全球能源格局变革

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普京刚签下大单就飞远东,每年270亿美元连收30年,一刻不敢耽误
Sou Hu Cai Jing· 2025-09-06 05:37
全球能源格局迎来历史性变革:中俄签署\"西伯利亚力量-2\"天然气超级大单 在此背景下,俄罗斯不得不重新规划其能源出口战略版图。与中国达成的\"西伯利亚力量-2\"天然气大单,其战略价值远超表面数字所呈现的经济效益。这 份长达30年的合作协议,不仅确保了中国将成为俄罗斯最稳定的能源出口市场,更在定价机制上实现了重大突破——部分价格将与中国国内市场需求直接挂 钩,这彻底改变了传统上由国际油价波动主导的定价模式。俄罗斯能源专家指出,这种创新性的定价机制将为全球天然气贸易树立新的标杆。 面对西方制裁的持续加码,俄罗斯能源出口战略正在经历前所未有的转型。根据国际能源署(IEA)2025年8月发布的最新研究报告显示,2024年俄罗斯对 欧洲的天然气出口量已骤降至380亿立方米,与三年前相比暴跌超过70%。欧盟主要成员国纷纷表态,即便俄乌冲突局势缓和,也不会重新依赖俄罗斯能源 供应。以德国为例,其联邦经济部最新统计数据显示,2025年德国从俄罗斯进口的天然气占比已降至历史性的3%以下,这一数字变化凸显了欧洲能源去俄 化的坚定决心。 中国市场对清洁能源的旺盛需求为这一合作提供了坚实基础。根据中国国家能源局2025年8月发布 ...
不许购买俄石油?马克龙公开威胁制裁买家,结果成了一场笑话
Sou Hu Cai Jing· 2025-05-26 15:55
Group 1 - French President Macron's proposal to impose a 500% tariff on Russian oil purchases by countries like China and India has sparked international debate but lacks practical implementation due to WTO rules and EU member state consensus requirements [1][3] - The internal divisions within the EU, with countries like Germany and Hungary maintaining energy cooperation with Russia, undermine Macron's proposal, highlighting the challenges of achieving a unified stance [3][7] - The U.S. has shown reluctance to support Macron's aggressive tariff proposal, as American companies benefit from trade with China and Russia, indicating a complex interdependence in global energy markets [3][6] Group 2 - The resilience of China-Russia energy cooperation is evident, with Russia agreeing to increase oil supply to China by 2.5 million tons annually, reflecting a strong historical partnership that has developed since the 2014 Crimea crisis [4][6] - By 2024, China is expected to import 108 million tons of crude oil from Russia, accounting for a significant portion of Russia's total exports, and over 90% of their trade is settled in local currencies, bypassing the dollar [4][6] - China's diversified energy sourcing strategy, with over 50% of its oil imports coming from the Middle East and minimal reliance on U.S. imports, positions it well against external pressures [6][9] Group 3 - The ongoing energy crisis in Europe, exacerbated by the loss of cheap Russian gas, has led to increased industrial costs and public discontent, prompting Macron's tariff threats as a potential distraction from domestic issues [7][9] - The global energy landscape is shifting, with China projected to account for 20% of global oil demand by 2025, enhancing its influence through new contracts and investments in Africa [9] - The deepening economic ties between China and Russia, with trade expected to reach $244.8 billion in 2024, underscore the strategic importance of energy cooperation amidst Western sanctions [9]