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Long-term pipeline demand accelerates

机译:长期管道需求加速

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摘要

As we noted last month, and after discussions that lasted up to 10 years, China and Russia finally agreed a long-term supply agreement for natural gas. Price had been the sticking point and while not publicly disclosed, MBR suggests that the price is closer to $350 per thousand cubic metres delivered compared to an average of $380 delivered to European customers, although some analysts suggest an even lower price. The political desire to swing a deal given the current situation in the Ukraine led, in our opinion, to the Russians giving some ground on price, although it is substantially higher than the reported $235 for central Asian supplies.
机译:正如我们上个月指出的那样,经过长达10年的讨论,中国和俄罗斯终于达成了一项长期天然气供应协议。价格一直是症结所在,虽然未公开披露,但MBR表示,交付给欧洲客户的价格接近每千立方米350美元,而交付给欧洲客户的平均价格为380美元,尽管一些分析家认为价格更低。我们认为,鉴于乌克兰当前的局势,达成一项交易的政治意愿导致俄罗斯人对价格给予了一定的支持,尽管价格远高于报道的中亚供应235美元。

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