据石油新闻2021年4月14日莫斯科报道,根据一份将被国家杜马审议以及将在4月21日被政府批准的有关2035年前俄罗斯石油工业发展的草案文件,在石油产量在2027-2029年达到峰值以及看到世界需求下降之前,俄罗斯修改后的石油战略将把重点放在最大化来自原油出口的货币化。
俄罗斯国家杜马能源委员会主席帕维尔·扎瓦尔尼在4月14日的草案文件发布会上表示,“这一战略的主要主题是当前储量和资源的货币化——即最大限度地实现原油出口货币化。”
“所有能生产的原油都应该在仍有需求的时候生产出来,” 扎瓦尔尼补充说。
这份草案文件由俄罗斯能源部编制,每年进行修订,考虑到目前新冠肺炎疫情大流行的后果,以及全球加速脱碳趋势,这可能导致世界石油需求在2030年之前达到峰值。
俄罗斯能源部预计,俄罗斯2021年原油产量将达到4.78亿吨,或960万桶/天,与2020年的水平基本持平。
扎瓦尔尼说,俄罗斯把保护其在国际市场上的市场份额作为2021年的主要目标之一。
俄罗斯副总理亚历山大·诺瓦克4月13日在能源部董事会上表示:“(我们应该)毫无疑问地支持我们国家的利益,我们在这个国家拥有竞争优势。”
自今年1月以来,俄罗斯成功主张逐步增加欧佩克+协议下的产量配额,截至4月份,该配额目前为937.9万桶/天,不包括凝析油。
根据修订后的石油战略,到2030年前,俄罗斯管道原油出口量将从2020年的2.08亿吨增加到2.12亿-2.86亿吨。
李峻 编译自 石油新闻
原文如下:
Russia aims to boost oil exports before reaching output peak in 2027-2029
Russia's revised oil strategy will focus on maximizing monetization from crude exports before hitting peak production in 2027-2029 and seeing world demand drop, according to a draft document on the development of the sector up to 2035 being reviewed by the State Duma and set to be approved by the government April 22.
"The main thesis in this strategy is the monetization of current reserves and resources -- that is, the maximum monetization of exports," Pavel Zavalny, head of the energy committee at the Duma, said at the presentation of the document April 14.
"Everything that can be produced should be produced while there is still demand to sell it," he added.
The draft document, which is prepared by the energy ministry and revised annually, takes into account the consequences of the ongoing pandemic, as well as accelerated decarbonization trends globally, which may cause world oil demand to peak earlier than 2030.
The ministry forecast crude oil output to total 478 million mt, or 9.6 million b/d, in 2021, practically unchanged from 2020 levels.
Russia outlined protection of its market share in the international market as one of its main goals for 2021.
"[We should] undoubtedly stand up for the interests of our country, where we have a competitive advantage," Deputy Prime Minister Alexander Novak said April 13 at the ministry's board meeting.
Since January, Russia has successfully advocated for gradual increases of its output quota under the OPEC+ agreement, which currently stands at 9.379 million b/d, excluding condensate, through April.
According to the revised oil strategy, Russia's pipeline exports of crude should rise from 208 million mt in 2020 to 212-286 million mt by 2030.
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