AIEN 国际能源峰会强调天然气的关键作用

小组讨论了天然气在能源转型中的作用。(图片来源:AIEN 国际能源峰会)

勘探与生产

在泰国曼谷举行的 AIEN 国际能源峰会上,小组会议重点讨论了天然气在能源转型中的作用,探讨了天然气(尤其是液化天然气)如何影响强劲能源未来的安全性、可负担性和可持续性

主持人、A&O Shearman 合伙人Edward Taylor提出问题:天然气对于能源发展是否仍然重要?

B Grimm 液化天然气业务副总裁Andrew Kirk表示,天然气将继续发挥重要作用。“可再生能源产能问题及其间歇性意味着我们将继续需要天然气。电池等新技术距离能够满足电网满负荷供电还有很长的路要走。可再生能源也因地制宜,并非人人都能使用。它们可以为需求有限的地区提供解决方案,但运营曼谷这样的城市的成本太高了。许多国家将无法应对直接转向可再生能源的成本增加。”

埃克森美孚巴布亚新几内亚液化天然气公司高级副总裁史蒂夫·莫雷尔表示同意。“关于天然气的讨论从未像现在这样重要。无论我们谈论的是排放、乌克兰战争还是世界各地的生活水平,天然气都发挥着重要作用。关于人工智能的兴起也有很多讨论。但这些数据中心将发挥如此重要的作用,而电力从何而来?”

加速能源转型

“我们可以加速今天的能源转型。我们可以今天停止使用煤炭。我们可以今天填补间歇性可再生能源的空白。那么,是什么阻碍了我们呢?”

柯克说:“我们在能源转型方面已经走得足够远,可以将理想与无法实现的目标区分开来。”“我们听到了这些意识形态立场,认为天然气是不必要的,而没有就替代方案进行明智的讨论。直接转向可再生能源将造成非常不稳定的能源网络,从而抑制经济增长。”

到2050年,全球人口将增长20亿,莫雷尔认为,能源公司在提供经济实惠、可靠和可持续能源方面的责任将变得更大,而天然气将在其中发挥重要作用。

“天然气比煤炭更清洁,人们对此非常了解。天然气基础设施已经存在,并且还在不断扩大。天然气与间歇性可再生能源的结合有很多值得一提的地方。从众所周知的系统转向新技术——这不会在一夜之间发生。我们可以将更多的天然气投入到系统中。如果我们用天然气替代煤炭,甚至无需使用新技术,这将有助于减少 60% 的排放量。”

柯克总结道:“主要问题之一是如何填补可再生能源的空白。答案是天然气。现在已为有关天然气的理性对话做好了准备。”

原文链接/OiReviewMiddleeast

AIEN International Energy Summit underlines critical role of gas

The panel addressed the role of gas in the energy transition. (Image source: AIEN International Energy Summit)

Exploration & Production

A panel session at the AIEN International Energy Summit in Bangkok, Thailand, focused on the role of gas in the energy transition, looking at how natural gas, particularly LNG, impacts the security, affordability and sustainability of a robust energy future

Moderator Edward Taylor, partner, A&O Shearman asked the question, is natural gas still relevant to the energy evolution?

Andrew Kirk, vice president Origination, LNG, B Grimm said it will continue to play a big role. “The issue with renewables capacity and their intermittent nature means we will continue to need natural gas. New technologies such as batteries are still a long way off from being able to supply a full grid load. Renewables are also geographically bespoke and not available to all. They can provide solutions in areas with limited demand but the cost to run a city like Bangkok is so problematic. Many countries will not be able to cope with the cost increase of moving straight to renewables.”

Steve Morrell, senior vice president, ExxonMobil PNG LNG, agreed. “The conversation about gas has never been more pertinent. Whether we are talking about emissions, the war in Ukraine, or living standards around the world – gas has its part to play. There are also so many conversations about the rise of Artificial Intelligence. But where is the power coming from to feed these data centres that will play such a large part?"

Accelerating the energy transition

“Gas can accelerate the energy transition today. We can stop coal today. We can fill the gaps in intermittent renewables today. So, what is holding us back?”

“We are far enough along the energy transition to separate the aspirational and the unachievable,” said Kirk. “We are hearing these ideological positions where gas is considered unnecessary without having a sensible conversation about alternatives. Moving straight to renewables will create very unstable energy grids that will stifle economic growth.”

With the global population set to grow by 2bn by 2050, Morrell believes the responsibility will grow even higher on the energy companies to provide affordable, reliable and sustainable energy, and natural gas will play a large role in this.

“Gas is well understood and relatively cleaner compared with coal. The infrastructure is there and expanding. There is a lot to be said for the marriage between gas and intermittent renewables. Moving from a well-known system to new technology – it isn’t going to happen overnight. We could put more gas into the system. This will help see a 60% reduction in emissions if we replace coal, without even using new technologies.”

“One of the main problems is how to fill the gaps from renewables,” Kirk concluded. “The answer is gas. The stage is set for a reasoned conversation about gas.”