Strategies of Deepening China’s Oil and Gas Market Reform
Zhang Dayong
摘要：近年来，由于新冠疫情的延续和地缘政治冲突的恶化，国际能源市场面临前所未有的困境：能源价格高涨、能源危机频发、能源安全形势紧迫、能源转型困难重重。如何保障能源供应安全并减少价格波动对经济的冲击是当前我国所面临的关键问题。而在我国承诺2060年实现碳中和的大背景下，能源转型成为未来发展不可动摇的必然趋势。油气行业作为我国能源结构中的重要组成部分，须继续深化市场体制机制改革，保障能源安全的同时推动能源转型。本文结合我国近期提出的建立统一大市场的战略提出了四项具体策略，从市场建设到政府调控等方面探讨改革的方向，深入思考如何实现兼顾安全与转型的发展方式。
关键词：能源安全；能源转型；碳中和；气候危机；油气市场改革
Abstract: Due to COVID-19 pandemic and geopolitical conflicts, international energy markets have experienced unprecedented challenges: rising energy prices, frequently occurring energy crises, worsening energy security,and increasing barriers to energy transition. Being the most important elements in the energy structure of China, continuous supply of oil and gas and reduce price volatility are critical for the sustainable economic development, and is thus the main issue faced by the country. Meanwhile, energy transition is the inevitable route to achieve the carbon neutral target in 2060. In order to serve energy transition and maintain energy security, China needs to push further reforms in the oil and gas sector. This paper proposes four strategies ranging from market developments to the role of government. The main principle is to balance the need of energy transition and demand for energy security.
Keywords: Energy Security; Energy Transition; Carbon Neutrality; Climate Crisis; Oil and Gas Market Reform
基金项目：本文系国家社会科学基金重大项目“面向能源安全的中国油气市场体制机制改革研究”（20&ZD110）的阶段性研究成果。
