According to Russian satellite network on January 21, the Russian oil pipeline transport - logistics company (Transneft - logistika), said the company this year for the first time by rail oil exports to China.
The Russian oil pipeline transport (consultant Transneft) President igor, jieming explained to ria, at the request of the Russian oil company, the company established by rail through Mongolia to China export raw materials of the new scheme. According to the Russian oil company with Chinese partners along this line of business contracts oil exports.
In December 2015, the Russian oil company, the first attempt by Meg's (Meget) distribution to about 20000 tons of oil transportation in China, where the transport of about 3.5 million tons of production capacity will allow 2016 rosneft oil.
According to the Russian oil company, the Russian oil pipeline transportation and China national petroleum corporation (CNPC) contract signed in 2009, Russia since 2011 through ", walter lodge attempted, at mohe "pipe string Russian oil exports to China. In 2015 through ", walter lodge attempted, at mohe "pipeline to export 16 million tons of Russian oil. In addition, approved by the kazakhstan "atta Sue - ala shan kou" pipeline to carry 7 million tons (2015) and "dhi mino" seaport (13.436 million tons), oil transportation. Now, by "Meg" liquid shipment collection and distribution center of railway transport oil exports to China fourth route.
From the rail to the pipeline transport
Russia is one of the important source of China's crude oil imports. For a long time, mainly by the railway transport of crude oil trade between Russia and China. In 2006, for example, by rail oil accounted for 61.5% of the total Russian oil exports to China and the rest by sea transportation.
However, despite strong expansion of railway capacity between China and Russia, but the crude oil trade is still limited. And the high cost of railway transport oil, risk big faults are undeniable. If open the pipeline transport, can bring many positive for crude oil trade both sides. As early as in 1994, started consultations between China and Russia to build pipelines problem, but it has not only local differences to build a pipeline, and Japan produce line "Anna" solution hindered the known as the "big line" Ann plan ahead.
It was not until 2008 that swept through the global financial crisis, the multinational economic impact, the international oil prices fell sharply, Russia needs money. In this background, in 2009, China and Russia take years of see-saw negotiations finally ride on it.
According to the agreement, since January 1, 2011 to December 30, 2030, Russian oil by EPSO (east siberia-pacific ocean pipeline) pipeline to China's 300000 barrels of oil a day. In exchange, China development bank provide a $25 billion loan to Russia, the Russian state oil company, for $15 billion, pipeline, oil pipeline transportation company received $10 billion in Russia. Loans for oil agreement between Russia and China, let the dust settles the china-russia crude oil pipeline construction.
In 2009, the china-russia crude oil pipeline construction in Russia; On May 18, the same year, the period of construction in China. In 2011, nearly thousand km into operation of the china-russia crude oil pipeline oil, Russia through a pipeline transporting 15 million tons of crude oil in China every year, for 20 years. Russian crude oil finally abandoned the speed slow and expensive to train, "transfer" pipeline into China.
"The railway transportation"
In March 2013, the two sides signed between China and Russia to expand oil trade agreement; In June the same year, China and Russia signed nearly $270 billion (according to the price of crude oil, Russia will ZengGong 360 million tons of crude oil to China at the 25 years (14.4 million tons per year).
Russian oil transportation companies to increase oil supply agreement between China and Russia to China to study, put forward to the western region of China by Mongolia in railway transportation, and believe that this route is more economical than kazakhstan route, perhaps.
Russian oil transportation company, said this way once existed 2007 years ago. At that time, each year through the baikal, transit port carrying 2 million tons of oil to China, through the Mongolia (na WuShen port) transport 5 million tons. At that time, Mongolia has provide favorable conditions for the transportation of crude oil, when the direction of the railway transport is not saturated. Analysis according to experts, this also will provide preferential conditions, because Mongolia in the direction of freight volume is still small.
However, put forward the suggestion, Russia's energy research institute of finance and economics vladimir fay gold, according to need of oil transported by Mongolia plans to study.
He said: "you know, on the talks until now, China has been trying to get rid of the dependence on transit countries, including get rid of the dependence on Mongolia. I am not fully convinced that China's position will change. Of course, kazakhstan and transit countries, however, kazakhstan and China development infrastructure has a direct interest relationship. Which is more than the partnership between closer. Of course, the economy is a very important factor, but it's still possible some complicated factors."
, however, the Russian oil company President igor sechin believes the scheme is not efficient, "in case with oil pipeline transport, by rail isn't particularly effective, will not take the scheme seriously."
Russian oil "ambition"
To this, the personage analysis, behind the china-russia crude oil big single, hides a Russian oil company "ambition", while the "ambition" to some extent is also caused by pipeline transport this way can't wind up the important factor.
According to energy magazine in 2013 published the article "the oil trade between China and Russia behind" (author/liu) analysis of the oil trade between China and Russia's large sheet for Russian oil company provides an opportunity "expansion", can even go to challenge the monopoly gazprom, Russia's internal energy and this obviously makes the enterprise between the interests of the complicated. The following is extracted part of the original:
Cash and buy
Hides behind the china-russia crude oil for large, Russian oil expansion ambitions.
According to Russian media reports, China will pay advance payment for the deal - about $650 to $67 billion. Crude oil prices will be determined by the special formula, with the two companies signed a contract conditions of the supply of crude oil in the agreement. In 2009, the Russian oil with CNPC signed a 20-year, 15 million tons of crude oil supply contracts a year to China.
According to the plan of Russian oil, ZengGong crude oil in China will start from this year. An increase of 800000 tons this year, an increase of 2 million tons, next year will increase 15 million tons in 2015. And grasp of the Russian oil has increased supply, first of all is that it in the first half of this year to complete the acquisition of tnk-bp.
Buy tnk-bp is responsible for energy in the former deputy prime minister igor sechin took office after the President of Russia's oil to make big. The deal not only solved the tnk-bp years of shareholder disputes, let become Russia's oil reserves and production are also top the list of the international forefront of listed oil company, its in Russia's share of the domestic market has risen to 40%.
Acquisition of tnk-bp to trade at $61 billion, amount of Russian oil took out $44 billion in funding and part of their shares, funds mostly from loans. And by trading with petrochina, the Russian oil will greatly reduce their debt ratios.
With 70% domestic market share, however, has a monopoly exportation power compared to gazprom, Russia's oil industry the degree of dispersion is much larger. Igor sechin policy for the control of the energy industry, integration of Russian oil assets, reengineering a giant in the field of oil is his dream. Buy tnk-bp is just the first step in the plan, the Russian oil is ready to buy another big oil companies, oil companies, and has conducted relevant evaluation. In addition, the second to fourth Russian sur, oil and gas companies may also become the object of Russian oil to buy.
Pipes and monopoly
If cash for Russian oil to complete the acquisition, then the pipeline construction is behind the sino-russian trade for Russian oil can realize monopoly. In increasing the supply of crude oil in China at the same time, the primary problem facing the Russian oil is expanding east siberia-pacific ocean pipeline and its China branch (kwong lodge attempted - at mohe).
At present, the east siberia-pacific ocean pipeline transport capacity of 31 million tons a year, of which 15 million tons is provided by the Russian oil, by the Chinese side to China. And the pipe to the division mino season port, by several other oil companies, including tnk-bp, oil and gas industry co., sur gucht supplying oil to the asia-pacific region, such as oil and gas companies.
As the Russian oil pipeline monopoly, the Russian oil pipeline transportation company will plan the future east siberia-pacific ocean pipeline transport capacity increased to 50 million tons. But the Russian oil expansion plan calls for oil pipeline transportation of crude oil supply company in China ahead of pipeline capacity, would improve China pipeline supply capacity of 7 million tons. This has created controversy between the two companies.
In march (2013) after the oil agreement between China and Russia signed ZengGong, pipeline transportation company said cannot afford pipe expansion investment. Pipe, the company said since the supply of crude oil in China by the Russian oil independently, so the cost should be borne by the Russian oil pipeline construction. Indeed, Russia's oil demand rapid advance pipe expansion is not just to increase the supply of crude oil in China, more important, is to meet the need of the construction of the east in the far east petrochemical company, at the same time to further expand the east siberia-pacific ocean pipeline capacity of monopoly.
Oriental petrochemical co., LTD. Is a Russian oil in primorsky region an investment of more than $45 billion in oil refining and petrochemical projects, the original planning the annual processing capacity of 10 million tons, the plan was completed in 2017. But as a result of the Russian far east and the serious problem of shortage of oil in accordance with the instruction of the putin, Russia's oil processing capacity of the far east petroleum companies increased to 24 million tons, hoping to meet the demand of the far east oil and lower prices. In may this year, the Russian government ordered oil pipeline transportation company accounting construction spending and planning and source of funding. While oil pipeline transportation company investment of 320 billion roubles ($10 billion), said it is unreasonable for the investment efficiency.
But, with petrochina ZengGong contract signing and is expected to get the advance payment, will dissolve the Russian oil in pipeline with oil pipeline transportation company to the expansion of the differences. In after signing the contract with CNPC, igor sechin said that under the condition of the necessary, with petrochina's contract will guarantee investment expansion pipe, the oil will together with oil pipeline transportation company to study how to improve and the distribution of pipeline capacity.
Another interesting question is that, in the eastern siberia-pacific ocean pipeline future transport capacity of 50 million tons, the supply capacity of 22 million tons, with 24 million tons of eastern petrochemical company, only 4 million tons for other companies. That is to say, the Russian oil monopoly into the pipeline of Russia to the Pacific coast, this may be the ultimate goal of igor sechin expanding pipe.
To expand further
Russian oil bolder move is to expand in the field of natural gas. In this year's st. Petersburg economic BBS, Russian oil with Japan's marubeni, sakhalin oil and gas development (SODECO) and Vitol signed the liquefied natural gas supply contracts, supply respectively each year 1.25 million tons, 1 million tons and 2.75 million tons.
Russian oil plan construction of liquefied natural gas (LNG) plants in the far east, a phase of the production capacity is 5 million tons a year. Russian oil has been with the United States exxon mobil is building the project signed the joint venture agreement, plan completed in 2019. Sechin said, the future also plans to attract SODECO ONGC of India and Japan to participate in the project.
It is important to note that the same during the BBS, Russia's largest independent gas business nova company with petrochina agreed to sell the yamal 20% of liquefied natural gas (LNG) project, and with CNPC signed a long-term contract supply of liquefied natural gas (LNG). Has confirmed that a stake in petrochina yamal liquefied natural gas (LNG) project fact, but said the specific condition has not yet been set. Nova company shareholders timchenko says, petrochina will receive a 20% stake in the project (in collaboration with the project, another method total national highway). Timchenko says preliminary plan to supply China with millions of tons of liquefied natural gas (LNG), and the oil will help financing for the project construction.
Since the beginning of the year, Russian oil and nova company just let go of LNG import and launched a challenge to gazprom. Competent energy affairs deputy prime minister DE Debbie walker also had said in May that only after the two companies to find customers will discuss this problem. The two companies signed a contract with the liquefied natural gas (LNG) users come so fast that even the President vladimir putin also said that the signing of the contract for Russia to let go of liquefied natural gas (LNG) import and created the possibility. Novak said Russia's energy minister, the department will study as soon as possible release of liquefied natural gas (LNG) import problems, legislation is expected to fall this year submitted to the duma.
Russian oil in the crude oil and liquefied natural gas exports so quickly amazing progress. Russian media said the problem is not with oil or liquefied natural gas (LNG) is better than natural gas pipeline to sell, but the Russian oil first from a business perspective, and natural gas industries, consider the first problem is political. This confirms igor sechin once said: state-owned company may also be efficient business; Also shows that, on the other hand, was elected to the kommersant igor sechin's annual most efficient manager is well-deserved.