进入21世纪以来,拉美和非洲的石油储产量大幅增长,石油供应向多极化方向发展,石油消费重心正在转向产油国和发展中国家。2000~2011年全球天然气产量增长了35.7%,北美和欧洲天然气探明储量增长居全球领先水平,天然气消费普遍增长。发达国家仍然是能源投资的主体,但同时发展中国家的能源投资也快速增长。欧美引领着新能源的发展,但由于中国和印度的拉动,亚洲地区有可能成为全球新能源中心。气候变化问题使能源安全的内涵扩展到对环境的影响。此外,中东的石油和天然气消费增速位居全球第一,未来可能会影响对其他地区的出口。世界能源格局的变化使中国能源安全面临一系列新的挑战。首先,作为全球最大的能源消费国,维护全球能源安全是中国的不二选择;其次,维护海外投资利益已成为中国构建新的国际关系的重要考量;第三,需要重新考虑与发达国家和发展中国家的能源外交;另外,如何在国际舞台上发挥主导作用、以何种政治姿态影响和参与全球能源治理,以及如何与周边国家及欧美等国解决能源争端、领土争端和贸易争端,是我国面临的又一挑战。中国要注重能源大国在能源安全中的作用,有区别地与具有不同能源安全利益诉求的国家开展能源外交,在全球能源对话中要积极倡导能源贸易"去政治化",提出既有利于世界能源安全又有利于我国能源安全的新理念。
Since the beginning of this new century,both reserves and production of oil in Latin America and Africa have grown dramatically.With oil supplies being increasingly diversified,the center of oil consumption is moving towards oil producing countries and developing countries.The world′s natural gas production grew 35.7% during 2000 to 2011,North America and Europe were at the forefront of adding proven gas reserves and their gas consumption has generally increased.Developed countries remain the main energy investors although developing countries′ investment in the energy sector is also growing rapidly.The shares of investment in coal and petroleum in developing countries are higher than those in developed countries,while the shares of investment in clean energy sources such as natural gas and power in developed countries are higher than those in developing countries.Europe and North America are leading the development of alternative energy sources.However,driven by China and India,Asia may become the global center for alternative energy development.The climate change issue has expanded the connotation of energy security to cover environmental impact.In addition,as its own oil and gas consumption is growing at the fastest pace worldwide,the Middle East may adjust its exports to other parts of the globe in the future.China is facing a series of new challenges to ensure its energy security due to the change in the world′s energy supply landscape.Firstly,as the world′s biggest energy consumer,China has the responsibility to ensure global energy security.Secondly,protecting overseas investment interest has become an important consideration for China when developing new international relationships.Thirdly,China should reconsider its energy diplomacy with developed countries as well as other developing countries.How should China play a leading role in the international arena,what political stance should China take to influence and participate in global energy management and how should China solve its energy,territ