俄蒙元首来华一趟,不再怕夜长梦多,日思夜想的合同中国终于签了
Sou Hu Cai Jing·2025-09-07 11:31

Core Insights - The signing of the "Power of Siberia-2" gas pipeline agreement among China, Russia, and Mongolia marks a significant milestone in energy cooperation, reshaping the energy supply landscape in Northeast Asia [3][10] - The pipeline, spanning 2,600 kilometers, will enable Russia to supply China with 50 billion cubic meters of natural gas annually over the next 30 years, with pricing mechanisms significantly lower than those for Europe [3][6] - The project is expected to generate approximately $300 billion in stable revenue for Russia over 30 years, while also providing Mongolia with $8-10 million annually in transit fees, equivalent to 20% of its annual budget [6][8] Project Details - The "Power of Siberia-2" pipeline will start from the Kovykta gas field in Siberia, traverse Mongolia, and connect to China's northeastern gas network, utilizing advanced X80 steel pipeline materials and smart monitoring systems [4][8] - The annual gas supply of 50 billion cubic meters represents 12% of China's total natural gas imports in 2022, alleviating energy demand pressures in eastern developed regions [4][8] - The project faced challenges during negotiations, including geological complexities and transit fee disputes, which delayed the agreement for several years [4][5] Strategic Implications - The pipeline represents a strategic pivot for Russia, allowing it to shift its energy export focus from Europe to a more balanced Eurasian approach, with annual exports to China potentially exceeding 100 billion cubic meters [6][10] - From China's perspective, the land-based pipeline reduces reliance on maritime LNG supplies, mitigating geopolitical risks associated with key shipping routes, while also lowering energy costs for its manufacturing sector [8][10] - Mongolia stands to benefit economically, with the project expected to create over 5,000 direct jobs and enhance local infrastructure through increased transit revenue [8][10] Future Cooperation - The three countries have also signed a long-term development plan for the China-Russia-Mongolia Economic Corridor (2024-2031), focusing on integrated cooperation across energy, trade, and cultural exchanges [11] - This plan includes over 30 key projects, such as cross-border railways and smart grids, aimed at establishing a comprehensive cooperation network across Eurasia [11]