据能源信息统计9月2日消息，俄罗斯天然气工业股份公司(Gazprom)将从俄罗斯国家开发银行(VEB)获得多达1110亿卢布(合17亿美元)的资金，用于资助其位于圣彼得堡附近乌斯季—卢加的波罗的海LNG项目。该项目估计耗资9000亿卢布(合135亿美元)。该公司还可能获得俄罗斯主权财富基金和其他国有银行的财政支持，因为事实证明，如果没有任何国家支持，仅为该项目提供融资是不可行的。

根据2016年的谅解备忘录(MoU)，这个年产1000万吨的波罗的海LNG项目最初是与壳牌合作开发的，该项目49%的股权将授予这家英荷合资的油气公司。然而，在这家俄罗斯天然气巨头决定将LNG项目整合成一个价值逾7000亿卢布(合110亿美元)的大型天然气和LNG综合设施，并与俄罗斯国家化工集团成立一家各占50%股份的特殊用途公司RusKhimAlyans之后，壳牌于2019年4月退出了该项目。

与其他西方公司一样，壳牌也面临着来自美国对俄罗斯实施制裁的压力。对于俄气来说，壳牌退出LNG项目可能意味着获得壳牌技术的渠道有限，同时也难以为该项目融资。

与此同时，由于需求低迷和政治因素，俄气对欧洲的天然气出口收入预计将在2018年达到创纪录的高位 (2018年超过2000亿立方米)之后于2019年下降。到2019年，对欧洲的天然气出口可能减少到1920亿立方米，平均出口价格可能下降13%。

裘寅 编译自 enerdata

原文如下：

Gazprom seeks state support to develop its 10 Mt/year Baltic LNG project (Russia)

Gazprom will receive up to RUB 111bn (US$1.7bn) from the Russian state development bank VEB to finance its Baltic LNG project in Ust-Luga near Saint Petersburg (Russia). The project is estimated at RUB 900bn (US$13.5bn). The company could also receive financial support from the Russian sovereign fund and other state banks, as financing the project alone and without any state support would prove impossible.

The 10 Mt/year Baltic LNG project was initially developed in partnership with Shell under a 2016 Memorandum of Understanding (MoU) awarding 49% in the project to the British-Dutch oil and gas company. However, Shell left the project in April 2019, after the Russian gas giant recently decided to integrate the LNG project into a large gas and LNG complex worth more than RUB 700bn (US$11bn) and to set up a 50-50 special-purpose company, RusKhimAlyans, with RusGazDobycha (National Chemical Group).

Shell, like other Western companies, was also under pressure from sanctions imposed by the United States against Russia. For Gazprom, Shell's exit from the LNG project could mean limited access to Shell’s technology as well as difficulties to finance the project.

Meanwhile, Gazprom's gas exports revenues to Europe are expected to decline in 2019 after the 2018 record-high (over 200 bcm in 2018), due to sluggish demand and political factors. Gas exports to Europe could decrease to 192 bcm in 2019 and the average export price could fall by 13% to around US$125/1,000cm.