欧盟对俄下死手，强行禁止俄气过境，中国与俄能源合作迎新机遇

Core Points - The European Union has announced two significant measures to restrict Russian natural gas, aiming to reduce dependency on Russian energy sources [1][11] - The first measure, effective from 2026, prohibits the transit of Russian natural gas through EU territory to non-EU countries, impacting nations like Serbia, Bosnia and Herzegovina, and Moldova [3][11] - The second measure involves a phased halt to purchasing Russian natural gas, with a complete ban set for 2028, which will significantly affect the energy supply landscape in Europe [11][12] Group 1: Impact on Eastern European Countries - Serbia, heavily reliant on Russian gas, faces a potential supply shortfall of 80% to 90% by January 2026, posing severe challenges for winter heating and industrial production [8][12] - The Serbian government has attempted to extend its gas contract with Russia, but the impending EU ban has led Russia to terminate the contract early to mitigate risks [5][8] Group 2: Economic Implications for Europe - The EU's restrictions may lead to broader economic repercussions across Europe, depending on the global liquefied natural gas market's balance and the severity of winter weather [12][19] - The loss of the European market is acknowledged by Russia as a significant challenge, prompting a shift in focus towards Asian markets, particularly China [12][19] Group 3: Opportunities for Sino-Russian Energy Cooperation - The ongoing energy cooperation between Russia and China, particularly through projects like the Power of Siberia pipeline, is expected to strengthen as Russia seeks new markets [13][14] - China's diversification of energy imports aligns with its need for stable energy sources, making Russian gas a critical component of its energy strategy [14][19] - Future collaborations may include using local currencies for gas transactions, reducing reliance on the US dollar and mitigating exchange rate risks [17][19]