试析中俄上中下游全链条多业一体化油气合作模式

China and Russia's Oil and Gas Cooperation:A Proposed Model for Omni-Sectorial Integration of All Streams of Industries,Resources and Activities

中俄油气合作近年发展迅速,但仍有巨大潜力未得到挖掘。在国际油价持续低迷和西方制裁情况下,俄罗斯需增加油气开采与出口,希望通过深化对华油气合作换取资金、技术和市场。中俄能源发展利益契合,能源安全相互依存增大,加之两国战略协作紧密、各领域合作机制健全,中国应抓住机遇加强对俄油气合作。国际油气合作事关重大国家利益,中俄两国政府需加强顶层设计,与企业共同制定油气合作战略规划,并将油气合作所涉及的金融、油服、炼化、装备和造船等诸多领域合作纳入规划之中,推动油气合作朝着政经互动、大企业和大项目引领、上中下游全链条多业一体化的方向发展,同时加强能源外交战略协作,共同构建地区和世界能源秩序。

The rapidly growing oil and gas cooperation between China and Russia still has great potential and opportunities.Against the backdrop of low oil price and western sanctions,Russia is in need of an increased volume of oil extraction and export in the hope of obtaining funds,technology and market via the deepening of oil and gas cooperation with China.It is recommended that China deepen its oil and gas cooperation with Russia as there is no need to worry about the overreliance on Russia's oil and gas owing to common interests in energy development and greater mutual reliance on energy security plus intimate strategic cooperation and sound institution for cooperation between China and Russia in all aspects.It is advisable for the two governments to strengthen high-level designs,develop strategic plans through joint efforts with enterprises for oil and gas cooperation and integrate the relevant aspects,e.g.,finance,oil services,refining and chemicals,shipbuilding,etc.,into strategic plans for cooperation,and therefore to direct the oil and gas cooperation towards political and economic interaction,designate major projects for big corporations,and expediate omni-sectorial integration of all streams of industries,resources and activities.