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西伯利亚力量2号天然气管道
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长达6年建设,俄高层拍胸脯保证,3个月后,中俄能源大动脉打通
Sou Hu Cai Jing· 2025-09-30 18:46
最近,俄罗斯副总理诺瓦克面对中方代表郑重承诺:三个月后,也就是2025年年底前,"西伯利亚力量1号"天然气管道将实现设计输气能力的全面释放, 年输气量达到380亿立方米的最大值。今年7月,俄罗斯对华天然气供应量创下42.5亿立方米的历史新高,同比增长11%,其中管道天然气成为主要增长 点。 第一份文件决定将"西伯利亚力量1号"管道的年最大输气量从380亿立方米提升至440亿立方米; 第二份文件则将中俄远东天然气管道的设计输气能力从100亿立方米提高至120亿立方米; 第三份文件则是由中、俄、蒙三方共同签署的关于建设"西伯利亚力量2号"天然气管道的备忘录。 【负责能源事务的俄罗斯副总理诺瓦克不久前访问中国】 这条横贯中俄的能源大动脉,自2019年底投产以来,本应在2025年底达到设计峰值。然而,俄乌冲突的爆发改变了原有节奏。欧洲市场的急剧萎缩,促使 俄罗斯将目光转向东方,对华输气量因此激增,导致管道提前一年达到满负荷运行状态。在全球化石能源贸易史上,一条跨国管道如此快速实现满载运行 实属罕见。无论是中国-中亚天然气管道,还是俄欧之间的"北溪"管道,保持一定空余输气能力才是常态。 今年9月初普京总统访华期间,中俄 ...
刚刚签订的中俄超级大单,究竟有多重要?
首席商业评论· 2025-09-07 04:09
中国很缺气,俄罗斯更缺钱。 9月3日的阅兵吸引了几乎所有人的注意力,以至于另一个重要成果显得颇为低调。 以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 在上合峰会后的9月2日,中、俄、蒙三国元首在北京人民大会堂举行中俄蒙元首第七次会晤。三方就过境 蒙古的"西伯利亚力量2号"跨国天然气管道签订了具有法律意义的备忘录。 俄新社报导称,"西伯利亚力量2号"天然气管道项目将从西西伯利亚气田经蒙古国向中国输送每年500亿立方 米的天然气。该项目合同期限为30年。关于购买价格目前没有披露,俄气首席执行官表示肯定比欧洲的买 价要低。 这是一个兼具外交和经济需求的重大国际工程,且显然建立在三国高层次的外交互信上。但很少有人知 道,早在2015年,就该项目就签署了意向协议,过了10年之久,终于最终确定。 "西伯利亚力量2号"为何长期悬而未决?路线究竟有何深意?其规模和建成能否改变能源格局? 为什么是蒙古? 修建一条从俄罗斯"亚马尔-涅涅茨自治区"直接到中国的管道天然气路线,早就在莫斯科的计划内。最开 始,其计划是跨越阿 ...
刚刚签订的中俄超级大单,究竟有多重要?
商业洞察· 2025-09-06 09:31
Core Viewpoint - The article discusses the significance of the "Power of Siberia 2" gas pipeline project, highlighting its diplomatic and economic implications for China, Russia, and Mongolia, as well as the challenges faced in its long-term negotiation and construction [4][10][24]. Group 1: Project Overview - The "Power of Siberia 2" pipeline will transport 50 billion cubic meters of gas annually from Western Siberia through Mongolia to China, with a contract duration of 30 years [4][10]. - The project has been in discussion since 2015, with the recent signing of a memorandum marking a significant step forward after nearly a decade of delays [4][10]. Group 2: Route and Strategic Importance - The pipeline's route through Mongolia was chosen to enhance Russia's influence in the region and to provide Mongolia with a cleaner energy source, addressing its severe air pollution issues [9][10]. - The decision to avoid a route through Central Asia, despite competition from Kazakhstan, reflects strategic considerations for both Russia and China [9][10]. Group 3: Economic Implications - The project is expected to cost between $10 billion to $14 billion and will involve the construction of over 2,000 kilometers of pipeline [15][16]. - The pipeline's capacity is designed to match that of the now-destroyed "Nord Stream" pipeline, indicating its potential to significantly alter the energy supply landscape [15][22]. Group 4: Energy Demand and Supply Dynamics - China is projected to import 76.65 million tons of liquefied natural gas (LNG) in 2024, with a significant portion coming from pipeline gas, which is seen as more controllable and cost-effective [24][25]. - The reduction in gas exports from Central Asian countries like Kazakhstan and Uzbekistan has increased the urgency for China to secure more gas from Russia [25][26]. Group 5: Russia's Economic Context - Russia's gas exports to Europe have plummeted, with only 8.33 billion cubic meters sold in the first seven months of the year, leading to a critical need for alternative markets like China [26]. - The "Power of Siberia 2" project is seen as a necessary response to the declining European market, with the potential to supply approximately 106 billion cubic meters of gas annually to China [26].
刚刚签订的中俄超级大单,究竟有多重要?
虎嗅APP· 2025-09-05 13:56
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 本文来自微信公众号: 地球知识局 (ID:diqiuzhishiju) ,文字:一拳一头北极熊,编辑:澄澈, 头图来自:视觉中 国(图为俄罗斯天然气公司在西伯利亚电力天然气管道项目) 9月3日的阅兵 吸引了几乎所有人的注意力,以至于另一个重要成果显得颇为低调。 在上合峰会后的9月2日,中、俄、蒙三国元首在北京人民大会堂举行中俄蒙元首第七次会晤。三方 就过境蒙古的 "西伯利亚力量2号"跨国天然气管道 签订了具有法律意义的备忘录。 俄新社报导称,"西伯利亚力量2号"天然气管道项目将 从西西伯利亚气田经蒙古国向中国输送每年 500亿立方米的天然气 。该项目合同期限为30年。关于购买价格目前没有披露,俄气首席执行官表示 肯定比欧洲的买价要低。 这是一个 兼具外交和经济需求 的重大国际工程,且显然建立在三国高层次的外交互信上。但很少有 人知道,早在2015年,该项目就签署了意向协议,过了10年之久,终于最终确定。 "西伯利亚力量2号"为何长期悬而未决?路线究竟有何 ...
来中国参会之前,俄罗斯开出条件,普京要求和美国总统私下见一面,地点令人意外
Sou Hu Cai Jing· 2025-08-12 03:11
Core Points - The meeting between Russian President Putin and U.S. President Trump on August 15 in Alaska is strategically timed before Putin's visit to China for the SCO summit [1] - The meeting aims to address the long-term resolution of the Ukraine crisis, with Trump recently imposing a 25% oil tariff on India, impacting Russia's energy revenue [1][3] Group 1: Strategic Calculations - Putin seeks to leverage Trump's influence to alleviate sanctions, while Trump aims for a diplomatic victory to bolster his position [3] - Putin brings three key strategies to the table: 1. Energy strategy to counteract the impact of Western sanctions on Russia's oil revenue [3] 2. Territorial strategy to find a dignified exit from the ongoing conflict, which could be framed as a significant achievement for Trump [3] 3. Engagement with China, including discussions on the "Power of Siberia 2" gas pipeline and direct currency settlements to mitigate Western financial pressures [3] Group 2: Ukrainian Concerns - Ukrainian President Zelensky is anxious about the meeting, urgently contacting European nations to establish firm boundaries against potential agreements between Trump and Putin [5] - Zelensky has proposed three conditions for a ceasefire, including a halt to Russian military actions and a dialogue mechanism [5] - Despite a strong public stance from European nations on Ukraine's territorial integrity, there are gaps in their commitment to new military aid or specific countermeasures against Russia [5] Group 3: Potential Outcomes - The outcome of the meeting could lead to a temporary ceasefire, with a possible announcement of a "humanitarian ceasefire" and a pause in Russian military offensives in exchange for the U.S. delaying new sanctions [7] - European nations may take this opportunity to push for negotiations, although the territorial issues remain unresolved [7]