近日，据Kpler数据显示，2026年上半年，欧盟从俄罗斯亚马尔液化天然气(LNG)项目进口了创纪录的997万吨LNG，价值约59.6亿欧元，较2025年同期增长16%。Kpler称，此举是欧盟为应对即将生效的能源禁令而进行的提前储备。

Recently, according to Kpler data, in the first half of 2026, the European Union imported a record 99.7 million tons of liquefied natural gas (LNG) from the Yamal LNG project in Russia, worth approximately 5.96 billion euros, an increase of 16% compared to the same period in 2025. Kpler stated that this move was made by the European Union as an early reserve to cope with the upcoming energy ban.

数据显示，尽管欧盟多年来致力于摆脱对俄能源依赖，但今年上半年欧洲买家仍吸纳了该西伯利亚项目超过97%的总产量。同期，欧盟从俄罗斯进口的LNG总量同比增长11%，管道天然气进口量则增长了7%。中东地区的供应瓶颈，包括霍尔木兹海峡的封锁和卡塔尔基础设施的损坏，迫使欧洲买家严重依赖现成的北极天然气。

The data shows that although the EU has been working for years to reduce its reliance on Russian energy, in the first half of this year, European buyers still absorbed over 97% of the total output of this Siberian project. During the same period, the total volume of LNG imported by the EU from Russia increased by 11%, while the volume of pipeline natural gas imports rose by 7%. The supply bottlenecks in the Middle East, including the blockade of the Strait of Hormuz and the damage to Qatar's infrastructure, forced European buyers to heavily rely on readily available Arctic natural gas.

根据《REPowerEU天然气条例》，欧盟对俄罗斯短期LNG进口的禁令已于2026年4月25日生效。然而，条例中的豁免条款允许欧洲买家在2027年1月1日禁令全面生效前，维持甚至加速进口俄罗斯天然气。

According to the "REPowerEU Gas Regulation", the EU's ban on short-term LNG imports from Russia came into effect on April 25, 2026. However, the exemption provisions in the regulation allow European buyers to continue or even accelerate the import of Russian natural gas before the full implementation of the ban on January 1, 2027.

虽然LNG面临更严格的初期削减，但根据短期遗留合同，来自俄罗斯的管道天然气进口被允许持续至2026年6月17日，而长期管道天然气合同在法律上则被允许至2027年9月30日。法国、比利时和西班牙是亚马尔LNG项目的最大买家，而匈牙利则是通过“土耳其溪”管道输送的管道天然气的最大买家。

Although LNG faces more stringent initial cuts, according to short-term legacy contracts, imports of pipeline natural gas from Russia are permitted to continue until June 17, 2026, while long-term pipeline natural gas contracts are legally permitted until September 30, 2027. France, Belgium and Spain are the largest buyers of the Yamal LNG project, while Hungary is the largest buyer of pipeline natural gas transported through the "Turkish Stream" pipeline.

与此同时，匈牙利和斯洛伐克继续通过“友谊”管道的南线接收俄罗斯原油，它们持有欧盟对俄海上石油禁运的官方临时豁免。此前，乌克兰境内的一段管道遭俄空袭受损，导致两国近三个月的石油供应完全中断，期间不得不依赖紧急储备和克罗地亚的亚得里亚管道等替代路线。作为回应，匈牙利和斯洛伐克已同意修建一条127千米长的新管道，专门用于在两国主要炼油厂之间运输成品油。

Meanwhile, Hungary and Slovakia continue to receive Russian crude oil through the southern line of the "Friendship" pipeline. They hold an official temporary exemption from the EU's maritime oil embargo against Russia. Previously, a section of the pipeline within Ukraine was damaged by Russian air strikes, causing a complete disruption of oil supply for the two countries for nearly three months. During this period, they had to rely on emergency reserves and alternative routes such as the Adriatic pipeline in Croatia. In response, Hungary and Slovakia have agreed to build a new 127-kilometer-long pipeline specifically for transporting refined oil between their major refineries.