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俄罗斯出台新版“2050能源战略”稳步开拓新兴市场
Russia Unveils New"Energy Strategy 2050"to Steadily Tap into Emerging Markets
历经3年修订，俄罗斯新版“2050能源战略”——《俄罗斯联邦2050年前能源战略》终于出炉。国际舆论认为，该战略体现出俄罗斯在西方制裁下的主动调整：以资源储量维系话语权、以亚洲替代欧洲市场、以液化天然气（LNG）突破管道气困局。
俄罗斯政府新闻处发布通报称，俄罗斯总理米舒斯京已签署批准政令，标志着战略正式获批。俄罗斯塔斯社指出，战略延长了规划期限并考量当前挑战，将推动俄罗斯原油、天然气、煤炭、电力、能源工程及相关运输领域更精准应对全球变化。
After three years of revision,Russia's new"Energy Strategy 2050"—the"Energy Strategy of the Russian Federation until 2050"—has finally been released.International public opinion believes that the strategy reflects Russia's proactive adjustment under Western sanctions:maintaining its say through resource reserves,replacing the European market with the Asian market,and breaking through the pipeline gas dilemma with liquefied natural gas(LNG).
The Russian government's press service announced that Russian Prime Minister Mikhail Mishustin has signed the approval decree,marking the formal adoption of the strategy.TASS pointed out that the strategy extends the planning horizon and takes into account current challenges,which will drive more precise responses to global changes in Russia's crude oil,natural gas,coal,electricity,energy engineering,and related transportation sectors.
资讯来源：
http://paper.people.com.cn/zgnyb/pc/content/202504/28/content_30071499.html
越南电力发展规划首次纳入核电
Vietnam's Power Development Plan for the First Time Includes Nuclear Energy
根据此次修订的电力发展规划，越南计划到2030年投入1363亿美元，将可再生能源总装机量增加236吉瓦，这比此前获批的版本增加了50%。其中，太阳能将超越煤炭，成为越南未来发展的重要能源选择。该规划预计，到2030年，太阳能将占越南电力结构的25%以上。相比之下，液化天然气（LNG）和煤炭预计分别占12.3%和16.9%。
据了解，越南国家电力发展规划的早期草案曾建议推迟海上风电开发，但其最终版本重新引入了海上风电项目，初步计划在2030年至2035年之间开始部署。不过，有业内人士指出，越南海上风电的进展将取决于成本和可行性，在此过程中，陆上和近海风电或将填补供应缺口。
值得关注的是，此次电力发展规划修订版还将核电正式纳入越南能源结构，计划在2030年至2035年之间，投运越南首批核电站，预计装机容量将达4至6.4吉瓦。
此外，该计划还特别强调了可再生能源出口。越南计划到2030年向柬埔寨出口400兆瓦可再生电力，并在2035年向新加坡和马来西亚等国家出口5至10吉瓦电力。
According to the revised power development plan,Vietnam plans to invest136.3 billion by 2030 to increase its total renewable energy capacity by 236 gigawatts,which is a 50%increase compared to the previously approved version.Among these,solar energy will surpass coal to become an important energy choice for Vietnam's future development.The plan projects that by 2030,solar energy will account for over 25%of Vietnam's power structure.In contrast,liquefied natural gas(LNG)and coal are expected to account for 12.3%and 16.9%,respectively.
It is understood that the early draft of Vietnam's National Power Development Plan had suggested postponing the development of offshore wind power,but the final version reintroduced offshore wind projects,with initial plans to begin deployment between 2030 and 2035.However,industry insiders have pointed out that the progress of Vietnam's offshore wind power will depend on cost and feasibility,and during this process,onshore and nearshore wind power may fill the supply gap.
It is worth noting that the revised version of the power development plan has officially included nuclear energy in Vietnam's energy structure,with plans to commission Vietnam's first batch of nuclear power plants between 2030 and 2035,with an expected capacity of 4 to 6.4 gigawatts.
In addition,the plan also places special emphasis on renewable energy exports.Vietnam plans to export 400 megawatts of renewable electricity to Cambodia by 2030 and export 5 to 10 gigawatts of electricity to countries such as Singapore and Malaysia by 2035.
资讯来源：
http://paper.people.com.cn/zgnyb/pc/content/202504/28/content_30071498.html
阿布扎比国家石油公司深化在华能源合作在京设立办公室，签署最大规模液化天然气协议
Abu Dhabi National Oil Company Deepens Energy Cooperation in China,Establishes Office in Beijing and Signs Largest-Scale LNG Agreement
近日，在阿联酋工业与先进技术部长、阿布扎比国家石油公司董事总经理兼集团首席执行官苏尔坦·艾哈迈德·阿尔·贾比尔博士访华期间，阿布扎比国家石油公司（ADNOC）宣布在北京设立办公室，该办公室将专注于公司在中国的销售和市场推广活动，旨在进一步深化与中国客户及合作伙伴的长期商业关系。
与此同时，阿布扎比国家石油公司还宣布了三项液化天然气（LNG）协议，包括与中国民营能源企业新奥天然气股份有限公司的全资子公司——新奥液化天然气（新加坡）私人有限公司签署的LNG销售与购买协议。该协议为期15年，每年将供应100万吨来自低碳鲁韦斯项目的LNG。这是中国与阿联酋有史以来规模最大的LNG协议。
其他两项LNG协议分别由阿布扎比国家石油公司的全资子公司ADNOC贸易公司与中海石油气电集团有限责任公司及振华石油控股有限公司签署。
Recently,during the visit to China by Dr.Sultan Ahmed Al Jaber,the UAE Minister of Industry and Advanced Technology,and the Managing Director and Group CEO of Abu Dhabi National Oil Company(ADNOC),ADNOC announced the establishment of an office in Beijing.This office will focus on the company's sales and marketing activities in China,aiming to further deepen its long-term business relationships with Chinese customers and partners.
At the same time,ADNOC also announced three liquefied natural gas(LNG)agreements,including an LNG sale and purchase agreement with ENN LNG(Singapore)Pte.Ltd.,a wholly-owned subsidiary of the Chinese private energy company ENN Natural Gas Co.,Ltd.The agreement,which is for a period of 15 years,will supply 1 million tons of LNG annually from the low-carbon Ruwais project.This represents the largest-ever LNG agreement between China and the UAE.
The other two LNG agreements were signed by ADNOC's wholly-owned subsidiary,ADNOC Trading,with China National Offshore Oil Corporation Gas and Power Group Co.,Ltd.,and Zhenhua Oil Holdings Co.,Ltd.
资讯来源：
http://paper.people.com.cn/zgnyb/pc/content/202504/28/content_30071497.html
尼日利亚在非洲液化天然气浪潮中寻求最大化天然气资源的新途径
Nigeria eyes new options to maximize gas resources amid Africa's LNG surge
根据Rystad Energy的最新预测，随着全球液化天然气（LNG）产能从2024年的每年4.86亿吨飙升至2030年的每年7.55亿吨，非洲将在未来几年内在全球天然气行业中发挥关键作用。这一爆炸性增长将由那些本地产量有限或无法接入管道供应的地区的天然气需求增长推动。非洲拥有全球4.77亿吨在建产能中的约20%——大约9300万吨，包括正在建设的项目、已确认的最终投资决策（FID）或尚未做出FID的项目。
Africa is set to play a pivotal role in the global gas industry in the coming years as the world’s liquefied natural gas(LNG)production capacity soars from 486 million tons per annum(Mtpa)last year to 755 Mtpa in 2030,according to Rystad Energy’s latest projections.This explosive growth will be fueled by rising gas demand in regions with limited local production or access to pipeline supplies.Africa hosts about 20%of the 477 Mtpa total—around 93 Mtpa—of global LNG capacity in the pipeline,comprising under-construction projects,confirmed final investment decision(FID)or pre-FID.
资讯来源：
https://www.rystadenergy.com/news/nigeria-maximize-gas-resources-africa-lng-surge
国际航运业初步达成“双轨制”减排协议
The International Shipping Industry Initially Reaches a"Dual-Track"Emission Reduction Agreement
近日，国际海事组织宣布批准《国际防止船舶造成污染公约》附件六修正案草案，提出将逐步提高船舶燃料温室气体排放标准并对超标船舶征收费用，这是世界上首个将整个行业领域的强制性排放限制和温室气体定价相结合的框架。
受制于燃料成本、基础设施等多重挑战，一直以来航运业都被视作最难实现净零排放的领域之一，但国际海事组织已在2023年提出将“力争全球航运业在2050年前后实现净零排放”。
根据国际海事组织最新达成的草案框架，核心目标是到2050年实现全球航运业净零排放，具体措施将适用于总吨位超过5000吨的大型远洋船舶。根据测算，这类船舶温室气体排放量约占全球海运排放总量的85%。
Recently,the International Maritime Organization(IMO)announced the approval of the draft amendments to Annex VI of the International Convention for the Prevention of Pollution from Ships(MARPOL).The amendments propose to gradually raise the greenhouse gas emission standards for ship fuels and to charge fees for ships that exceed the limits.This represents the world's first framework that combines mandatory emission limits across an entire industry with greenhouse gas pricing.
Constrained by fuel costs,infrastructure,and other challenges,the shipping industry has long been considered one of the most difficult sectors to achieve net-zero emissions.However,the IMO has already proposed in 2023 to"strive for net-zero emissions in the global shipping industry around 2050."
According to the draft framework recently reached by the IMO,the core goal is to achieve net-zero emissions in the global shipping industry by 2050.The specific measures will apply to large ocean-going vessels with a gross tonnage exceeding 5,000 tons.Based on estimates,these vessels account for approximately 85%of the total greenhouse gas emissions from global maritime shipping.
资讯来源：
http://paper.people.com.cn/zgnyb/pc/content/202504/21/content_30070468.html
拓展能源合作服务周边外交
Expanding Energy Cooperation to Serve Diplomacy in Neighboring Countries
应越共中央总书记苏林、越南国家主席梁强邀请，中共中央总书记、国家主席习近平于4月14日至15日对越南进行国事访问。应马来西亚最高元首易卜拉欣、柬埔寨国王西哈莫尼邀请，习近平主席于4月15日至18日对马来西亚、柬埔寨进行国事访问。这是习近平总书记年内首次出访，也是中央周边工作会议召开后首访周边国家。
At the invitation of Nguyen Phu Trong,General Secretary of the Communist Party of Vietnam,and Vuong Dinh Hue,President of Vietnam,General Secretary of the Communist Party of China and President Xi Jinping paid a state visit to Vietnam from April 14 to 15.At the invitation of Sultan Ibrahim Ismail Iskandar of Malaysia and King Norodom Sihamoni of Cambodia,President Xi Jinping paid state visits to Malaysia and Cambodia from April 15 to 18.This was President Xi Jinping's first overseas visit of the year and his first visit to neighboring countries following the Central Conference on Diplomacy with Neighboring Countries.
资讯来源：
http://paper.people.com.cn/zgnyb/pc/content/202504/21/content_30070435.html
美国制裁扰乱了中国“茶壶炼厂”对伊朗石油的采购
U.S.Sanctions Disrupt Chinese Teapots’Purchases of Iranian Oil
据熟悉该问题的消息人士向路透社透露，在过去两个月美国制裁了两家独立炼厂之后，中国独立炼厂开始在采购廉价伊朗原油方面遇到困难，而其他一些炼厂则已停止从伊朗采购。
2024年3月，中国原油进口量超过每天1200万桶，这是自2023年8月以来的最高水平，因为伊朗和俄罗斯原油的流入量从年初因美国制裁而触及的低点反弹。
然而，在3月和4月，美国以采购和运输伊朗石油为由制裁了两家小型中国独立炼厂（也被称为“茶壶炼厂”）。这是美国总统唐纳德·特朗普对伊朗施加“极限施压”行动的一部分，目的是迫使伊朗就其核计划进行谈判。
Independent Chinese refiners have started to experience difficulties in procuring cheap Iranian crude oil while others have stopped purchases from Iran,after the United States sanctioned two independent refiners in the past two months,sources with knowledge of the issue have told Reuters.
Chinese crude oil imports topped 12 million barrels per day(bpd)in March,the highest volume since August 2023,as flows of Iranian and Russian crude rebounded from the lows seen early this year with the U.S.sanctions.
However,in March and April,the U.S.sanctioned two small independent Chinese refiners,also known as“teapots”for purchasing and transporting Iranian oil,as part of President Donald Trump’s“maximum pressure”campaign on Iran to force it to negotiations over its nuclear program.
资讯来源：
https://oilprice.com/Latest-Energy-News/World-News/US-Sanctions-Disrupt-Chinese-Teapots-Purchases-of-Iranian-Oil.html
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