美媒关注中俄能源协议：将颠覆LNG市场，美国供应商要慌了

Core Insights - The construction of the "Power of Siberia-2" gas pipeline between Russia, China, and Mongolia poses a significant challenge to the U.S. energy dominance strategy, as it indicates China's growing influence in the global energy market [1][5][13] - The agreement is seen as a mutual benefit for both Russia and China, allowing China to secure natural gas at competitive market prices while providing Russia with a crucial export channel amid Western sanctions [2][4][12] Group 1: Project Details - The "Power of Siberia-2" pipeline is expected to transport up to 50 billion cubic meters of gas annually from Russia to China, significantly increasing Russia's share of China's gas demand from approximately 10% to an estimated 20% by the early 2030s [4][5][12] - The agreement was described as a result of years of effort between Russia and China, with both parties expressing satisfaction with the outcome [2][4] - The pricing mechanism for the gas will be based on a specific formula rather than current market prices, ensuring a fair and objective pricing structure [4] Group 2: Geopolitical Implications - The project highlights China's disregard for Western pressure to limit cooperation with Russia, indicating a shift in energy geopolitics [5][13] - Experts suggest that the pipeline will disrupt the U.S. liquefied natural gas (LNG) market, as China signals a reduced need for U.S. LNG imports [6][7] - The agreement is viewed as a strategic move for Russia to diversify its energy export markets in light of the EU's plans to phase out Russian energy imports by 2027 [6][12] Group 3: Market Impact - The development of the "Power of Siberia-2" is expected to negatively impact ongoing LNG projects in the U.S., as it alters the competitive landscape for natural gas supply [6][7] - The pipeline's construction is crucial for Russia, which is seeking alternative buyers for its energy resources due to declining demand from Europe [6][12] - The collaboration between Russia and China in the energy sector is a significant aspect of their bilateral relations, with energy trade accounting for over one-third of total trade between the two nations [11]