Core Insights - Despite significant efforts by the EU to reduce dependence on Russian energy, Russia remains a crucial energy supplier, holding the third position in natural gas exports to the EU [1][2][4] Natural Gas Supply Dynamics - In Q1 2025, the total natural gas imports to the EU reached 69 billion cubic meters, with Norway as the largest supplier (31% share), followed by the US (24%) and Russia (14%) [1][2] - The EU's natural gas consumption rebounded to 119 billion cubic meters, marking an 8% year-on-year increase, ending a decline that persisted since 2021 [2] Shift in Supply Sources - The supply landscape has dramatically changed, with Russian pipeline gas supply dropping significantly due to the cessation of pipeline transport through Ukraine, leading to a 45% quarter-on-quarter and 39% year-on-year decline, now constituting only 12% of total EU imports [4] - In Q1 2025, Russia became the second-largest LNG supplier to the EU, providing 5.1 billion cubic meters, which accounted for 16% of the EU's total LNG imports [4] Economic Implications - The average wholesale natural gas price in Europe surged to €47 per megawatt-hour, a 71% increase year-on-year, driven by geopolitical risks and rapid inventory depletion [7] - Retail prices for EU households rose by 6% year-on-year, reaching €112 per megawatt-hour, with Germany experiencing a 28% increase, reflecting the economic costs of transitioning away from Russian energy [7] Energy Policy Challenges - The reliance on Russian LNG has paradoxically deepened, despite the EU's efforts to reduce dependency on pipeline gas, highlighting the complexities of the EU's energy transition [5][9] - The report underscores the ongoing challenges in achieving energy independence for the EU, as geopolitical realities continue to influence energy supply dynamics [9]
排第三,占据14%的比例!三年了,欧盟还是绕不开俄罗斯的能源
Sou Hu Cai Jing·2025-08-19 19:51