俄乌冲突对中俄能源合作的影响——以亚马尔项目为例  

The Impact of Russia-Ukraine Conflict on China-Russia Energy Cooperation:A Case of the Yamal LNG Project

作　　者：李婧[1] 徐嘉璐 Li Jing;Xu Jialu

机构地区：[1]首都经济贸易大学经济学院

出　　处：《欧亚经济》2024年第6期1-21,127,共22页Journal of Eurasian Economy

基　　金：国家社会科学基金重点项目“国际发展共同体视域下中国产业链安全保障机制构建研究”(项目号:21AGJ008);上海交通大学现代金融研究基金项目“国际体系分化中的人民币国际化”(项目号:202211)。

摘　　要：俄乌冲突加剧了全球地缘政治的紧张局势,给能源市场带来不安。中国与俄罗斯的油气合作取得了突出进展,从管道运输扩展到了产业链上游的共同开发,而俄乌冲突使俄罗斯对中国市场的依赖程度加大。亚马尔项目是“冰上丝绸之路”上俄重要的液化天然气开发项目,但多国合作项目受到制裁的冲击,加大了项目的不确定性和潜在风险。液化天然气是中国能源转型的重要桥梁,未来需求量和成本都呈明显上升趋势。面对复杂多变的国际环境,中国应在保障能源供应安全的基础上,通过提高对清洁能源技术的研发水平增强能源自给能力,以减少对外部市场的依赖。此外,积极拓展能源合作渠道,既要继续保持与俄罗斯等能源大国的良好合作关系,也要不断发展新的能源合作伙伴,助力国家能源安全和可持续发展。World energy_market is facing uncertainty owing to the global geopolitical tensions exacerbated by the Russia-Ukraine conflict.Amid this situation,oil and gas cooperation between China and Russia has extended from pipeline transportation to joint development of the upstream of the industrial chain.In despite of an increase in Russian reliance on Chinese market due to the conflict,the uncertainty and potential risks of the joint projects,e.g.,the Yamal LNG project in the Ice Silk Road,are rising as a result of western sanctions.Considering the essential role of liquified natural gas in Chinas energy transformation,it is advisable for China to enhance self-sufficiency of energy,reduce the reliance on external market,and contribute to national energy security by enhancing the R&D ability of clean energy technology,on basis of energy security and actively expanding new channels to cooperate with Russia as well as other energy suppliers in response to complex and ever-changing international environment.

关 键 词：俄乌冲突 亚马尔项目 液化天然气 能源供给 能源安全 

分 类 号：D822.351.2[政治法律—政治学] F426.2[政治法律—外交学] F451.2[经济管理—产业经济]