Amaxabiso e-lng kwi-Asia aphule zonke iirekhodi

Iitanki zamafutha ngegesi etyhutyhekileyo kwidesika ye-Taker "ithemba i-mendeleev". Zange khe ndibenalo

Isalathiso samaxabiso e-Asia JKM (Japan-Korea Sorcker) ye-Arhente yamaxabiso e-S & P Global kwaye ifikelele kwi-10% ye-MBTU (malunga ne-PicFe), i-interfax yatsho kwi I-Bloomberg. I-French iyonke ithengise umrhwebi weqela le-LNG Trafiguras obiza kakhulu - $ 39.3 / Mbtu ($ 1403 ngeemitha ezili-140 kwi-DEADE xa umthengisi enoxanduva lokuhamba).

Iitayithi zereyithi zetraight zitsiba phantse izihlandlo ezithandathu ezithelekiswa namaxabiso ommiselo we-semi-20050,000 ngeedola, utshilo i-ICIS yase-ICIS ye-Kazemin. I-Galosozov kwaye uswele, kwaye ke ixabiso le-LNG e-Asiya liyemka, uyacacisa.

Kwakungekho maxabiso anjalo ngoku, kwikhonkco elidlulileyo ngo-2012 ukuya ku-2003. Irhasi e-Asiya ixabisa malunga ne- $ 20 / MBTtu, ithi uhlalutyo. Ezona zizathu ziphambili: Ubusika obubandayo eTshayina, eJapan naseKorea kunye ne-canan canal, apho iitanki ezine-asethi zaseMelika ze-LG ukuya e-Asia ngokulibaziseka, uyacacisa. Amazwe aseAsia kufuneka afakwe kulwando lwePanama Canal, aphinda ahlelele omnye wabarhwebi abahamba emarikeni.

Amaxabiso amahle-i-phenomeno yethutyana, i-Kazmimi: I-LNG kunye nokuHanjiswa kwesibini sikaFebruwari ithengiswa nge- $ 20.2 / Mbtu, kunye nokuhanjiswa ngoMatshi-$ 14 / MBTtu.

Akukho tafile ezingenanto

Iinkampani zaseRussia akunakulindeleka ukuba zikwazi ukwenza imali kwintengiso yendawo yaseAsia, ebhalwe kuhlolo lwabahlalutyi be-sberbank cib. Uninzi lwe-lng yesona sityalo sikhulu kwi-Yamal LNG Tart (16.5-18.4 yezigidi ngonyaka) kunye ne-Tons yezigidi zeSakhalin (116 yezigidi) - le i-YAKHALIN Amandla - 98%. Amaxabiso kwizivumelwano aboshwe ikakhulu kwiikowuti zeoyile kunye namaxabiso kwiibhulukhwe zegesi. Zombini iifektri zivelisa ezinye ii-lns ezininzi, ezibonisa amandla abo (umzekelo, ngo-2019 imiqulu yasimahla enokuthi ithumele i-subs, ibalwe iitoni ezi-2.6 ezizigidi ze-0.7 ngokwahlukeneyo). Inguquko enjalo ngamaxabiso e-Ofisi yeZicatshulwa zeoyile yimeko yesiqhelo kuzo zonke izityalo ze-LNG, ithi iKzmin. Ngaphandle kweeprojekthi eUnited States, apho amaxabiso kwiimvumelwano axhonywe kwiikowuteshini zerhasi yangaphakathi yegesi hub. Ehlabathini lonke, ngaphandle kwamazwe, phantsi kolwakhiwo lwemizi-mveliso, kufuneka uphuhliso lwendawo yerhasi, kwaye ngaphandle kweemvumelwano zegesi, kwaye ngaphandle kwemvume yexesha elide ngokubhekisele kwi-oyile ngezi njongo, ingcali iyacacisa.

Kodwa umda ophambili we-Novatek yintsilelo yezithambisi, hayi amandla emveliso, i-vgon yomcebisi ePhezulu ye-vgon ePhezulu ye-Ekaterina Kolbikov.

Ngexesha "lokuqhuma", i-novatek ayizange ibekwe kwindawo ye-Asia njengepati yegesi ye-yamal lng (inkampani ithengisa phantse igesi yegesi kunye ne-Asia), itsho enye yabarhwebi ye-lng. E-Yamal LNG, akukho nje akukho ndawo yasimahla, i-Novatek izamile ukufumana iitanki ezimarikeni, kodwa ayiphumelelanga, utsho. Ukongeza, inkampani ngoku ayinamaqela asimahla. Isityalo ngokwala mandundu asebenza kwiYurophu - kukwabangelwa kukunqongophala kwezothutho, uyacacisa.

Ekuqaleni kukaJanuwari, inkampani ithumele iitanki zakudala ze-ARC zivela kwi-BABET eChina, kulo nyaka uphelileyo ziyemka eMpuma ngo-Okthobha. Kodwa abathwali ngegesi baphethe i-LNG kwiikhontrakthi zexesha elide, kwaye hayi kwindawo, kunye namaxabiso anyukayo, oku akuxhunyiwe, uxelele umrhwebi. "I-Novatek" ekuweni konyaka ophelileyo, iindiza ezifikelele kade ziyinto efana ne-Ice Class ye-Ice Class ye-ARC7 ye-I-I-I-Ice Claring Arc7 kwi-IARICE COSTE NGE-JUNIL COST MIKHAIL Grigoriev.

I-theoretily ngexesha lamaxabiso aphezulu "I-Novatek" inokuba nexesha lokubeka e-Asiya amaqela amane e-LNG, oko kukuthi, malunga ne-0.5 yezigidi, ithiy. Ngokwe-sberbank uqikelelo, iya kongeza i-200 yezigidi yezigidi kwi-EBITDA $ 200 yezigidi. Kodwa akunakwenzeka ukuba inkampani iya kuba nakho ukuthengisa i-LNG kwindawo ye-Asia - ngoku akukho mntu unokwenza oku ngenxa yentsilelo, i Umrhwebi uyakholelwa.

Amaxesha ngamaxesha ayinakufumanisa ukuba iSakhalin Energy ikwazile ukuthengisa ipati kwi-Asia, uMmeli weNkampani akasaphendulanga kwisicelo.

UNovatek uza kusebenza eYurophu

"I-Novatek" kuyo nayiphi na imeko yazifumana ikwimeko ephumeleleyo, iKolbikov ikholelwa. Okokuqala, ngaphezu kwe-60% yezivumelwano zexesha elide "i-Yamal LNG" zithengiswa kumanqaku e-European kwi-fob (i-Free ebhodini, xa le nto ithengisa ukuba iNkampani ayiphathi indleko zetanki engaphangeli , amaxabiso kabani aqeshiwe. Olunye lubangelwa kukubhabha kwePanama Camal. Ixabiso eliphakathi likaJanuwari kwintengiso ye-European Sport ngoku ngaphezulu kwe-40% okanye $ 2 / MBTU kunexabiso le-LNG ukusuka kwi-i-LNG ukusuka kwi-Yamal iphezulu kwi- $ 0.7 / Mbtu ngaphakathi IYurophu kunye ne- $ 3, 3 / MBTtu e-Asia xa kuthelekiswa noDisemba 2020, nto leyo iquka ngaphakathi ithuba lamaxabiso aphezulu.

Ixesha elingaphezulu, ubusika kwiglobe lonke iya kusungulwa, e-China, mhlawumbi malunga neshumi leminyaka de kube yiminyaka elishumi, utsho uMlawuli we-WWF de kube semozulu ye-WWF " Kodwa ukuguquguquka okuqinileyo kwamaqondo obushushu kuya kusindiswa, kwaye ubusika ababandayo baya kudibana, uyacacisa. UNovatek ukwakha isityalo esikhulu esikhulu se-LNGAN - I-Arctic Spg-2, ngesikhundla sezigidi ezingama-20 zeetoni, kucingelwa ukuba kuya kuthengisa kuphela i-LNG kwimarike yendawo.