Liu Tienan requested that all units and relevant enterprises should draw up a road map for planning and implementation.
"Domestic shale gas has just started, and it is still far from industrialization. This meeting is a signal to start, so that big companies will start to pay attention and everyone should start. " A central enterprise executive told the Morning Post reporter.
China Coal Group dabbles in shale gas?
According to Liu Tienan, the large-scale industrialized development of shale gas in the United States has become an important change in the global energy field.
Shale gas is a kind of natural gas extracted from shale formation and belongs to unconventional energy. The adsorption state of shale particles is dominant in the formation, supplemented by the free state in the fracture. There is no natural production after mining, so it is difficult to take measures to increase production such as hydraulic fracturing. According to the official preliminary estimate of China, the recoverable resources of shale gas in China are 3 1 trillion cubic meters, which is equivalent to conventional natural gas.
In March this year, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Land and Resources and the Energy Bureau jointly issued the Shale Gas Development Plan (201-20 15), which announced the target of shale gas production in China in the Twelfth Five-Year Plan: shale gas production will reach 6.5 billion cubic meters/year by 2015.
According to the minutes of the meeting on 25th, relevant enterprises in China carried out shale gas exploration and development and scientific and technological research. There are 62 wells in the shale gas development experimental area, of which 24 wells have obtained industrial gas flow. "Significant progress has also been made in scientific and technological research such as resource evaluation, horizontal well drilling and reservoir reconstruction, and breakthroughs have been made in the research and development of key shale gas equipment such as large fracturing trucks and drillable bridge plugs."
It is noteworthy that in addition to the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Finance, the Ministry of Land and Resources, and the National Energy Administration, there are also business leaders of PetroChina (9.04, -0.04, -0.44%), Sinopec, CNOOC, China Coal Group, China United Coal, Yanchang Petroleum, Henan Coal Bed Methane Company, etc.
Among the above seven enterprises, except China Coal Group, all participated in the first tender for shale gas blocks of the Ministry of Land and Resources. Among them, Sinopec and Henan CBM Company each obtained the mining right of an exploration block in the last tender.
At present, the main reason why China Coal Group attended this meeting is unknown. Zhou Dongzhou, secretary of the board of directors of China Coal Energy (7.9 1, -0.05, -0.63%) Co., Ltd. (60 1898), said in an interview with the Morning Post reporter that "the parent company China Coal Group mainly engages in coalbed methane in unconventional oil and gas fields."
At present, the Ministry of Land and Resources is organizing the second round of bidding for shale gas exploration rights.
"Overseas technology is difficult to copy"
At the 25th meeting, Liu Tienan put scientific and technological research at the top of all the work: "Through the implementation of major national science and technology projects, we will strive for an early breakthrough in shale gas resource evaluation, geophysical exploration, drilling, completion and fracturing technology, gas reservoir engineering and gas production technology, exploitation environment evaluation and protection technology. It is necessary to make a special plan for the autonomy of major equipment and realize the autonomy of key equipment such as drillable bridge plug, high-efficiency drill bit and large fracturing as soon as possible. Strengthen international cooperation, adhere to the combination of introduction and independent innovation, and establish a key technology system for shale gas development suitable for China's geological conditions. "
In addition to fracturing technology, the special geological conditions in China are also one of the difficulties in shale gas exploitation. Take Liu Ping 177 well of Yanchang Petroleum Group as an example, which is the first continental shale gas well in the world. Previously, American experts believed that continental shale could not produce gas.
In order to solve the technical problems, China oil and gas companies have recently acquired shale gas assets overseas to obtain key technologies for shale gas exploitation.
However, the effect of this approach is doubtful. Experts from the Ministry of Land and Resources have previously analyzed that the strata are divided into Upper Paleozoic and Middle Paleozoic, while the local strata with shale in China are relatively old. Structurally, there are many faults, and the later reconstruction is relatively strong. "So Americans come to China to do shale gas, and the technology cannot be copied. Many companies come to China, don't know the class in China, and many fail. Some companies have helped PetroChina and Sinopec to open several wells, which did not succeed. "
At the beginning of June this year, Wood Mackenzie, a global information provider of energy and metals industry, listed a series of difficulties that China will face in developing shale gas, including geological understanding of shale gas reserves in China and related development technical restrictions.
Other difficulties listed by Wood Mackenzie include: the uncertainty of the efficiency of investing heavily in shale gas under the leading situation of the national oil company; Shale gas development industry chain lacks infrastructure and services; Land and environmental issues, etc.
Wood Mackenzie predicts that it is not difficult for China to achieve the annual output of 6.5 billion cubic meters in 20 15, but it is difficult to achieve the goal in 2020. The development of shale gas in China will accelerate after 2020, and the annual output will not exceed 30 billion cubic meters before 2020. "It will reach 654.38+050 billion cubic meters/year around 2030, and the main producing areas are Sichuan Basin and Tarim Basin."
Sdic Chongqing dabbles in shale gas
It is worth mentioning that on the 25th, Liu Tienan's mobilization voice has not fully landed, and there have been high-profile actions by enterprises.
On 26th, the State Development and Investment Corporation (SDIC) announced the signing of a strategic cooperation framework agreement with Chongqing. SDIC will invest 30 billion yuan to explore, develop and utilize shale gas in Chongqing, and build the Yangtze River coal terminal and the national coal emergency reserve base. According to SDIC's press release, the newly signed strategic cooperation framework agreement will explore the construction of strategic emerging industry investment funds in many fields, including the Chongqing shale gas development special fund and bio-industry investment fund, which are mainly explored in the near future.
On the same day, SDIC Chongqing Shale Gas Development and Utilization Co., Ltd. was unveiled. The company is jointly funded by SDIC High-tech Investment Co., Ltd. under SDIC and Chongqing Institute of Geology and Mineral Resources under Chongqing Municipal Bureau of Land Resources and Real Estate Management, with a registered capital of 300 million yuan. According to the press release, this "blew the horn of the National Development and Investment Corporation to enter the exploration and development of shale gas resources".
Analysts said that before SDIC intervention, only energy companies were involved in shale gas development in southwest China.
SDIC was established in 1994 and positioned as a national investment holding company. At that time, it received more than 800 projects handed over by the government. According to Xinhua News Agency reported yesterday, SDIC has been involved in guarantee, trust, finance company, futures, insurance, banking, securities and other businesses. The financial assets under management reached 654.38+0.50 billion yuan, and more than 654.38+0.00 billion yuan was recovered through the disposal of non-performing assets and non-main business assets. In the management of state-owned assets, SDIC managed and reorganized five central enterprises.