据11月29日Neftegaz.RU.报道,俄罗斯将东西伯利亚-太平洋天然气管道的额定输送量提高到最大,这使得俄罗斯能够增加在亚洲的市场份额,并与其OPEC+伙伴沙特阿拉伯竞争。11月27日,俄罗斯能源部长亚历山大·诺瓦克和管道运营商Transneft的首席执行官尼古拉·托卡列夫启动了ESPO的扩建计划。
ESPO 1号管线,从Taishet到Skovorodino,目前的天然气输送能力达8000万吨/年,相当于大约160万桶/天。从Skovorodino到Kozmino的ESPO 2号管线,现在的运输能力是5000万吨/年,即大约100万桶/天。
此次扩建将有助于使俄罗斯天然气出口市场多样化,并增加对利润丰厚的亚洲市场的供应。ESPO等大型基础设施项目使俄罗斯能够利用其丰富的油气资源和战略地位,提高其在亚洲(尤其是中国)的市场份额。而对沙特阿拉伯来说,亚洲也是该国的一个关键市场。
诺瓦克在发布会上表示:“这是俄罗斯能源安全的问题,这一基础设施使我们能够将俄罗斯能源资源输送到亚太地区的新市场,实现出口多样化。专家预测,该地区的发展速度将超过其他地区,因此,朝这个方向发展基础设施对我们来说很重要。”
然而,诺瓦克并不认为ESPO的扩建会导致与其OPEC+伙伴发生冲突。他表示:“关于我们与OPEC和非OPEC国家的关系,我们分析的是整体产量,而不是出口方向。东、西部基础设施的开发符合我们的石油工业发展规划。过去几年,西西伯利亚的产量一直在下降,而东西伯利亚和北西伯利亚等新开发地区的产量正在上升。因此,总的来说,平衡得以保持。”
洪伟立 摘译自 Neftegaz.RU.
原文如下:
Russia targets Asia with expanded ESPO pipeline, competes with Saudi Arabia
Russia brought the East Siberia Pacific Ocean pipeline to full planned capacity, enabling the country to increase market share in Asia and compete with its OPEC+ partner Saudi Arabia. Russian energy minister Alexander Novak and pipeline operator Transneft CEO Nikolai Tokarev launched the ESPO expansion on November 27.
ESPO 1, which runs from Taishet to Skovorodino, now has a capacity of 80 million mt/year, equivalent to around 1.6 million b/d. ESPO 2, which runs from Skovorodino to the port of Kozmino, now has a capacity of 50 million mt/year, around 1 million b/d.
The launch will help diversify Russian export markets and increase supplies to lucrative Asian markets. Major infrastructure projects such as ESPO are enabling Russia to capitalize on its vast oil and gas resources and strategic location to lift market share in Asia, particularly China. Asia is also a key market for Russia's OPEC+ partner, Saudi Arabia.
"It's a question of Russia's energy security," Novak said at the launch. "This infrastructure allows us to diversify deliveries of Russian energy resources to new markets of the Asian-Pacific region. Experts forecast the region to develop at a greater pace than other regions, so it's important for us to develop infrastructure in this direction."
However, Novak does not expect the ESPO expansion to cause conflict with OPEC+ partners.
"Regarding our relationship with OPEC and non-OPEC, we analyze overall production and not export directions," he said. "Development of east and west infrastructure is in accordance with our oil industry development program... In west Siberia output has been declining for the past several years, while new regions are being developed such as east and north Siberia, where production is on the rise. So overall, the balance is maintained."
(来源:未知)