德國因?yàn)槎砹_斯的報(bào)復(fù)制裁而陷入天然氣危機(jī),如今,德國城市可能不得不限量供應(yīng)熱水。
據(jù)報(bào)道,漢堡市的環(huán)境部門負(fù)責(zé)人延斯·克斯坦在上周末稱,一旦出現(xiàn)嚴(yán)重天然氣供應(yīng)短缺,“在緊急情況下可能只能在一天的特定時(shí)段提供溫水。”他還表示,全市可能不得不降低其供暖系統(tǒng)可以保證的最高室溫。
與此同時(shí),德國的能源監(jiān)管部門指出,一旦今年冬天實(shí)行天然氣定量供應(yīng),將優(yōu)先保證制藥公司和造紙廠的需求。德國聯(lián)邦網(wǎng)絡(luò)管理局(Federal Network Agency)的負(fù)責(zé)人克勞斯·米勒表示,其無法“將所有公司分類為系統(tǒng)重要性公司?!?/p>
根據(jù)聯(lián)邦計(jì)劃,家庭和醫(yī)院將優(yōu)先于大多數(shù)產(chǎn)業(yè)獲得天然氣供應(yīng),但克斯坦警告,在漢堡,這在技術(shù)上是不可行的。
天然氣供應(yīng)減少
自今年6月中旬以來,俄羅斯天然氣工業(yè)股份公司(Gazprom)已經(jīng)大幅減少通過波羅的海水下的北溪1號(hào)(Nord Stream 1)管道向德國供應(yīng)天然氣。這一舉措迫使德國左翼聯(lián)合政府不得不重新采用高污染的煤炭,用于短期發(fā)電。
德國主要的俄羅斯天然氣進(jìn)口商Uniper目前只從俄羅斯獲得了40%的合同約定量,而替換俄羅斯天然氣所付出的高額成本已經(jīng)導(dǎo)致公司陷入危機(jī)。據(jù)路透社(Reuters)于7月4日?qǐng)?bào)道,德國政府可能不得不為該能源業(yè)巨頭提供巨額救助,最后可能會(huì)購買該公司的股份。
然而,當(dāng)前的狀況與預(yù)計(jì)未來幾周可能發(fā)生的狀況不能相提并論。
7月11日,俄羅斯天然氣工業(yè)股份公司將關(guān)閉北溪1號(hào),用于定期維護(hù)。德國政府預(yù)計(jì),由于俄羅斯政府的政治考量,這條管道可能在短期內(nèi)無法重新開通。有經(jīng)濟(jì)學(xué)家認(rèn)為,化石燃料價(jià)格暴漲已經(jīng)使俄羅斯政府大賺一筆,而制裁和跨國企業(yè)外逃限制了俄羅斯消費(fèi)現(xiàn)金的能力,所以俄羅斯感覺現(xiàn)在有底氣關(guān)閉該條管道。
俄羅斯已經(jīng)停止向波蘭、芬蘭和荷蘭等拒絕以盧布支付的歐洲國家供應(yīng)天然氣。
俄羅斯完全停止供應(yīng)天然氣,將使德國很難在冬季來臨之前,把天然氣儲(chǔ)備水平提高到90%的理想水平;目前,德國的天然氣儲(chǔ)備為61%。
德國的天然氣供應(yīng)緊急計(jì)劃已經(jīng)啟動(dòng)了第二級(jí)警戒。如果今年晚些時(shí)候沒有充足的天然氣,德國就將被迫啟動(dòng)第三級(jí)和最終警戒,即在冬季來臨時(shí)實(shí)行定量供應(yīng)。
德國經(jīng)濟(jì)部部長羅伯特·哈貝克最近警告,如果天然氣供應(yīng)持續(xù)下降和物價(jià)持續(xù)攀升,警惕能源市場出現(xiàn)“雷曼兄弟效應(yīng)”。
上周末,德國工會(huì)聯(lián)合會(huì)(German Federation of Trade Unions)的負(fù)責(zé)人雅斯門·法希米進(jìn)一步警告,俄羅斯對(duì)天然氣的斷供將導(dǎo)致“鋁、玻璃、化工等各個(gè)產(chǎn)業(yè)都面臨永久崩潰的危險(xiǎn)”。
這將對(duì)歐洲最大經(jīng)濟(jì)體造成嚴(yán)重沖擊。通貨膨脹已經(jīng)對(duì)德國經(jīng)濟(jì)產(chǎn)生了影響,這要部分歸因于俄烏沖突。
7月4日,德國公布三十多年來首次出現(xiàn)貿(mào)易逆差。經(jīng)濟(jì)學(xué)家預(yù)測,德國今年5月的貿(mào)易順差為30億歐元(約合31億美元),但由于制造商成本暴漲尤其是能源價(jià)格上漲,德國反而出現(xiàn)了10億歐元赤字。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
德國因?yàn)槎砹_斯的報(bào)復(fù)制裁而陷入天然氣危機(jī),如今,德國城市可能不得不限量供應(yīng)熱水。
據(jù)報(bào)道,漢堡市的環(huán)境部門負(fù)責(zé)人延斯·克斯坦在上周末稱,一旦出現(xiàn)嚴(yán)重天然氣供應(yīng)短缺,“在緊急情況下可能只能在一天的特定時(shí)段提供溫水。”他還表示,全市可能不得不降低其供暖系統(tǒng)可以保證的最高室溫。
與此同時(shí),德國的能源監(jiān)管部門指出,一旦今年冬天實(shí)行天然氣定量供應(yīng),將優(yōu)先保證制藥公司和造紙廠的需求。德國聯(lián)邦網(wǎng)絡(luò)管理局(Federal Network Agency)的負(fù)責(zé)人克勞斯·米勒表示,其無法“將所有公司分類為系統(tǒng)重要性公司?!?/p>
根據(jù)聯(lián)邦計(jì)劃,家庭和醫(yī)院將優(yōu)先于大多數(shù)產(chǎn)業(yè)獲得天然氣供應(yīng),但克斯坦警告,在漢堡,這在技術(shù)上是不可行的。
天然氣供應(yīng)減少
自今年6月中旬以來,俄羅斯天然氣工業(yè)股份公司(Gazprom)已經(jīng)大幅減少通過波羅的海水下的北溪1號(hào)(Nord Stream 1)管道向德國供應(yīng)天然氣。這一舉措迫使德國左翼聯(lián)合政府不得不重新采用高污染的煤炭,用于短期發(fā)電。
德國主要的俄羅斯天然氣進(jìn)口商Uniper目前只從俄羅斯獲得了40%的合同約定量,而替換俄羅斯天然氣所付出的高額成本已經(jīng)導(dǎo)致公司陷入危機(jī)。據(jù)路透社(Reuters)于7月4日?qǐng)?bào)道,德國政府可能不得不為該能源業(yè)巨頭提供巨額救助,最后可能會(huì)購買該公司的股份。
然而,當(dāng)前的狀況與預(yù)計(jì)未來幾周可能發(fā)生的狀況不能相提并論。
7月11日,俄羅斯天然氣工業(yè)股份公司將關(guān)閉北溪1號(hào),用于定期維護(hù)。德國政府預(yù)計(jì),由于俄羅斯政府的政治考量,這條管道可能在短期內(nèi)無法重新開通。有經(jīng)濟(jì)學(xué)家認(rèn)為,化石燃料價(jià)格暴漲已經(jīng)使俄羅斯政府大賺一筆,而制裁和跨國企業(yè)外逃限制了俄羅斯消費(fèi)現(xiàn)金的能力,所以俄羅斯感覺現(xiàn)在有底氣關(guān)閉該條管道。
俄羅斯已經(jīng)停止向波蘭、芬蘭和荷蘭等拒絕以盧布支付的歐洲國家供應(yīng)天然氣。
俄羅斯完全停止供應(yīng)天然氣,將使德國很難在冬季來臨之前,把天然氣儲(chǔ)備水平提高到90%的理想水平;目前,德國的天然氣儲(chǔ)備為61%。
德國的天然氣供應(yīng)緊急計(jì)劃已經(jīng)啟動(dòng)了第二級(jí)警戒。如果今年晚些時(shí)候沒有充足的天然氣,德國就將被迫啟動(dòng)第三級(jí)和最終警戒,即在冬季來臨時(shí)實(shí)行定量供應(yīng)。
德國經(jīng)濟(jì)部部長羅伯特·哈貝克最近警告,如果天然氣供應(yīng)持續(xù)下降和物價(jià)持續(xù)攀升,警惕能源市場出現(xiàn)“雷曼兄弟效應(yīng)”。
上周末,德國工會(huì)聯(lián)合會(huì)(German Federation of Trade Unions)的負(fù)責(zé)人雅斯門·法希米進(jìn)一步警告,俄羅斯對(duì)天然氣的斷供將導(dǎo)致“鋁、玻璃、化工等各個(gè)產(chǎn)業(yè)都面臨永久崩潰的危險(xiǎn)”。
這將對(duì)歐洲最大經(jīng)濟(jì)體造成嚴(yán)重沖擊。通貨膨脹已經(jīng)對(duì)德國經(jīng)濟(jì)產(chǎn)生了影響,這要部分歸因于俄烏沖突。
7月4日,德國公布三十多年來首次出現(xiàn)貿(mào)易逆差。經(jīng)濟(jì)學(xué)家預(yù)測,德國今年5月的貿(mào)易順差為30億歐元(約合31億美元),但由于制造商成本暴漲尤其是能源價(jià)格上漲,德國反而出現(xiàn)了10億歐元赤字。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
Germany’s natural-gas crisis, which is being caused by Russia as it takes revenge for sanctions, may get so bad that cities have to ration hot water.
On the weekend, Hamburg environment chief Jens Kerstan reportedly said “warm water could only be made available at certain times of the day in an emergency,” in the case of an acute gas shortage. He also said the city-state might have to lower the maximum room temperature that people can achieve on its heating network.
Meanwhile, Germany’s energy regulator said pharmaceutical companies and paper manufacturers would be among the companies getting prioritization in the event of gas rationing this winter. Klaus Mueller, head of the Federal Network Agency, said it was not possible to “classify every business as systemically important.”
Households and hospitals will also be prioritized over most industry under federal plans, though Kerstan warned that this would not be technically possible everywhere in Hamburg.
Throttled gas supply
Since mid-June, Russia’s Gazprom has heavily throttled the amount of gas it sends Germany through the Nord Stream 1 pipeline under the Baltic Sea. The move has forced Germany’s left-leaning coalition government to grudgingly turn back to filthy coal for short-term electricity generation.
Germany’s main importer of Russian gas, Uniper, is now only getting 40% of what it contractually ordered from Russia, and the stratospheric cost of substituting for those flows has pushed it into crisis—Reuters reported on July 4 that the German government may have to provide a massive bailout for the energy giant, and perhaps take a stake in it as a last resort.
However, what’s happening now is nothing compared to what’s anticipated in the coming weeks.
On July 11, Gazprom will close Nord Stream 1 for scheduled maintenance. The German government does not expect it to turn the pipeline back on again anytime soon, due to the Kremlin’s political considerations—some economists believe Moscow has profited so much from soaring fossil-fuel prices that, with sanctions and fleeing multinationals limiting its ability to spend the cash, it now feels emboldened to turn off the taps.
Russia has already stopped supplying gas to Poland, Finland, the Netherlands and other European countries that rebuffed its demand to pay in rubles.
A complete cessation of Russian gas flows would make it extremely difficult for Germany to increase gas storage levels to the desired 90% by the time winter arrives; the current level is 61%.
At the moment, Germany is on the second alert level of its emergency gas plan. Without enough gas later this year, it would be forced into the third and final alert level—which is where rationing comes in, particularly when winter arrives.
Economy Minister Robert Habeck recently warned of a “Lehman Brothers effect” in the energy markets, if gas supplies continue to fall and prices keep rising.
Over the weekend, German Federation of Trade Unions head Yasmin Fahimi added a further warning that “entire industries are in danger of permanently collapsing: aluminum, glass, the chemical industry,” due to Russian gas cuts.
That would be a hammer blow to Europe’s biggest economy, which is already taking damage from inflation—a phenomenon that’s partly down to Vladimir Putin’s war in Ukraine.
On July 4, Germany reported its first trade deficit in over three decades. Economists expected a €3 billion ($3.1 billion) surplus for May, but, thanks to the soaring costs faced by manufacturers—not least in energy—they got a billion-euro deficit instead.