关于中俄天然气合作的冷思考

2011年6月,中俄天然气合作协议未能预期签署,谈判再度陷入僵局。从表面看,主要障碍是双方的报价差异过大。其实,在价格背后包含着双方对市场认识、经济效益预期、天然气价格机制等多方面深层次的不同认知。消除中俄天然气谈判受阻因素,中国至少需要在以下四个方面做更多的工作：明确天然气的利用政策;推进天然气价格市场化改革;加快天然气分销渠道建设;规范并实施LNG集中采购。同时,作为中国天然气市场的未来供应者,俄罗斯应从更长期的中国天然气市场发展和世界天然气市场发展格局中把握对策和战略。由于中俄双方已经具备开展天然气合作的政治基础和经济基础,达成最终协议将仅仅是时间问题。

Sober thinking about Sino-Russia natural gas cooperation

Agreement on Sino-Russian natural gas cooperation has not been reached as expected and negotiations stalled again.The main obstacle appears to be the wide price gap between the parties.But behind the price gap lies a wide divergence in understanding of China's natural gas market,of the expected economic benefit,of the natural gas pricing mechanism,and so on.To eliminate obstacles and smooth the negotiating process both sides have much work to do in at least five areas:clarifying Chinese government policy on...