Ibiciro bya LNG muri Aziya yamennye inyandiko zose

Ibigega bya lisansi kuri gaze ya liquefed kumurongo wa tanker "yiteze ko Mendeleev". Ntabwo yigeze agira

Ikigo cy'ibiciro cya Aziya muri Aziya Jkm (Ubuyapani-KOREA PRIVKER) Ikigo cy'ibiciro cya S & P..5 kuri MMBtu (hafi $ Cubic Metero) Bloomberg. Igifaransa rwose cyagurishije umucuruzi wa LNG Trafigura ndetse ahenze cyane - $ 39.3 / Mmbtu ($ 1403 kuri metero 1000. Mbiriza bifite inshingano zo gutwara).

Ice Roman Kazmin, Roman Kazmin ati: GAIS Roman Kazmin ati: GAIS Roman Kazmin ati: GAZI KABAN KAZM. Gasosozov no kubura, hanyuma igiciro cya LNG muri Aziya kirazimya, arasobanura.

Nta biciro bihari nkaho, ku mpinga yabanjirije muri 2012-2013. Umusesenguzi wa Aziya watwaye amadorari 20 / MMBtu. Impamvu nyamukuru: Imbeho ikonje mubushinwa, Ubuyapani na Koreya hamwe na Panaman, aho ba Tankers hamwe na American Pass muri Aziya hamwe no gutinda, arabisobanura. Ibihugu byo muri Aziya bigomba kwinjizwa mu kwagura Umuyoboro wa Panama, gusubiramo umwe mu bacuruzi bagenda ku isoko.

Igiciro cyiza - Ikintu cyigihe gito, lnga kubyara mu gice cya kabiri cya Gashyantare cyagurishijwe kumadorari 20.2 / Mmbtu, no gutanga muri Werurwe - $ 14 / Mmbtu.

Nta mbonerahamwe irimo ubusa

Ibigo by'Uburusiya ntibishoboka ko bizashobora gushaka amafaranga ku isoko rya Aziya, byanditswe mu gusuzuma abasesengura Sberbank Cib. Byinshi muri LNG yikigihingwa kinini muri Yamal lng (toni miliyoni 16.5-18.2 hamwe na gazham ibihingwa bya Sakhalin (toni miliyoni 11,6) bigurishwa mumasezerano yigihe kirekire: Kuri Yamal LNG - iyi 96%, kuri Sakhalin Ingufu - 98%. Ibiciro byamasezerano bihujwe ahanini n'amagambo ya peteroli n'ibiciro kuri hubs ya gaze. Nga byombi bibyara lngs nyinshi, bisobanura imbaraga zabo (urugero, muri 2019 Umubumbe wubusa Amasosiyete ashobora kohereza ku mwanya, kubarwa toni miliyoni 2.6 na toni miliyoni 0.7). Kazmin agira ati: "Amasezerano nk'uwo akoresheje ibiciro bya peteroli ni urubanza rusanzwe ku biti byose bya LN. Ibidasanzwe - Imishinga muri Amerika, aho ibiciro byamasezerano abihamijwe n'amagambo ya gaze hb hub hub. Hirya no hino ku isi hose, usibye leta, ikubiye mu kubaka inganda, ugomba guteza imbere amasezerano y'igihe, kandi udafite amasezerano y'igihe kirekire ukoresheje amavuta, kandi nta mabanki gusa azahabwa inguzanyo kuri iyi ntego, umuhanga asobanura inguzanyo.

Ariko imipaka nyamukuru kuri Novatek ni icyuho cya Tankers, ntabwo ari ubushobozi bwumusaruro Vygon Kubaza Ekaterina kolibikov.

Umwe mu bacuruzi ati: "Ibiciro" bya "NoVatek ntabwo byashyize ahagaragara muri Aziya nk'ishyaka rimwe na Yamal LNG (Isosiyete igurisha hafi ya gaze ya gaze ya kamere no muri Aziya) ya LNG. Atal LNG, nta tankers idafite, Novatek yagerageje gushaka ibishanga ku isoko, ariko birananirana. Byongeye, isosiyete ubu ntabwo ifite amashyaka yubuntu. Asobanura ko igihingwa ubwacyo kidasanzwe ibikoresho by'Uburayi - nabyo bitewe no kubura ubwikorezi.

Mu ntangiriro za Mutarama, isosiyete yohereje ibitego bibiri by'icyiciro cya ARC mu Isabato mu Bushinwa, ubwo bwumwaka ushize waretse kugenda iburasirazuba mu Kwakira. Ariko abatwara gaze batwaye lng mumasezerano yigihe kirekire, ntabwo ari aho, hamwe nibiciro byiyongera, ibi ntibifitanye isano, bibwira umucuruzi. "Norwatek" mu rugendo rw'umwaka ushize, indege yatinze ya abatwara gaze nka YamalMax Ice Icyiciro ARC7 kuri Aziya binyuze muri Aziya muri Mutarama, yemeza ko umuyobozi w'inama ngabo ya Goscon.

Ubuntu gusa mugihe cyibiciro birebire "Novatek" bishobora kugira umwanya wo gushyira muri Aziya ntarengwa ya LNG, ni ukuvuga toni zigera kuri miliyoni 0.5. Nk'uko byatangajwe na SBERBANK, bizakongeraho miliyoni 200 z'amadolari kuri miliyoni 200 z'amadolari. Ariko ntibishoboka ko isosiyete izashobora kugurisha LNG kumwanya muri Aziya - ubu ntamuntu numwe ushobora kubikora kubera kubura ibigeni, Uwiteka umucuruzi yizera.

Vtimes ntishobora kumenya niba ingufu za Sakhalin zashoboye kugurisha ibirori mumwanya muri Aziya, uhagarariye isosiyete itarasubiza.

Novatek izakorera mu Burayi

"Norwatek" mu gihe icyo ari cyo cyose cyisanze mu bihe byatsindiye, Kolibikov yizera. Ubwa mbere, abarenga 60% byamasezerano maremare "Yamal LNG" agurishwa ingingo zuburayi kuri fob (kubuntu, mugihe ubwikorezi bugomba kubona umuguzi), ibi bivuze ko isosiyete idatwara ikiguzi cyibikoresho byo gutwara ibinyabiziga bidahya , umubare we wo gukodesha. Indi nyungu ni ingendo zerekeza ku muyoboro wa Pama. Ikigereranyo cya Mutarama ku isoko ry'u Burayi ubu kiri hejuru ya 40% cyangwa $ 2 / mmbtu kuruta ikiguzi cya LNG muri Mutarama cyabereye kuri $ 0.7 / Mmbtu muri Uburayi na $ 3, 3 / MMBtu muri Aziya yagereranije ni 20 Ukuboza, igice kimwe igice cyingirakamaro kubiciro biri hejuru.

Umuyobozi wa WWF ", icyumba cy'isi yose azatangizwa, mu Bushinwa, ahanini muri dogere 0.2 mu myaka icumi ishize kugeza mu myaka icumi ishize. Ariko ihindagurika ryubupfura rizakizwa, kandi imbeho zikonje nazo zizahurira. NoVatek yubaka igihingwa gishya cya LNG muri Gyan - 2 spg-2, ifite ubushobozi bwa toni zigera kuri miliyoni 20, bifatwa ko bizagurisha gusa igice cya LNG ku isoko rya LNG ku isoko rya LNG ku isoko rya LNG ku isoko rya LN.