-- 根據彭博社週一引述兩位知情人士的消息報道,俄羅斯預計將以比歐洲價格低約38%的價格向中國出售天然氣。 報導稱,價格差距反映了莫斯科在2022年烏克蘭戰爭後失去大部分歐洲買家後,議價能力的下降。 報告稱,政府預測顯示,今年中國天然氣平均價格約為每千立方公尺258.80美元,遠低於剩餘歐洲買家的支付水準。 消息人士稱,預計2029年,對華天然氣出口價格仍將大幅低於歐洲價格,價格差距雖會縮小,但仍將超過27%。 報告引述政府數據稱,數據顯示,去年俄羅斯對華天然氣售價約為每千立方公尺248.7美元,同樣比歐洲價格低38%以上。 報告引述國際文傳電訊社的消息稱,俄羅斯天然氣工業股份公司執行長阿列克謝·米勒表示,價格差異反映了亞洲市場運輸距離的縮短。報告指出,2022年烏克蘭戰爭後,俄羅斯與歐洲的大部分天然氣貿易崩潰,只有匈牙利、斯洛伐克、塞爾維亞和土耳其等少數國家繼續透過管道接收天然氣供應。 報告引述俄羅斯天然氣工業股份公司(Gazprom)的數據稱,俄羅斯已透過「西伯利亞力量」管道增加對中國的天然氣輸送量。該管道將於2025年達到380億立方公尺的滿載輸送能力,而目前的輸送量略高於該水準。 報告稱,在與中國石油天然氣集團公司達成新協議和基礎設施擴建的支持下,預計到2029年,俄羅斯向東出口的天然氣將攀升至約525億立方公尺。 同時,報告補充說,預計到2028-2029年,俄羅斯透過管道向歐洲輸送的天然氣量將從今年的360億立方公尺降至每年約320億立方公尺。 報告稱,在2022年入侵前,俄羅斯天然氣工業股份公司(Gazprom)每年向許多歐洲客戶供應高達2,000億立方公尺的天然氣。已聯繫俄羅斯天然氣工業股份公司尋求評論。 (市場閒談新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)
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