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阿拉斯加峰会“画饼”背后,埃克森美孚密谋重返俄罗斯能源帝国

Core Viewpoint - The potential return of Exxon Mobil to Russia's Sakhalin oil and gas projects indicates a significant shift in U.S.-Russia relations, contingent on the resolution of the Ukraine conflict and U.S. sanctions [1][3][5] Group 1: Exxon Mobil's Engagement with Russia - Exxon Mobil executives have held secret talks with Russia's state-owned energy company regarding the possibility of returning to the Sakhalin project, which they exited in 2022 due to the Ukraine conflict [1][2] - The Sakhalin project, initiated in 1995, is a major investment for Exxon, where it holds a 30% stake and leads operations alongside partners like Rosneft and SODECO [2][4] - The discussions have gained momentum following meetings between U.S. and Russian officials, with Exxon seeking support from the U.S. government for a potential return [3][4] Group 2: Implications for Russia and Exxon Mobil - For the Kremlin, attracting Exxon back would be a significant victory, as it seeks Western investment to stabilize its economy amid ongoing sanctions [3][5] - The return of Exxon could depend on favorable terms from Russia, including compensation for losses incurred during its exit, as well as the lifting of certain sanctions [4][5] - The energy landscape in Russia has changed, with European buyers reducing dependence on Russian oil, while India and China have increased their purchases, complicating Exxon's potential re-entry [5]