Abstract: Investment in global oil and gas exploration and development has kept rising in recent years, leading to the growth in global oil and gas reserves. The oil and gas production was continuously on the rise too. There was a strong development momentum for global new energy. There was also a development trend that oil and gas were integrated with new energy business in a number of pathways and dimensions. Against this background, global conventional oil and gas exploration and development became fine while unconventional oil and gas exploration and development tended to be conventional. The exploration method was more intelligent and developed in the low-carbon direction. Influenced by the international political situation, international oil companies resumed their strategy of upstream oil and gas resources with security put on top of the list for investment. The certainty of resources was emphasized when investment was made in resources. Those companies took a pragmatic attitude towards their green and low-carbon transition strategy and committed themselves to an assets assemblage of cost-effectiveness, low emission and high profitability. Generally speaking, the Chinese oil and gas enterprise should continually increase investment in oil and gas exploration and development, accelerate integration of oil and gas with new energy, promote digital transition and bring about a new situation of green and low-carbon development.

Key words: oil and gas exploration; oil and gas development; global oil and gas industry; energy security; energy transition

摘要： 近年来，全球油气勘探开发投资继续增长，全球油气储量双增，油气产量保持增长，全球新能源发展势头强劲，油气和新能源业务呈现多路径、多维度融合发展趋势。在此背景下，全球常规油气勘探开发更加精细化， 非常规油气勘探开发趋于常规化，勘探手段更加智能化，勘探方式向低碳化发展。受国际政治局势影响，国际油公司回归上游油气资源战略，安全性成为投资的首要因素，在选择资源投资时更强调资源的确定性。各公司的绿色低碳转型策略更加务实，致力于构建低成本、低排放和高盈利性的资产组合。综合来看，国内油气企业仍需持续加大油气勘探开发力度，加快油气与新能源融合发展，推进数字化转型，构建绿色低碳发展新格局。

关键词: 油气勘探；油气开发；全球油气行业；能源安全；能源转型