???? 據原油價格網3月22日消息，俄羅斯政府周一批準了該國液化天然氣(LNG)的長期發展計劃，預計到2035年，產能將在目前的基礎上增加三倍，達到每年1.4億噸。

????該方案是基于一個全面的方法，旨在實現天然氣供應來源的多樣化，首先是積極利用北極大陸架和遠東地區的資源，"據塔斯社報道，俄羅斯總理Mishustin周一在與副總理的會議上表示。

????Mishustin表示，考慮到全球LNG需求和貿易持續增長的預期，俄羅斯還將增加LNG出口作為目標。

????最大的液化天然氣貿易商殼牌公司上個月在其年度《2021年液化天然氣展望》中表示，全球液化天然氣需求將從去年的3.6億噸增加近一倍，到2040年將達到7億噸，這得益于亞洲的持續穩固需求，以及用于為難以電氣化的行業提供動力的天然氣用量增加。

????俄羅斯的目標是抓住這部分不斷增長的需求，其液化天然氣能源戰略設想到2035年在全球液化天然氣市場上占有20%的市場份額。

????塔斯社援引諾瓦克就LNG戰略發表的評論稱，副總理Alexander Novak認為，未來5至15年內，俄羅斯將迎來新的LNG項目最有利的環境。

????據Wood Mackenzie的研究總監Giles Farrer稱，俄羅斯的北極LNG項目將是成本最低、盈虧平衡價格最低的項目之一，與LNG出口重鎮卡塔爾剛剛宣布的大型新項目并駕齊驅。

????Farrer表示："以每百萬英熱單位略高于4美元的長期盈虧平衡價格，它與俄羅斯的北極項目一起，正好處于全球LNG成本曲線的底部。"Farrer評論卡塔爾的LNG擴建項目時表示，該項目將把這個海灣國家的LNG產能從現在的7700萬噸/年提高到2026年的1.1億噸/年。

????尹路 編譯自 原油價格

????原文如下：

????Russia Says LNG Production Capacity Could Jump Threefold By 2035

????Russia’s government approved on Monday the country’s long-term development program for liquefied natural gas (LNG), expecting production capacity to rise threefold from current levels to 140 million tons per year by 2035.

????“The program is based on a comprehensive approach, aimed at diversification of gas supply sources and first of all at an active use of resources of the Arctic shelf and the Far East,” Russia’s Prime Minister Mikhail Mishustin said at a meeting with deputy prime ministers on Monday, as carried by news agency TASS.

????Russia is also targeting increased LNG exports, considering the expectations of sustained growth in LNG demand and trade globally, Mishustin said.

????Global LNG demand is set to nearly double from 360 million tons last year to 700 million tons by 2040, thanks to continued solid demand from Asia and a rise in gas use for powering hard-to-electrify sectors, Shell, the biggest LNG trader, said in its annual LNG Outlook 2021 last month.

????Russia aims to seize part of that growing demand, and its energy strategy for LNG envisages a 20-percent market share on the global LNG market by 2035.

????Deputy Prime Minister Alexander Novak believes that Russia will see the most favorable environment for new LNG projects within the next five to 15 years, TASS quoted Novak as saying in comments on the LNG strategy.

????According to Wood Mackenzie’s research director Giles Farrer, Russia’s Arctic LNG projects would have one of the lowest costs with low breakeven prices, alongside the massive new project that LNG export heavyweight Qatar has just announced.

????“At a long-term breakeven price of just over $4 per million British thermal units, it’s right at the bottom of the global LNG cost curve, alongside Arctic Russian projects,” Farrer said, commenting on Qatar’s LNG expansion project, which is set to raise the Gulf country’s LNG production capacity from 77 million tons per annum (mmtpa) now to 110 mmtpa by 2026.