国际石油经济2026,Vol.34Issue(3):95-108,14.DOI:10.3969/j.issn.1004-7298.2026.03.010
中国稠油生产与新能源耦合的技术经济现状与策略建议
The techno-economic status and strategic recommendations for the integration of heavy oil production and new energy in China
摘要
Abstract
China possesses abundant heavy oil resources but its extraction has long relied on on energy-intensive,high-carbon thermal recovery technologies,significantly constrained the green and low-carbon transition of oilfields.Guided by the national dual carbon strategy,the integration of heavy oil production with new energy may emerge as a key pathway toward low-carbon development.This paper systematically reviews the coupling pathways and engineering application progress of renewable energy sources including wind,solar photovoltaic,solar thermal,geothermal,and hydrogen energy in heavy oil development,identifies technical,economic,and safety challenges related to fluctuation adaptability,stable thermal supply,and in-situ hydrogen upgrading,and conducts technology and economy analysis on such four energy supply schemes as natural gas boiler,wind-solar combined with electric boiler,solar thermal combined with molten-salt heat storage,and wind-solar combined with electric boiler and electrolytic hydrogen production to quantitatively evaluate the economic performance of different coupling routes.It finds that the current single-path renewable substitution is unlikely to generate stable positive returns and multi-energy coordination and the added value derived from hydrogen by-products are critical to a viable economic loop.Finally,it proposes three strategic approaches such as breaking through key technological bottlenecks to lay a solid foundation for effective thermal energy supply of the thermal extraction,optimizing integration between the economic mechanisms and markets to enhance the rate of return on investment,and strengthening system integration and optimizing management to construct intelligent oilfield energy systems.关键词
稠油/新能源/技术耦合/技术经济/策略建议Key words
heavy oil/new energy/technological coupling/techno-economics/strategic recommendations分类
管理科学引用本文复制引用
高志辉,张奇..中国稠油生产与新能源耦合的技术经济现状与策略建议[J].国际石油经济,2026,34(3):95-108,14.基金项目
中央引导地方科技发展资金项目"稠油生产与新能源耦合决策优化建模与应用研究"(ZYYD2025ZY13). (ZYYD2025ZY13)