俄乌冲突重塑世界地缘政治大格局，冲击国际能源市场，加快全球能源转型。欧洲的安全防卫依靠美国，但能源供给安全依靠俄罗斯，欧洲40%的天然气、30%的石油依赖俄罗斯。针对俄乌冲突对国际油气市场的冲击，各国寻找增加供给应对方案。能源转型与俄乌冲突叠加造成油气出现巨大供应缺口，石油价格短期高位宽幅波动，天然气供需失衡，全球LNG价格高企将持续更长时间。能源转型重塑世界，世界政治格局与能源转型相互塑造。百年能源转型是能源发展的主要驱动力。在美西方对俄罗斯能源出口进行强力制裁的背景下，中国大量增加进口俄罗斯油气不现实，主要受自身消费能力、基础设施制约及需遵守国际贸易规则和商业信用。
Russia-Ukraine Conflict reshaped the world’s geopolitical pattern，impacted the international energy market，and accelerated the global energy transformation. 40% of Europe’s natural gas and 30% of oil rely on Russia. The superposition of Russia-Ukraine conflict on energy transformation has caused huge oil and gas supply gaps，short-term high and wide fluctuations in oil prices，imbalances in natural gas supply and demand，and high global LNG prices will last longer. Energy transformation reshapes the world，and the world political pattern and energy transformation are mutually shaping. It is unrealistic for China to significantly increase Russia’s oil and gas imports after the war，which is mainly restricted by its own consumption capacity，infrastructure and compliance with international trade rules and commercial credibility.
