“双碳”背景下油气企业高质量发展的内涵、挑战及路径

1.西南石油大学经济管理学院;2.中国石油西南油气田公司

碳达峰;碳中和;油气企业;高质量发展

Discussion on connotations, challenges, and paths for high-quality development of oil and gas enterprises under the background of “dual carbon”
YU Xiaozhong1,LIU Mengwei1,BAI Long2,GE Chang1

1.School of Economics and Management, Southwest Petroleum University; 2.PetroChina Southwest Oil & Gasfield Company

carbon peaking, carbon neutrality, oil and gas enterprises, high-quality development

DOI: 10.6047/j.issn.1000-8241.2024.04.011

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【目的】油气企业既是推动能源低碳转型的重要实施主体,也是实现经济发展与碳减排双赢的主要阵地,油气企业的高质量发展对有序推进实现碳达峰、碳中和目标具有重要意义。【方法】基于“双碳”目标新形势及油气企业发展新方向,结合相关理论及文献研究分析,讨论油气企业高质量发展的内涵与特征,深入剖析当前发展过程中面临的机遇与挑战,探索“双碳”目标驱动下油气企业高质量发展路径。【结果】“双碳”背景下油气企业高质量发展的定义为“油气企业主体以自身拥有的资源总量为基础,为破解能源环境要素的瓶颈约束,通过转变发展方式、优化发展结构来增强发展动力,重塑涵盖经济、社会、环境的高质量发展价值体系,实现更低碳、合理、创新、可持续的发展”。油气企业发展面临的关键挑战包括减排压力大、无法保障能源供应及技术创新不足等。油气企业高质量发展的路径主要包括聚力节能减排、深化产业结构调整、创新数字经济应用、加快绿色技术进步、强化资本支撑、加速绿色人才培养、创建长效管理体系、提高绿色合作水平等。【结论】“双碳”背景下油气企业必须主动适应发展需求,实现保障能源供应与绿色低碳转型协同推进,重塑高质量发展价值体系。(参[22]
[Objective] Oil and gas enterprises not only serve as a major driving force in low-carbon energy transformation but also represent a crucial domain for achieving both economic development and carbon emission reduction. Therefore, their high-quality development holds significant importance in advancing carbon peaking and carbon neutrality in an orderly manner. [Methods] Considering the evolving landscape aimed at achieving the “dual carbon” goals and the emerging development trends within oil and gas enterprises, this paper integrates relevant theories and findings from literature research to discuss the connotations and characteristics of high-quality development of these enterprises. It provides a comprehensive examination of the opportunities and challenges encountered in the current developmental phase and explores the viable paths to promote high-quality development in oil and gas enterprises under the guidance of the “dual carbon”goals. [Results] The implications of high-quality development within oil and gas enterprises in the context of “dual carbon” were clarified as follows: Oil and gas enterprises leverage their full resources to invigorate the development momentum by transforming development modes and optimizing development structure, with the goal of overcoming bottlenecks in energy and environmental factors, to reconstruct a high-quality development value system that encompasses economic, social, and environmental aspects and fosters development characterized by low-carbon, rationality, innovation, and sustainability. Key challenges impeding their progress include the formidable pressure of emission reduction, inadequacies in ensuring energy supply, and deficiencies in technological innovation. The paths identified to foster their high-quality development involve focusing on energy conservation and emission reduction, deepening industrial restructuring, promoting application innovations in the digital economy, expediting advancements in green technology, reinforcing capital support, accelerating the nurturing of green talents, creating a long-term management system, and enhancing collaboration in the environmental field. [Conclusion] Amidst the backdrop of “dual carbon”, it becomes imperative for oil and gas enterprises to proactively initiate measures to align with evolving development requirements, striving for coordinated progress in securing energy supply and advancing green, low-carbon transformations while reconstructing the value system for high-quality development. (22 References)
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