L' offensive des compagnies pétrolières chinoises

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rico
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Re: L' offensive des compagnies pétrolières chinoises

Message par rico » 21 janv. 2016, 08:49

La dette ne peut pas grossir éternellement surtout quand personne ne la rembourse. Ca marche jusqu'au moment où ça ne marche plus.....

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Re: L' offensive des compagnies pétrolières chinoises

Message par mobar » 21 janv. 2016, 08:53

rico a écrit :La dette ne peut pas grossir éternellement surtout quand personne ne la rembourse. Ca marche jusqu'au moment où ça ne marche plus.....
Quand ça ne marche plus, les dettes sont effacées
L'histoire est pleine d'exemples de ce type, faut lire Greaber (5000 ans d'histoire de la dette)

Lorsque les créanciers ne veulent pas effacer les dettes, ça débouche sur une révolution ou une guerre et leurs créances se volatilisent. Le résultat est le même avec en prime la possibilité de repartir d'une page blanche pour ceux qui restent
"C'est quand il n'y a plus d'espoir qu'il ne faut désespérer de rien" Sénèque
https://youtu.be/0pK01iKwb1U

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Re: L' offensive des compagnies pétrolières chinoises

Message par rico » 21 janv. 2016, 09:02

On est d'accord. Ca s'appelle un effondrement et c'est la possibilité à privilégier. Encore plus probable qu'une guerre ou qu'un effacement des dettes : le blocage du système avec paralysie complète inhérents à la faillite du système bancaire mondial. Bon on est HS là.

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Re: L' offensive des compagnies pétrolières chinoises

Message par EPE_bel » 21 janv. 2016, 09:45

Des dettes il s'en efface tous les jours.

Quand une société fait faillite ses dettes disparaissent (à peu de choses près, ce que le liquidateur arrive à récupérer)

Quand une société se restructure les dettes se renégocient. Souvent les créanciers ont le choix entre échanger leurs créances contre des actions (en espérant que la restructuration soit efficace) soit en laissant tomber la moitié ou plus de leurs créances (c'est ça ou rien si on fait faillite)

Même les dettes d'états se renégocient. En Grèce je crois que les créanciers privés ont laissé tomber pas loin de 80% de leurs créances. Ce sont surtout les états créanciers qui ne veulent rien lâcher.
Autrefois EPE http://www.oleocene.org/phpBB3/memberli ... file&u=110 Accès au compte perdu

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Re: L' offensive des compagnies pétrolières chinoises

Message par sherpa421 » 21 janv. 2016, 10:05

rico a écrit :La dette ne peut pas grossir éternellement surtout quand personne ne la rembourse. Ca marche jusqu'au moment où ça ne marche plus.....
Tant que la création monétaire se fait via la dette et qu'il y a de la croissance, la dette doit grossir pour mettre en circulation suffisamment de monnaie.
La guerre tue.
Moi, j'aime pas le foot.

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Re: L' offensive des compagnies pétrolières chinoises

Message par energy_isere » 28 mars 2016, 13:33

Le distributeur gazier chinois ENN prend pour 750 millions de $ de parts dans le projet gazier Santos en Australie.
ENN est le 1er investisseur privé à construire un terminal de regazéification en Chine.

China's ENN Buys $750M Stake In Australia's Santos

by Reuters|Thursday, March 24, 2016

Chinese private gas distributor ENN is set to become the top shareholder in Australia's Santos Ltd after agreeing to buy an 11.7 percent stake for $750 million from Hony Capital, in a push to get into gas production.

Santos said on Friday it had approved the transfer of Hony's stake to ENN Group's ENN Ecological Holdings Co. Hony acquired most of its stake last November when Santos sold A$3 billion in new shares to help it slash debt. "This introduction to the upstream sector takes us a step forward in our aim to generate value across the entire natural gas value chain, and allows us to learn and build experience," ENN Group chairman Wan Yusuo said in a statement late on Thursday.

Chinese gas distribution companies, like ENN, are looking to acquire interests in gas producers to lock in supplies of liquefied natural gas (LNG) and ease their dependence on state-owned giants CNOOC Ltd, PetroChina and Sinopec, bankers have said.

ENN is building China's first private LNG receiving terminal in Zhoushan, set to handle 3 million tonnes a year, starting in 2018. The $750 million that ENN is paying for the Santos shares is well above the A$700 million Hony invested last November, which at the time was worth $492 million.

As part of the deal, Hony, one of China's most successful private equity funds whose backers include state-sponsored Legend Holdings, Singapore's Temasek and Abu Dhabi Investment Authority, will acquire a $380 million stake in ENN.
http://www.rigzone.com/news/oil_gas/a/1 ... ias_Santos

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Re: L' offensive des compagnies pétrolières chinoises

Message par energy_isere » 28 mars 2016, 13:37

La compagnie chinoise CNOOC voit ses profits chuter de 9.2 milliards de $ en 2014 à 3.1 milliards de $ en 2015
CNOOC Profit Drops 66%

by Rigzone Staff March 24, 2016

CNOOC Limited revealed Thursday in its 2015 financial results statement that its profit plunged 66.4 percent to RMB 20.24 billion ($3.1 billion) in 2015, compared to RMB 60.19 billion ($9.2 billion) the year before.

In 2015, the company’s oil and gas sales revenue was RMB 146.6 billion ($22.5 billion), representing a decline of 32.8 percent year on year. CNOOC reduced its capital expenditure by 37.9 percent last year to RMB 66.5 billion ($10.2 billion), and cut its all-in cost by 5.9 percent year on year to $39.82 per barrel of oil equivalent as a result of its efficiency program.
CNOOC successfully met its annual oil and gas production target during the year, with net oil and gas production reaching 495.7 million barrels of oil equivalent. The company made 16 new discoveries and appraised 23 oil and gas structures during 2015. As at December 31, 2015, CNOOC’s net proved reserves were approximately 4.32 billion barrels of oil equivalent.
CNOOC Limited Chairman, Yang Hua, said in a company statement: “In 2015, the company achieved satisfactory results in different areas of business notwithstanding the significantly lower capital expenditure. Looking ahead, the company may face a more complex and challenging production and operating environment. We will continue to adjust our business strategy and intensify the activities for the ‘Year of Quality and Efficiency’ program. We will endeavor to allow more space for growth through reform and innovation, and to consolidate our achievements through improved systems and policies, so as to ensure the sustainable growth of the company.” -
http://www.rigzone.com/news/oil_gas/a/1 ... t_Drops_66

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Re: L' offensive des compagnies pétrolières chinoises

Message par energy_isere » 13 avr. 2016, 18:31

Importations Chinoises de pétrole records pour le Q1 2016, avec 7.34 millons de b/j.
Il se pourrait que pour l' ensemble de l' année 2016 la Chine dépasse les importations de pétrole US.

China Imports Record Crude Oil As Higher Margins Boosts Buying

April 13, 2016 (Bloomberg)

China’s crude imports climbed to a record in the first quarter as higher refining margin encouraged refiners to boost purchases.

The world’s biggest energy user increased inbound shipments to 91.1 million metric tons in the first three months of the year, data from the Beijing-based General Administration of Customs showed on Wednesday. That’s equivalent to about 7.34 million barrels a day, 6 percent higher than the previous quarter and 13 percent up from the same period last year, according to Bloomberg calculations. Imports last month fell about 4 percent from February’s record to 7.71 million barrels a day, the third-highest ever.

The nation’s net oil-product exports jumped to 1.3 million tons in March, the highest in three months, Wednesday’s data show. Refiners are importing more oil to take advantage of local retail fuel prices that are frozen when oil trades below $40 a barrel. The margin for major Chinese refineries to process Oman crude was about $16 a barrel in the first quarter, 68 percent higher than last year’s average, according to ICIS China, a Shanghai-based commodity researcher.

“Low oil prices and healthy margins are supporting imports,” Virendra Chauhan, a Singapore-based analyst at industry consultant Energy Aspects Ltd., said in an e-mail. “The strong imports also reflect demand from the teapot refiners.”

..................
China may surpass the U.S. as the world’s largest crude importer this year with average inbound shipments of 7.5 million barrels a day, driven by independent plants’ purchases and stockpiling demand, said Zhong Fuliang, vice president with China International United Petroleum & Chemicals Co., the trading arm of the nation’s biggest refiner. The U.S. imported 7.37 million barrels a day last year, according to Energy Information Administration data.
http://www.rigzone.com/news/oil_gas/a/1 ... sts_Buying

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Re: L' offensive des compagnies pétrolières chinoises

Message par energy_isere » 04 janv. 2018, 18:37

Les réserves stratégique de pétrole en Chine ont augmentées de 14% entre Juin 2016 et Juin 2017.
China Accelerates Stockpiling Of State Oil Reserves Over 2016/17

BEIJING, Dec 29 (Reuters)

China's state oil reserves increased by nearly 14 percent between June 2016 and June 2017, official data showed, picking up pace from the previous six months.

Analysts attributed the increase to the government taking advantage of low oil prices to keep Strategic Petroleum Reserves (SPR) high, and said stockpiling had eased in the third and fourth quarter of this year as oil prices rebounded.

China had stored 37.73 million tonnes, or 275 million barrels, in nine bases by mid-2017, up from 33.25 million tonnes at the end of June the previous year, according to the data from the National Energy Administration (NEA). The latest number was largely in line with forecast of 38.90 million tonnes from Thomson Reuters Oil Research.

The nine bases are Zhoushan, Zhoushan expansion, Zhenhai, Dalian, Huangdao, Huangdao SPR, Duzishan, Lanzhou and Tianjin.

China rarely releases data on its SPR volumes and this is the first update in eight months of its crude oil reserves.

Adding 4.48 million tonnes of crude oil over the 12 months to June 2017 is equivalent to adding 89,600 barrels of oil per day (bpd). That's higher than the average rate of 52,000 bpd in the first half of 2016, but much lower than the filling rate of 240,000 bpd notched in 2015.

"Stockpiling picked up in the second half of 2016 as the government took advantage of lower crude prices and filled up some newly built tanks," said Emma Li, senior analyst at Thomson Reuters Oil Research.

CNPC’s 2.58-million tonne facility in Jinzhou, Liaoning and Sinopec’s 2.74-million tonne plant under Tianjin Phase 2 was rapidly filled in the fourth quarter of 2016 and reached full capacity in Q1 2017, she said.

Li said the pace of stockpiling eased again in the third and fourth quarter this year after crude oil prices rebounded. Stronger demand from refineries this year also meant SPR sites had to wait longer to get crude volumes from ports.

China plans to accelerate construction for the second phase of its SPR and bring forward the third phase, the government said in July.
https://www.rigzone.com/news/wire/china ... 9-article/

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