
据美国、欧洲和乌克兰官员称,美国支持尽快恢复俄罗斯天然气经由莫斯科战时敌国乌克兰的管道销往欧洲,此举是旨在在即将到来的冬季前达成能源停火谈判的一部分。
The U.S. is backing a quick resumption of Russian natural-gas sales to Europe via pipelines running through Moscow’s wartime enemy—Ukraine—as part of negotiations aimed at securing an energy ceasefire ahead of the coming winter, according to U.S., European and Ukrainian officials.
美国特使贾里德·库什纳和史蒂夫·威特科夫在9月前往莫斯科和基辅期间提出了这一想法,该想法涉及通过美国中介销售俄罗斯天然气以规避欧洲制裁,并可能为美国投资者创造有利可图的机会,参与讨论的人士表示。
The idea, broached by U.S. envoys Jared Kushner and Steve Witkoff during trips to Moscow and Kyiv in September, would involve selling Russian gas via a U.S. intermediary to circumvent European sanctions—and could create a lucrative opportunity for American investors, people who attended the discussions said.
根据现行欧盟立法,所有俄罗斯天然气采购必须在2027年底前逐步淘汰。欧洲最大国家的领导人表示,他们无意恢复对来自一个被视为其首要战略威胁的国家的能源供应依赖。
Under current European Union legislation, all purchases of Russian natural gas must be phased out by the end of 2027. Leaders of Europe’s biggest nations have said that they have no interest in restoring their dependence on energy supplies from a country they view as their top strategic threat.
上个月,在特朗普总统的压力下,乌克兰单方面停止打击俄罗斯炼油厂后,该计划被搁置。基辅暂停了对俄罗斯炼油厂的打击近两周,而俄罗斯继续轰炸乌克兰的能源基础设施,并开始向美国运送柴油。美国将重点转向达成更实质性和平协议的可能性。
The plan was put on the back burner last month after Ukraine unilaterally stopped striking Russian refineries under pressure from President Trump. Kyiv paused strikes on Russian refineries for almost two weeks as Russia continued pounding Ukraine’s energy infrastructure and as Moscow began shipping diesel to the U.S. The U.S. shifted focus to the possibility of a more substantial peace agreement.
然而,基辅周五恢复了空袭行动,过去三天对三家主要俄罗斯炼油厂发动了三次袭击。这为追求更全面的能源停火带来了新的紧迫性,美国、俄罗斯和乌克兰计划于11月中旬在阿布扎比举行三方和平谈判。俄罗斯迄今已拒绝美国达成此类协议的尝试。
Kyiv, however, resumed its air campaign on Friday, launching three attacks on three major Russian refineries in the past three days. This has brought new urgency to the pursuit of a more comprehensive energy ceasefire ahead of three-way peace negotiations that are planned between the U.S., Russia and Ukraine for mid-November in Abu Dhabi. Russia so far has rebuffed American attempts to strike such a deal.
美国谈判人员认为,俄罗斯重返欧洲天然气市场,将为俄罗斯总统弗拉基米尔·普京达成协议提供强大动力。利用西伯利亚乌伦戈伊气田经乌克兰通往欧洲的苏联时代管道网络,还能为基辅提供急需的过境费收入。
In the view of U.S. negotiators, a Russian comeback to the European natural-gas market would create a powerful incentive for President Vladimir Putin to agree. Using the Soviet-era pipeline network that runs to Europe via Ukraine from the Urengoi gas fields in Siberia would also provide Kyiv with badly needed revenue from transit fees.
白宫官员提议,俄罗斯将这些对欧洲天然气销售所得款项存入第三方司法管辖区的托管账户,以便克里姆林宫不会利用这笔资金资助其战争,一位美国高级官员表示。他们一直试图向欧洲领导人推销这一想法,作为在即将到来的冬季降低能源价格的一种方式,当时欧洲的天然气储备已降至数年来同期最低水平。
White House officials proposed that Russia deposit proceeds earned from these gas sales to Europe into an escrow account in a third-party jurisdiction, so that the Kremlin won’t use the money to finance its war, said a senior U.S. official. They have tried to sell the idea to European leaders as a way to lower energy prices ahead of a winter when Europe’s gas reserves have reached their lowest seasonal level in several years.
这种压力与特朗普第一任期内的政策完全背道而驰。当时,特朗普多次批评德国总理安格拉·默克尔修建从俄罗斯输送天然气的北溪2号管道。他警告说,北溪2号将使德国“受制于俄罗斯”,并在2019年底对其实施了制裁。
Such pressure represents a complete about-turn from Trump’s first administration. Back then, Trump repeatedly chastised German Chancellor Angela Merkel for building the Nord Stream 2 pipeline from Russia. He warned that Nord Stream 2 would make Germany “captive to Russia,” and, in late 2019, imposed sanctions on it.

仅两年多后,俄罗斯——其军队由能源出口收入资助——入侵了乌克兰,赌注是欧洲因对莫斯科的高度经济依赖而不会做出反应。
Just over two years later, Russia—its military funded by energy-export revenues—invaded Ukraine, betting that Europe wouldn’t react because of its heavy economic dependence on Moscow.
然而,这场战争促使欧洲人将对俄罗斯天然气的依赖视为对一个他们不再信任的敌对势力的战略脆弱性。欧盟已通过立法,大幅削减俄罗斯天然气进口,并计划在明年底前全面禁止。目前的官方欧洲立场是,即使与俄罗斯达成全面和平协议,欧盟也不会恢复购买俄罗斯天然气,更不用说作为允许普京继续战争并为其军队提供资金的脆弱能源停火的一部分了。
The war, however, prompted the Europeans to view dependence on Russian natural gas a strategic vulnerability to a hostile power they no longer trust. The EU has passed legislation sharply curtailing Russian gas imports and outlawing them altogether by the end of next year. The current official European position is that the EU won’t resume purchases of Russian gas even after a full peace agreement with Russia, let alone as part of a tenuous energy ceasefire that allows Putin to continue the war and provides funding for his military.
欧盟能源专员丹·约根森在十月接受一家匈牙利报纸采访时表示,禁止俄罗斯天然气进口应当是永久性的,他的办公室已确认了这一采访。
EU Energy Commissioner Dan Jorgensen, in an interview with a Hungarian newspaper in October that his office has confirmed, said the ban on Russian gas imports should be permanent.
“我当然不会信任俄罗斯。即使明天就能实现和平——这是我们所有人都希望的,”他说。特朗普政府正在押注,欧洲的抵抗会比表面上看起来不那么顽固。
“I certainly would not trust Russia. Even if there were peace tomorrow, which we all hope for,” he said. The Trump administration is wagering that European resistance will prove to be less rigid than meets the eye.
但在私下里,一些欧洲高级官员则更为直言不讳。一位北欧高级官员表示,恢复购买俄罗斯天然气的想法与欧洲人所坚持的一切背道而驰,而一位来自欧洲大国的高级官员则将其比作前英国首相内维尔·张伯伦将捷克斯洛伐克牺牲给希特勒以换取商业交易。
But in private, some senior European officials are more blunt. A senior Nordic official said the idea of resuming Russian gas purchases goes against everything the Europeans stand for, while a senior official from a large European nation compared it to former British leader Neville Chamberlain sacrificing Czechoslovakia to Hitler in exchange for business deals.
美国方面,现在将重新开通北溪管道视为一项更大协议中可能的重要组成部分,该协议不仅旨在结束乌克兰战争,还旨在解决俄罗斯与美国欧洲盟友长期存在的摩擦。一位美国高级官员表示,默克尔的错误在于,在与俄罗斯达成莫斯科能够接受的更广泛安全安排之前,就推进管道建设。
The U.S., for its part, now sees an eventual reopening of Nord Stream as a potentially important component of a larger deal, not just to end the war in Ukraine but to resolve Russia’s longstanding friction with America’s European allies. Merkel’s mistake, a senior U.S. official said, was to pursue the pipeline without first working toward a wider security arrangement with Russia that Moscow could feel comfortable with.
俄罗斯和德国于2011年建设了第一条北溪管道,以绕过经乌克兰运行的管道网络。2022年8月停止输送的北溪1号管道和从未投入运营的北溪2号管道,在2022年9月被归因于乌克兰的水下爆炸中严重受损。即使政治和监管障碍能够以某种方式克服,重新启动它们也需要相当长的时间。
Russia and Germany built the first Nord Stream pipeline to bypass the networks running via Ukraine in 2011. Nord Stream 1, which halted deliveries in August 2022, and Nord Stream 2, which was never put into operation, were badly damaged in underwater explosions attributed to Ukraine in September 2022. Restarting them would take considerable time, even if political and regulatory hurdles could somehow be overcome.
一位美国官员表示,谈判代表在整个谈判过程中讨论了各种经济提案。该官员说,欧洲人对一项将大幅降低整个大陆天然气价格的提案表示感兴趣,并补充说,任何经济协议都将是全面和平协议的一部分。
A U.S. official said negotiators had discussed various economic proposals throughout negotiations. Europeans have expressed interest in a proposal that would drastically reduce gas prices across the continent, the official said, adding that any economic agreements would be part of a comprehensive peace deal.
相比之下,穿过乌克兰、连接斯洛伐克并延伸至奥地利和德国的管道网络几乎可以立即重启。有限数量的天然气一直通过该管道输送,直至2025年1月停止,当时俄乌全面战争已持续多时。
By contrast, the network running through Ukraine, with connections to Slovakia and onward to Austria and Germany, could be restarted almost immediately. Limited quantities of gas continued to flow through it until it was shut down in January 2025, well into the full-scale war between Russia and Ukraine.

如今,欧洲仅有11%的天然气来自俄罗斯,而战争前夕这一比例为45%。美国液化天然气占欧洲消费量的30%,而俄罗斯天然气则通过液化天然气船运输,或经土耳其溪管道输送至匈牙利和斯洛伐克。
Today, just 11% of Europe’s natural gas comes from Russia, down from 45% on the eve of the war. U.S. liquefied-natural gas accounts for 30% of European consumption, while Russian gas is imported either via LNG tankers or through the TurkStream pipelines supplying Hungary and Slovakia.
欧洲官员承认,特朗普对伊朗的战争可能削弱欧洲的抵制力度。卡塔尔的液化天然气运输仍滞留在波斯湾内,即便更多石油运输通过霍尔木兹海峡,全球能源价格仍持续上涨。欧盟称,由于与伊朗的战争,欧洲在能源上额外花费了1000亿欧元,约合1120亿美元。
The fallout from Trump’s war on Iran could erode Europe’s resistance, European officials acknowledge. Qatari liquefied-natural gas shipments remain bottled up inside the Persian Gulf, and a global surge in energy prices has continued even with more oil shipments passing through the Strait of Hormuz. Europe has spent an additional 100 billion euros, about $112 billion, on energy as the result of the war with Iran, according to the EU.
欧盟能源监管机构称,欧洲的地下天然气储存设施目前约有75%的容量,该大陆进入即将到来的冬季时,储备量将低于九年平均水平。
Europe’s underground natural-gas storage is about 75% full, and the continent will enter the coming winter with stocks below the nine-year average, according to the EU’s energy regulators.
德国主要在野党、极右翼的德国选择党,已将恢复从俄罗斯进口廉价天然气作为其竞选的关键部分,德国全国大选预计将于2028年举行。
Germany’s main opposition party, the far-right Alternative for Germany, has already made the resumption of cheap natural-gas imports from Russia a key part of its campaign ahead of national elections slated for 2028.

外交官表示,如果基辅将天然气销售作为停火协议的一部分予以支持,欧洲改变立场将更容易,该停火协议将防止能源断供以及乌克兰主要城市可能出现的人道主义灾难,并可能在未来几个月引发新一波难民潮。尤其是乌克兰的防空系统已告罄,由于对伊朗的战争导致全球短缺,美国正在限制爱国者拦截导弹的供应。
It would be easier for Europe to change its position if Kyiv endorsed the gas sales as part of a ceasefire that would prevent energy blackouts and a possible humanitarian catastrophe in major Ukrainian cities, potentially triggering a new exodus of refugees in coming months, diplomats said. That is especially so as Ukraine has run out of air defenses, with the U.S. restricting supplies of Patriot interceptors amid a global shortage caused by the war on Iran.