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能源脱俄
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欧盟能否对俄罗斯能源“断舍离”
Jing Ji Ri Bao· 2025-05-19 22:02
Core Viewpoint - The European Union (EU) has announced a roadmap to completely eliminate its dependence on Russian energy by the end of 2027, aiming to reshape Europe's energy security and green future, although the plan faces significant uncertainties due to differing member state opinions, high economic costs, and turbulent international energy markets [1][4]. Group 1: Plan Overview - The EU's plan focuses on three main areas: cutting off Russian energy imports, transitioning energy structures, and enhancing market regulation to weaken Russia's influence [2]. - The EU aims to ban new natural gas contracts by the end of 2025 and terminate existing long-term agreements by the end of 2027, alongside measures to combat "shadow fleets" of oil tankers [2]. - The EU plans to enforce the use of green hydrogen in steel and chemical industries to reduce natural gas demand and accelerate the deployment of renewable energy [2]. Group 2: Support and Challenges - The EU's confidence stems from ongoing renewable energy projects like the North Sea wind triangle and Mediterranean solar corridor, with the U.S. currently supplying 45% of the EU's LNG imports [2]. - However, the plan faces challenges, including significant disparities in member states' energy needs, particularly from Eastern European countries like Hungary and Slovakia, which heavily rely on Russian energy [3]. - Rising energy costs could undermine the EU's economic competitiveness, leading to the risk of energy-intensive industries relocating to Asia and North America [3]. Group 3: Potential Outcomes - If successful, the EU could achieve a transition away from fossil fuels, but this may come at the cost of industrial hollowing and diminished public welfare [4]. - Conversely, failure could exacerbate economic recession and deepen geopolitical tensions, highlighting the EU's struggle amid crises related to geopolitics, climate, and economy [4].
欧盟公布“能源脱俄”路线图,克宫:这是在“搬起石头砸自己的脚”
Huan Qiu Shi Bao· 2025-05-07 22:42
Core Points - The European Commission has announced a roadmap to gradually end imports of Russian energy by the end of 2027, including natural gas, oil, and nuclear supplies [1][2][3] - The plan is a response to the 2022 Russia-Ukraine conflict and aims to diversify energy imports and increase renewable energy production [3] - The roadmap requires each EU member state to draft a national plan detailing how they will eliminate Russian energy sources from their energy structure [2][3] Energy Supply Changes - By the end of 2022, EU companies will be prohibited from signing new contracts for Russian natural gas and from importing gas on the spot market [2] - In 2022, the EU imported 316.2 billion cubic meters of Russian pipeline gas and 200.5 billion cubic meters of liquefied natural gas, accounting for 19% of total gas consumption, down from approximately 45% before 2022 [3] - The EU's nuclear energy ties with Russia are also under scrutiny, as Russia supplies 20% of the EU's natural uranium and 38% of its enrichment capacity [3] Internal Resistance - There is significant internal resistance within the EU regarding the roadmap, particularly from Hungary and Slovakia, which are reluctant to lose cheaper Russian energy supplies [4] - High energy prices are impacting economic growth, leading some politicians and businesses to call for a resumption of energy imports from Russia [4] - Legal challenges may arise as European companies lack strong legal grounds to unilaterally terminate long-term contracts with Russian suppliers, with disputes amounting to €18.5 billion [4] Alternative Energy Sources - The EU is exploring alternative energy sources to fill the gap left by Russian energy, with Norway, the US, and Algeria being key suppliers [7] - In 2024, Norway is expected to account for 33.6% of EU gas imports, while the US is projected to supply 16.7% [7] - The EU aims to diversify its energy supply without creating new dependencies, particularly on US liquefied natural gas [7][8]