天然氣 瞬息萬變

choi

My comment:
(a) 土库曼能源中俄欧盟争夺战中国领先. VOA Chinese, Nov 24, 2011
http://www.voanews.com/chinese/n ... -Gas-134454593.html
("俄罗斯商人日报的报导，中国这次从土库曼补充购买的天然气价格同过去双方签订的天然气供货合同价格一致，每一千立方米不超过250美元。但欧盟向土库曼斯坦开出的天然气进口价格是每一千立方米400美元。因此中国根本不希望土库曼到欧洲的天然气管道开工。中国更担心土库曼斯坦向欧洲出口天然气后，再会掉过头来对中国涨价。因此中国的立场是，土库曼斯坦能开采出多少天然气，中国就签多少合同，尽量买断那里的天然气")
(b) It is unclear how many years the new contract allows China to lock in the price of natural gas supplied by Turkmenistan. China may think it has struck a bargain while in fact it does not.


(1) Guy Chazan, East Africa Flares Up As Energy Hot Spot; The global oil majors have long produced in West African, in countries like Nigeria. Wall Street Journal, Nov 29, 2011.

Quote:

"Anadarko Petroleum Corp sharply raised its estimates for the amount of natural gas contained in a big field found off the coast of Mozambique" (near the boundary with Tanzania).

"Anadarko said it has increased the estimate of recoverable resources from the four discoveries made in its Offshore Area 1 block to between 15 trillion and 30 trillion cubic feet of gas.

"Initially, the Texas-based company had said the field contained six trillion cubic feet, a figure ut raised to 10 billion cubic feet in October. Thirty trillion cubic feet would be enough to met an entire year's gas consumption by the US.

" The announcement came just a month after Eni SpA, the Italian energy giant, disclosed it had found 22.5 trillion cubic feet of gas off Mozambique's coast--the biggest such exploration  discovery in the company's history.

"Such large resources appear big enough to sustain the construction of a large liquefied-natural-gas, or LNG, plant in Mozambique, catapulting the impoverished former Portugese colony into the world's major league of gas exporters.

Note: Mozambique
http://en.wikipedia.org/wiki/Mozambique
(The country was named Moçambique by the Portuguese after the Island of Mozambique [just off the coast], derived from Musa Al Big or Mossa Al Bique or Mussa Ben Mbiki, [the name of] an Arab trader who first visited the island and later lived there)

(2) Liam Denning, America's New Deal for Global Energy Mix, Wall Street Journal, Nov 28, 2011 (in the page of Heard on the Street)
("In natural gas, the opening of shale resources has caused excess supply and crated prices. Despite call to use more natural gas [domestically], demand hasn't caught up. This is why the likes of Cheniere Energy now want to liquefy and export natural gas to cash in on the spread between low Us prices and much higher Europeans and Asian ones. * * * For companies that historically enjoyed a grip on markets like Europe--Russia's Gazprom springs to mind--this  competing supply is a headache.")