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乌克兰祭出绝招!无人机狂轰俄罗斯能源命脉,普京的钱袋子快空了?半年内俄可能已经垮台!
Sou Hu Cai Jing· 2025-12-22 19:11
战争的艺术,在乌克兰的实践中焕发出新的光彩。与其在前线进行消耗巨大的阵地战,乌克兰军队另辟蹊径,将目光锁定俄罗斯的能源命脉,展开了一场精 心策划的"能源绞杀战"。这一战略转变,巧妙地将战争从领土争夺升级为经济层面的较量,充分展现了"上兵伐谋"的智慧。 试想一下,能源,特别是石油和天然气,对于俄罗斯经济的重要性不言而喻,它占据了财政收入的近三分之一。一旦能源出口受阻,俄罗斯的经济支柱将遭 受重创,直接影响到前线军事行动的资金供给。乌克兰的战略,正是要掐断俄罗斯的"黑色血液"。 乌克兰的"全链条打击"战略,是将俄罗斯的能源体系分解为源头、运输线和终端三个关键环节,然后逐一精准打击。 更具战略意义的是对季姆留克港的袭击。乌克兰无人机群准确命中了液化天然气(LNG)储罐区,导致七成设施化为灰烬,大火持续燃烧了三天三夜,40 万吨订单因此泡汤。要知道,季姆留克港是俄罗斯全年通航的关键出口港,这一袭击彻底瘫痪了该港口的运营。 然而,乌克兰的这一高招并非万能钥匙。虽然短期内俄罗斯遭受了重创,财政收入锐减,战争机器的运转速度减缓,国内民众的不满情绪也在逐渐升温,但 俄罗斯的经济根基尚未完全崩溃。俄罗斯仍然可以通过转向中国、印 ...
俄罗斯能源战节节败退,普京政府加速“绑定中国”?
Sou Hu Cai Jing· 2025-11-30 12:40
Core Insights - The article discusses the impact of U.S.-led sanctions on the Russian economy, particularly in the energy sector, and highlights Russia's shift towards increased energy cooperation with China as a survival strategy [1][6]. Group 1: Sanctions and Economic Impact - U.S. sanctions have targeted major Russian oil companies, cutting them off from the global dollar financial system, leading to a significant drop in Russia's oil exports and prices [1][2]. - The price of Urals crude oil has plummeted to $45 per barrel, nearly $20 lower than Brent crude, with approximately 48 million barrels stranded at sea due to sanctions [1][2]. - Russian oil exports through traditional Baltic ports are declining, while exports to China via Pacific routes are increasing, indicating a forced pivot rather than a strategic choice [2][4]. Group 2: Energy Dependency on China - China has become the primary market for Russian energy exports, accounting for nearly 20% of its crude oil imports, with significant savings on oil costs due to discounted prices [6][7]. - Despite the reliance on China, Russian energy exports to China decreased by 19% in the first nine months of 2025, primarily due to falling international oil prices and logistical challenges [6][7]. - Russia is making concessions on energy prices to maintain market share in China, with the average price of Urals crude for China at $574 per ton, significantly lower than Saudi prices [6][7]. Group 3: Strategic Adjustments and Challenges - The sanctions have forced Russia to adopt clandestine oil trading methods, increasing logistics costs and reducing profit margins, while also compromising delivery reliability [4][6]. - Russia's economic structure reveals a critical vulnerability due to its heavy reliance on resource exports and lack of high-value-added industries [6][7]. - The relationship with China is viewed as a geopolitical refuge for Russia, but it risks becoming overly dependent on China, potentially leading to a status of "energy vassal" if economic reforms are not undertaken [7].