CAJ | 학술논문

近年来页岩油气革命对美国经济的复苏起到了重要的推动作用，降低了化工原料成本，推动了化学工业发展；美国原油对外依存度不断降低，天然气基本实现自给，页岩油气发展势头减缓。对世界能源格局的影响：页岩油产量的快速增长是国际原油暴跌的重要因素之一；页岩油气革命对全球能源供需格局带来深刻影响；美国战略重心已转移到亚太。分析认为，市场化是美国实现页岩油气重大突破的关键，页岩油气的突破颠覆了常规油气的发展轨迹。政策建议：(1)加强常规油气的勘探开发；(2)积极推进我国石油工业的市场化改革；(3)政府应减少对石油企业的行政干预。
근년래혈암유기혁명대미국경제적복소기도료중요적추동작용，강저료화공원료성본，추동료화학공업발전；미국원유대외의존도불단강저，천연기기본실현자급，혈암유기발전세두감완。대세계능원격국적영향：혈암유산량적쾌속증장시국제원유폭질적중요인소지일；혈암유기혁명대전구능원공수격국대래심각영향；미국전략중심이전이도아태。분석인위，시장화시미국실현혈암유기중대돌파적관건，혈암유기적돌파전복료상규유기적발전궤적。정책건의：(1)가강상규유기적감탐개발；(2)적겁추진아국석유공업적시장화개혁；(3)정부응감소대석유기업적행정간예。
In recent years, shale oil and gas revolution has played an important role in economic recovery in the U.S. For example, the cost of chemical raw material has been reduced, with the result that the development of chemical industry has been promoted. At the same time, crude oil external dependence of America has been constantly decreased, basically achieving self-sufifciency in natural gas, and development momentum of shale oil and gas has slowed down. This paper analyzes the inlfuence of shale oil and gas development trend on the world energy structure. This inlfuence is that the rapid growth of shale oil production is one of the important factors which lead to the international crude oil tumbled; shale oil and gas revolution has impacted profoundly the global energy supply and demand pattern. As a result, the United States strategic focus has shifted to the Asia-Paciifc region. That analysis suggests that marketization holds the key to achieving shale oil and gas breakthrough; and this breakthrough overturns the development track of conventional oil and gas. On this basis, this paper offers some policy suggestions that we must do in China. These suggestions lay emphasis on the following: enhancing efforts on the conventional oil and gas exploration and development; pushing market-oriented reform of our country's petroleum industry forward in an active fashion; and the government should reduce administrative intervention for oil companies.