@FT中文网【分析:中国开发天然气需要“外援”】随着中国大力推进本国能源开发,未来几十年可能会减少从海外进口天然气。但这项战略无法自给自足,能否使外国企业参与进来,分担风险、分享技术,将至关重要。
2010年08月02日 06:15 AM

分析:中国开发天然气需要“外援”
China needs foreign know-how for domestic gas

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A push by China to exploit its domestic energy resources, especially gas shale reserves, could lead to the country importing less gas from abroad in coming decades.

中国推进本国能源资源(尤其是页岩气储量)开采的行动,可能导致未来几十年中国减少从海外进口天然气。

But the strategy will be anything but self-sufficient. It will depend crucially on engaging foreign companies to share costs, risks and technology.

但此项战略肯定无法自给自足,能否使外国企业参与进来,分担成本与风险、分享技术,将至关重要。

A report from Wood Mackenzie this week predicted that unconventional gas, including shale gas, coal seam gas, and coal bed methane, could be a quarter of China's gas supply by 2030.

咨询公司Wood Mackenzie本周发布的报告预计,到2030年,包括页岩气、煤制气、煤层气在内的非常规天然气,将占到中国天然气供应量的四分之一。

Chinese majors will lead the way. Sinopec aims to produce 2.5bn cubic meters of unconventional gas annually in 2015. Officials at CNPC, China's largest oil and gas producer, have said they hope to produce 500m cubic meters of shale gas by 2015 - up from no shale production today.

中国的油气巨头们将扮演领头羊的角色。中石化(Sinopec)的目标是,到2015年,非常规天然气年产量达到25亿立方米。而中国石油天然气集团公司(China National Petroleum Corp,简称中国石油)的高管则表示,他们希望到2015年,公司页岩气产量能从零增加达到5亿立方米。中国石油是中国最大的油气生产商。

But experts say they will need foreign support and know-how to develop unconventional gas assets, including coal bed methane as well as shale gas.

但专家表示,它们在开发非常规天然气资源(包括煤层气和页岩气)方面,将需要外国的支持与技术诀窍。

Last month CNPC signed a memorandum with Encana, a Canadian firm known for its shale assets, that could lead to a shale gas joint venture. And PetroChina's and Shell's joint takeover of Arrow energy will give the Chinese company access to Arrow's coal seam gas expertise.

上月,中国石油与以页岩气资产著称的加拿大能源公司(Encana)签署了一份谅解备忘录,可能成立一家页岩气合资企业。同时,中国石油天然气股份有限公司(PetroChina)与壳牌(Shell)联手对Arrow energy发起的竞购,也将使这家中国企业获得Arrow在煤制气领域的专业技术。

There's also an opening for foreign firms to engage in exploration for unconventionals in China. Several foreign companies are already active in the sector, though major commercial successes have so far been few.

中国非常规天然气开发也在向外资企业开放。有几家外资企业在该领域已较为活跃,不过迄今为止一直没有什么重大的商业成功。

Shell has a coal-bed methane project under exploration in Ordos, as well as a joint venture with PetroChina to develop shale gas in Sichuan province. BP is working with PetroChina to assess coal bed methane potential in western Xinjiang province. And Far East Energy, a Houston-based firm, has just signed a gas sales contract for a coal bed methane project in Shanxi province.

壳牌在新疆鄂尔多斯的煤层气项目正在开采之中,同时与中国石油在四川合资开发页岩气。英国石油(BP)正与中国石油协作,对西部新疆自治区的煤层气开发潜力进行评估。总部位于美国休斯敦的远东能源公司(Far East Energy)刚刚就山西省一个煤层气开发项目签署了天然气销售协议。

Foreign expertise is not surplus to China's requirements just yet.

就目前而言,外国专业技能还没有供过于求。

译者/管婧

莱斯利•胡克上一篇文章:

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