БОЛЬШЕ РУССКОГО ГАЗА В ГЕРМАНИЮ
ГАЗПРОМ - 7 ноября 2018 состоялся рабочий визит делегации ПАО «Газпром» во главе с Председателем Правления Алексеем Миллером в Федеративную Республику Германия. В рамках визита в Берлине прошла рабочая встреча Алексея Миллера и Министра экономики и энергетики ФРГ Петера Альтмайера.
Стороны обсудили широкий круг вопросов сотрудничества в газовой сфере. В частности, было отмечено, что Германия, крупнейший импортер российского газа в мире, четвертый год подряд (с 2015 года) стабильно увеличивает объемы его закупки. Так, с 1 января по 6 ноября 2018 года «Газпром», по предварительным данным, поставил на немецкий рынок 48,6 млрд куб. м газа. Это на 4,9 млрд куб. м больше, чем за аналогичный период прошлого года, который стал для Германии рекордным по объему импорта российского газа (53,4 млрд куб. м).
В ходе встречи было подчеркнуто, что взаимодействие «Газпрома» с немецкими компаниями имеет стратегический характер и развивается по всей производственной цепочке, включая совместную добычу газа в России, хранение, транспортировку и реализацию газа в Европе.
Отдельное внимание на встрече было уделено проекту «Северный поток — 2». В настоящее время продолжается морская укладка газопровода в территориальных водах Германии и в исключительной экономической зоне Финляндии. Было отмечено, что реализация проекта обоснована высокой востребованностью действующего газопровода «Северный поток» и растущим спросом на российский газ в Европе.
-----
Справка
В 2017 году «Газпром» поставил в Германию рекордный объем газа — 53,4 млрд куб. м. Это на 7,2% или на 3,6 млрд куб. м превышает предыдущий рекордный для страны показатель, установленный в 2016 году (49,8 млрд куб. м).
«Северный поток» — экспортный газопровод, проходящий по дну Балтийского моря в Германию. Проектная мощность — 55 млрд куб. м газа в год. Оператор «Северного потока» — Nord Stream AG.
«Северный поток — 2» — проект строительства газопровода мощностью 55 млрд куб. м газа в год из России в Германию по дну Балтийского моря.
-----
Раньше:
2018, November, 7, 11:05:00
ГАЗПРОМ - В рамках встречи было подписано Дополнение к контракту на поставки газа в Австрию. Документ предусматривает увеличение объема поставок газа в Австрию сверх контрактного количества на 1 млрд куб. м в год на весь срок действия контракта.
|
2018, November, 2, 12:15:00
МИНЭНЕРГО РОССИИ - Александр Новак отметил, что энергетическое сотрудничество России и Германии на сегодняшний день развивается сразу в нескольких направлениях – от поставок природного газа и нефти до энергетического машиностроения в России и производства нефтепродуктов на территории Германии.
|
2018, October, 29, 12:35:00
МИНЭНЕРГО РОССИИ - В газовой сфере сотрудничество России и Болгарии насчитывает более 40 лет, поставки ведутся с 1974 года. За это время в страну поставлено около 167 млрд куб. м российского природного газа. В прошлом 2017 году Россия поставила Болгарии 3,3 млрд куб. м.
|
2018, October, 29, 12:25:00
ГАЗПРОМ - Идет строительство газопровода «Турецкий поток». На сегодняшний день суммарно по обеим ниткам уложено 1775 км труб, что составляет 95% от общей протяженности морского участка газопровода.
|
2018, October, 26, 12:55:00
МИНЭНЕРГО РОССИИ - «Общий объем поставок в 2017 г. составил 23,8 млрд куб. м газа, по состоянию на 1 октября 2018 г. в Италию поставлено 18,3 млрд куб. м. По итогам 2017 г. Италия заняла 3-е место по объему поставок российского «голубого топлива» после Германии и Турции», - сообщил глава Минэнерго.
|
2018, October, 24, 11:30:00
МИНЭНЕРГО РОССИИ - Наш товар безальтернативен. Ни американцы, ни катарцы, ни норвежцы, ни африканцы не могут поставить такие объемы за такую низкую цену. Поэтому надо дать возможность нашим партнёрам сходить ко всем трём продавцам, попробовать договориться. Они в итоге все равно к нам вернутся, лишние деньги никто тратить не хочет.
|
2018, October, 19, 11:15:00
PLATTS - Novatek will hold 49% and Fluxys 51% in the joint venture, which plans to build and operate a 300,000-mt-a-year terminal for receiving and unloading mid-scale LNG carriers, keeping LNG in storage, and providing downstream LNG distribution services.
|
БОЛЬШЕ РУССКОГО ГАЗА В ГЕРМАНИЮ
U.S. EIA -Global inventory builds put downward pressure on crude oil prices
In the November 2018 update of its Short-Term Energy Outlook (STEO), the U.S. Energy Information Administration (EIA) decreased its Brent spot price forecast from last month to $73 per barrel (b) in 2018, down $1/b, and $72/b in 2019, down $3/b. EIA expects that West Texas Intermediate (WTI) crude oil prices will average about $7/b lower than Brent prices next year. Brent crude oil spot prices averaged $81/b in October, up $2/b from September. Despite the increase in monthly average prices, Brent spot prices declined from $85/b on October 1 to $75/b on October 31 (Figure 1).
Crude oil prices approached four-year highs in early October because of the uncertainty about the amount of Iranian crude oil coming off the market and whether or not other producers could replace the shortfall. However, increased indications of a global economic slowdown, as well as higher than expected global petroleum supply, contributed to rapid price declines later in the month.
Crude oil production in Saudi Arabia and Russia reached some of their highest levels in history last month, helping to offset supply losses from Iran and Venezuela. Venezuela's crude oil production declines have slowed, and estimates of its crude oil exports have increased as its domestic refining system is operating at low utilization rates. Libyan production has resumed at a faster rate than expected because of improved security. Libya produced more than 1 million barrels per day (b/d) for two consecutive months in September and October. As a result of these developments, the November STEO's estimate of production from the Organization of the Petroleum Exporting Countries (OPEC) for 2018 and 2019 was revised up by 60,000 b/d to 39.1 million b/d and 40,000 b/d to 38.8 million b/d, respectively.
EIA forecasts the Brent crude oil price will average $72/b in 2019, which is $3/b lower than previously forecasted, and forecasts the WTI crude oil price to average $65/b in 2019, which is $5/b lower than previously forecasted. The lower STEO crude oil price forecasts are partly the result of higher expected crude oil production in the United States in the second half of 2018 and in 2019. The increased U.S. crude oil production is expected to contribute to global crude oil inventory growth and put downward pressure on crude oil prices.
EIA forecasts that total global liquid fuels inventories will remain nearly flat in 2018. Although the previous STEO forecasted a stock draw of 200,000 b/d in 2018, EIA observed larger-than-anticipated stock builds in October. As a result, the November STEO forecasts a slight stock build of 20,000 b/d in 2018. The November STEO forecasts that in 2019 global liquid fuels inventories will increase by 640,000 b/d compared with the 280,000 b/d increase that was forecasted in the October STEO (Figure 2). The increase in expected global inventory growth is the result of both lower expectations for global crude oil demand and higher crude oil supply estimates.
U.S. crude oil production increased at a faster rate than EIA previously anticipated, putting further downward pressure on crude oil prices. Crude oil production reached a new monthly record of 11.3 million b/d in August 2018, according to EIA's latest Petroleum Supply Monthly, which was 0.3 million b/d higher than EIA forecasted in the October STEO. EIA now estimates that October U.S. crude oil production averaged 11.4 million b/d, compared with a forecast of 11.0 million b/d in the previous STEO. EIA now forecasts U.S. crude oil production to average 10.9 million b/d in 2018 and 12.1 million b/d in 2019, an increase of 160,000 b/d and 300,000 b/d, respectively, from last month's forecast.
In addition to greater than anticipated crude oil production, a heavy maintenance season for refineries in the Midwest, Petroleum Administration for Defense District (PADD) 2, contributed to the U.S. crude oil inventory increases. The four-week average refinery utilization for the week ending October 26 was 73%, which, if confirmed in EIA's monthly data, would be the lowest utilization rate in the region for any month recorded in EIA data back to 1985. The drop in refinery utilization was driven by planned month-long maintenance activities in several large refineries. As a result, total U.S. commercial crude oil inventories increased for six consecutive weeks from September 21, 2018, through October 26, 2018, and pushed the U.S. inventories higher than their five-year (2013-17) average. U.S. crude oil inventories are forecast to increase from 421 million barrels in 2018 to 472 million barrels in 2019.
Although EIA does not collect data about changes in global petroleum inventories directly, inventory data for the United States and other countries within the Organization for Economic Cooperation and Development (OECD) are available and provide some insight into global supply. In terms of days of supply, EIA expects OECD inventories to surpass their five-year average and climb to near the top of the five-year range in 2019 (Figure 3). Global inventories are also projected to increase (as indicated by the implied stock changes in Figure 2) and put downward pressure on crude oil prices.
Slowing demand growth also contributes to EIA's lower crude oil price forecast. Chinese economic growth was less than expectations, and leading economic indicators for several countries have slowed, leading to market concerns about the pace of oil demand growth in the coming months. Continued depreciation in emerging market countries' currencies—which makes the cost of crude oil imports more expensive—has also put downward pressure on the petroleum demand outlook. EIA is forecasting growth in global petroleum and other liquid fuels consumption to average 1.4 million b/d in 2019, which is 0.1 million b/d lower than forecast in the October STEO (Figure 4).
-----
Earlier:
2018, October, 22, 12:10:00
API - The American Petroleum Institute’s latest monthly statistical report shows the U.S. produced a record 11.0 million barrels of crude oil per day (mb/d) in September. U.S. liquid fuels production grew 2.2 mb/d year-over-year (y/y), and the U.S. met virtually all global oil demand growth. As supply increased, crude oil inventories also rose in September but remained nearly 14 percent below those of September 2017.
|
2018, October, 4, 14:40:00
U.S. EIA - Crude oil inventories held at Cushing, Oklahoma, decreased by more than half since this time last year, recently falling to lows last reached in 2014. Logistical factors and strong demand for crude oil from both domestic refining and exports markets have contributed to the steep year-over-year decrease.
|
2018, June, 6, 12:20:00
REUTERS - “We have to look into the situation which has panned out on the market today, from the point of view of the volume cuts, inventories decline, shortages on the market, and to adjust the figures,” Novak told reporters.
|
2018, May, 28, 11:20:00
PLATTS - "With Saudi Arabia stressing the need for more capex to meet future oil demand and replace the natural decline from aging fields, and thus presumably a higher price to incentivize investment, supply cuts, in one form or another, may be extended to 2019," the note said.
|
2018, May, 23, 10:30:00
BLOOMBERG - Oil has touched a level above $80 a barrel for the first time since November 2014. OPEC’s inventory target for output cuts has been met.
|
2018, May, 18, 09:15:00
EIA - The extended period of oversupply in global petroleum markets that began before the Organization of the Petroleum Exporting Countries (OPEC) November 2016 agreement to cut production has ended, and the large buildup of global inventories during that period has now been drawn down. As OPEC plans to reconvene on June 22, markets now appear more in balance, but uncertainty remains going forward.
|
2018, March, 9, 13:40:00
OPEC - The OPEC Reference Basket increased for the fifth-straight month in January, gaining a sharp 7.7% to average $66.85/b, the highest monthly average since November 2014. Oil prices were supported by continuing efforts by OPEC and participating non-OPEC producers to balance the market and ten consecutive weeks of crude inventory draws amid healthy economic growth and improving oil demand.
|
Tags:
РОССИЯ,
ГЕРМАНИЯ,
ГАЗ,
ГАЗПРОМ