海外油气项目一体化管理的策略及建议OACHSSCD
Strategies and recommendations for integrated management of overseas oil&gas projects
在全球能源格局重构、地缘政治博弈加剧与能源转型推进的背景下,海外油气上中下游项目一体化管理已成为中国石油企业保障能源供应安全、平抑国际油价波动风险的重要载体.海外油气项目一体化管理涵盖上游勘探开发、中游外输管道、下游炼油化工全链条,具有产业协同、价值传导与风险对冲的重要功能.剖析了海外油气项目一体化管理的重要性,界定了其核心内涵,系统梳理了油田、管道、炼厂各环节运营管理的特点及效益分配机制;构建上中下游产品链和资金链二维分析框架,以交油(气)点为核心解析上中下游项目的内部定价逻辑,探讨上游供炼厂结算价格、管输基准收益率变动对一体化效益的影响;从全产业链协同、股东一体化效益最大化、基础协议条款前置等维度,提出适配中国海外油气项目一体化管理的策略与建议.
Against the backdrop of global energy restructuring,intensifying geopolitical competition,and the ongoing energy transition,integrated upstream-midstream-downstream management of overseas oil and gas projects has become an important approach for Chinese petroleum enterprises to ensure energy supply security and mitigate international oil price volatility risks.Covering the entire value chain from upstream exploration and production,midstream cross-border pipelines,to downstream refining and petrochemical operations,integrated management facilitates industrial synergy,optimize value coordination,and enhance risk hedging.This paper analyzes the significance of integrated management for overseas oil and gas projects,defines its core connotations,systematically reviews the operational characteristics and benefit allocation mechanisms of oilfields,pipelines,and refineries,establishes a two-dimensional analytical framework based on product chains and capital chains,examines internal pricing logics of upstream-midstream-downstream projects centered on crude oil and gas delivery points,discusses the effects of upstream refinery settlement prices and pipeline benchmark returns on integrated benefits,proposes strategies and recommendations for the integrated management of Chinese overseas oil and gas projects from the perspectives of full-chain coordination,maximization of overall shareholder benefits,and advance arrangement of key contractual provisions.
晏飞;杜敏;江兆龙;钱燕婷;龚得;曹令瀚;华铠宇
中国石油规划总院中国石油规划总院中国石油规划总院中国石油规划总院中国石油规划总院中国石油规划总院中国石油规划总院
管理科学
一体化管理效益分配基准收益率定价机制
integrated managementbenefit allocationbenchmark rate of returnpricing mechanism
《国际石油经济》 2026 (9)
86-93,8
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