几年大规模的开釆和商业化的利用震惊了全世界。页岩气的开发有效了增加了全球能源

的供给量,同时改变了原先以石油为主导的能源结构。作为最贴近石化产业的化工产业

来说,页岩气的发展既带来了前所未有的机遇,同时也给传统化工企业带来了挑战。M

化学公司就是众多化工企业的一个,由于页岩气大发展带来的能源成本结构的改变和化

工原料成本结构的改变使得M化学公司最近几年的经营状况不甚理想。

本文以战略成本管理理论和钻石理论”以及三大战略理论为理论基础,介绍并分析

了美国页岩气的发展历史现状及成功原因,分析了页岩气大发展对美国化工企业在能源

成本和原料结构成本上的影响。与此同时,根据中国页岩气发展的现状和所面临的挑战,

陈述了页岩气的发展如何影响M化学公司的能源结构成本和原料结构成本,并且提出

了 M化学公司在面对页岩气大发展所带来的机遇和挑战时应具有的战略成本管理策略,

促使M化学公司改善经营状况,最终实现可持续发展。

关键字:页岩气;能源;化工;战略成本;

ABSTRACT

'Shale gas,has become hot spot in this planet since 21st Century. The successftil

exploration of shale gas in US and the booming of US shale gas in commercial utilization is a

great illustration to the world that the development of shale gas is changing the structure of

global energy. Meanwhile,from global total energy supply perspective, Shale gas is an

effective supplementary energy resource. The booming of shale gas affect petrochemical

industry indeed. The impact is not only great opportunities but potential challenges as well.

Same as many chemical companies, M chemical company is not doing very well in recent

years as impacted by the booming of shale gas,mainly because shale gas changes tfie

structure of total energy consumption as well as the composition of chemical raw material.

This article introduces the history and current status for the development of US shale gas,

analyzes the implication of shale gas to US chemical industry. Furthermore, this article

concludes the root cause of negative performance of M chemical company, that impacted by

the booming of shale gas. The theory basis of analysis is strategic cost management,as well

as 'diamond theory model,and 'Competitive strategy' from Michael Porter. According to

analysis, this article presents some specific strategic solutions for M chemical company on

how to improve business performance and achieve the goal of sustainability by the

opportunities and challenges from the booming of shale gas.

Keywords: Shale gas; Energy; Chemical; Strategic Cost;