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2020 Wood Mackenzie Energy Transition China Forum - Virtual

2020年伍德麦肯兹能源转型中国论坛 – 在线会议

点击下载中文版议程安排

Please be noted most of the speeches will be presented in the Chinese language.

本次会议将以中文为主要语言。

Our 2020 China Energy Transition Forum is now a virtual event and is open for registration.

Covid-19 and oil price crash have sent the oil and gas sector into turmoil, with lingering effects on future market rebalancing. Amid low commodity prices and greater uncertainties, many oil and gas companies are re-assessing their portfolios. Impact of energy transition has become more apparent on the oil and gas sector even before COVID-19. Will the events of 2020 change corporate strategies and accelerate the energy transition? What are the new challenges and opportunities Chinese energy companies facing?

At the same time, we are living through a revolution in power technology as both wind and solar costs have now fallen below those of gas-fired power in Asia Pacific and are expected to become competitive with new coal power by the late 2020s. Wood Mackenzie expects $1.5 trillion to be invested in power generation in Asia Pacific in the next decade, with an incredible 2/3 going into renewables. China takes half the total.

However, there is growing uncertainty in the market as subsidies for renewables are cut and grid constraints are hit in key markets. 

Join our experts and your peers 17-18 November to share views on some of the key trends and responsive options ahead.

 

伍德麦肯兹诚邀您参与：

2020年伍德麦肯兹能源转型中国论坛

日期

  • 11月17 日周二下午2:00-4:00时“油气专题”

重点关注：油气公司能源转型、低碳；石油需求与价格、天然气价格、市场改革与企业战略

  • 11月18日周三上午9:30-11:30时“电力新能源专题”

重点关注：亚太电力转型、中国电力市场、化石燃料发电技术、海上风电、光伏

会议语言：中文为主（第一日活动有部分外籍演讲人，将使用英语作为演讲语言）

 

Agenda 会议议程

Day 1: Tuesday 17 November (2:00 PM -  4:00 PM/CST)

Session I – Where do the oil and gas sector go from the 2020 crisis?

Energy transition through COVID-19: Friend or foe? (15 min)
Introducing Wood Mackenzie’s low-carbon scenarios

  • Evolution of the energy landscape
  • Acceleration of new technologies
  • What is the future of hydrogen?
  • Chinese companies in transition

 

Energy investment and geopolitics in a post COVID-19 world (15 min)

  • Global supply chain disruption and the growing need for diversification
  • What are the impacts on Chinese companies’ overseas energy investment?
  • Re-visiting energy security: what’s next for ESG planning in Asia?
  • Are trade restrictions amid geopolitical tensions becoming the new normal?

 

The oil & gas sector’s strategic response to the energy transition* (15 min)

  • Navigating through the majors’ carbon commitments
  • Benchmarking the emissions of oil and gas assets
  • Implications for Chinese oil & gas companies

* The presentation will be provided in English.

 

Plenary:  what market challenges and opportunities Chinese companies are facing in a post COVID-19 world? (40 min)

Oil markets -

  • What demand will be risked? When will Chinese oil demand peak?
  • What is the future of oil prices?

Refining -

  • How will energy transition impact refining positions?
  • How do Chinese refineries adapt to oversupply for transport fuel?

Gas and LNG markets -

  • When will global gas prices recover?
  • The role for gas in Asian’s energy transition
  • Impacts of gas sector reform on Chinese companies’ LNG strategies

 

第一日主题：《2020年危机后，石油和天然气行业将走向何方？》

时间：11月17 日周二，下午2:00-4:00时

主要分享话题：

  • 新冠疫情背景下的能源转型—伍德麦肯兹低碳路径三种情景预测（能源格局演变、新兴技术加速发展、氢能前景、中国企业的能源转型路径）
  • 疫情后的能源投资和地缘政治（全球供应链与多元化需求、中国公司的海外能源投资战略、能源安全与亚洲ESG计划、地缘政治与贸易限制是否已成为新常态？）
  • 石油和天然气行业迎战能源转型（国际石油公司的减碳承诺、油气资产的碳排放量对标、对中国油气公司的借鉴意义）【英语演讲】
  • 对话：疫情之后，中国公司正面临哪些市场挑战和机遇

    - 石油市场：哪种需求面临风险？中国石油需求何时将达到峰值？石油价格的走势如何？

    - 炼油：能源转型将如何影响炼油市场行情？中国炼油厂将如何应对交通燃料供过于求的情况？

    - 天然气和液化天然气：全球天然气价格将何时恢复常态？天然气在亚洲能源转型中的作用如何？天然气行业改革对中国公司液化天然气战略的影响

 

Day 2: Wednesday 18 November (9:30 AM - 11:30 AM/CST)

Session II – The transition decade ahead for Asia Pacific power

  • The transition decade: Why are renewable power investments falling in Asia Pacific and where are the new growth opportunities? (20min)
  • The front line of the revolution: Are solar costs still going down globally as US-China trade tensions rise? (20 min)
  • China: What is the future of fossil fuel power in China’s regional power markets as renewables costs continue to fall and deployments grow? (20 min)
  • The logic of offshore: What are the costs and why are China’s coastal provinces carefully assessing massive subsidies to build the offshore fleet? (20min)

第二日主题：《亚太区域迎来十年电力转型期》

时间：11月18日周三，上午9:30-11:30时

主要分享话题：

  • 电力转型的未来十年：为什么可再生能源电力投资在亚太地区呈下降态势，新的增长点在哪里？
  • 电力改革正当时：在中美贸易紧张局势加剧的背景下，全球光伏成本能否进一步下降？
  • 中国：随着可再生能源成本的持续下降和装机容量的增长，化石燃料发电技术的前景如何？
  • 海上风电的发展之路：降本进程如何？为何中国沿海省区地政府对于海上风电项目的地方补贴，慎之又慎？