Rosneft aims to develop gas regardless of export options

俄罗斯石油公司的目标是开发天然气，而不考虑出口选择

(Bloomberg) — Russia’s Rosneft PJSC aims to develop new natural gas reserves regardless of whether the Kremlin allows the company to export the fuel through pipelines.

(彭博社)ー俄罗斯的 rosneft pjsc 计划开发新的天然气储备，而不管克里姆林宫是否允许该公司通过管道出口燃料。

“We will produce gas at Rospan and Kharampur-Neftegaz irrespective of the export potential,” First Vice President Didier Casimiro told reporters, referring to the company’s two greenfield sites in western Siberia.

第一副总裁迪迪埃•卡西米罗告诉记者: “不管出口潜力如何，我们都将在罗斯班和卡拉姆普尔-内夫特加兹生产天然气。”卡西米罗指的是该公司在西伯利。

Russia’s largest oil producer is targeting 100 billion cubic meters of gas output in 2025, VTB Capital analysts said earlier this month following a meeting with Rosneft executives. If pipeline gas exports are allowed, the Russian producer could access the markets of energy-hungry Europe, which has been suffering its worst supply crunch in decades.

Vtb 资本分析师本月早些时候在与 rosneft 高管会晤后表示，俄罗斯最大的石油生产商计划在2025年实现1000亿立方米的天然气产量。如果管道天然气出口获准，这家俄罗斯生产商可能会进入亟需能源的欧洲市场。欧洲正遭遇数十年来最严重的供应短缺。。

State-controlled Gazprom PJSC currently has a monopoly on exports of pipeline gas from Russia. Yet President Vladimir Putin has ordered the government, Gazprom and Rosneft to prepare a joint proposal by March 1 on potentially sending some of Rosneft’s gas abroad, according to Interfax.

国家控股的俄罗斯天然气工业股份公司(gazprom pjsc)目前垄断了俄罗斯的管道天然气出口。然而，俄罗斯国际文传电讯社(interfax)报道，俄罗斯总统弗拉基米尔•普京(vladimir putin)已下令俄罗斯政府、俄罗斯天然气工业股份公司(gazprom)和俄罗斯石油公司(rosneft)在3月1日之前准备一份联合提案，内容涉及。

Rosneft “retains hopes of exporting gas to both Europe and China by obtaining access to Gazprom’s pipelines, and LNG from the Vostok project” on the Taymyr peninsula, BCS Global Markets analyst Ron Smith said following a call with the Russian producer. But shipments to Europe and China are “relatively low-probability,” he said.

Bcs 全球市场分析师罗恩•史密斯(ron smith)在与俄罗斯天然气生产商通话后表示，俄罗斯石油公司“保留了通过俄罗斯天然气工业股份公司(gazprom)管道以及沃斯托克(vostok)项目获得液化天然气，向欧洲和中国出口天然气的泰梅尔半岛”。但他表示，对欧洲和中国的出口“概率相对较低”。

Small Share

小份额

Flows from Rosneft’s export pilot project would reach around 10 billion cubic meters, a mere fraction of Gazprom’s shipments to countries outside the former Soviet Union, which last year exceeded 185 billion cubic meters. The volume would also be just a small share of Rosneft’s gas production, which reached almost 65 billion cubic meters in 2021.

俄罗斯石油公司的出口试点项目流量将达到100亿立方米左右，这只是俄罗斯天然气工业股份公司运往前苏联以外国家的运输量的一小部分，去年俄罗斯天然气工业股份公司运往前苏联以外国家的运输量超过1850亿立方米。这个数量也只是俄罗斯石油公司天然气产量的一小部分，在2021年俄罗斯石油公司的天然气产量达到了650亿立方米。

Rosneft has been trying to get a toehold on pipeline shipments for years, and revived its plans in 2021 as Europe’s energy crisis unfolded. Additional Russian volumes could close Europe’s supply-and-demand gap, and allow it to consume cleaner gas instead of coal, Casimiro told Vedomosti in December.

俄罗斯石油公司多年来一直试图控制输油管道，并在2021年欧洲能源危机爆发时重启了计划。去年12月，卡西米罗告诉《俄罗斯商报》(vedomosti) ，俄罗斯增加石油产量可能会缩小欧洲的供需缺口，并使其能够消费更清洁的天然气，而非煤炭。

Russian law allows independent producers to export liquefied natural gas under certain conditions. Rosneft and its Sakhalin 1 partners, including Exxon Mobil Corp., are seeking to build a plant in Russia’s Far East with a capacity of 6.2 million metric tons of LNG per year. The new facility could start production in the next six years.

俄罗斯法律允许独立生产商在一定条件下出口液化天然气。俄罗斯石油公司及其萨哈林一号项目的合作伙伴，包括埃克森美孚，正寻求在俄罗斯远东地区建立一个年产620万吨液化天然气的工厂。新工厂可能在未来六年内投产。

Rosneft is also developing plans for the Taymyr LNG and Kara LNG plants in the Arctic, which could come online between 2030 and 2035.

俄罗斯石油公司还在计划，在北极建造泰梅尔液化天然气厂和卡拉液化天然气厂，这些工厂可能在2030年至2035年间投产。