Premier Wen Jiabao of the State Council pointed out in his government work report on March 5th that this year "we must strive to build an industrial system characterized by low carbon emissions and consumption patterns." In its proposal, the Zhi Gong Dang Central stated that taking the path of low-carbon development with Chinese characteristics, "low-carbon industries" and "industry carbon reduction" should be synchronized and benign.

In 2008, coal accounted for 69% of China’s total primary energy consumption of 2.85 billion tons of standard coal. If 4% of the year's low energy consumption growth rate is measured in recent years, by 2020, China’s energy consumption will reach 4.56 billion tons of standard coal, and coal production and consumption will reach 3.9 billion tons. Vigorously developing and utilizing clean fossil energy and developing the clean use of coal will enable the traditional energy industry to achieve "carbon reduction." This is an inevitable requirement and realistic choice for China to develop both a low-carbon economy and energy supply.

Expand production and attract resources, natural gas can play a unique role in the low-carbon development of China's oil industry

At the two conferences held here, representatives of the committee said that on the basis of increasing oil exploration and development, accelerating the development of a clean and efficient natural gas industry is the best entry point and reality for China's oil industry to change its development mode and develop a low-carbon economy. way.

In 2009, China’s natural gas consumption was 87.45 billion cubic meters. The "2009 Energy Blue Book" issued by the Chinese Academy of Social Sciences predicts that by 2010 and 2015, China's natural gas consumption will reach 120 billion cubic meters and 200 billion cubic meters respectively. Jia Chengzao, a member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the China Petroleum Institute, said in his proposal that China’s natural gas consumption will reach 400 billion cubic meters by 2030, and China’s natural gas industry is in a rare opportunity for development.

As of the end of 2008, China has proven natural gas geological reserves of 6.3357 trillion cubic meters, recoverable reserves of 3888.7 billion cubic meters, the proven rate of resources is only 11.34%, and the amount of proven resources is close to 50 trillion cubic meters. China urgently needs to speed up the exploration and development of natural gas, and greatly increase natural gas production.

Since the end of the 1970s, the international trend in the natural gas industry management system has been to deregulate and introduce competition. For example, many countries have eliminated wellhead control prices and introduced competition in production and sales by separating pipeline transportation and distribution network from production, wholesale, and retail operations. In view of the current situation of the domestic natural gas industry, and drawing lessons from the international experience in the management and organization of the natural gas industry, China should reform the management system and organizational structure of the natural gas industry, change the current monotonous status of natural gas exploration and development, and establish a diversified producer competition model. . Similarly, competition is also introduced in the sales field and the role of market mechanisms in the allocation of industry resources is being used to promote domestic natural gas exploration, development and utilization.

In 2008 and 2009, there was a gap of more than 4 billion cubic meters in the production and demand of natural gas in China. According to the “2009 Energy Blue Book” released by the Chinese Academy of Social Sciences, the gap between supply and demand for natural gas in China is 20 billion to 30 billion cubic meters in 2010, and imports account for about 20%; the gap in 2015 is 30 to 70 billion cubic meters, and the gap in 2020 is It will reach 70 billion to 100 billion cubic meters, and the proportion of imports from 2015 to 2020 may further expand to 30% to 40%.

The International Energy Agency said in the latest "World Energy Outlook 2009" that due to the unpredictable development of unconventional natural gas in North America and the declining demand caused by the economic contraction, the global natural gas supply will be greatly surplus in the next few years. This will be China has more use of international resources to provide good opportunities.

Professor of China University of Petroleum and natural gas expert Liu Yijun also believe that from the situation in 2009, the decline of the world economy has improved the global natural gas supply environment. If we adjust domestic natural gas prices to appropriate levels, our country is fighting for international resources. It will be in a more favorable competitive position.

In the recent 10 years, natural gas consumption in China has grown at an annual rate of nearly 15%, which has enabled domestic resources accumulated in the past few decades to be rapidly consumed. Although China's natural gas reserves have also increased, the storage and production ratio has continued to decline. In North America, represented by the United States, the natural gas storage/production ratio is also declining, indicating that a future battle for resources will be staged in the international natural gas upstream market. The major natural gas resources in the world are mainly distributed in such a north-south zone as Russia, Kazakhstan, Iran, and Qatar. The gas source of this zone will move toward the European market or the Asian market in the future, depending on the attractiveness of the two markets. Therefore, under the circumstances that our country's market can withstand, we will adjust domestic natural gas prices to a more attractive level as far as possible, which will have important strategic significance for China's future struggle for natural gas resources in the aforementioned regions.

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