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美国制裁对北极2号及俄罗斯天然气战略的影响OACHSSCDCSTPCD

The impact of US sanctions on Arctic LNG 2 project and Russia's natural gas strategies

中文摘要英文摘要

尽管欧洲进口俄管道天然气已经下降,但近两年欧洲从俄罗斯进口的LNG正在增加;北极2号LNG项目是俄罗斯能源战略的重要组成部分.在此背景下,2023年11月美国宣布对俄罗斯北极2号项目实施制裁.美国制裁俄罗斯北极2项目的目的是将俄罗斯挤出欧洲市场,代表了西方对俄罗斯化石能源行业的制裁升级.制裁对全球LNG市场影响有限,但制裁使北极2项目在财务、设备、技术、产品销售等方面受到制约,项目实施面临困境,也使俄罗斯LNG产能和出口扩张面临障碍.俄罗斯积极应对制裁,通过开发新项目来扩大LNG出口能力,促进设备和技术的进口多元化和本土化,并将LNG的销售市场从欧洲向亚洲转变.短期看制裁对俄罗斯的影响相对温和,但长远看可能会对俄罗斯能源战略造成重大打击.俄罗斯转向非西方市场,尤其是转向亚洲市场会更加紧迫.

Although imports of Russian pipeline natural gas into Europe declined,imports of liquefied natural gas(LNG)from Russia to Europe are increasing.In early November 2023,the United States announced sanctions on Russia's Arctic LNG 2 project since the Arctic LNG 2 project is an important component of Russia's energy strategy.It is an escalation of Western sanctions against Russia's fossil fuel industry,and the aim is to squeeze Russia out of the European market.The sanctions have had a limited impact on the global LNG market.However,the sanctions have restricted the Arctic LNG 2 project in terms of finance,equipment,technology,and product sales,let the project to face implementation difficulties,and also caused obstacles to the expansion of Russia's LNG production capacity and export.In response to the sanctions,Russia has implemented such measures as developing new projects to expand LNG export capacity,promoting the diversification and localization of imports of equipment and technology,and shifting LNG sales from Europe to Asia.In the short term,the impact of sanctions on Russia is relatively mild,and it may deal a significant blow to Russia's energy strategy from the long run.Russia's shift to non-Western markets,particularly to the Asian market,will be more urgent.

吴丽丽;李泽;冯连勇;朱旭敏

中国石油大学(北京)

美国制裁北极LNG2号俄罗斯液化天然气出口能源战略

U.S.sanctionsArctic LNG 2Russialiquefied natural gasexportenergy strategy

《国际石油经济》 2024 (004)

62-68 / 7

国家自然科学基金项目,编号:72374211/72274212.

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