摘要
《巴黎协定》已于2016年11月4日生效,控温2摄氏度将使全球近2/3化石能源储量得不到开发,导致油气上游投资大幅减少,对油气公司融资造成阻碍。随着缔约国碳约束逐步增强,油气公司将被要求做出碳财务披露,中国公司海外项目运营难度加大。国际石油公司纷纷探寻低碳转型之路,引入碳定价机制,将碳成本纳入项目投资计划,加大天然气和新能源业务投资比重。2017年,中国碳交易市场将全面铺开,石化、化工企业将被首批纳入碳配额体系。建议中国石油行业高度重视《巴黎协定》的影响和碳排放权的价值,制定低碳发展战略;各石油公司逐步建立碳资产管理体系;将碳成本纳入项目投资决策,以节能管理促进碳减排;积极参与电力和船舶行业的碳标准制定,建立碳交易能力。
The Paris Agreement has come in effect since November 4^th 2016. The clause of＂ holds the increase in the global average temperature to well below 2℃ above pre-industrial levels＂ stipulated in the Agreement rendered 2/3 of global proven fossil fuels reserves un-developable, drastically decreasing investment in the upstream of oil and gas industry and blocking companies＇ financing. The Agreement demanded full disclosure of climate-related financial information and a stronger self-imposed carbon restriction by the contracting parties, making it harder for China＇s companies operating in overseas markets. International oil companies explore low carbon transition strategies, introduce the carbon pricing mechanism, bring carbon costs into project investment, and increase the proportion of the natural gas and renewable energy projects in their portfolio. China Carbon Market will see the first players in its arena in 2017 and petrochemical and chemical companies are the first batch of selected entities in the Chinese carbon emission trading scheme. The paper suggests that China oil industry properly assesses the influence of the Agreement and the tangible and intangible value of carbon emission rights, develops the low carbon strategy. Each oil company should gradually build carbon assets management system and bring carbon costs into project investment decision to reduce carbon emission by energy conservation management, proactively participate in the compilation of carbon standards in the power sector and shipping sector to build carbon trading capabilities.
作者
徐玉高
鲍春莉
武正弯
XU Yugao BAO Chunli WU Zhengwan(CNOOC Policy Research Offic)
出处
《国际石油经济》
2017年第1期45-50,共6页
International Petroleum Economics
关键词
巴黎协定
碳排放
油气行业
能源转型
碳配额
碳交易
Paris Agreement
carbon emission
oil and gas industry
energy transition
carbon quota
carbon trading
