全球油气发现量持续十年下降

Core Insights - Recent focus on oil exploration has not translated into increased discovery volumes, which have hit record lows, with annual discoveries dropping from over 20 billion barrels of oil equivalent before 2010 to about 5.5 billion barrels in 2023-2025 [1][4] - The oil and gas industry is undergoing a strategic shift, prioritizing precision over broad geographic exploration, with major companies concentrating on high-yield basins and exiting low-return areas [1][3] Exploration Trends - The global oil discovery landscape has shifted significantly over the past two decades, marked by the emergence of the pre-salt oil era in Brazil and the successful discoveries in Guyana and Suriname [2] - Major breakthroughs in oil exploration technology, such as improved seismic imaging and underwater engineering, have redefined exploration boundaries and unlocked previously inaccessible oil and gas reserves [2] Key Players - International oil giants and national oil companies remain crucial to maintaining global oil and gas exploration and discovery volumes, contributing approximately 22% of new discoveries since 2015 [3] - Companies like ExxonMobil, TotalEnergies, Shell, and others are leveraging advanced technologies and capital strength to explore new oil and gas regions while shortening the discovery-to-development cycle [3] Challenges Ahead - Despite the precision in current exploration areas, the overall oil discovery volume remains critically low, posing risks to energy security and stability in energy transition efforts [4] - A significant decline in exploration spending has contributed to the shrinking discovery volumes, highlighting the need for ongoing exploration to balance global oil supply and long-term demand [4]