated assessment model

孙艺心、段宏波

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中国科学院大学经济与管理学院,北京 100190

石油部门 能源清洁化 产业转型 《巴黎协定》 综合评估模型

国家自然科学基金国家自然科学基金中国科学院青年创新促进会项目环境保护基金会项目

72022019723250082021164EDF2022

2024

世界石油工业
世界石油大会中国国家委员会 中国石油天然气集团公司经济技术研究中心

世界石油工业

影响因子:0.015
ISSN:1006-0030
年,卷(期):2024.31(2)
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