Two-pronged approach to ensure energy security

Today, with the frequent occurrence of black swan and gray rhino events, ensuring national energy security has become the top priority of China's economic and social development
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Strengthening oil and gas exploration and development and accelerating the development of new energy vehicles are important choices to improve the level of energy security
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In China's energy supply, coal can basically achieve self-sufficiency, but the external dependence of oil and gas is as high as 73% and 45% respectively
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Crude oil consumption is mainly used for refined oil production, which is the main transportation energy
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At present, the number of cars per thousand people in China is 150, and there is still a certain gap with the world average
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With the continuous advancement of industrialization and urbanization in China, there is still room for growth in the scale of automobile consumption
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Under this situation, accelerating the development of new energy vehicles such as electric vehicles and hydrogen vehicles, and replacing fuel vehicles are important ways to reduce the demand for transportation oil and reduce the pressure on energy supply
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In the near and mid-term, the demand for replacing oil with transportation electrification is limited, and energy security issues still require high attention
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The replacement of transportation energy and electricity is a realistic way to reduce the intensity of oil demand, help achieve the "dual carbon" goal, and improve the level of energy security, but the replacement is a gradual process and cannot be accomplished overnight
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The General Office of the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)" (hereinafter referred to as the "Plan"), proposing that by 2025, China's new energy vehicles will strive to develop key technologies such as power batteries, drive motors, and vehicle operating systems.
A major breakthrough has been made in the past, and the sales volume of new energy vehicles has reached 20% of the total vehicle sales; it is proposed that through 15 years of continuous efforts, the technical level will be comprehensively improved, an international brand will be established, and pure electric vehicles will become the mainstream of new sales vehicles
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It will take 15 to 20 years for new energy vehicles to fully develop and mature in China, and the transportation energy in the near and medium term is still dominated by petroleum
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Some institutions predict that China's oil demand will peak around 2030, and the peak demand will be 700 million to 800 million tons per year, while the domestic supply capacity in 2030 should be 200 million tons per year, so oil demand will still need to rely on for a long time.
In overseas markets, supply faces uncertain risks
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At present, the resource conditions of domestic oil and gas fields are gradually getting worse.
In terms of exploration, the resource conditions of new formations in new areas are complex and technically difficult.
Oil and gas exploration and development in deep water, deep layers and unconventional fields have become the focus of the next stage.
Increasing reserves and stabilizing production face new challenges
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Exploration and development have entered a new stage, and complex resource conditions have put forward new requirements for technological innovation and operation level in the oil and gas industry
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In addition, since the outbreak of the epidemic, the reduction in global oil and gas investment has led to a decline in supply capacity
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The extreme weather in 2021 has led to gas shortages in Europe and global energy shortages.
Afterwards, European countries adjusted their energy policies, ensured a moderate return of energy supply to fossil energy, and stepped up efforts to “grab oil and gas” from the world, intensifying competition in the international market
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In 2022, frequent geopolitical events will trigger changes in the global energy supply and demand pattern and rise in oil and gas prices, which will also bring new challenges to China's acquisition of overseas oil and gas resources
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Continue to advance the "Seven-Year Action Plan" to ensure that domestic oil and gas production is steadily rising
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In particular, it is necessary to intensify scientific and technological research, focusing on increasing reserves and production in old oil and gas fields and exploration in new areas; doing a good job in "very-uncombined", intensifying the exploration of shale oil and gas, coalbed methane and natural gas hydrate, realizing the replacement of resource strategies, and providing domestic A solid foundation has been laid for the improvement of oil and gas self-sufficiency
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Adjust the investment layout of overseas oil and gas projects, and stabilize the overseas equity oil and gas production, which is basically the same as the domestic production
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Optimize the structure of the oil and gas supply chain, continue to vigorously promote the construction of oil reserves and gas storage, and improve the industrial chain of production, supply, storage and sales
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Based on the reality of profound changes in the world's energy structure, the corresponding work should be done in accordance with the overall national plan
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The oil and gas industry should rely on the in-depth implementation of the "Belt and Road" initiative, increase investment in oil and gas in the Middle East and Africa, further enhance China's initiative in the future global oil and gas supply, and lay a foundation for oil and gas import protection; optimize the diversified layout of natural gas trade imports , establish a stable natural gas export long-term trade cooperation, and ensure China's oil and gas demand in a complex and changeable pattern
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Take practical and effective measures to speed up the development of China's new energy vehicle industry chain and continue to improve the oil substitution capacity
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First of all, strengthen the integration of resources in the domestic new energy vehicle industry, promote the complementary resources of car companies, and form an advantage of scale to improve the overall development level of the industry and reduce the production and use costs of new energy vehicles
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Secondly, accelerate the development of the power battery industry, consolidate China's comparative advantage in the power battery industry chain, and lay the foundation for the domestic electric vehicle industry's foreign cooperation; strengthen the production of key materials, battery module equipment, lithium battery development and manufacturing, battery recycling and reuse Planning and construction of integrated industrial clusters
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Thirdly, implement the requirements of the "Plan", improve the infrastructure construction of new energy vehicles, improve the supporting system of charging and replacing facilities and services, increase the innovation of core and key technologies, and actively promote the opening up and cooperation of new energy vehicles, so as to ensure the sustainable development of new energy vehicles.
Promotion to create more favorable conditions
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