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俄乌冲突背景下中国利用俄罗斯储气库调峰的思考
Thinking on peak sheaving in China with Russian gas storage under the background of Russia–Ukraine conflict
俄乌冲突对全球能源市场及地缘政治都产生了深刻影响,同样给中国能源安全带来重大挑战。2022年冬季,欧洲获取全球LNG的力度走强在所难免,LNG价格维持高位势所必然,中国LNG进口量将有所下降,使冬季保供尤其是冬季高月峰值期间的保供面临严峻挑战。因欧洲减少俄罗斯油气进口量而使俄罗斯1 100×108 m3储气库的工作气量相当一部分无用武之地,故在中国储气库储气能力明显不足的情况下,讨论了使俄罗斯储气库赋予工作气量参与中国供气市场调峰的可行性,提出3条路径:①通过中亚管道实行串换,②在俄罗斯国内进行LNG串换,③提升中俄东线输气能力并使之满负荷运行,同时提出俄罗斯需严格合同约定气质质量供气的要求。相关建议可为2022年冬季保供提供借鉴。
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