关键词: 页岩油, 页岩气, 甜点区/段, 超级能源盆地, 政策建议

Abstract: As a type of unconventional oil and gas resources, shale oil and gas are self-generated and self-preserved. Divided according to the thermal maturity, medium-high maturity and medium-low maturity shale oil can be obtained; when divided according to the depositional environment of shale, marine, transitional and lacustrine facies shale gas are obtained. China is one of the most successful countries that have achieved large-scale commercial development of continental shale oil in the world. Significant discoveries of continental shale oil have been made successively in the Ordos Basin, Junggar Basin, Songliao Basin and Bohai Bay Basin. The marine shale gas industry has achieved breakthroughs and rapid scale development in the Sichuan Basin and surrounding areas. By the end of 2021, a total of 8 shale gas fields had been found in southern China, with the proved geological reserves totaling 2.74×10¹²m³. In 2021, the annual production capacity of shale gas was 230×10⁸m³, bringing the total production capacity to 924×10⁸m³. The shale oil and gas resources in China have great potential, but there are many challenges during the large-scale exploration and beneficial development. Based on the development experience of shale oil and gas in foreign countries and relevant inspirations, it is suggested that the state takes the lead in evaluating and implementing the technologies that can convert black shales or high-carbon coals into oil and gas, estimating the total amount of economic resources involved, and formulating corresponding development plans. Additionally, national pilot test areas should be set up for in-situ conversion of black shales and high-carbon coals into oil and gas, and fiscal incentives and tax support policies for the conversion of shales and coals into oil and gas should be introduced and implemented to promote the maturity and conversion of underground shales and the heated conversion of underground coals into oil and gas. Moreover, national top-level design and coordinated investment should be implemented to establish the base of "worldwide super energy basins" represented by Ordos Basin and Sichuan Basin, so as to achieve the collaborative and integrated development of underground and overground resources such as renewable energy sources on the ground and oil, gas, coal, heat, lithium and uranium resource under the ground, involving CO₂ capture and storage (CCS) and CO₂ capture, utilization and storage (CCUS).

Key words: shale oil, shale gas, sweet spot area/section, super energy basin, policy suggestion