Shale gas has attached importance to heavy trucks or will benefit


Recently, Liu Tienan, deputy director of the National Development and Reform Commission and director of the National Energy Administration, presided over the shale gas “Twelfth Five-Year” development plan to implement the meeting.

Meanwhile, Zhang Dawei, deputy director of the Oil and Gas Resources Strategic Research Center of the Ministry of Land and Resources, revealed to reporters yesterday that the second round of shale gas tenders will be held in July. .

The National Development and Investment Corporation signed a strategic cooperation framework agreement with Chongqing on the 26th, and SDIC will invest 30 billion yuan in the exploration, development, and utilization of shale gas in Chongqing, and construct the Yanjiang Coal Terminal and the national coal emergency reserve base.

Guodu Securities stated that shale gas industrialization has potential in China. Improving China's primary energy structure and increasing the proportion of natural gas consumption will be the focus of China's energy policy in the next few decades (currently only 4.4%). The current import-driven growth is not sustainable, otherwise it will bear the risk of high energy costs. US shale gas has grown by 12X in the past eight years (1800 billion cubic meters in 2011). Its natural gas has export potential, and its successful industrialization has had a profound impact on the global energy landscape. China has the advantage of 25 trillion cubic meters of recoverable resources plus energy. Breakthrough urgency makes it the best candidate for the next industrialization of shale gas.

The heavy truck fuel consumption accounts for a relatively high proportion of its operating costs. The use of natural gas as a substitute for diesel fuel can achieve high economic efficiency. At present, major domestic heavy truck manufacturers have also introduced products with different specifications and multiple uses. The bottleneck of gas supply is the main factor that restricts the development of natural gas heavy trucks. The shale gas reserves in China are huge. If the large-scale exploitation will keep natural gas prices low for a long time, the shale gas revolution will bring industry and market attention to the development of natural gas heavy trucks, and natural gas heavy-duty peripheral equipment such as gas stations and gas storage installations are also expected. Developed.



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