普京在2月下旬宣布對(duì)烏克蘭采取軍事行動(dòng)后,歐洲可能已經(jīng)準(zhǔn)備好要擺脫俄羅斯出口的天然氣了,但德國(guó)對(duì)俄羅斯天然氣的依賴讓歐洲大陸陷入脆弱。
2月24日,全球市場(chǎng)重挫,其中歐洲能源市場(chǎng)首當(dāng)其沖。歐洲40%的天然氣供應(yīng)來(lái)自俄羅斯,其中大部分都要通過(guò)一條由一家俄羅斯國(guó)有企業(yè)經(jīng)營(yíng)的管道直接穿過(guò)烏克蘭進(jìn)行輸送。
無(wú)論是俄羅斯還是歐洲,都尚未切斷天然氣供應(yīng),但歐洲大陸的能源價(jià)格已經(jīng)起飛了。不說(shuō)別的,烏克蘭危機(jī)至少凸顯了歐洲對(duì)俄羅斯化石燃料進(jìn)口的依賴程度。
歐洲有其他選擇,比如擴(kuò)大核能和可再生能源的基礎(chǔ)設(shè)施建設(shè)。近幾個(gè)月,德國(guó)和北歐國(guó)家在不斷提升歐洲大陸的風(fēng)力發(fā)電能力,相關(guān)舉措可能會(huì)加速,一些官員認(rèn)為,歐洲或許可以借此告別俄羅斯天然氣,或?qū)⑹菍?shí)現(xiàn)能源獨(dú)立的一個(gè)好機(jī)會(huì)。
“整個(gè)西方都將遠(yuǎn)離俄羅斯?!钡聡?guó)副總理羅伯特·哈貝克于2月24日向美聯(lián)社(Associated Press)表示,“我們將實(shí)現(xiàn)能源系統(tǒng)的多樣化。今后我們不會(huì)再向俄羅斯購(gòu)買(mǎi)這么多的煤炭和天然氣。”
但是,即使整個(gè)歐洲大陸打算啟動(dòng)一場(chǎng)綠色能源革命,不同國(guó)家在核能領(lǐng)域采取的不同決定意味著,如果不再?gòu)亩砹_斯進(jìn)口天然氣,歐洲大陸的替代做法可能各不相同。
陷入困境的德國(guó)
德國(guó)承諾到2038年關(guān)閉所有燃煤電廠,再加上幾十年前決定大幅淘汰核能,已經(jīng)對(duì)俄羅斯天然氣產(chǎn)生了依賴。幾十年來(lái),俄羅斯天然氣一直以低價(jià)流向德國(guó)。
天然氣占德國(guó)能源消費(fèi)總量的25%,而德國(guó)55%的天然氣來(lái)自俄羅斯。如果突然停止從俄羅斯進(jìn)口天然氣,這個(gè)歐盟最大的經(jīng)濟(jì)體和人口最多的國(guó)家就將陷入困境。
此前,德國(guó)一直計(jì)劃通過(guò)北溪2號(hào)(Nord Stream 2)來(lái)增加對(duì)俄羅斯的天然氣進(jìn)口,盡管有人批評(píng)該項(xiàng)目將使德國(guó)更加依賴俄羅斯的能源。北溪2號(hào)是一條耗資110億美元的天然氣管道,將流經(jīng)波羅的海海底。但德國(guó)總理奧拉夫·朔爾茨最終在俄羅斯入侵烏克蘭的前不久放棄了該計(jì)劃。
叫停北溪2號(hào)是德國(guó)擺脫對(duì)俄羅斯天然氣依賴的第一步,但要想宣稱能源獨(dú)立,很可能還得幾十年。
德國(guó)給自己訂的計(jì)劃是到2045年實(shí)現(xiàn)碳中和。這需要大幅增加該國(guó)可再生能源基礎(chǔ)設(shè)施,2021年,可再生能源占德國(guó)電力總消耗的46%,與天然氣、煤炭、石油和核能的總量相當(dāng)。
但是,可再生能源要想完全取代傳統(tǒng)能源,還需要很多年。在此期間,德國(guó)可能需要好好想想怎樣在沒(méi)有俄羅斯廉價(jià)天然氣的情況下生存下去。
德國(guó)能夠從哪里買(mǎi)到能源?
俄羅斯已經(jīng)壟斷天然氣市場(chǎng)多年,但它的主導(dǎo)地位可能很快就會(huì)結(jié)束,因?yàn)槭忻嫔线€有其他大型供應(yīng)商。
卡塔爾和美國(guó)也是重要的天然氣生產(chǎn)國(guó)。這兩個(gè)國(guó)家主要生產(chǎn)液化天然氣(LNG),這種天然氣經(jīng)過(guò)冷卻,便于通過(guò)船運(yùn)大量運(yùn)輸,但價(jià)格也往往更高。今年1月,美國(guó)對(duì)歐洲的液化天然氣出口首次超過(guò)了俄羅斯的管道輸送。
但這兩個(gè)國(guó)家短期內(nèi)不太可能補(bǔ)得上德國(guó)和歐洲可能出現(xiàn)的能源缺口。
最近幾周,美國(guó)拜登政府一直在努力為德國(guó)和歐洲尋找天然氣替代供應(yīng)商,但至于到底能否填補(bǔ)空缺,官員們對(duì)此并不樂(lè)觀。
“俄羅斯的供應(yīng)占?xì)W洲總用量的30%到40%。我認(rèn)為,沒(méi)有一個(gè)國(guó)家可以補(bǔ)上這么大的空白?!笨ㄋ柕哪茉床坎块L(zhǎng)薩德·阿爾·卡比在多哈最近舉行的一次天然氣會(huì)議上說(shuō)?!按蠖鄶?shù)液化天然氣供應(yīng)商都與客戶簽了十分明確的長(zhǎng)約。所以要在這么短的時(shí)間內(nèi)取代這么大規(guī)模的用量幾乎是不可能的。”
并非所有國(guó)家都需要俄羅斯的能源
其他不太依賴天然氣和石油進(jìn)口的歐洲國(guó)家情況會(huì)比德國(guó)好點(diǎn),可能因此在一定程度上減輕歐洲大陸受到的影響。
法國(guó)和德國(guó)不同,仍然在大量投資核能。法國(guó)最近宣布,將大規(guī)模構(gòu)建其核能潛力,這種做法能夠幫助法國(guó)及其鄰國(guó)免受俄羅斯天然氣進(jìn)口變化的影響。
最近的一項(xiàng)分析發(fā)現(xiàn),歐洲的天然氣儲(chǔ)量足夠高,即使停止從俄羅斯進(jìn)口,德國(guó)和其他國(guó)家也可以熬過(guò)冬天和接下來(lái)幾個(gè)月。但長(zhǎng)期被視為歐洲經(jīng)濟(jì)發(fā)動(dòng)機(jī)的德國(guó),需要在這段時(shí)間里搞清楚如何在擺脫對(duì)外國(guó)進(jìn)口依賴的同時(shí),繼續(xù)實(shí)現(xiàn)其環(huán)保目標(biāo)。(財(cái)富中文網(wǎng))
譯者:Agatha
普京在2月下旬宣布對(duì)烏克蘭采取軍事行動(dòng)后,歐洲可能已經(jīng)準(zhǔn)備好要擺脫俄羅斯出口的天然氣了,但德國(guó)對(duì)俄羅斯天然氣的依賴讓歐洲大陸陷入脆弱。
2月24日,全球市場(chǎng)重挫,其中歐洲能源市場(chǎng)首當(dāng)其沖。歐洲40%的天然氣供應(yīng)來(lái)自俄羅斯,其中大部分都要通過(guò)一條由一家俄羅斯國(guó)有企業(yè)經(jīng)營(yíng)的管道直接穿過(guò)烏克蘭進(jìn)行輸送。
無(wú)論是俄羅斯還是歐洲,都尚未切斷天然氣供應(yīng),但歐洲大陸的能源價(jià)格已經(jīng)起飛了。不說(shuō)別的,烏克蘭危機(jī)至少凸顯了歐洲對(duì)俄羅斯化石燃料進(jìn)口的依賴程度。
歐洲有其他選擇,比如擴(kuò)大核能和可再生能源的基礎(chǔ)設(shè)施建設(shè)。近幾個(gè)月,德國(guó)和北歐國(guó)家在不斷提升歐洲大陸的風(fēng)力發(fā)電能力,相關(guān)舉措可能會(huì)加速,一些官員認(rèn)為,歐洲或許可以借此告別俄羅斯天然氣,或?qū)⑹菍?shí)現(xiàn)能源獨(dú)立的一個(gè)好機(jī)會(huì)。
“整個(gè)西方都將遠(yuǎn)離俄羅斯。”德國(guó)副總理羅伯特·哈貝克于2月24日向美聯(lián)社(Associated Press)表示,“我們將實(shí)現(xiàn)能源系統(tǒng)的多樣化。今后我們不會(huì)再向俄羅斯購(gòu)買(mǎi)這么多的煤炭和天然氣?!?/p>
但是,即使整個(gè)歐洲大陸打算啟動(dòng)一場(chǎng)綠色能源革命,不同國(guó)家在核能領(lǐng)域采取的不同決定意味著,如果不再?gòu)亩砹_斯進(jìn)口天然氣,歐洲大陸的替代做法可能各不相同。
陷入困境的德國(guó)
德國(guó)承諾到2038年關(guān)閉所有燃煤電廠,再加上幾十年前決定大幅淘汰核能,已經(jīng)對(duì)俄羅斯天然氣產(chǎn)生了依賴。幾十年來(lái),俄羅斯天然氣一直以低價(jià)流向德國(guó)。
天然氣占德國(guó)能源消費(fèi)總量的25%,而德國(guó)55%的天然氣來(lái)自俄羅斯。如果突然停止從俄羅斯進(jìn)口天然氣,這個(gè)歐盟最大的經(jīng)濟(jì)體和人口最多的國(guó)家就將陷入困境。
此前,德國(guó)一直計(jì)劃通過(guò)北溪2號(hào)(Nord Stream 2)來(lái)增加對(duì)俄羅斯的天然氣進(jìn)口,盡管有人批評(píng)該項(xiàng)目將使德國(guó)更加依賴俄羅斯的能源。北溪2號(hào)是一條耗資110億美元的天然氣管道,將流經(jīng)波羅的海海底。但德國(guó)總理奧拉夫·朔爾茨最終在俄羅斯入侵烏克蘭的前不久放棄了該計(jì)劃。
叫停北溪2號(hào)是德國(guó)擺脫對(duì)俄羅斯天然氣依賴的第一步,但要想宣稱能源獨(dú)立,很可能還得幾十年。
德國(guó)給自己訂的計(jì)劃是到2045年實(shí)現(xiàn)碳中和。這需要大幅增加該國(guó)可再生能源基礎(chǔ)設(shè)施,2021年,可再生能源占德國(guó)電力總消耗的46%,與天然氣、煤炭、石油和核能的總量相當(dāng)。
但是,可再生能源要想完全取代傳統(tǒng)能源,還需要很多年。在此期間,德國(guó)可能需要好好想想怎樣在沒(méi)有俄羅斯廉價(jià)天然氣的情況下生存下去。
德國(guó)能夠從哪里買(mǎi)到能源?
俄羅斯已經(jīng)壟斷天然氣市場(chǎng)多年,但它的主導(dǎo)地位可能很快就會(huì)結(jié)束,因?yàn)槭忻嫔线€有其他大型供應(yīng)商。
卡塔爾和美國(guó)也是重要的天然氣生產(chǎn)國(guó)。這兩個(gè)國(guó)家主要生產(chǎn)液化天然氣(LNG),這種天然氣經(jīng)過(guò)冷卻,便于通過(guò)船運(yùn)大量運(yùn)輸,但價(jià)格也往往更高。今年1月,美國(guó)對(duì)歐洲的液化天然氣出口首次超過(guò)了俄羅斯的管道輸送。
但這兩個(gè)國(guó)家短期內(nèi)不太可能補(bǔ)得上德國(guó)和歐洲可能出現(xiàn)的能源缺口。
最近幾周,美國(guó)拜登政府一直在努力為德國(guó)和歐洲尋找天然氣替代供應(yīng)商,但至于到底能否填補(bǔ)空缺,官員們對(duì)此并不樂(lè)觀。
“俄羅斯的供應(yīng)占?xì)W洲總用量的30%到40%。我認(rèn)為,沒(méi)有一個(gè)國(guó)家可以補(bǔ)上這么大的空白?!笨ㄋ柕哪茉床坎块L(zhǎng)薩德·阿爾·卡比在多哈最近舉行的一次天然氣會(huì)議上說(shuō)?!按蠖鄶?shù)液化天然氣供應(yīng)商都與客戶簽了十分明確的長(zhǎng)約。所以要在這么短的時(shí)間內(nèi)取代這么大規(guī)模的用量幾乎是不可能的?!?/p>
并非所有國(guó)家都需要俄羅斯的能源
其他不太依賴天然氣和石油進(jìn)口的歐洲國(guó)家情況會(huì)比德國(guó)好點(diǎn),可能因此在一定程度上減輕歐洲大陸受到的影響。
法國(guó)和德國(guó)不同,仍然在大量投資核能。法國(guó)最近宣布,將大規(guī)模構(gòu)建其核能潛力,這種做法能夠幫助法國(guó)及其鄰國(guó)免受俄羅斯天然氣進(jìn)口變化的影響。
最近的一項(xiàng)分析發(fā)現(xiàn),歐洲的天然氣儲(chǔ)量足夠高,即使停止從俄羅斯進(jìn)口,德國(guó)和其他國(guó)家也可以熬過(guò)冬天和接下來(lái)幾個(gè)月。但長(zhǎng)期被視為歐洲經(jīng)濟(jì)發(fā)動(dòng)機(jī)的德國(guó),需要在這段時(shí)間里搞清楚如何在擺脫對(duì)外國(guó)進(jìn)口依賴的同時(shí),繼續(xù)實(shí)現(xiàn)其環(huán)保目標(biāo)。(財(cái)富中文網(wǎng))
譯者:Agatha
Europe may be ready to move on from Russian gas exports after Putin invaded Ukraine in late February, but Germany’s dependence on Russian gas leaves the continent in a vulnerable position.
The invasion sent global markets reeling on February 24, none more so than Europe’s energy market. Europe receives 40% of its natural-gas supply from Russia. But most of that flows through a pipeline managed by a Russian state-owned company that runs directly through Ukraine.
Neither Russia nor Europe have cut off the natural-gas link yet, but energy prices on the continent have already surged. If nothing else, the Ukraine crisis has underscored how reliant Europe is on Russian fossil fuel imports.
Europe has options, including expanding nuclear and renewable energy infrastructure. Efforts by Germany and Nordic countries in recent months to expand the continent’s wind power capacity might accelerate, and some officials see the potential breakaway from Russian gas as an opportunity to pivot toward energy independence.
“The complete West will turn away from Russia,” German Vice Chancellor Robert Habeck told the Associated Press after news of the invasion broke on February 24. “We will diversify our energy system. We will not buy Russian coal and gas in such an amount in the future.”
But even if Europe as a whole intends to kick-start a green energy revolution, the decisions that different countries have taken on nuclear energy mean that the continent might take diverging approaches should Russian gas imports cease.
Germany’s unwinnable situation
Germany’s pledge to shut down all coal-powered plants by 2038, and a decades-old decision to aggressively phase out nuclear energy, have made the country reliant on Russian gas, which has been cheaply flowing toward German shores for decades.
Natural gas makes up 25% of Germany’s total energy consumption, and the country relies on Russia for 55% of its gas supply. If these imports were to suddenly cease, the EU’s largest economy and most populous country would find itself in dire straits.
Before the Ukraine invasion broke out, Germany had been planning on increasing its Russian gas imports through the Nord Stream 2, an $11 billion natural-gas pipeline that would run under the Baltic Sea, despite criticism that the project would make the country even more energy-reliant on Russia. But German Chancellor Olaf Scholz ultimately abandoned the plan shortly before Russia invaded Ukraine.
Shelving the Nord Stream 2 pipeline is a first step for Germany to wean itself off Russian gas, but in all likelihood it will take decades before the country is able to claim energy independence.
Germany has set itself a goal of hitting carbon neutrality by 2045. This will involve a massive ramping up of its renewable energy infrastructure, which in 2021 accounted for 46% of Germany’s power consumption, more or less on par with gas, coal, oil, and nuclear combined.
But it will be years before renewables are able to completely replace more traditional energy sources. In the interim, Germany will likely need to figure out how to make do without the cheap Russian gas it has enjoyed for decades.
Where can Germany get its energy?
Russia has cornered the natural-gas market for years, but its dominance may soon come to an end, as there are other major suppliers.
Qatar and the U.S. are also major natural-gas producers. Qatar and the U.S. mainly produce liquefied natural gas (LNG), a form of natural gas that has been cooled and is easier to transport at volume by ship, but also usually more expensive. In January, U.S. LNG exports to Europe exceeded Russian pipeline deliveries for the first time.
But it is unlikely that these two countries will be able to make up the potential energy gap in Germany and Europe anytime soon.
The Biden administration has been pushing hard to find a replacement natural-gas provider for Germany and Europe in recent weeks, but officials are not optimistic that the void can be filled so easily.
"Russia [provides] I think 30% to 40% of the supply to Europe. There is no single country that can replace that kind of volume,” Qatar’s Energy Minister Saad al-Kaabi said at a recent gas conference in Doha. "Most of the LNG are tied to long-term contracts and destinations that are very clear. So to replace that sum of volume that quickly is almost impossible."
Not everyone needs Russian energy
Other European countries that are less reliant on foreign gas and oil imports are poised to fare better than Germany, and might be able to soften the impact on the continent to a degree.
France, which unlike Germany is still very much invested in nuclear energy, recently announced a massive buildup of its nuclear power potential, which would help keep it and its neighbors insulated from changes in Russian gas imports.
Gas reserves in Europe are high enough that Germany and other countries will make it through the winter and next few months even if Russian imports stop, a recent analysis found. But Germany, long considered Europe’s economic engine, will need to spend this time understanding how to stay in line with its environmental goals while weaning itself off a reliance on foreign imports.