According to the Japanese media HNK website, after Russia successively interrupted cooperation with Japan in agriculture, fishery, etc., two months ago the Putin government ordered the Japanese-Russian joint venture to be rectified, targeting the Far East major project "Sakhalin 2" Number". The Russian side announced the establishment of a new company to take over the rights and obligations of all investors in this pipeline; that is to say, after the rectification, the company will change from a cooperative project to a Russian wholly-owned company . Whether Japan's property can be retained depends on the Russian side. Decide. This move is seen as a naked threat to Japan's energy policy. If Japan is expelled from the "Sakhalin 2" project and refuses their investment, Japan's energy will soon face difficulties.
According to sources, after Russia announced the decision, two major events occurred in Japan, namely the assassination of Abe last month and the reshuffle of Kishida’s cabinet this month, both of which had a huge impact on Japan’s political arena. Previously, some analysts said that the United States’ requirements for sanctions against Russia by East Asia, Japan and South Korea were not “strict”, which meant that they could be more flexible on this standard; Japan later announced that they would continue to invest in “Sakhalin 2” "Retain", so many people believe that Fumio Kishida will soften its attitude towards Russia; of course, this is just speculation. The relationship between Japan and Russia has become very bad in recent times, especially after Japan refused to provide chips to Russia.
23, Japanese Prime Minister Fumio Kishida gave instructions at a meeting on the situation in Ukraine: Continue to impose sanctions on Russia. This is the first major event announced by Kishida after reorganizing the cabinet, and it also marks the continuity of Japan's policy. As soon as the news was announced, the stock prices of Japanese energy companies soared, and most people believed that Japan had no hope of participating in the "Sakhalin 2" project. ; and the shareholders who have excluded Japan from this pipeline are so that they can freely control the input of natural gas to Japan in the next step. They will face the same "stuck" situation as Europe, which is very likely to happen. .
Some analysts said that after Kishida reorganized the cabinet this month, the Japanese government's "independent decision-making power" has been unprecedentedly enhanced. The Liberal Democratic Party The party's faction atmosphere has been suppressed, and many officials from the "Abe faction" have also been transferred. This means that Kishida can carry out various orders to Russia more uninterrupted. To a certain extent, Kishida's continued sanctions policy against Russia is a signal of "breakup" with Russia. He is very radical on the issue of Russia. He was once stopped by Russia from concluding a peace treaty because he made a speech that "Russia invades our territory." negotiations; and the relationship between the Abe and Yoshihide Suga governments and Russia is quite complicated, and the boundaries have never been drawn.
It is worth mentioning that some people believe that Kishida Fumio's order will soon be reciprocated by Russia. Not only the "Sakhalin 2" project but also other energy supplies to Japan are expected to disappear soon. Japan has a large population but lacks oil and natural gas resources. Most of the imported pipeline energy is realized through the Sakhalin project. Once they leave Russia, they can only rely on seaborne imports, and the cost and capacity will be significantly reduced. However, some Japanese experts believe that Russia may not completely fall out with them in the future. After all, what Putin wants is to "make money" to support their military operations and continue to export energy to Japan, which is beneficial and harmless.