俄罗斯天然气亏本出售！中国捡到大便宜，每月怒省14亿

Core Viewpoint - Russia is selling natural gas to China at a significant discount, nearly at cost price, which raises questions about the motivations behind such a decision [1][3]. Group 1: Pricing and Economic Impact - The price of natural gas exported from Russia to China is between $28 million to $32 million per shipment, which is approximately 40% cheaper than international prices [3][10]. - China saves about $1.4 billion monthly due to these discounted prices [3]. - The cost of a conventional natural gas transport ship is around $44 million, indicating that Russia is incurring losses by selling below this cost [1]. Group 2: Russia's Economic Situation - The sanctions imposed by the U.S. have led to a halt in natural gas purchases from Russia by other countries, forcing Russia to sell at a loss to maintain operations [5]. - Stopping production is not feasible for Russia due to the risk of damaging expensive industrial equipment, which requires continuous operation [6][8]. - If production stops, the costs associated with unsold gas and storage become unsustainable, compelling Russia to sell even at a loss [8]. Group 3: China's Position and Risks - China does not lack alternative natural gas sources, primarily importing from Australia and Qatar, but the geopolitical landscape has limited Russia's buyers to mainly China [10]. - Accepting discounted Russian gas carries potential commercial and political risks for China, as it may affect its international standing [12]. - The cooperation between China and Russia in the natural gas sector is expected to strengthen with the upcoming "Power of Siberia 2" pipeline project, which aims to enhance energy collaboration [12][14]. Group 4: Future Outlook - The current trend of discounted gas exports from Russia to China is likely to continue as long as Western sanctions remain in place [14]. - The focus of energy cooperation between the two countries is expected to shift towards the "Power of Siberia 2" pipeline project, which could significantly deepen their energy relationship by around 2030 [14].