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俄罗斯称或于今年就关键天然气管道与中国达成协议Russia Says It May Agree on Key Gas Link With China This Year

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俄罗斯表示,Gazprom PJSC与中国国家石油公司(CNPC)可能在今年年底前就通过“贝加尔力量”(Power of Baikal)管道输送天然气达成商业协议。这条管道有望重塑全球能源供应格局。

Russia said Gazprom PJSC and China National Petroleum Corp. may reach a commercial agreement by year-end on gas supplies via the Power of Baikal link, a route which has the potential to reshape global energy flows.

“我们正在等待两家公司进行商业谈判,”俄新社援引俄罗斯副总理亚历山大·诺瓦克的话称。“我们希望他们能在年底前达成必要的协议,”他指的是通过这条新管道进行的天然气输送。这条管道此前被称为“西伯利亚力量2号”(Power of Siberia 2)。

“We are waiting for our companies to hold commercial talks,” Interfax cited Russian Deputy Prime Minister Alexander Novak as telling reporters on Wednesday. “We hope that by year-end they will reach the necessary agreements,” he said, referring to deliveries via the future route formerly known as Power of Siberia 2.

多年来,两国一直在努力就这一管道项目达成协议;该协议将使俄罗斯对中国的天然气出口量增加一倍以上。目前,两国已经就通过现有的“西伯利亚力量”管道以及另一条位于远东地区的输送线路达成了协议。

The nations have for years been trying to reach a deal on the link, which would more than double Russia’s gas exports to China. They already have deals on deliveries via the original, already functioning Power of Siberia, as well as a separate future Far Eastern route.

在“贝加尔力量”管道项目的谈判中,价格和供应量的灵活性等问题一直是阻碍谈判进展的难点。不过,包括俄罗斯总统弗拉基米尔·普京在内的官员多次表示,剩余的分歧有望很快得到解决。中国一直担心过度依赖单一天然气供应商,而俄罗斯已经是中国的主要能源供应国之一。

For Power of Baikal, details on pricing and volume flexibility have been among stumbling blocks in talks, though Russian officials including President Vladimir Putin have repeatedly said that the remaining differences may be resolved quickly. China has been wary of becoming overly dependent on a single gas supplier, with Russia already one of its top energy providers.

交易者们正在密切关注全球范围内的管道供应谈判,尤其是来自中国这一主要买家的谈判进展。由于中东冲突的影响,液化天然气(LNG)贸易市场一直处于动荡状态。尽管许多市场分析师预计明年随着新增产能的投产(尤其是在美国),LNG市场将趋于稳定,但一些欧洲和亚洲的燃料进口国表示,鉴于持续的地缘政治风险,他们仍将寻求多元化能源供应来源。

Traders are closely watching talks on pipeline supplies across the globe — especially from major buyer China — with liquefied natural gas trade rattled by disruptions caused by the Middle East conflict. While many market watchers expect the LNG market to ease from next year as more capacity comes online, especially in the US, key European and Asian fuel importers have said they’ll look to diversify supplies given persistent geopolitical risks.

“贝加尔力量”管道计划穿越蒙古国,预计每年可从俄罗斯西伯利亚的天然气田输送多达500亿立方米的天然气。这些天然气原本供应给数十个欧洲国家;这一输送量相当于中国当前天然气需求的10%以上。

Power of Baikal, which is set to cross Mongolia, is envisioned to ship as much as 50 billion cubic meters a year from gas fields in Russia’s western Siberia that until a few years ago had served dozens of European customers. That’s equivalent to more than 10% of current Chinese demand.

一旦该管道的输送能力达到上限,俄罗斯通过“Gazprom”公司向中国输送的天然气量预计将超过1000亿立方米/年,而2025年时这一数字仅为约400亿立方米。

Once the link reaches full capacity, Gazprom’s natural gas deliveries to China are seen at more than 100 billion cubic meters per year, compared with almost 40 billion cubic meters in 2025.

目前,俄罗斯主要通过原有的“西伯利亚力量”(Power of Siberia)管道向中国输送天然气。这条位于远东地区的输送线路计划于2027年初投入运营,届时每年可向中国输送多达120亿立方米的天然气。

Russia currently delivers pipeline volumes to China via the original Power of Siberia pipeline. The Far Eastern route is designed to start operations in early 2027, carrying as much as 12 billion cubic meters of gas to the Asian nation every year.

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