近年来,社会各界对环境、社会和治理(Environmental,Social and Governance,ESG)理念的广泛认同正深刻改变油气行业的发展环境。一是ESG投资引导资金流入绿色产业,令高碳项目面临较高融资约束；二是ESG消费观念带动市场偏好转向绿色产品,推动石油企业低碳转型；三是ESG监管政策陆续出台,导致合规风险和经营成本提高；四是ESG激励机制不断完善,助力油气行业碳中和目标实现。中国油气行业不断创新ESG实践,积极应对ESG带来的挑战和机遇。在环境方面,积极稳妥推进碳达峰碳中和,推动油气与新能源业务融合发展；在社会方面,热心慈善公益,形成具有行业特色的帮扶模式；在治理方面,不断夯实ESG治理基础,就气候议题开展治理新举措。展望未来,中国油气行业应更加主动地拥抱ESG理念,提升ESG绩效:完善ESG治理架构,健全气候治理机制;优化产业结构,推动油气与新能源融合发展;用好绿色金融政策,激发金融板块效能;以合规披露为抓手,持续优化ESG管理;充分发挥数据和智库对ESG管理和决策的支撑作用。

 In recent years, the widespread acceptance of ESG (Environmental, Social and Governance) concept has profoundly changed the development environment of the oil and gas industry. Firstly, the ESG investment market continues to attract capital into green industries, resulting in higher financing constraints of high-carbon footprint projects while sustainable development projects are more favored. Secondly, ESG consumption concept has led capital flow into green industries, promoting strategic adjustment and low-carbon transformation of oil companies. Thirdly, ESG regulatory policies continue to be introduced in an orderly manner, leading to higher compliance risk and operating costs. Fourthly, ESG incentive mechanisms have been continuously improved, helping the oil and gas industry to achieve carbon neutrality goal. China’s oil and gas industry continues to innovate ESG practices and actively respond to the challenges and opportunities brought by ESG. On the environmental front, China will actively and steadily push forward ‘carbon peaking’ and ‘carbon neutrality’ goals, and promote the integrated development of oil and gas and new energy business. On the social front, we have developed an industry-specific assistance model. In terms of governance, we will continue to strengthen the foundation of ESG governance and launch new initiatives on climate issues. Looking ahead, China’s oil and gas industry should embrace ESG concepts and improve ESG performance in a more active manner: improve ESG governance structure and climate governance mechanism; optimize industrial structure and promote the integrated development of oil and gas and new energy; make good use of green financial policies to stimulate the effectiveness of the financial sector; take compliance disclosure and continue to optimize ESG management; and give full play to the role of data and think tanks as support for ESG management and decision-making.