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欧洲天然气价格谁主沉浮
Jing Ji Ri Bao·2025-10-05 22:00

Core Viewpoint - The article discusses the implications of energy independence and security for the European Union (EU), emphasizing the challenges posed by geopolitical conflicts and internal disparities among member states in achieving a sustainable energy policy [1][4]. Group 1: Energy Policy and Strategic Autonomy - The EU's strategic autonomy relies heavily on an independent and sustainable energy policy, which is crucial for economic development and international cooperation [1][4]. - The EU plans to purchase $750 billion worth of U.S. natural gas, oil, and nuclear products by 2028, highlighting the importance of natural gas in the energy structure and its role in the EU's re-industrialization efforts [1]. Group 2: Energy Transition Challenges - The EU has accelerated its energy transition policies due to the Ukraine crisis and the need for green industrial development, recognizing the importance of energy security for policy independence [2]. - There are significant internal disparities among EU member states regarding energy transition, with Eastern European countries like Poland being resistant due to their reliance on coal and traditional oil and gas resources [3]. Group 3: Market Dynamics and Price Influences - Geopolitical conflicts, particularly the ongoing Ukraine crisis, have significantly impacted European natural gas prices, with recent expectations of Russian gas returning to Europe leading to price drops [1][3]. - The EU's energy supply diversification efforts have been challenged by the recent winter's gas supply tightness, with storage utilization dropping below 35%, necessitating high levels of gas imports despite elevated global prices [3].