俄罗斯更新能源长期发展规划

Core Viewpoint - The Russian government has updated its long-term energy development strategy, predicting LNG production to reach between 90 million to 105 million tons by 2030 and between 110 million to 130 million tons by 2036, although Western sanctions have delayed the achievement of the 100 million tons annual production target by several years [1] Group 1: LNG Production Forecast - By 2030, Russia aims to increase its LNG production to between 90 million to 105 million tons [1] - By 2036, the target is set to reach between 110 million to 130 million tons [1] Group 2: Market Share and Sanctions Impact - Currently, Russia holds an 8% share of the global LNG market, with plans to increase this to 20% between 2030 and 2035 [1] - Western sanctions are hindering the realization of this market share goal, particularly affecting the Arctic LNG-2 development project [1] Group 3: Production Growth and Future Deliveries - In 2024, Russia's LNG production is expected to grow by 5.4% year-on-year, reaching 34.7 million tons, which is below the anticipated 35.2 million tons [1] - The European Union plans to completely stop importing Russian LNG by January 1, 2027, while the Arctic LNG-2 project is set to commence production in December 2023, with the first deliveries to trade partners not expected until August 2025 [1]