夏にはガスは政治兵器ではない

️　EU外交責任者ボレル：欧州連合は厳しい冬を待っています。

その理由は、ロシアのガス供給の減少です。 「夏にはガスは政治兵器ではない。しかし冬にはそれは難しいだろう」と彼は言った。 ️

なんて天才なんだ... https://t.co/VslUwcrkL8

— mko　 (@trappedsoldier) June 25, 2022

・・・・・

世界の石油、ガスの需給バランスがまだ明らかでありませんが、ロシアがガス、石油を中国とインドに振り向けました。両国ともに需要増加国。しかもディスカウントで長期大量輸入契約のようです。

そうですと、欧州に向けられていた分は、これらの国の需要増加分に充てられて、欧州が新規の輸入先を探しても見つからないことになります。

ロシア産原油は、ディーゼル油を取り出すには欠かせないようです。

新規の調達先が見つかっても、運搬、荷揚げ施設があるかどうかという問題もあります。経済制裁が解除されても、この冬まで問題は尾を引くことは必至のようです。

EU buying more Russian oil – Bloomberg
Deliveries are reportedly at the highest level in two months despite an EU embargo
Europe has increased the amount of crude oil it is importing from Russia, Bloomberg reported this week. That’s despite an EU embargo agreed less than a month ago.

Oil refineries on the continent purchased 1.84 million barrels a day of Russian crude last week, Bloomberg reported, citing tanker tracking data, adding that it was the third consecutive weekly increase and the highest level that Europe, including Turkey, received in almost two months.

The increases have been attributed to Litasco SA, the trading arm of Russia’s Lukoil, transporting the barrels to its refineries in Italy, Romania, and Bulgaria, and purchases by Turkey.

The EU approved a partial ban on Russian oil last month, pledging to block 90% of all imports by next year. The bloc-wide ban targets crude that arrives by sea but leaves some exemptions for pipeline imports.

According to Bloomberg, some companies and countries have already stepped back, leaving the market to others who are happy to continue to buy Russian crude that is being offered at huge discounts.

Earlier this month The Economist reported that the supply of Russian oil to the European Union rose by 14% between January and April, despite the continent’s pledge to wind down imports.