哈萨克斯坦局势动荡引发“一带一路”能源合作的思考

    The thinking of “the Belt and Road” energy cooperation triggered by the recent unrest in Kazakhstan

    • 摘要: 中亚地区是“一带一路”油气勘探开发投资的重点地区,而哈萨克斯坦是中亚政治、经济的领头羊,油气、煤炭、铀等能源矿产资源丰富。2021年,哈萨克斯坦石油产量8 588万t,出口量6 760万t。2022年初,哈萨克斯坦国内局势动荡,内外因复杂,上调全国液化天然气价格仅为局势动荡的导火索。本文在剖析哈萨克斯坦局势动荡内存原因的基础上,进一步分析了中国与中亚国家能源合作现状,在实现碳达峰、碳中和目标的大背景下,提出了“一带一路”能源合作方向及建议。一是以中亚-俄罗斯、中东等地区为重点,高质量持续推进天然气、铀、石油等能源矿产合作,重点加强风能、太阳能、水电等可再生能源和新能源合作;二是继续加强基础设施、规划标准的互联互通,不断扩大非能源领域合作;三是创新能源合作模式,加强能源关键技术的研发;四是加强境外风险评估和安全防范,确保我国能源安全稳定供应。

       

      Abstract: Central Asia is a key area for investment in oil and gas exploration and development of “the Belt and Road”.Kazakhstan is the political and economic bellwether in Central Asia, and rich in oil, gas, coal, uranium and other energy mineral resources.In 2021, Kazakhstan produced oil 85.88 million tons and exported 67.6 million tons.In early 2022, Kazakhstan is in unrest, that has complex internal and external causes, the increase of the national LNG price is only the trigger.Based on the analysis of the reasons for the unrest in Kazakhstan, this paper further analyzes the current situation of energy cooperation between China and Central Asian countries, and puts forward the direction and suggestions of “the Belt and Road” energy cooperation under the background of achieving carbon peak and carbon neutrality.The first is to focus on the Central Asia-Russia, the Middle East and other regions, to continue to promote high-quality energy cooperation in natural gas, uranium and oil, and strengthen the cooperation in the fields of wind, solar, hydropower and other renewable and new energy sources.The second is to strengthen the connectivity in infrastructure and planning standards, and to advance cooperation in the fields of non-energy.The third is to innovate energy cooperation models, to strengthen research and development in key energy technologies.The fourth is to strengthen overseas risk assessment and safety precautions to ensure the energy security and stable supply of China.

       

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