文章首先从国际石油供需板块、石油资源国政治局势、石油消费国进口地位、石油
市场定价机制、石油经济金融环境五个方面分析了国际石油供需新格局;第三章分析了
我国海外石油供应的现状,我国获取海外石油资源主要通过石油贸易进口和石油海外投
资两大渠道;第四章在前两章分析的基础上,运用聚类分析、协整检验、VAR 模型等分
析方法,论证了新格局下我国海外石油供应面临的问题和挑战;第五章,结合前文的分
析,从贸易进口石油、海外投资获取石油、石油期货市场套期保值、加强非常规油气资
源合作、加强与石油进口大国的合作等角度,提出我国海外石油供应的应对策略,旨在
为保障我国海外石油供应的安全提供一些政策建议。
关键词:国际石油供需新格局;海外石油供应;石油贸易进口;石油海外投资
Abstract
In recent years, the international oil supply and demand pattern has shown a series of
profound and significant new changes, having brought opportunities and challenges for
China’s overseas oil supply. China’s economy has been keeping sustained and rapid
development, the gap between oil demand and production is growing. Faced with China ’s
growing demand for oil and the complex international oil environment, it is a challenging and
daunting task to safeguard the stability of China’s overseas oil supply in the context of the
new international oil supply and demand pattern.
The artical first analyzes the new international oil supply and demand pattern from the
following five aspects: international oil supply and demand sector, the political situation of oil
resources, the import status of oil-consuming countries, the pricing mechanism of oil market,
economic and financial environment. The third chapter analyzes the status quo of China ’s
overseas oil supply. China’s access to overseas oil resources mainly through imports of oil
and oil overseas investment. The fourth chapter demonstrates the problems and challenges of
China’s overseas oil supply using cluster analysis, cointegration test, VARmodel. Then
combing with the above analysis, the fifth chapter put forward stratigies of China’s overseas
oil supply from oil import, foreign investment, hedging strategy in oil futures market,
strengthening unconventional oil and gas cooperation, and strengthening cooperation with
major oil importers to supply some policy recommendations for our overseas oil supply.
Key Words: the new international oil supply and demand pattern; overseas oil supply; oil
imports; oil overseas investment