Abstract: Covid-19 was raging worldwide in 2020. The OPEC+ production reduction agreement collapsed in March of the year. Those events seriously affected the global oil economy, leading to a substantial reduction of oil consumption and a serious surplus in oil supply. International oil companies dramatically reduced their investment cost. In the post-Covid-19 era, the United States, Russia, Saudi Arabia and even many other countries may join forces, further increasing the risks for the oil prices to fluctuate in a wide spectrum. China is facing a sterner challenge for its petroleum security. It is proposed to draw attention to the changing situation of global energy game and establish the rigid oil-saving mechanism at home. The efforts should be made for bringing about two “200 million tons” for domestic crude oil productivity and reserves. Meanwhile, it is necessary to establish “East Asia +” consumption alliance abroad to create an interest community of the new era and secure China’s energy supply through the efforts both at home and abroad.

摘要： 2020年，新冠肺炎疫情全球蔓延叠加3月OPEC+减产协议破裂，重创全球石油经济，石油消费大幅下降，石油供应严重过剩，国际石油公司大幅压缩投资成本。后疫情时代，美国、俄罗斯、沙特阿拉伯3国甚至多国的合纵连横，将进一步加剧油价宽幅波动风险，我国石油安全将面临更为严峻的挑战。建议高度关注全球能源博弈变局，对内要建立节约用油刚性约束机制，全力推动国内原油产能和原油储备两个“2×108t”落地；对外要谋划构建“东亚+”消费国联盟，打造新时代利益共同体，内外兼修力保我国能源安全。

关键词: 新冠肺炎疫情, 石油安全, 能源博弈, 战略储备