Russia's LNG Exports to China Surge 143% in November, Displacing Australia Amid Sanctions
In November, Russia's LNG shipments to China soared by 142.6%, making it a top supplier. The surge, fueled by the sanctioned Arctic LNG 2 project, saw Australia's market share decline, highlighting a major shift in global energy flows.
Russia's liquefied natural gas (LNG) shipments to China skyrocketed last month, cementing Moscow's role as a top energy supplier to the world’s second-largest economy and underscoring the deepening economic ties between the two nations in the face of Western sanctions.
A Stark Reversal in Trade Flows
According to the latest Chinese customs data, imports of LNG from Russia surged by a staggering 142.6% year-on-year in November, reaching 1.6 million tonnes. This propelled Russia to become one of China's top two suppliers, alongside Qatar. Russian LNG accounted for 23.5% of China's total shipments, more than doubling its 11% share from a year prior.
Meanwhile, Australia, previously the top supplier, saw its shipments slide. Australian LNG exports to China fell by 33.6% by volume in November. This decline left Australia with just 21.1% of China's LNG imports—a sharp retreat from its 36% market share a year ago.
The Sanctioned Source
According to Xu Tianchen, senior economist at the Economist Intelligence Unit, "the changes are very much a supply-side story." He attributed the surge to the resumption of production at the Arctic LNG 2 project on the Gydan Peninsula, which reportedly directs its entire output to China.
The Arctic LNG 2 project is a major Russian energy initiative that has been widely targeted by Western sanctions. Its ability to resume operations, which were halted last year, and channel its output to a single major buyer is a significant development.
It’s also an indication of China defying Western sanctions against Russian oil trade.
— Xu Tianchen, Economist Intelligence Unit
Western sanctions aimed at crippling Russia's energy sector may be having an unintended consequence: accelerating the formation of a resilient, non-Western economic bloc. This shift not only provides Russia with a stable revenue stream but also gives China access to energy, potentially at favorable terms, reshaping global energy maps and challenging the long-term effectiveness of sanctions as a foreign policy tool.
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관련 기사
2025년 11월, 러시아의 대중국 액화천연가스(LNG) 수출이 전년 대비 142.6% 급증하며 호주를 제치고 최대 공급국으로 부상했습니다. 서방 제재에도 불구하고 '북극 LNG 2' 프로젝트 재가동이 주요 원인으로 분석됩니다.
한국 정부가 HD현대중공업, 삼성중공업 등과 손잡고 LNG 운반선 핵심 기술인 화물창 국산화에 나선다. 매년 수조 원에 달하는 해외 기술료 의존도를 낮추고 기술 주권을 확보하기 위한 전략이다.
일본 정부가 2027년 도입할 새 외국인 노동자 제도 '육성취로'의 초안을 공개했습니다. 기존 기능실습생 제도를 대체하며, 초기 2년간 약 42만 6천 명의 상한선을 설정하는 방안을 검토 중입니다.
중국 항저우에서 열릴 예정이던 대규모 코믹 컨벤션 '코믹업'이 개막을 불과 일주일 앞두고 일본 관련 콘텐츠를 전면 금지했다. 악화하는 중일 관계가 문화계에 미치는 영향을 심층 분석한다.