2021年俄罗斯-中亚地区油气投资环境状况

Situation of oil and gas investment environment in Russia–Central Asia in 2021

2021年俄罗斯—中亚地区政局基本稳定,安全形势总体可控。受西方制裁影响,俄罗斯经济下行风险加大,中亚地区经济亦难有起色,国际大石油公司掀起“退俄潮”。地区内油气产量均有所提升,出口呈现“油降气升”态势。未来,俄罗斯与西方关系恶化,油气出口或将受阻,油气产量也将受到抑制。俄罗斯—中亚地区油气对外合作政策持续开放,地区各资源国虽然制定低碳发展战略,但传统能源仍是其能源行业发展重点。重点分析2021年俄罗斯—中亚地区的宏观投资环境、油气行业发展状况与对外合作动向,以及能源转型进展情况,并总结该地区未来油气行业投资环境发展趋势。

In 2021,the political situation in Russia-Central Asia is basically stable and the security situation is controllable.Affected by Western sanctions,the downside risks of Russia’s economy are obvious,and the economy in Central Asia is difficult to improve.Major international oil companies set off a“tide of withdrawing from Russia”.The oil and gas production in the region increased,and the export shows a trend of oil drop and arise.In the future,the relationship between Russia and the West will deteriorate,oil and gas exports will be blocked,and oil and gas production will also be restrained.Oil and gas policy cooperating with foreigners in Russia-Central Asia keeps open.Although resource countries formulate low-carbon development strategies,traditional energy is still the focus of energy industry.This paper focuses on the investment macro-environment,the development status of oil and gas industry and the trend of foreign cooperation in Russia-Central Asia in 2021,as well as the progresses of energy transition,and summarizes the development trend of investment environment of oil and gas industry in the region in the future.