适配新型能源基础设施的油气管网高质量发展关键要点

Key priorities for high-quality development of oil and gas pipeline networks for new energy infrastructure

  • 摘要:
    目的 “十五五”时期是中国加快构建新型能源体系、实现碳达峰目标的关键攻坚期,也是油气管网从传统单一油气“输送通道”向多能融合的“新型能源基础设施”战略跃升的转折点。当前亟需厘清能源供需格局演变对油气管网的影响,明确“十五五”时期管网高质量发展的核心方向,为中国油气管网科学规划、超前布局及转型发展提供决策参考。
    方法 立足能源强国建设与“双碳”目标,系统研判了石油、天然气及氢能、绿醇、绿氨等新型能源介质的消费趋势与特征,结合中国油气管网运营实践,深入剖析管网发展面临的核心机遇与关键挑战。
    结果 石油消费将步入峰值平台期,化工原料用油占比持续提升,成品油管网富余管容将进一步扩大;天然气作为枢纽能源仍将保持平稳增长,燃气发电调峰需求激增导致用气日内、周度波动显著增强,对管网实时调度能力提出更高要求;氢能、绿醇、绿氨等新型能源介质进入规模化发展的关键窗口期,供需区域错配特征明显,为存量管网功能拓展提供了重要契机。在此背景下,油气管网发展迎来天然气消费增长带动储运网络扩容、能源转型催生多介质储运新业态、数字化智能化赋能智慧管网建设等重大机遇;同时,也面临存量资产利用率下行与搁浅风险凸显、建设运营成本刚性上升、保供与转型平衡难度加大、核心技术装备自主可控存在短板等多重挑战。
    结论 建议“十五五”时期油气管网发展聚焦以下关键要点:系统优化基础设施布局,完善“产-供-储-销”全链条体系;推动绿色低碳转型与多能融合发展,规模化推进天然气管网掺氢输送,盘活存量油品管网,拓展氨醇等液态新能源介质输送能力;攻克核心技术装备短板,构建自主可控的技术体系,全面推进智慧管网建设。同时,需深化管网运营体制机制改革,完善市场化交易与定价机制,健全多介质管输标准规范体系,构建精准有效的政策支持体系,为管网转型提供全方位制度保障。

     

    Abstract:
    Objective The 15th Five-Year Plan period is a crucial stage for China to accelerate the development of a new energy system and fulfill its carbon peaking commitments. It also represents a strategic turning point for oil and gas pipeline networks to upgrade from conventional single-purpose oil and gas transportation corridors to multi-energy integrated new energy infrastructure. There is an urgent need to clarify the impacts of evolving energy supply-demand patterns on oil and gas pipeline networks and identify the core directions for their high-quality development during this period, so as to provide a reference for decision-making regarding the scientific planning, forward-looking deployment and transformative development of China’s oil and gas pipeline networks.
    Methods Against the backdrop of building an energy powerhouse and pursuing the dual-carbon goals, consumption trends and characteristics of petroleum, natural gas, hydrogen, green methanol, green ammonia, and other new energy carriers were systematically assessed. Based on operational practice of China’s oil and gas pipeline networks, core opportunities and key challenges for pipeline development were thoroughly analyzed.
    Results Petroleum consumption is expected to reach a peak and remain in the stage, with a larger share shifting toward petrochemical feedstock, thereby increasing spare capacity in refined oil pipelines. Meanwhile, natural gas continues to grow steadily as a critical transitional fuel. However, surging peak-shaving demand from gas-fired power plants has introduced severe diurnal and weekly consumption fluctuations, requiring far more stringent real-time pipeline dispatching. Concurrently, emerging energy carriers—such as green hydrogen, green methanol, and green ammonia—are poised for large-scale industrialization. A stark spatial mismatch between their supply and demand opens vital opportunities to upgrade existing pipeline assets. Consequently, China’s pipeline networks face three major opportunities: expanding infrastructure driven by natural gas demand, developing multi-medium storage and transport businesses fostered by the energy transition, and advancing smart pipeline construction empowered by digitalization and intellectualization. Conversely, the sector faces compounding challenges: declining utilization and rising stranded-asset risks for legacy pipelines, rising construction and operational costs, the delicate balance between energy security and decarbonization, and an ongoing reliance on foreign core equipment and proprietary technologies.
    Conclusion During the 15th Five-Year Plan, China should focus on three priorities in developing its oil and gas pipeline networks. First, optimize infrastructure layouts to strengthen the entire production, supply, storage, transport, and sales chain. Second, drive low-carbon transformation and multi-energy integration by scaling up hydrogen-blending in natural gas pipelines, repurposing idle refined oil pipelines, and expanding transport capacity for liquid carriers like green ammonia and green methanol. Third, overcome bottlenecks in core equipment and technologies to build a self-reliant domestic technical ecosystem and advance full-scale smart pipeline construction. Additionally, China must deepen pipeline operational reforms, refine market-based trading and pricing mechanisms, standardize multi-medium pipeline transport specifications, and introduce targeted supportive policies to provide robust institutional safeguards for the transformative upgrade of oil and gas pipeline networks.

     

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