2024年9月6日星期五

俄乌冲突对俄罗斯石油动态的影响和印度的角色

 现在(背景) NOW (BACKGROUND)


泽连斯基称,8月底,俄罗斯向乌克兰发射了160枚导弹、780枚滑翔炸弹和400架无人机。俄罗斯对乌克兰东北部哈尔科夫居民区的滑翔炸弹袭击造成至少6人死亡,近100人受伤。作为回应,乌克兰对莫斯科的一家大型炼油厂和俄罗斯各地的其他目标进行了空袭,这是俄罗斯入侵以来最大的一次空袭。乌克兰认为,对炼油厂和其他石油基础设施的袭击可能会扰乱前线的燃料供应,并损害莫斯科最重要的出口产业。 (The Wall Street Journal, 09/01/2024)


现在情况? NOW WHAT?

俄罗斯经济部将2024年石油和天然气出口销售额预测从之前的估计上调了174亿美元,至2397亿美元。预计2024年俄罗斯原油出口量将从2023年的2.383亿吨增至2.399亿公吨。俄罗斯石油出口平均价格的预测也从2023年的64.5美元上调至70美元/桶。这超过了西方国家设定的60美元/桶的价格上限。 (invezz, 09/06/2024)

在截至 2024 年 6 月 30 日的第一财季,印度对俄罗斯石油的进口量同比增长了 1.2%。由于乌克兰无人机袭击导致俄罗斯炼油厂停产,俄罗斯出口了更多原油。因此,印度炼油商一直在大量购买俄罗斯石油,这些石油在以折扣价出售后成为了印度的额外出口。 (Reuters, 07/24/2024) 印度炼油商通过折扣购买俄罗斯石油可能节省至少 105 亿美元。 (Indian Express, 07/11/2024)

印度是俄罗斯石油的最大买家,俄罗斯石油为印度经济提供了助力。尽管西方因俄罗斯入侵乌克兰而对其实施制裁,但印度仍希望与俄罗斯保持良好关系。 (DW 07/08/2024)


所以呢? SO WHAT?

乌克兰是否会调整攻击目标或制定新的战略?





The Russia-Ukraine Conflict’s Impact on Russian Oil Dynamics - The India's Role in The Conflict

NOW (BACKGROUND)

Zelensky said that in late August, Russia had fired 160 missiles, 780 glide bombs and 400 explosive drones against Ukraine. And a Russian glide-bomb strike on a residential area of Kharkiv in Ukraine’s northeast killed at least six and left nearly 100 injured. In response, Ukraine struck a major oil refinery in Moscow and other targets across Russia in one of its largest aerial barrages since the start of Russia’s invasion. Ukraine believes that the wave of attacks on refineries and other petroleum infrastructure may disrupt fuel supplies to the front line and damage Moscow’s most important export industry. (The Wall Street Journal, 09/01/2024)

NOW WHAT?

Russia’s economy ministry has revised up its 2024 forecasts for export sales of oil and gas by $17.4 billion from the previous estimate to $239.7 billion. Russian crude oil exports are expected to rise to 239.9 million metric tons in 2024, up from 238.3 million tons in 2023. The estimate for the average price of Russian oil sold for export is also raised to $70 per barrel, up from $64.5 in 2023. This exceeds the $60 per barrel price cap imposed by Western countries. (invezz, 09/06/2024)

During the first fiscal quarter ended June 30, 2024, India's import of Russia oil rose by an annual 1.2%. Russia exported more crude oil because of outages at its refineries from Ukrainian drone attacks. Thus, Indian refiners have been gorging on Russian oil, which emerged as an additional outlet after being sold at a discount. (Reuters, 07/24/2024) Indian refiners likely saved at least $10.5 billion by buying discounted Russian oil. (Indian Express, 07/11/2024)

India is the largest buyer of Russian oil which has provided a boost for its economy. India wants to maintain its good relations with Russia — despite the Western sanctions against Russia over its invasion of Ukraine. (DW 07/08/2024)

SO WHAT?

Will Ukraine adjust its targets for attack or come up a new strategy?




2024年9月5日星期四

中俄回應台灣要求中國收回俄羅斯土地的呼籲。 Moscow, Beijing Respond to Taiwan Call for China to Take Back Russian Land

管中國共產黨政府從未統治台灣,但中國聲稱台灣是其領土。 2024 年 9 月 3 日,台灣總統賴清德表示,如果中國對台灣的主張是基於領土完整,中華人民共和國也應該收回 19 世紀根據 1858 年《璦琿條約》割讓給俄羅斯的地區。 《璦琿條約》被認為是所謂的不平等條約之一,當時的大國使用軍事力量向實力較弱的國家發號施令。根據《璦琿條約》,中國將大片土地割讓給俄羅斯帝國,也就是現在的俄羅斯遠東地區。兩年後,根據 1860 年《北京條約》,中國再次將現在的濱海邊疆區割讓給俄羅斯。此外,海參崴這座城市的意思是“東方的統治者”或“征服東方”,也被翻譯為“管理東方的辦公室”或“東方的女王”。 2020年7月2日,俄羅斯符拉迪沃斯托克市慶祝建市160週年。


羅斯外交部發言人瑪麗亞·扎哈羅娃2024年9月3日指出,中俄兩國已在2004年達成的協議中解決了邊界問題,並強調莫斯科支持北京對台灣的主權主張。儘管中國沒有直接回應賴清德的俄羅斯言論,但它在2024年9月3日發表聲明,譴責賴清德,將其視為分離主義者。 負責與台灣兩岸關係並推動北京統一議程的中國政府台灣事務辦公室表示,賴清德「使兩岸關係變得越來越複雜和危險」。

1984年12月19日,中國國務院總理趙紫陽和英國首相撒切爾夫人在人民大會堂代表各自政府簽署了《中英聯合聲明》,體現了“一國兩制”的基本方針和政策。 。在此聲明中,共產黨政府自1997年7月1日起獲得對香港的主權。 文件規定,香港原有的資本主義制度和生活方式50年不變。然而,20年後,2017年6月30日,中國表示,中英關於香港問題的聯合聲明為1997年回歸中國後如何治理香港製定了藍圖,這是一份歷史文件,不再有任何效力。 

瑪麗亞·扎哈羅娃聲稱的邊界協議是於2004年簽署,距今已有20年了!



Background

China claims Taiwan as its territory although the Chinese Communist Party (CCP) government has never ruled there. (NBC News, 04/07/2023)

On September 03, 2024, Taiwanese President Lai Ching-te stated that if China's claims to Taiwan are based on territorial integrity, the People’s Republic of China should also take back regions ceded to Russia in the nineteenth century, under the 1858 Treaty of Aigun. The Treaty of Aigun is considered one of the so-called unequal treaties, where the then-greatest powers used military force to dictate terms to less powerful countries. Under the Treaty of Aigun, China ceded a huge swathe of land to the Russian Empire in what is now the Far East of Russia. Two years later, under the 1860 Beijing Treaty, China again ceded the region of what is now the Primorsky Krai to Russia. 

Further, the city, Vladivostok (Haishenwei, 海參崴) means "ruler of the East" or "conquer the East", also translated as "The Office Managing East" or "Queen of the East". On July 2 of 2020, the Russian city of Vladivostok was celebrating 160th anniversary of its founding day. 

Moscow, Beijing Respond to The Call

Russian Foreign Ministry Spokesperson Maria Zakharova on September 03, 2024, pointed out that China and Russia had settled the border in a 2004 agreement and stressed that Moscow backs Beijing's claim over Taiwan. Though China did not respond to Lai's Russia remark directly, it put out a statement on September 03, 2024, blasting Lai, whom it views as a separatist.  The Taiwan Affairs Office (TAO), a Chinese department responsible for cross-strait relations with Taiwan and promoting Beijing's unification agenda, said Lai was "making cross-strait relations increasingly complex and dangerous." (Newsweek, 09/05/2024)

Effective Period for Agreement

On 19 December 1984, in the Great Hall of the People, Chinese Premier Zhao Ziyang and British Prime Minister Margaret Thatcher, on behalf of their respective governments, signed the Sino-British Joint Declaration which reflected the basic principles and policies of “One Country, Two Systems”. In this declaration, the communist government obtained the sovereignty over Hong Kong with effect from July 1, 1997. (The Sino-British Joint Declaration) This document states that Hong Kong's previous capitalist system and lifestyle shall remain unchanged for 50 years. (Joint Declaration)

However, 20 years later, on June 30, 2017, China said the joint declaration with Britain over Hong Kong, which laid the blueprint over how the city would be ruled after its return to China in 1997, was a historical document that no longer had any practical significance. (Reuters, 06/30/2017

The border agreement claimed by Maria Zakharova was signed in 2004, it has been 20 years already!