俄罗斯对华LNG出口11月激增143%,超越澳大利亚

俄罗斯对中国的液化天然气(LNG)出口在上个月飙升142.6%,达到160万吨,使其成为中国继卡塔尔之后的第二大供应商,并超过澳大利亚。这一发展凸显了两国在西方制裁下的能源联系加深。经济学家徐天辰将这一增长归因于北极LNG 2项目的生产恢复。

俄罗斯的液化天然气(LNG)出口到中国在上个月大幅增长,巩固了莫斯科作为世界第二大经济体主要能源供应商的地位,尽管面临西方制裁。

根据最新海关数据,俄罗斯LNG进口量同比增长142.6%,达到160万吨,取代澳大利亚成为中国继卡塔尔之后的第二大供应商。俄罗斯LNG占中国11月总进口量的23.5%,较一年前的11%翻了一番多。

与此同时,澳大利亚LNG出口量下降33.6%,仅占中国总进口量的21.1%,较一年前的36%市场份额大幅退缩,当时它是最大供应商。

“这些变化主要是供给侧的故事,”经济情报单位高级经济学家徐天辰表示。他将激增归因于最近几个月在吉丹半岛的北极LNG 2项目恢复生产,该项目全部产量定向供应中国。该受广泛制裁的俄罗斯项目去年曾停止运营。

“這也表明中国无视针对俄罗斯石油贸易的西方制裁,”徐说。

这一增长发生在习近平主席承诺深化两国联系之后,进一步巩固了俄罗斯作为中国顶级能源伙伴的地位。

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