12 trillion blessings, oil companies opportunities may be unprecedented before

Text/Wang Haikun

"Stability of the economy" is not only a mission, but also an opportunity for oil companies.

Unlike the 2008 "4 trillion economic stimulus plan", this time the 12 trillion yuan was mainly invested in large -scale fixed assets based on infrastructure. Many of them involve many petroleum companies. For example, item 21 and 23, directly implement the implementation of a group of energy projects as soon as possible, and plan for the planning of oil and gas reserve projects as soon as possible. The 3rd and 18th item, the new energy projects are included in the scope of support for special bonds. At the same time, it is required to accelerate the investment and construction of new energy vehicle charging piles (stations). In particular, it is necessary to accelerate the construction of charging piles and power stations in highway service areas ...

He Jiangchuan, executive director of Changqing Oilfield Company and secretary of the party committee, told reporters that the stability of the economy is both requirements and opportunities for energy companies. To this end, Changqing Oilfield actively planned, took the initiative to take the lead, and took the lead in sprinting the development goal of "high -quality, the long -year -old Changqing Qingqing".

Seize the opportunity

"Under the 33 -package economic policy of stabilizing the economy, large state -owned enterprises and leading enterprises that oil companies, especially state -employed, and people's livelihoods, must play an active role in this process. It is also necessary to borrow this opportunity to take the initiative and develop themselves." Jin Lei, an associate professor at the University of PetroChina, said that a series of favorable policies of "33 stability of the economy" will inevitably help the development of "three barrels of oil", and "three barrels of oil" must also seize the opportunity and clarify what it should do.

Jin Lei said that for oil and gas companies, the construction of oil and gas storage and transportation facilities is currently a good opportunity. It is also an opportunity for the development of chemical industry, especially the high -precision chemical industry. At present, the traditional chemical industry still lacks high -precision chemical products. The economic recovery plan of this package can promote the development of this sector.

In addition, we must focus on developing new energy. At present, in the field of traditional energy, oil, gas and refined oil must continue to improve the emission indicators. This time, "33 stability" has a targeted empowerment of the new energy sector and has a lot of favorable policies. Petroleum companies must accelerate the development and utilization of new energy and some renewable energy technologies. This should be one of the focus of current and future work.

"For the development of the refining sector, because domestic oil refining has reached a certain scale. From the perspective of future development trends, the refinery sector mainly improves the quality of oil products without large -scale expansion." Jin Lei said.

In the view of Yang Guofeng, an expert in the domestic oil and gas industry, a policy of "33 stability of the economy" will help accelerate the construction of major oil companies. Accelerated transformation, etc. In the future, it can accelerate the transformation from refining to chemical, from low -end to middle and high -end quality transformation. "Petroleum companies must move closely. One must increase investment, take the main business and key projects as the starting point, maintain a steady fixed force and attitude, make good use of national policies, and consolidate the foundation of development. Second, we must accelerate output. , Continue to improve the efficiency of operating management and the construction of talent teams, concentrate their advantages, and accelerate greater breakthroughs in major areas that are closely related to the national economy, such as localization of core equipment and improvement of ethylene production capacity. "Yang Guofeng said.

Increased storage production becomes inevitable

Energy security, the foundation of the country.

Data show that in 2021, my country's oil demand exceeded 700 million tons, and natural gas demand exceeded 370 billion cubic meters, and the proportion of imports accounted for about 72%and 45%, respectively.

"In the context of the current international oil and gas production and trade structure, the turbulent adjustment of the trade pattern and the continuous high level of oil and gas prices, prevent the risk of international oil and gas supply, the risk of price shocks, and keep energy security. Li Jifeng, a researcher at the Policy Research Institute, said that this requires oil and gas companies to stabilize domestic and increased domestic production.

Qi Rui, a well -known domestic oil and gas industry expert, said that after the Russian and Ukraine War, the strengthening of local oil and gas development is inevitable. Oil and gas companies must pay attention to the rich oil and gas collecting basins for centralized development. In this regard, the state should strengthen the circulation of blocks of oil and gas enriched areas.

"In the same block, don't just lead a company to lead the exploration and development, but let multiple companies participate together, so that the exploration and development intensity and speed will change." Qi Rui said that China is still at the speed of oil and gas exploration and development. Slowly, such as the rich oil and gas -enriched area of ​​the South China Sea, allowing China Petroleum and Sinopec, the "two barrels of oil", develop with CNOOC, so that the exploration and development speed will be much faster. Another example is the shale gas -enriched area led by PetroChina. The relatively stable blocks of the gas layer can completely allow Sinopec and Sino -sea oil to participate. In other words, only people, wealth, and things are concentrated in exploring and development in oil -gas -enriched areas can the intensity and speed of exploration and development be accelerated.

"In the exploration and development, we must open my mind to allow a variety of business entities to enter at the same time. It is best to use the 'catfish effect' so that they will quickly promote the increase in storage and production." Qi Rui said facing the reporter of this magazine.

Yang Guofeng believes that the current high oil price will increase the exploration and development of high -cost shale oil and gas such as high -cost shale oil and gas such as high -cost shale oil and gas such as heavy oil and oil, thick oil, thick oil, etc. to create favorable conditions.

Regarding this, Chinese sea oil is expressing the same understanding with practical actions.

Wang Guohong, deputy general manager of China Sea Oil Liaodong Operations Company, said that China ’s thick oil at sea is concentrated in the Bohai Sea. The Bohai Sea has implemented a crude oil proven geological reserves of 4.2 billion tons. At present, among the annual output of more than 30 million tons of crude oil in the Bohai Sea each year, the proportion of unconventional thick oil output is less than 1%. The change of thick oil reserves is of great significance to increase domestic oil and gas exploration and development. It is understood that the Bohai Travel University 5-2 North Oilfield is located in the waters of Liaodong Bay in Bohai. It is a super thick oil and is the most thickest crude oil in the Bohai Sea. "We have successively conquered many world -class problems developed at sea super thick oil fields such as high -temperature injection and high temperature safety control under the well. Breakthrough in economic development. "Wang Guohong said that the project is expected to achieve a peak annual output of 400,000 tons in 2024. In the field of unconventional shale oil explorations, Sinopec Jiangsu Oilfield actively acts to increase storage and production. At present, the first batch of three shale shale oil wells have been successfully implemented, and the first shale oil exploration and development demonstration zone of Sinopec Jiangsu Oilfield was built. Right now, flower pages 3. Kun pages 1, copper pages 1 and other wells are well displayed. It is expected that shale oil prediction reserves can be submitted during the year by more than 10 million tons.

The Changqing oil field that adheres to the concept of "resources is king". The good situation of blooming ".

"Affected by multiple complicated factors, the increase in the production of traditional energy is still a focus. We must grasp the rice bowl of energy to our own hands to increase oil and gas mining capabilities." Jin Lei faced the reporter of this magazine.

On July 6, two transport vehicles carrying drilling liquid aids departed from the Hangjin Banner Central Library of Petrochemical North China Petroleum Engineering and drove to the J30-6-P2 well field. These two vehicles report to transportation from demand, which is significantly shortened compared to before. Because, in June this year, China Petrochemical Petroleum Engineering Company North China Industry Zone joint reserves and distribution information projects were launched.

"At present, we have realized the flow sharing between various units. All the materials required by all construction teams in the working area can be delivered within two hours." Bao Zhifeng, head of the North China Petroleum Engineering Materials Management Center, said that throughout June, Drilling teams in several provinces sent more than 450 tons of more than 30 vehicles. Due to the timely in place of various materials, the completion rate of the drilling ruler of the Dongsheng gas field and the Daniel Gas fields has been further improved.

Right now, Daqing Oilfield's key block and one of the "main battlefields" of the production of oil -winning oil -the western production capacity construction site construction site in the western part of Nanyi District is in full swing; At the work site, the world's largest densely fragrant rock oil field -all employees of the Mahu Oilfield was motivated, and they were running towards the goal of the 36 Shinai this year.

Adjustment and new opportunities for oil storage facilities

"There is a sentence called" Forgotten War ". Observing the current Chinese crude oil reserve facilities is not very adaptable to the situation of the war. Just like the Russian and Ukraine War, all oil storage facilities have been blown up, but military armored vehicles Military aircraft need to use oil ... "Qi Rui said," Therefore, China's oil storage facilities should be built more in the underground oil depot and built oil depots in the cave. In this field, investment should be increased. Oil storage facilities. "

Obviously, the underground oil depot and cave oil depot will become a new opportunity facing oil companies under the new situation!

Many people in the industry also believe that in response to the new situation, it is necessary to focus on the development of underground storage storage. And because the oil and gas pipeline is usually buried underground, the safety is relatively high, and it can adapt to the state of war, so it is necessary to increase the proportion of oil and gas pipelines as much as possible.

"In the past, before the establishment of the State Management Network, the" Three Barrels of Oils "newly increased the pipeline network facilities each year nearly 20,000 kilometers, and then declined significantly. In the future, it should be returned to the goal of 20,000 kilometers per year to adapt to the new situation." Qi Rui faces face. This magazine reporters should also introduce supporting plans for oil and gas pipeline facilities for Russia as soon as possible. At present, there are only a 100,000 -kilometer oil and gas pipeline facilities in China. Compared with the United States, the gap is still very large. In this field, investment must be increased. Because in the future, among the imported natural gas, LNG is not the main body, and the pipeline gas is the real subject. In particular, we must increase the investment from Russia, Iran to China, and continuously continue to continue the price of Russia and Iran's relatively low prices. Enter China.

"In the process of accelerating the construction of pipeline facilities, the best way is to use multiple construction units to participate in sections, so that the construction of transportation facilities can be promoted at the fastest speed. Basic construction is in place. "Qi Rui said that during the construction process, the construction of oil pipes and gas transmission pipelines should be advanced at the same time. For Russia, the best pipelines in the middle, east, and west can also be concentrated. Because China has the right to speak in importing the natural gas of the Russian pipeline. "Our ultimate goal is that half of the natural gas used in China comes from the natural gas from overseas pipelines."

The reporter learned in the interview that at present, the construction of the East Line of China and Russia is in a critical period. After the "33 Article 33" was promulgated, the southern section of the Sino -Russian East Line of China Petroleum Pipelines has pressed the "Acceleration Key" Essence

Recently, the Sinopec Natural Gas Company Gas Terminal, the Runnan Natural Gas Pipeline Project, was also put into production. The first day of the gas transmission was 1.5 million cubic meters. This move marked the interconnection of natural gas pipelines in the western region of Sinopec and the National Pipeline Network. Professionals said that this will further improve the layout of the natural gas pipe network in the Northwest and promote the construction of the "National Network" of the oil and gas pipeline, which is of great significance to ensure the security of national energy. Many gas storage projects are also being accelerated to seize opportunities. In Inner Mongolia, the end of the construction of the 39-61 gas storage storage library in Changqing Oilfield is accelerating. At present, the ground project of the project has reached 93%. ; In Xinjiang, the HUHWK19 well in the Hutu wall storage library has been successfully drilled recently.

However, due to the problem of profit storage, in the new situation, it is likely to affect the accelerated construction of gas storage and opportunities for oil companies to seize opportunities. Some professionals have proposed that it is best to support the "bottom gas" of the state of the gas storage library. As a country's strategic reserve gas, this will be a method of salary at the bottom of the kettle, which will break the problem of the construction of the gas storage library in one fell swoop.

How much is new energy opportunities?

Many opportunities are often hidden in the direction of investment. Analysis of investment directions is usually the key to seizing opportunities. So, where is the "12 trillion funds" be invested in this time?

"'Stability of the Economy 33" The 12 trillion funds involved in several major investment directions. First of all, in the construction of computing power, the construction of supporting power must involve new energy. It is new energy, especially the development of the entire industrial chain of electric vehicles, and the development of electric vehicles must be changed from 'I have economy' to I use economy '. " Say.

From another perspective, China's photovoltaic industry has become the leading boss of the world. From raw materials to the entire industry chain, many patented technologies have also controlled domestic companies. In recent years, due to the development of UHV, the problem of electricity transmission has been solved in the field of new energy. The birth of the Ningde era has solved the storage problem of electricity. Therefore, to this day, the three major problems of the development of new energy, the power generation, transmission, and storage of electricity have been solved accordingly. As a new energy vehicle for application scenarios, its development is completely the same as the past.

In this context, today's new energy sources have large funds blessings, which has really evolved into a new opportunity.

"At present, it is an excellent opportunity period for oil and gas companies to develop new energy." Qi Rui said that compared with oil and gas exploration and development, wind power and photovoltaic investment are relatively small. Although the profits of wind power and photovoltaic projects are not as high as oil and gas projects, its risks are also very small.

Oilfields are often places with good wind and light resources, and have the conditions for building wind and light projects. The construction of the air -based photovoltaic project can better meet the electricity needs of the oil field and replace the self -consuming oil. According to statistical data, the development of self -consumption of oil fields is equivalent to about 10%of its output, and it is mainly produced by its own oil, natural gas, and grid electricity and carbon emissions. After using the scenery to generate electricity, some grid electricity can be replaced, and the diesel fracturing equipment can be changed to electric drives, thereby effectively reducing self -consumption. "If the existing oil field is fully implemented with green electricity, it can replace self -consumption of self -consumption, which can save tens of millions of tons of oil and gas per year, which can effectively reduce production pressure, and reduce the oil and gas mining industry by 20 million tons/year carbon dioxide emissions. "Li Jifeng, the Research Institute of the Institute of Resources and Environmental Policy of the Development Research Center of the State Council.

For many years, because the oil company has been paying attention to traditional energy -oil and gas, although it has tried in the field of wind and light, it has not developed in depth. "Under the new situation, it is necessary to use this opportunity to reasonably build an industrial structure. Based on the traditional supply of oil and qi and gas, and increased production and reserves, it is necessary to develop in the field of wind and light. , Oil and gas integrated development. "

In Jiangsu Oilfield, the reporter saw that all oil pumping machines in the Xiaoji oil area used their own wind power energy. Recently, the 13 well -field photovoltaic power stations in Jiangsu Oilfield have also completed grid -connected power generation with a installed capacity of 2.14 MW; followed, the largest photovoltaic power generation project in Jiangsu Oilfield was completed. , Power 0.73 MW ... Since this year, the pace of the construction of Jiangsu Oilfield New Energy Project has accelerated significantly.

Since June, the first batch of distributed photovoltaic power generation projects in Sinopec Jianghan Oilfield has also been connected to grid power generation. The total scale is 0.93 MW, and the annual power generation capacity is 930,000 kilowatt -hours. At the same time, Sinopec's first far -reaching sea floating wind turbine crew of Sinopec's shipping company "Fuhuang No." also completed assembly at the Guanggang Wharf, Maoming, Guangdong ...

Today, China Sea Oil South China Sales Corporation has formulated a new new energy sector development plan: in the future, the potential for excavating the new charging piles and power stations of existing gas stations will be tapped. The principle of the principle realizes a group of gas stations to comprehensive energy stations; in principle, the new gas stations are designed and constructed in principle according to the "oil and gas hydrogen" comprehensive energy station; Local installation distributed photovoltaic power generation device. Not only that, at the beginning of the year, the company also signed a strategic cooperation agreement with the Southern Power Grid to use the advantages of the resources of both parties to deploy charging piles or power stations in the gas station and highway service area of ​​China Sea Oil South China Sales Company to create a "oil oil in the Licheng service area +Power exchange+energy storage+super charge "is a comprehensive energy zero carbon service area.

Obviously, China Shipping South China Sales Corporation had smelled the breath of new energy and new opportunities before the "33 Article 33" was promulgated. However, in the process of practice, the new energy sector of China Sea Oil South China Sales Company still faces a lot of pain points and difficulties.

"In the field of new energy development, petroleum companies can make efforts in the production of new energy and the application scenarios of new energy. At present, petroleum companies are limited to self -loop in the application scenario of new energy. In the same way, how to cooperate with the new forces of the car must have a revolutionary exploration, that is, oil companies must explore and innovate a new business model in the field of new energy. "Sun Huimin put forward his views on this.

And more people in the industry have strongly called for the state to introduce some supporting policies and measures about the carbon tax field to encourage oil companies to vigorously develop new energy.

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