第三届链博会在 北京举办，中国海油集团能源经济研究院党委副书记、副院长、工会主席胡森林接受中国经济网记者专 访。 现今，生态优先、绿色低碳的发展道路是大势所趋，油气行业正在经历深刻转型。中国海油集团能源经 济研究院党委副书记、副院长、工会主席胡森林接受中国经济网记者专访时表示，"我认为，能源转型 带来的机遇大于挑战，中国海油正积极推动化石能源清洁化和清洁能源规模化。" 数据显示，截至今年5月底，风电、光伏装机总规模已经是历史性的超过了火电，达到了16.5亿千 瓦。"中国构建了全球最大、发展最快的可再生能源体系。"国家能源局党组成员总经济师鲁俊岭在第三 届链博会上这样表示。 胡森林透露，在传统能源领域，中国海油持续优化能源结构，大幅提高天然气占比；在新能源领域，依 托产业链优势，在海上风电领域积极布局，"十五五" 期间计划加大力度形成更大产业规模，同时也在 CCUS（碳捕获和封存）、地热、氢能等领域探索尝试。首个海上CCUS项目已在恩平油田投入使 用。"这些实践表明，传统能源企业完全可以通过技术创新实现绿色发展。" 针对深水油气开发的技术创新，胡森林分享了"项目牵引+前瞻布局"的双轮驱动模式。他介绍，从300米 ...

伊拉克库尔德斯坦地区油气公司Apikur的消息人士称，北部管道恢复石油出口取决于相关公司是否已收 到最终确定的书面协议。 ...

Core Insights - China National Petroleum Corporation (CNPC) has launched the Yundreamze Smart Platform, marking a significant upgrade in its energy and chemical industry e-commerce services, achieving full integration of five major business chains [1][2] - The platform aims to address industry pain points such as data fragmentation and inefficient business collaboration, creating a collaborative ecosystem for the energy and chemical sectors [1][2] Group 1: Platform Development - The Yundreamze platform has established a unified data standard and process specification, driving innovation and reshaping the value chain [1] - The platform has successfully integrated with six key external systems, enhancing real-time data transmission and receiving positive feedback from users [3] - The platform's application architecture has been designed to accommodate over 60 common models, although challenges remain in achieving cross-sector functionality [4] Group 2: Data Utilization - The platform has transformed data flow into actionable decision-making power, significantly reducing loan processing time for small and micro enterprises [3] - By aggregating real transaction data, the platform can automatically generate credit profiles for enterprises, improving the accuracy of credit assessments [3] Group 3: Technical Challenges - The project team has faced significant challenges in integrating diverse business scenarios and ensuring data security while maintaining system performance [5] - A hybrid cloud architecture has been implemented to balance data confidentiality, transmission efficiency, and cross-domain collaboration [5] Group 4: Ecosystem Development - The platform is not just a standalone service but part of a broader strategy to open up CNPC's core capabilities to external partners, fostering a modular reconstruction of supply chain and digital capabilities [6] - The trend towards integrated and comprehensive procurement services reflects a larger movement across the entire industry chain, with services in sales, retail, finance, and logistics also evolving [6] - The Yundreamze platform aims to create a vast network of user touchpoints, balancing short-term commercial interests with long-term development goals [6]

Group 1 - BP has announced the sale of its onshore wind business in the U.S. to LS Power, aiming to refocus on its core oil and gas operations and reverse its recent stock price decline [1][2] - The transaction involves 10 operational onshore wind projects across seven U.S. states, with a total installed capacity of 1.7 gigawatts, and the specific financial details will be disclosed in the upcoming Q2 earnings report [1][2] - BP's CEO, Murray Auchincloss, is executing a revival plan that includes a target of raising $20 billion through asset divestitures after abandoning a comprehensive low-carbon transition strategy [1][2] Group 2 - BP's strategic shift reflects broader trends in the global energy market, where oil and gas companies face profitability pressures and challenges in transitioning to low-carbon energy [2] - The company plans to reduce transformation spending by $5 billion over the next three years while maintaining an average annual investment of $10 billion in its oil and gas core business to enhance net production and reserve replacement rates [2] - BP's reserve replacement rate has declined from 90% in 2017 to a projected 1% in 2024, prompting increased exploration investment by 62% to $1.6 billion in 2024 and plans to drill approximately 40 wells over the next three years [2] Group 3 - Despite challenges, BP is committed to its strategic adjustment plan, aiming to balance cash flow from traditional operations with the transition to low-carbon energy [3] - The sale of the wind business marks a significant step in BP's strategic focus, with the progress of asset divestitures and stock performance becoming key points of market interest [3]

Group 1 - BASF and Equinor have signed a long-term strategic agreement to secure up to nearly 2 billion cubic meters of natural gas annually over the next ten years [1] - This agreement ensures a significant portion of BASF's natural gas supply needs in Europe [1] - Deliveries under this agreement are set to commence on October 1 [1]

Core Insights - The report indicates that nearly 80% of surveyed companies expect performance improvements in 2024, but cost pressures remain the biggest challenge [1] - Companies plan to integrate supply chain restructuring, digital transformation, overseas expansion, and sustainable development into their core business strategies over the next three years [1] Supply Chain Strategy - Chinese enterprises are transitioning from a "China+1" strategy to a more robust "China+N" model, addressing rising supply costs, procurement challenges, and working capital management difficulties [2][3] - 40% of surveyed companies view ASEAN as the most important overseas procurement market, with 37% considering it a key terminal sales market and 48% as a future investment destination [2] Digital Transformation and Sustainability - Digital transformation and sustainable development are identified as core drivers for enhancing operational resilience among Chinese companies [4] - 90% of surveyed companies have implemented digital solutions, with a significant focus on AI, automation, cloud computing, and generative AI technologies [4] - Over half of the surveyed companies have implemented sustainable practices in one or more business areas, particularly in the oil and gas, healthcare, and manufacturing sectors [4] Financial Constraints - Cost pressures and insufficient financing channels are major bottlenecks for sustainable development, with companies seeking innovative financing solutions from financial institutions [5]

Core Viewpoint - The chief economist of China National Petroleum Corporation (CNPC), Wang Zengye, emphasizes that industrial financial institutions can promote the green and low-carbon transformation of the energy industry by investing around their traditional main businesses under the "dual carbon" goals [2][3]. Group 1: Industrial Financial Support for Energy Transition - The rapid development of new energy vehicles is impacting the traditional oil sales market, prompting CNPC to adapt to the new energy industry trends to maintain its leading position [3]. - Wang Zengye suggests that entities participating in financial institutions can create a feedback loop to support their main businesses, thus driving the group's green and low-carbon transformation [3]. - CNPC's financial arm, Zhongyou Capital, is focusing on the energy and chemical industry chain, leveraging its full licensing capabilities to provide financial products and services [3]. - Zhongyou Capital plans to invest 655 million yuan in controllable nuclear fusion projects, indicating a proactive approach to future energy developments [3]. Group 2: Challenges in Global Energy Landscape - Geopolitical conflicts, economic slowdown, and climate change are pushing the energy industry into a high-risk phase, with energy prices experiencing significant volatility [5]. - The global energy trade flow is shifting from a counterclockwise to a clockwise direction, with the EU's sanctions on Russian energy exports leading to increased exports from Russia to the Asia-Pacific region [5]. - The U.S. is significantly increasing its LNG and refined oil exports to Europe, indicating a shift from global economic efficiency to regional cooperation in energy trade [5]. Group 3: Economic Impact on Energy Demand - U.S. tariff policies are affecting global trade and dragging down global oil demand growth, with international oil prices expected to drop to a range of $60 to $70 per barrel by 2025 [6]. - The International Monetary Fund predicts a decline in global economic growth to 2.8% in 2025, which will contribute to weak energy consumption [6]. Group 4: China's Energy Security - Despite high dependence on imports for oil and gas, China's overall energy self-sufficiency remains above 80%, supported by coal self-sufficiency and the utilization of clean energy sources [7]. - In 2024, China's dependence on foreign oil and gas is projected to reach 71.9% and 43.6%, respectively, highlighting the risks associated with maritime transport routes [7].

Group 1 - The U.S. government is considering either reforming the International Energy Agency (IEA) or withdrawing from it, with a strong inclination towards reform according to Energy Secretary Granholm [1][5] - The IEA, established in 1974, aims to promote global energy policy and stabilize the international oil market, requiring member countries to maintain strategic oil reserves [3][4] - The IEA's reports and forecasts significantly influence global energy policies, with recent predictions about fossil fuel demand peaking by 2030 causing controversy among U.S. lawmakers and energy companies [4][5] Group 2 - If the U.S. withdraws from the IEA, it would lose access to critical energy data shared by other member countries, which could harm U.S. energy producers and operators [1][5] - The IEA's operational funding relies on member contributions, with the U.S. contributing approximately $5.7 million to $5.8 million annually, accounting for 14% of the agency's budget [5][6] - The call for reforming the IEA reflects a broader conflict between U.S. fossil fuel interests and the clean energy policies favored by European and Japanese nations [7][8]

Group 1 - The core viewpoint of the report is that the majority of Chinese enterprises are optimistic about their business prospects, expecting market improvements starting in 2026, and plan to integrate supply chain restructuring, overseas expansion, digital transformation, sustainability, and workforce management into their core strategies over the next three years [1] - Over 50% of surveyed enterprises believe in a positive business outlook, and more than 80% intend to expand their overseas operations within the next three years [1] - The main challenges identified by enterprises regarding supply chains include rising supply costs, procurement challenges, and difficulties in working capital management. Companies aim to enhance supply chain resilience through localization, diversification, and digitalization [1] Group 2 - Over 90% of surveyed enterprises have implemented digital solutions, with medium-sized enterprises particularly excelling in cost reduction and efficiency improvement [1] - Advanced technologies such as artificial intelligence, automation, cloud computing, and generative AI are widely adopted, with nearly 80% of enterprises planning to increase digital investment by over 10% by 2025 [1] - The digitalization of supply chains is accelerating, especially in inventory management, with one-third of surveyed enterprises using digital platforms for inventory information or cross-border e-commerce platforms to source materials and suppliers [1] Group 3 - 57% of surveyed enterprises indicate they will accelerate the implementation of sustainable development practices, with over half already starting to apply sustainable practices in one or more areas [2] - In the specific sectors of sustainable practices, oil and gas, healthcare, and manufacturing are leading the way [2]

Group 1 - The core viewpoint of the report indicates that despite multiple challenges, Chinese enterprises demonstrate strong resilience and adaptability in the face of economic pressures [1] - 78% of surveyed Chinese enterprises expect their performance to improve in 2024 compared to the previous year, although high operating costs and labor costs are impacting current confidence [1] - Most enterprises anticipate market improvements starting in 2026, integrating supply chain restructuring, overseas expansion, digital transformation, sustainability, and labor management into their core business strategies for the next three years [1] Group 2 - The report identifies three main challenges for domestic enterprises regarding supply chains: rising supply costs, procurement challenges, and difficulties in working capital management [1] - Geopolitical fluctuations have also impacted supply chains to varying degrees, prompting enterprises to enhance supply chain resilience through localization, diversification, and digitalization [1] - ASEAN is viewed as the most important overseas procurement market by domestic enterprises, with Malaysia being the most favored destination, followed by Thailand, Singapore, and Indonesia [2] Group 3 - 90% of surveyed domestic enterprises have implemented digital solutions, with significant progress in digital application, particularly among medium-sized enterprises in cost reduction and efficiency improvement [2] - Despite 54% of enterprises perceiving high costs associated with digital implementation, nearly 80% plan to increase their digital investment by over 10% this year [2] - Over half of the surveyed domestic enterprises have begun implementing sustainable practices, with the oil and gas, healthcare, and manufacturing sectors leading in this area [3]