中国发布逐客令,宣布不再购买该国天然气,普京未曾料到,中国此次展现了大胆举措!
Sou Hu Cai Jing·2025-11-04 14:07

Core Insights - The Chinese energy market is undergoing a significant transformation by 2025, with a notable decline in Australian gas supply and a substantial increase in Russian energy supply [1] - This shift is driven by the risks associated with reliance on a single gas source, highlighted by the gas shortage in the Yangtze River Delta in 2022 and the high prices of Australian gas [1] - The launch of the China-Russia East Route Pipeline in 2024 will facilitate the transportation of 38 billion cubic meters of gas in 2025, contributing to a cumulative total of over 90 billion cubic meters [1] - China's deep involvement in the Yamal project is expected to result in Russian oil accounting for nearly 20% of imports by 2024 [1] Summary by Sections Energy Supply Dynamics - Australian gas supply is decreasing, while Russian energy supply is increasing significantly [1] - The transition is a response to the high prices and supply risks associated with Australian LNG projects [1] Strategic Developments - The East Route Pipeline will enhance energy security by providing a diversified supply network [1] - The integration of LNG trade with pipeline supplies is creating a comprehensive energy network [1] Environmental and Economic Considerations - The diversification of energy sources is expected to reduce risks and contribute to carbon reduction efforts, with an annual decrease of 16.4 million tons of carbon emissions [3] - The energy adjustment not only addresses supply crises but also promotes a green transition, showcasing China's strategic foresight as an energy powerhouse [3]