| 摘要: |
| 中国石油西南油气田公司（以下简称西南油气田）正全力推进国家天然气（页岩气）千亿立方米级产能基地建设，面临绿色低碳转型发展和实现“双碳”目标的双重挑战，迫切需要推动天然气与新能源深度融合发展。为此，分析了融合发展的资源基础，梳理总结了过往融合发展的思路与探索历程，并明晰了当前面临的3方面挑战：内部资源禀赋差、外部资源获取难度大；新技术新装备不够成熟、经济效益偏差；新业务资源认识不系统、利用不充分。在此基础上，提出了天然气与新能源深度融合的路径思路：“区内有序、区外聚焦”发展风光地热业务；大力发展余压发电、伴生资源、CCUS、氢能等特色业务；探索发展地下空间利用和生物天然气等新赛道业务。最后，提出4方面建议：立足当前、着眼未来，统筹考虑经济性；考虑业务成长性及技术迭代需要，有序推进产业规模由小及大；培育市场竞争意识，深化合作交流，共同推动产业发展；创新机制，探索通过多种机制、模式助力产业发展。 |
| 关键词: 天然气 新能源 深度融合 绿色发展西南模式 路径探索 |
| DOI：10.3969/j.issn.1007-3426.2024.05.001 |
| 分类号: |
| 基金项目:中国石油天然气集团有限公司软科学研究课题“打造集团公司CCUS西南区域产业中心的路径与政策研究”（中油研20230134）；中国石油天然气股份有限公司西南油气田公司科研项目“西南油气田CCUS业务商业模式及支持政策研究”（20230312-03） |
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| Exploration of the path for deep integration of natural gas and new energy in PetroChina Southwest Oil & Gasfield Company |
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Shaomu WEN1, Runmin HE2, Xingsheng JING3, Sensheng LI2, Junkun HU3
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1.PetroChina Southwest Oil & Gasfield Company, Chengdu, Sichuan, China;2.Natural Gas Economic Research Institute, PetroChina Southwest Oil & Gasfield Company, Chengdu, Sichuan, China;3.Development Plan Department, PetroChina Southwest Oil & Gasfield Company, Chengdu, Sichuan, China
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| Abstract: |
| PetroChina Southwest Oil & Gasfield Company is making every effort to promote the construction of national natural gas (shale gas) production base with a capacity of billions of cubic meters, facing the dual challenges of green and low-carbon transformation and achieving dual carbon goals, it urgently needs to promote the deep integration of natural gas and new energy development. To this end, the resource foundation of integrated development is analyzed, the ideas and exploration process of past integrated development are summarized, and the three challenges currently faced are clarified: poor internal resource endowment and difficulty in obtaining external resources; new technologies and equipment are not mature enough, and there is a deviation in economic benefits; lack of systematic understanding and insufficient utilization of new business resources. On this basis, a path idea for the deep integration of natural gas and new energy is proposed: to develop wind, solar and geothermal businesses in an orderly manner within the region and focus on outside the region; vigorously develop characteristic businesses such as residual pressure power generation, associated resources, CCUS, hydrogen energy; explore the development of new track businesses such as underground space utilization and biogas. Finally, four suggestions are proposed: based on the current situation, focusing on the future, take into account overall economic considerations; considering the growth potential of the business and the need for technological iteration, orderly promote the industrial scale from small to large; cultivate market competitiveness awareness, deepen cooperation and communication, and jointly promote industrial development; innovate mechanisms and explore various mechanisms and models to support industrial development. |
| Key words: natural gas new energy deep integration southwest green development model path exploration |
