t*******h
发帖数: 2882 | 1 印象俄出口欧洲是将近300刀啊，能差这么多？
土库曼扩大对华供气 中国获众多好处
http://www.voanews.com/chinese/news/20110304-Turkmenistan-Incre
土库曼斯坦计划扩大对中国天然气出口量。能源分析人士说，土库曼天然气要比中国将
从俄罗斯购买的天然气便宜，此举可帮助中国在同俄罗斯针对天然气价格的谈判中占据
有利地位。
*额外供气2百亿立方米*
土库曼斯坦官方新闻媒体报导，在几天前土库曼政府副总理霍贾穆罕默多夫访华期间，
土库曼和中国达成一致，将扩大土库曼对中国的天然气出口数量。
在现有的对华天然气出口基础上，土库曼每年将再额外补充向中国出口2百亿立方米天
然气。今年下半年土库曼总统别尔德穆哈梅多夫访华时，双方将签署正式协议。但土库
曼媒体并未透露，将何时开始向中国出口2百亿立方米的额外天然气。
*土库曼天然气产量过剩*
俄罗斯乌尼维尔投资公司的能源分析师亚历山德罗夫说，过去土库曼天然气一般都通过
俄罗斯对外出口。但自从土库曼到中国天然气管道建成，特别是2008年全球金融危机之
后，俄罗斯采购土库曼天然气数量大幅度减少，这造成目前土库曼天然气产量过剩。因
此从土库曼角度来说，即使利润非常少，土库曼斯坦现在也非常愿意扩大向中国天然气
出口量。
亚历山德罗夫说：“其实土库曼还可以更多地向中国出口天然气，土库曼到中国天然气
管道的输气能力也允许土库曼这样做。”
*中亚天然气大量供应中国*
从土库曼斯坦经过乌兹别克斯坦和哈萨克斯坦到中国新疆的天然气管道全长7千公里，
这条管道在2009年年底建成输气。从土库曼到中国新疆的第二条补充天然气管道也在去
年年底投入运营。根据土库曼斯坦同中国以前达成的协议，30年内土库曼斯坦每年要向
中国供应4百亿立方米天然气。
除了土库曼的天然气外，中国同乌兹别克斯坦在去年夏季也曾签署协议，经过土库曼--
新疆管道每年向中国供应1百亿立方米的乌兹别克天然气。
另外，俄罗斯的鲁克石油公司在去年透露，计划从2014年起，经过土库曼-新疆天然气
管道，把它在乌兹别克开采的天然气出口到中国。
*中亚天然气过多？*
能源分析师亚历山德罗夫说，中国目前实行天然气进口多元化的政策。除了管道天然气
外，中国还大量进口液化气。中国同时也在加强本土天然气资源的开采。因此中国并不
十分需要如此之多的中亚天然气。
*帮中国压价*
但亚历山德罗夫认为，土库曼斯坦额外对华供应天然气仍能给中国带来许多好处。中国
在未来的许多年内可获得稳定的中亚天然气供应。最重要的是，这可帮助中国在同俄罗
斯有关天然气价格的谈判中占据有利地位。
亚历山德罗夫说：“俄罗斯将更困难打入中国的天然气市场。中国将拥有更多的理由在
天然气领域同俄罗斯讨价还价，要求俄罗斯大大降低天然气价格。因为土库曼的天然气
定价总是比俄罗斯便宜。因此在中国的西部天然气市场，俄罗斯将根本无法同中亚天然
气竞争。当然对中国东北地区天然气市场来说，俄罗斯天然气出口前景还有待观察。”
*土库曼天然气比俄罗斯便宜*
俄罗斯和中国几年前就决定铺设天然气管道，把俄罗斯西伯利亚天然气出口到中国。但
由于两国至今在天然气价格上分歧过大而无法达成协议。俄罗斯一直坚持至少按照欧洲
市场的价格向中国出口天然气。
亚历山德罗夫透露，土库曼斯坦向中国出口的天然气价格大约为每1千立方米160，170
美元左右，这远远低于俄罗斯向中国的天然气报价。 | p******u
发帖数: 14642 | 2 毛子出口欧洲是200米刀吧，独联体国卖给毛子还是批发价估计还是木有我鳖给得高
【在 t*******h 的大作中提到】
: 印象俄出口欧洲是将近300刀啊，能差这么多？
: 土库曼扩大对华供气 中国获众多好处
: http://www.voanews.com/chinese/news/20110304-Turkmenistan-Incre
: 土库曼斯坦计划扩大对中国天然气出口量。能源分析人士说，土库曼天然气要比中国将
: 从俄罗斯购买的天然气便宜，此举可帮助中国在同俄罗斯针对天然气价格的谈判中占据
: 有利地位。
: *额外供气2百亿立方米*
: 土库曼斯坦官方新闻媒体报导，在几天前土库曼政府副总理霍贾穆罕默多夫访华期间，
: 土库曼和中国达成一致，将扩大土库曼对中国的天然气出口数量。
: 在现有的对华天然气出口基础上，土库曼每年将再额外补充向中国出口2百亿立方米天
| g*q
发帖数: 26623 | 3 美国目前市场价是$4/MBTU, 1MBTU是1000立方尺,折合$140/千立方米
美国的价格历史上在$2到$10之间波动,但是2010年后基本维持$4,因为新的shale gas技
术把成本降了下来. | t*******h
发帖数: 2882 | 4 上个月这篇文章说毛子今年准备把出口欧洲的价格冲每千立方米从306刀提高到352刀。
http://energy.einnews.com/news/russia-cis-natural-gas-prices
Russia increases natural gas price for Europe by 15
[ 11 Feb 2011 18:43 ]
Baku – APA-ECONOMICS. OAO Gazprom expects European gas prices to rise 15
percent this year and supplies about 9 percent, said two people at the
Russian gas export monopoly’s presentation for analysts and investors today
in Moscow, Bloomberg reported.
The average price will probably rise to $352 per 1,000 cubic meters this
year from $306 last year, said the two people, who declined to be identified
because the meeting wasn’t open to media.
Exports to Europe are planned at about 152 billion cubic meters of gas this
year, compared with 139 billion cubic meters last year, they said. Gazprom
said it had 23 percent of the market in 2010, they said.
Europe-bound gas deliveries may return to pre-crisis levels this year after
spot prices increased, Deputy Chief Executive Officer Valery Golubev said
this week in St. Petersburg. Gazprom’s supplies, mostly shipped under long-
term contract via pipeline, will face less pressure than last year, he said.
Gazprom’s shipments to Europe slumped to 140.6 billion cubic meters in 2009
, from 158.8 billion cubic meters in 2008, as the financial crises eroded
demand and some of the Russian company’s customers shifted purchases to
cheaper liquefied natural gas cargoes. Exports were 150.5 billion in 2007.
另一篇：
http://www.lngworldnews.com/gazprom-sees-15-gas-price-increase-
Gazprom expects European gas prices to rise 15 percent and supplies about 9
percent this year, as demand recovers in the Russian exporter’s biggest
market by revenue.
The average price will probably rise to $352 per 1,000 cubic meters this
year from $306 last year, according to a presentation to analysts and
investors Friday. Gazprom’s prices are linked to oil prices. Brent has
risen 39 percent in the past year.
Exports to Europe are planned at about 152 billion cubic meters of gas this
year, compared with 139 bcm last year, according to the materials. Gazprom
said it had 23 percent of the market in 2010.
“This year, Gazprom expects growth because of rising demand in Europe and
increasing spot prices in Europe, which make Russian gas competitive,” said
Svetlana Grizan, an analyst at VTB Capital.
European sales accounted for 52 percent of Gazprom’s revenue last year,
according to the presentation. Deliveries may return to pre-crisis levels
this year after spot prices increased, deputy chief executive Valery Golubev
said last week in St. Petersburg. Supplies, mostly shipped under long-term
contract via pipeline, will face less pressure than last year, he said.
Gazprom’s shipments to Europe slumped to 140.6 billion cubic meters in 2009
, from 158.8 billion cubic meters in 2008, as the financial crisis eroded
demand and some of the Russian company’s customers shifted purchases to
cheaper liquefied natural gas cargoes. Exports were 150.5 billion in 2007.
Gas for next-month delivery in Britain, Europe’s most liquid market, has
risen about 57 percent in the past year, according to broker prices compiled
by Bloomberg.
Gazprom, which has depended on pipeline supplies to Europe for decades,
plans to build a link to China and increase LNG trade, according to the
presentation.
“Gazprom has made LNG a priority,” Grizan said.
LNG is chilled to a liquid for shipment by tanker to remote markets, such as
Asia, and doesn’t pass through transit countries.
The producer, which agreed to gain control of Royal Dutch Shell’s Sakhalin-
2 LNG project in 2006, plans to carve out as much as 14 percent of global
LNG trade by 2030, according to the presentation. Its share didn’t exceed 2
percent last year.
Gazprom is selecting LNG projects outside Russia for potential participation
, which could add as much as 25 billion cubic meters of gas to the company’
s portfolio annually by 2030.
Gazprom expects total debt to drop to $43 billion at the end of this year,
compared with $44.1 billion at the end of 2010, according to the
presentation. That would be a decline of about 2.5 percent. | O****r
发帖数: 333 | 5 现在市场什么都在涨，出现降价的重要资源还不是宝贝？反正手上美元过多通胀压力大
，赶紧买他1、2千亿美元的货。就算一下子用不完，储存起来，自家土地里的就先不开
采了。 |
|
