jiemianxinwenjizhe | tianheqi
“womenxianzaiyouleyigexindequanqiuyouqiditule。”
12yue10ri,zai2024guojinengyuanfazhangaofengluntanshang,biaopuquanqiufuzhuxidannier·yejinzaifabiao《biangeshidaizhongdeduoweinengyuanzhuanxing》yanjiangzhongzuochushangshubiaoshu。
tazhichu,dangqianquanqiushiyoushichangbiandefenbenglixi,buzaishixiangguoquyiyangshitongyide,shiyoubuzaishiyigequanqiudazongshangpin,ershiyigezhengzhidazongshangpin。
耶金举例解释称,例如,俄罗斯此前出口到欧洲的管道天然气,已经被液化天然气(LNG)尤其是美国LNG所替代。“八年前,美国是没有办法去出口LNG的。现在,美国成为了最大LNG出口国。这是一个巨大的变化。”
在他看来,当前供需层面的挑战对整个欧佩克+带来了挑战。需求上看,过去20年,世界上一半的需求都是来自于中国,但未来几年,中国的石油需求预计将达到峰值;供给方面看,美国已经是世界上最大石油生产国,再加上巴西等国,如今的西半球比整个中东生产的石油要多。
“womenhenyoukenengxuyaoqidaiyigezhenshidegongyingliancengmiandebianhua,erbushixiangguoquyiyangjuparenhedebiandongle。”yejincheng。
“womenzai2023nianniandishijianzhengleshijiedefuzaxing。fengneng、taiyangneng(fadianliang)dadaolelishidegaodian。tongshi,meitanheshiyou(xiaohaoliang)yedadaolelishidegaodian。”tashuo。
duiyuquanqiunengyuanzhuanxing,yejinbiaoshi:“nengyuanzhuanxingbuhuishiyitiaozhixian,tashenzhibuhuishiyigexianxingdefazhanfangshi,xiangfantashiduoweidude。zhongguofahuilehexindezuoyong,jianghuizaijidachengdushangyingxiangweilainengyuanzhuanxingdequshi。”
tarenwei,duoweinengyuanzhuanxingyiweizhetajiangyibutongdesudu、liyongbutongdejishu、zaibutongdediqu、genjugezideyouxianshixiangheshijianbiaojinxing,zheiyangdezhuanxingnenggoumanzubutongguojiadexuqiu。
zaitakanlai,dangqian,quanqiujingjiguimoyijingdadao110wanyimeiyuan,yaozaiweilai25nianshixiannengyuanzhuanxingnandujuda,qiegeguoshangweiwanchengduinengyuanzhuanxingchengbendegusuan。
ciwai,ewuchongtudebaofaranggeguodouzhongxinyishidaonengyuananquandezhongyaoxing。dangeguodouyoubuyiyangdeyouxianshixiang,duinengyuanzhuanxingyeyoubutongdelichang。
耶金认为,类似过去在全球石油市场上发挥的重要作用,未来中国也将极大程度上影响能源转型的趋势。希望看到中国在保障国内能源安全、满足国内经济发展需求的同时,也能引领全球多维度能源转型。
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