Russia
Moves toward Greater Use of China’s Currency
The leaders of China and
Russia endorsed an expanded role for China’s currency, the renminbi, during a
summit in Moscow this week, a step that would tie Russia’s economy closer to
China’s.
Buried in the two men’s
joint statement on Tuesday was a call for “supporting the expansion of the use
of local currency in bilateral trade, investment, credit and other economic and
trade activities.” China’s top leader, Xi Jinping, left Moscow on Wednesday
after days of meetings with President Vladimir V. Putin of Russia.
Because Russia’s ruble has given way to the renminbi even for some
transactions inside Russia, the statement amounted to support for growth in use
of the renminbi instead of the dollar. China has sought to expand international
usage of its currency for more than a decade, but it remains limited.
The renminbi is difficult to
use except for buying goods from China, so selecting the Chinese currency will
bind Russia even more tightly to trading with the country.
With most American and
European companies exiting Russia after Mr. Putin’s invasion of Ukraine,
Chinese companies have been rapidly expanding their role there in industries
like the automotive sector.
And broader use of the
renminbi would make it easier for companies in China and its allies, like
Russia, Iran and North Korea, to conduct international transactions without
worrying about financial sanctions linked to using the dollar. It would also
help insulate the Chinese economy from interest rate changes and other policy
shifts in the United States.
The renminbi might play a
gradually increasing role in trade transactions involving China, said Mark
Sobel, the U.S. chairman of the Official Monetary and Financial Institutions
Forum, a research group that specializes in central banking and economic
policy. But globally its role is still small, Mr. Sobel said, “and even if it
creeps up, that role should remain highly limited.”
Several issues — including
China’s own policies — stand in the currency’s way.
Finding renminbi to use
outside China is difficult. Beijing has stringent limits on moving money into
and out of the country, mainly to prevent wealthy people from moving their
savings elsewhere. China also has tough restrictions on converting renminbi
into other currencies and has recently imposed tight controls on its private
sector, scaring off many foreign investors.
Unlike the United States,
China runs large trade surpluses. While dollars pile up outside the United
States as American companies use them to pay for many imports, few renminbi are
accumulating outside China.
For fear of incurring
sanctions, China’s energy companies have steered clear of increasing their
purchases of Russian oil and gas. Small Chinese energy companies have ramped up
purchases instead. The statement on Tuesday by Mr. Xi and Mr. Putin increases
the pressure on Chinese oil and gas giants, like PetroChina and Sinopec, to do
more of their international transactions in renminbi.
These companies have
preferred to use dollars because oil and gas are mainly traded in dollars on
world markets. Chinese energy companies place big bets on world energy markets
to offset possible financial losses on their own oil and gas production if
global prices move in unexpected directions.