The history of shale gas exploration rights monopolized by state-owned enterprises is expected to be broken

Today, the second round of shale gas exploration rights tenders organized by the Ministry of Land and Resources will be held in Beijing to open a bid meeting, and the winning results are expected to be announced later. A number of development companies and industry insiders said that this private enterprise, especially a company that has acquired the qualifications for exploration rights, is likely to win the bid.

Prior to this, the Ministry of Land and Resources released the second round of the tender for the prospecting right of shale gas exploration on its official website on September 10, proposing to the bidder that the company’s registered capital should be more than RMB 300 million, but it has not made any decision on the nature of the ownership of the enterprise. The regulations only require domestic-funded enterprises or Sino-foreign joint ventures controlled by the Chinese side. The announcement also requires bidders to have oil, gas, or gas mineral exploration qualifications, or have established cooperative relationships with enterprises and institutions that have qualifications for oil and gas or gas exploration.

The relevant personnel of Xinjiang Guanghui Group, Yongtai Energy, Huibopu and others all stated that they will send representatives to Beijing to participate in this round of bid opening. The Hubei Energy Shareholders' Meeting has passed the decision to participate in the tender, but the specific bid block is inconvenient to disclose.

The external spokesman of the Investment Department of Honghua Group told reporters that due to the fact that none of the tendered blocks were in the Sichuan Basin where the reserves of shale gas were enriched, the company had done an assessment before and felt that the quality of these blocks was not as expected. It was said that The investment in three years is as high as 600 million yuan, and the return needs to be based on the amount of gas. Therefore, the company did not finally participate in the tender.

Earlier this year, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Land and Resources, and the National Energy Administration jointly issued the Shale Gas Development Plan (2011-2015). According to the plan, after the “12th Five-Year Plan”, shale gas will usher in the peak of development, and the output in 2020 will reach 60 to 100 billion cubic meters. By then, shale gas accounts for 20%~30% of total natural gas consumption.

Over the past decade, the United States has launched a worldwide shale gas boom. Its successful development has led to a surge in natural gas supply in the domestic market, a drop in prices, an increase in oil and gas independence, and a global gas market, energy diplomacy pattern, and geopolitical development. Far-reaching influence. The shale gas reserves in China are basically the same as those in the United States, and the recoverable reserves are huge. However, the disadvantage is that they do not grasp the core technology of shale gas development.

The state introduced non-public "36" to encourage private capital to participate in energy, finance and other fields, but experts and industry are still controversial about whether private enterprises can really cross the glass wall. Some experts think that the advantages of private capital in the field of energy outweigh the disadvantages, while others Experts are concerned about the chaos that may appear after the opening up, such as "circling without taking".

Zhou Dadi, an energy expert and former director of the Energy Research Institute of the National Development and Reform Commission, said that the upstream development and exploration of oil and gas and pipeline investment are as high as 100 million yuan, and the risk is very high. In particular, there are technical obstacles in the exploration and development of domestic shale gas, which means, It does not mean that private enterprises can bring high efficiency. To prevent the same as the real estate market, some companies just want to get resources, but they lack the corresponding development capabilities. To this end, the country must strengthen supervision and control in terms of policies, regulations and taxation.