中国非常规油气开发行业市场规模测算逻辑模型 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the unconventional oil and gas development industry in China. Core Insights - The unconventional oil and gas production in China is projected to grow significantly, with natural gas production expected to reach 1,156.1 billion cubic meters by 2027, up from 469.3 billion cubic meters in 2018, indicating a steady increase in production capacity [19][22]. - The unconventional oil production is also on an upward trend, with estimates suggesting an increase from 153.1 thousand tons in 2018 to 909.3 thousand tons by 2026 [24]. - The report highlights the importance of unconventional oil and gas resources as a cleaner energy alternative to meet China's energy demands and to support the transition of the national energy structure [19]. Summary by Sections 1. Unconventional Oil and Gas Production - The report provides a detailed analysis of China's unconventional oil and gas production, showing a consistent growth trajectory in both natural gas and oil production over the years [2][3][4][7][23]. 2. Unconventional Natural Gas Production - The unconventional natural gas production is projected to grow from 469.3 billion cubic meters in 2018 to 1,156.1 billion cubic meters by 2027, reflecting a compound annual growth rate (CAGR) that supports the increasing demand for cleaner energy sources [19][22]. 3. Oil Equivalent Conversion - The report includes a conversion factor for oil and gas, indicating that 1,255 cubic meters of natural gas is equivalent to 1 ton of oil, which is crucial for understanding the production metrics in oil equivalent terms [21]. 4. Unconventional Oil Production - Unconventional oil production is expected to rise from 153.1 thousand tons in 2018 to 909.3 thousand tons by 2026, with significant growth rates observed in the early years of the forecast [24]. 5. Growth Rates - The report outlines the growth rates for both unconventional natural gas and oil production, with natural gas showing a growth rate of 6.20% by 2027 and oil production growth rates peaking at 33.31% in 2019 [17][24].