Transcript PowerPoint 演示文稿

中国油气发展与合作机遇
China's Oil and Gas Development and
Cooperation Opportunities
赵先良
Mr. Zhao Xianliang
March 18, 2015
Congratulation on the opening of the Turkish
International Oil and Gas Conference
• Dear Minister, Mr. Chairman,
• On behalf of Mr. Jiang Daming , The Minister of
Ministry of Land and Resources of the People's
Republic of China, we congratulate on the opening
of the Turkish International Oil and Gas
Conference and thank for the invitation of the
Turkish Ministry of Energy and Natural
Resources.
7/21/2015
Major functions of the Chinese
Ministry of Land and Resources
7/21/2015
CONTENTS
China's New Normal and transformation
Chinese oil and gas development challenges
and measures
Outlook of Silk Road oil and gas cooperation
China's economy has maintained a rapid growth
in the past 30 years
 In the past 30 years, China's economy has maintained a rapid growth, The total economy
volume has been ranked second in the world, GDP growth rate will maintain 6% -8% rate
in the next five years.
10.28 trillion dollars
GDP growth rate7-8%
NO.2
NO.3
NO.4
NO.6
NO.10
7/21/2015
China's energy consumption and GDP growth rate is
slowing down
Energy consumption growth(%)
GDP growth(%)
7/21/2015
China economy's New Normal
China 's GDP was 56.8 trillion yuan in 2013, an increase of 7.7%, and
63.64 trillion yuan in 2014 , the growth rate of 7.4% , indicating that
China's economy has entered a new stage of development :
 Development concept：The concept of development focuses on
sustainable development and environmental protection instead of the GDP
growth;
 Development power：The economy is increasingly driven by innovation
instead of input and investment;
 Development speed：The economy has shifted gear from the previous
high speed to a medium-to-high speed growth;
 Industrial upgrading ：The economic structure is constantly improved
and upgraded;
 Economic growth：Mainly depends on the growth in consumer demand.
7/21/2015
The next 10-20 years is yet China's
development opportunities
 Firstly, international external conditions are good; peace and development
are still the themes of the time; stable relations remain among major
countries; globalization is gaining momentum; IT technology and new energy
technologies provide new impetus for the development of the world
economy.
 Secondly, China is pushing forward a new type of industrialization and
urbanization; China still has a huge impetus for economic development.
 Thirdly, Chinese comprehensive deepening reform, form an multi directional, multilevel and wide - range opening pattern, the ability to cope
with the crisis and resist risk increased greatly.
7/21/2015
China's economic growth rate is in the
high-to-mid speed
trillion yuan
GDP growth
7/21/2015
Source: Chinese Academy of Social Sciences
CONTENTS
China's New Normal and transformation
Chinese oil and gas development challenges
and measures
Outlook of Silk Road oil and gas cooperation
The oil and gas remaining recoverable reserves in
China continues to grow
100 million tons
石油 OIL
Remaining recoverable reserves
Reserve-production ratio
100 million cubic meters
天然气 GAS
Remaining recoverable reserves
Reserve-production ratio
China’s Historical Annual Oil and Gas Production
石油 Oil
100 million tons
天然气 Gas
100 million cubic meters
Crude oil and Gas production increased every year, ranking fourth and sixth in the world.
Rapid growth of China's energy consumption
The United States, China, Japan and European countries energy demand
Energy demand growth mainly come from China
7/21/2015
资料来源：BP 2014
China's crude oil consumption and imports
China's oil consumption, imports and external dependency
consumption
imports
external dependency
In 2014 , China‘s crude oil consumption is 518 million tons, net imports of
crude oil 308 million tons, with 59.46% external dependency on crude oil.
7/21/2015
China's natural gas consumption and imports
production
imports
external
dependency
In 2014, China's natural gas consumption is 178.6 billion cubic meters,
imports 57.8 billion cubic meters, natural gas import proportion 32%.
7/21/2015
China is facing serious deterioration of environment
 161 cities’ air quality was not up to standard, accounting for
90.1%；
 Ecological environmental damages caused by coal mining
 Haze prominent problem
Energy development also faces
enormous challenges
• High pressure of the ecological environmental
requirements;
• High proportion of the imported oil and gas in
consumption;
• High cost of oil and gas to replace coal ;
• High difficulty of the energy structure adjustment.
7/21/2015
China's crude oil imports trend is
gradually improved
million tons
Crude Oil Imports Mtoe
7/21/2015
China's energy consumption structure
WORLD
7/21/2015
USA
CHINA
Source: National Bureau of Statistics , BP 2014
It’s difficult to adjust Chinese carbon-intensive models
Other ratio
Coal ratio
Gas ratio
Oil ratio
Coal ratio from 74.6% in 1993 to 66% in 2014, fell by 8.4% in the 20 years, gas ratio
increased by 4%.
7/21/2015
China’s Energy Revolution 中国能源革命
 Promote energy consumption revolution, curb irrational energy
consumption.
 Promote energy supply revolution, establish multi supply system.
 Promote energy technology revolution, promote industrial upgrading.
 Promote energy regulatory system revolution , realize the rapid
development of energy.
 Comprehensively strengthening international cooperation to achieve energy
security while remaining open to the outside world.
China‘s Energy Development Path
消费革命
Consumer Revolution
国际合作
International Cooperation
1
A. Comprehensive strengthening of
international cooperation, and
promote energy import
diversification strategy to achieve
energy security in open condition ;
B. Ibased on domestic conditions,
strengthen international
cooperation in all aspects of energy
production and consumption
revolution，effective use of
international resources.
4
A. Transformation of the concept of economic
development and improve the quality and efficiency of
economic development, reducing energy consumption;
B. Promote strategic adjustment of economic structure
and transformation of the mode of economic growth
and curb unreasonable consumption
能源体制革命
Energy system revolution
供给革命
Supply Revolution
2
A. Based on the domestic diversified supply
to ensure safety, and vigorously promote
the efficient use of clean coal;
技术革命
Technology Revolution
A. Green low-carbon direction ,
classification promote technological
innovation, industrial innovation,
business model innovation ;
3
B. Closely integrated with other areas of
high technology, energy technology
and related industries to grow into
China‘s industrial upgrading spur new
growth。
B. Focus on the development of non coal
energy, coal, oil, and gas formation,
nuclear, new energy, renewable energy
multi wheel drive energy supply system;
C. Synchronous strengthening energy
transmission and distribution network and
reserve facilities construction.
China's Energy Consumption Control Target
 By 2020, the primary energy consumption will be controled at
about 4.8 billion tons of standard coal, and the coal consumption
will be controlled at about 4.2 billion tons, the proportion of coal
consumption will be control in 62% or less, the proportion of nonfossil fuels in primary energy consumption will be up to 15%, and
the proportion of natural gas will be more than 10%.
 By 2030, non-fossil energy in primary energy consumption
increased to about 20%.
Chinese Carbon Emissions Control Targets
 Carbon Emissions：This will reach the peak in the 2030 and efforts to reach
the peak as quickly as possible.
 Unit GDP Energy Consumption : This in 2015 is to reduce by 16 %
compared with 2010 , reducing 3.1 % compared with 2014.
China and the U.S. greenhouse gas emissions agreement
中美达成温室气体减排协议
The Ministry of Land and Resources is actively promoting
the reform of oil and gas resources management
• Open upstream oil and gas market;
• Oil and gas mining rights reforms ;
• Strengthen geological survey of oil and gas
resources;
• Encourage support technology innovation etc.
7/21/2015
CONTENTS
China economy's New Normal and
transformation
Chinese oil and gas development challenges
and measures
Outlook of Silk Road oil and gas cooperation
China's Oil and Gas Cooperation Opportunities
:
" One
and
One Road"
In September 2013,
China Belt
proposed
the construction
of the " Silk Road
Economic Belt " and "21st Century Maritime Silk Road " initiative, which can
be abbreviated as “One Belt and One Road”.
 Areas of cooperation include the connection among energy , railways,
highways , aviation, telecommunications, power grid and other fields.
 The goal of cooperation is to promote the cooperation in the capital flow, the
material flow, the human flow, the information flow and the other fields.
" One Belt and One Road"
 Silk Road today mainly through 9 countries ;
 Include: Turkey , Kazakhstan , Russia, Turkmenistan , Uzbekistan,
Iran , Iraq, Syria, China ;
Turkey
土耳其
 21st Century Maritime Silk Road through today 21 countries or regions ;
 Include: Turkey , Kuwait, Oman , Qatar , Saudi Arabia, United Arab Emirates,
Yemen , Mozambique, Tanzania , Egypt, Brunei , India, Indonesia , Malaysia,
Myanmar , Pakistan, Thailand , Vietnam, Japan , the Philippines, Singapore,
South Korea ;
" One Belt and One Road"
Trade and economic cooperation
Most countries are the emerging economies and developing countries, is
the world's largest span with the most potential for the development of
economic cooperation.
In 2013, the trade between China and "One Belt and One Road " countries
was more than 1 trillion US dollars, accounting for 1/4 of China's total foreign
trade.
Over the past 10 years, the average annual increase of the trade between
China and “One Belt and One Road” countries is around 19%. It will continue
to maintain a high growth in future.
Silk Road Economic Belt is rich
in oil and gas resources
• Countries in the region take up 26 percent of the
world's total oil reserves, 28% of world's production,
and 20% of world's consumption;
• Countries in the region have 50% of the world's total
natural gas reserves, 30% of world's gas production
and 25% of world's gas consumption.
7/21/2015
Oil and gas cooperation is an important part
of the Silk Road economic belt construction.
 The Silk Road economic belt is highly complementary economic structure
with energy. One side is the center of the global energy consumption - the
Asia-Pacific, while the other side is world's oil and gas production and
enrichment zone - the Middle East, Central Asia – Russia;
 The oil industry as an engine for the development of the Silk Road economic
belt and achieve win-win between east and west, providing power for the Silk
Road countries’ economic development;
 Silk Road economic belt construction provides a broader market and
cooperation for national energy companies.
China Oil and Gas imports are mainly from
" One Belt and One Road " countries
2014年
Source: China Customs
Chinese government is actively promoting
economic cooperation and development
initiatives of "One Belt and One Road "
• Set up the Asian infrastructure investment
bank;
• Has announced the establishment of the "silk
road fund" ;
• Has begun to demonstrate support for a
number of major international cooperation
projects.
7/21/2015
Outlook of Silk Road oil and gas cooperation
Cooperation fields:
 1. Oil and gas exploration;
 2. Oil and gas development;
 3. Pipeline construction;
 4. LNG construction;
 5. Petrochemical projects
construction;
 6. Technical services.
The Silk Road is a model of economic win-win cooperation between
civilizations in the past. Today, in an open , development, peace , benefit,
safety , blending new world pattern, we will build brilliant new Silk Road.
China is pursuing economic reform and promoting the reform
of the oil and gas vigorously in an unprecedented courage and
determination, in order to achieve the development of clean
energy.
Welcome to invest in China's oil and gas to get the win-win
cooperation.
We propose to strengthen international cooperation and
jointly promote the "Silk Road economic belt" construction to
contribute to the development and prosperity of region and even
the whole world.
谢谢大家！
THANK YOU