俄罗斯液化天然气产业发展现状与前景

Status and prospects of Russia's LNG industry

为了推动储量丰富的天然气资源商业化和提振国内经济,俄罗斯制定了雄心勃勃的LNG产业发展规划,并放宽LNG行业出口许可,给予融资支持、税收优惠和推动北极航道全年通航。受此提振,俄罗斯北极地区多个LNG项目完成投资决策或规划。乌克兰危机爆发以来,欧美国家对俄实施了LNG关键技术和装备制裁,将多个LNG项目列入制裁清单,对俄罗斯的LNG产业带来了深远影响。短期内,俄罗斯LNG行业会在西方严厉制裁下面临外部融资、关键技术装备和船运销售等方面的不确定性和挑战;但从长期来看,通过国家层面的产业支持及对西方技术和经济制裁的突破,叠加未来地缘政治局势的缓解,俄罗斯未来会在国际LNG市场占据一定的位置。

In order to promote the commercialization of its abundant natural gas resources and boost the domestic economy, Russia developed an ambitious LNG industry development plan, liberalized export licensing for the LNG industry with financial support, tax incentives, and facilitate year-round navigation in Arctic shipping lanes. As a result, a number of LNG projects in the Russian Arctic have completed investment decisions or plans. Since the Ukraine issue, Europe and the United States have imposed sanctions on Russia for key LNG technologies and equipment, placing several LNG projects on the sanctions list, which has had a significant impact on Russia's LNG industry In the short term, the Russian LNG industry will face uncertainties and challenges in external financing, key technology and equipment, and shipping sales under severe Western sanctions;In the long run, Russia will inevitably occupy a certain position in the international LNG market through the national level of industrial support, the breakthrough of Western technology and economic sanctions, and the eased future geopolitical situation.