俄第二大天然气生产商：排挤俄液化天然气将致气价飙升。 俄罗斯第二大天然气生产商诺瓦泰克公司董事长列昂尼德·米赫尔松30日说，西方无法将 俄罗斯液化天然气排除在全球天然气供需平衡之外，强行这样做将导致天然气价格大幅上 涨，损害欧洲消费者利益。 米赫尔松当天在土耳其伊斯坦布尔举行的维罗纳欧亚经济论坛上说，俄罗斯液化天然气产 量全球占比超10%，将其从全球天然气供需平衡格局中剔除并不现实。 来源：新华社 End 欢迎分享给你的朋友！ 出品 | 中国能源报（ID：c n e n e rg y） 编辑 | 闫志强 欧盟委员会主席冯德莱恩此前说，欧盟第19轮对俄制裁是欧盟首次打击俄天然气行业， 这是俄经济核心支柱之一。 国际能源署日前发布报告称，今年前三季度，美国对欧液化天然气出口量暴增60%，美 国液化天然气已占欧洲进口液化天然气总量的60%，超过俄罗斯成为欧洲第一大液化天 然气供应国。 ...

俄罗斯第二大天然气生产商诺瓦泰克公司董事长列昂尼德·米赫尔松10月30日说，西方无法将俄罗斯液 化天然气排除在全球天然气供需平衡之外，强行这样做将导致天然气价格大幅上涨，损害欧洲消费者利 益。 米赫尔松当天在土耳其伊斯坦布尔举行的维罗纳欧亚经济论坛上说，俄罗斯液化天然气产量全球占比超 10%，将其从全球天然气供需平衡格局中剔除并不现实。 欧盟委员会主席冯德莱恩此前说，欧盟第19轮对俄制裁是欧盟首次打击俄天然气行业，这是俄经济核心 支柱之一。 （文章来源：新华社） ...

Core Viewpoint - The chairman of Novatek, Leonid Mikhelson, stated that it is unrealistic for the West to exclude Russian liquefied natural gas (LNG) from the global gas supply-demand balance, despite the EU's new sanctions prohibiting imports of Russian LNG starting in 2027 [1] Group 1: Impact of Sanctions - The EU's 19th round of sanctions against Russia includes a ban on importing Russian LNG, marking the first direct attack on Russia's gas industry, which is a core pillar of its economy [1] - Mikhelson emphasized that even if Russian LNG is redirected to other markets, its removal from the global supply-demand balance would lead to significant price increases, impacting European consumers the most [1] Group 2: Market Position and Supply Dynamics - Russia accounts for over 10% of global LNG production, making it a significant player in the market [1] - Novatek is the second-largest gas producer in Russia, following Gazprom, and operates as a private company [1] - The U.S. LNG projects are unable to meet the rapidly growing demand in Europe, despite a 60% increase in U.S. LNG exports to Europe in the first three quarters of the year, which now constitute 60% of Europe's total LNG imports [1]

市场对全球天然气流动任何意外或长期的中断，或货物竞争加剧仍保持敏感。由于乌克兰约60%的天然 气产能已被摧毁，该国家今年冬季将从欧盟进口更多天然气。 尽管今年早些时候库存水平异常偏低，欧洲仍在夏季成功积累了充足的天然气库存，目前该地区大型储 存库的填充率接近83%。然而，供暖季初期的寒潮已导致一些国家动用天然气储备。 截至发稿，欧洲天然气基准荷兰近月期货价格上涨0.4%，至每兆瓦时31.62欧元。 近日欧洲海运天然气运输量有所放缓，而该地区最大供应来源挪威的管道输送量也因部分气田维护而下 降。随着西北欧地区气温在经历一段温和天气后预计将下降，这引发了对短期供应的担忧，考验着该地 区的供需平衡。 智通财经APP观察到，欧洲天然气期货价格微幅上涨，交易商正在权衡供应充足面临的风险以及寒冷天 气推高需求的可能性。基准期货价格周三最高上涨0.9%，延续了前一交易日的微薄涨幅。 尽管如此，合约价格仍维持在每兆瓦时32欧元附近，自10月初以来始终难以突破这一狭窄交易区间。 ...

Core Insights - The natural gas supply in China is expected to be roughly balanced with demand this year, with potential tight supply periods [1][3] - Domestic natural gas sales in Q1 reached 118.6 billion cubic meters, influenced by higher temperatures leading to lower demand [3] - The total natural gas supply for the year is projected at 444.2 billion cubic meters, reflecting a year-on-year growth of 4.6% [3] Supply and Demand Analysis - The global natural gas market is experiencing significant divergence, with Europe facing supply tightness due to low temperatures and transportation issues [3] - In contrast, domestic demand is projected to grow by 20 billion cubic meters year-on-year, indicating a slower growth rate in industrial sectors such as textiles, light industry, and electronics [3] - The supply-demand growth rate is expected to rebound in Q4 due to base effects [3] Strategic Initiatives - The company is actively working on resource procurement and expanding market supply reserves to ensure stable natural gas supply [3] - Efforts include optimizing infrastructure utilization and enhancing peak-shaving capabilities to meet market user demands [3]