Russian Oil and Gas Industry: News #2

Currently the GAZPROMNEFT EAST is anchored right next to the AKADEMIK CHERSKIY, I guess they could use a good top up after such a long trip...

You would think in these times the British newspapers would love a story about how their mighty ships yet again protected Britain and democracy itself from an evil Russian military ship sailing international waters near the UK again... clearly it is not just the NHS that is being stretched...

GarryB wrote:Currently the GAZPROMNEFT EAST is anchored right next to the AKADEMIK CHERSKIY, I guess they could use a good top up after such a long trip...

You would think in these times the British newspapers would love a story about how their mighty ships yet again protected Britain and democracy itself from an evil Russian military ship sailing international waters near the UK again... clearly it is not just the NHS that is being stretched...

It is also I suspect in our interests to keep a low profile on NordStream 2 as it is likely that we are going to need some Russian gas in the future as we did a couple of years ago. Our own North Sea gas production continues to fall and Holland shuts down next year (to try to stop the land sinking into empty gas caverns). Those together with the move to get Norwegian gas via the Danish connector will put pressure on Norway's pipe capacity. If it comes a bit cheaper because of reduced transit charges all the better.

The AKADEMIK CHERSKIY might not need the GAZPROMNEFT EAST as she had the fleet tanker Yelnya/Esther with her all the way from the Indian Ocean. Might be cheaper to get more diesel from a company tanker than a military one tho'

JohninMK wrote:...Strange that the Royal Navy didn't seem to react, at least publicly, to Yaroslav Mudrii cruising up the Channel.

If they did they would then have to mention the reason why Yaroslav Mudrii is sailing there which would then have several inconvenient side effects:

- People realizing that Russians are finishing Nord Stream 2 solo

- Admitting that sanctions amounted to a mere delay

- East Europeans throwing very loud shit-fit as always

- And above all Germans putting the screws on everyone to keep it quiet which would risk yet another EU internal drama

So it was better to just smile and wave (discretely) than to, how do I say it... rock the boat too much...


I wouldn't be surprised if we also learn in several days that cruiser Marshal Ustinov has conveniently arrived at it's home base up in Severomorsk

Unless they are still sunbathing off Cape Town but I kinda doubt it

https://www.ukrinform.net/rubric-economy/3018295-makohon-ukraine-will-lose-up-to-3-bln-annually-if-nord-stream-2-launched.html

Ukraine has almost completely lost its gas transit from the Russian Federation to Turkey, Greece, and Bulgaria after the first line of the TurkStream gas pipeline was launched.
"Unfortunately, it has to be stated that Ukraine has actually completely lost gas transit from Russia to Turkey and Southern Europe (Greece and Bulgaria) after the first line of the TurkStream was launched," CEO of Gas Transmission System Operator of Ukraine LLC Serhiy Makohon posted on Facebook.

According to Makohon, "after the pipeline in Bulgaria is constructed and the second line of the TurkStream is launched, Ukraine will lose another part of the transit to Hungary and Serbia (up to 15 billion cubic meters)." The launch is expected in late 2020 or early 2021.

“Therefore, it is critically important to prevent the completion of construction of Nord Stream 2 as [its launch and operation] will lead to a complete loss of transit from 2025. For Ukraine, this is $2.5-3 billion in annual revenues from transit,” he noted.

Makohon added that a potential decision of the German energy regulator to extend the rules of the EU’s Gas Directive to Nord Stream 2 could significantly reduce the profitability of the project as Gazprom would only be able to load 50% of its capacity. “But now is not the time to ease up. Fight against Nord Stream 2 should remain a key task not only for GTS Operator of Ukraine and Naftogaz of Ukraine but also for the Ministry of Foreign Affairs and the Ministry of Energy and Environmental Protection,” the official emphasized.

On January 8, 2020, Russian President Vladimir Putin and President of Turkey Recep Tayyip Erdoğan officially launched TurkStream gas pipeline.

According to this dumbasses Russia attacked them militarily 100+ times in the last few years. They want nothing to do with Russia. But they don´t want independence from the money coming from their enemy.

owais.usmani wrote:

“Therefore, it is critically important to prevent the completion of construction of Nord Stream 2 as [its launch and operation] will lead to a complete loss of transit from 2025.

Emperor Palpatine: "Oh, I'm afraid the deflector shield Nord Stream 2 will be quite operational when your friends arrive..."

A report to Congress wants the US to stop Russian gas exports to Asia! The authors of the report are not
happy that China is going to be supplied via the Power of Siberia and is ignoring the (mythical) US LNG.
The poor, poor babies. Nobody wants their shit.

The situation is looking somewhat like Nord Stream II. These Congress analists are a day late and a dollar short
but now we will have the Power of Siberia II which will have 50 bcm of capacity so there is a chance for the
US to throw a tantrum.

Also, exports to Asia are going to kill off the Stockholm Arbitration Kangaroo "Tribunal" decisions that have
murdered the previous balanced system of Russian gas exports to the EU. Thanks the transparently politicized
decisions of this kangaroo tribunal, Gazprom's costs are no longer a consideration in the so-called market
price. So EU-tards have shot their biggest import supplier and expect to keep on getting the same volume
of gas for some contrived "market price" that reflects speculators in London or some other irrelevant location.
Now this big NATzO victory is f*cked and Congress vermin are fuming mad.

Hole wrote:According to this dumbasses Russia attacked them militarily 100+ times in the last few years. They want nothing to do with Russia. But they don´t want independence from the money coming from their enemy.

What is pathetic is that this failed state thinks that $3 billion per year is a big deal. Just consider the GDP scaled by population
size, which it would have been if Pukeraine didn't jump into the outhouse hole. So 42/146 = 0.29 or 29%. For Russia, 3/0.29=10.3
billion dollars is basically nothing. So Pukeraine should have had enough slack to dump the whole cursed Moskal gas transit.
But instead it sounds as if $3 billion is like some major part of its GDP.

BTW, the recent attempt to ignite Siberian secessionism via NATzO sponsored liberasts is a transparent attempt to sabotage
gas supplies to the the far east from Russia. They want some malcontents to block construction or claim rights to the gas
reserves, etc. Of course, if there was real rule of law, the USA would have to be partitioned also considering it composed
of land stolen from aboriginals who have been driven into reservation ghettos.

The Russians are bypassing the Ukraine because the Ukraine government stole gas in transit to other customers... other customers who blamed Russia for it.

If its customers have been honest and blamed the Ukraine and the Ukraine had apologised and compensated Russia then they might have decided there was no need to bypass the Ukraine at all so the Ukraine could keep collecting $200 every time they pass Go.

The country to blame is the Ukraine.

But I am starting to think it is also Russia... Russia needs to expand its capacity to deliver its product to any country in the world via LNG ships and processing facilities... I would also build pipelines through north korea that could be used to pipe gas to south korea if they are interested. Cheap energy to North Korea and opening up trade with them will be good for that country and bad for the US.

GarryB wrote:The Russians are bypassing the Ukraine because the Ukraine government stole gas in transit to other customers... other customers who blamed Russia for it.

If its customers have been honest and blamed the Ukraine and the Ukraine had apologised and compensated Russia then they might have decided there was no need to bypass the Ukraine at all so the Ukraine could keep collecting $200 every time they pass Go.

The country to blame is the Ukraine.

But I am starting to think it is also Russia... Russia needs to expand its capacity to deliver its product to any country in the world via LNG ships and processing facilities... I would also build pipelines through north korea that could be used to pipe gas to south korea if they are interested. Cheap energy to North Korea and opening up trade with them will be good for that country and bad for the US.

Russia is answering your last paragraph. There is a massive expansion of LNG ports and LNG ships over the last few years. There are also
major pipeline projects aimed eastward. North Korea is too flaky to have anything built across it. There has been endless discussion about
a rail link to South Korea from Russia but that has gone nowhere.

The rail line has gone nowhere for the same reason a gas pipeline wont go through NK to SK... because the Americans wont allow it...

Imagine the situation where Japanese goods are shipped across to South Korea and put on a train to then go up through north korea directly to Russia and then across Russia directly to the European market... and back... Russia would benefit from basically transit fees and so would NK and the US wont stand for that... they could care less about trade between Japan and the EU... the US makes no money in that situation, so of course they will block it any way they can.

It is why they are getting so upset with China.... China is spending money supporting new trade links from Asia to the EU over land (train and road) and via the sea and air... but again the US does not benefit so it wants it stopped because there is money in Asia and in Europe and if those two areas trade the US wont get a cut and Russia might get some...

GarryB wrote:The rail line has gone nowhere for the same reason a gas pipeline wont go through NK to SK... because the Americans wont allow it...

Imagine the situation where Japanese goods are shipped across to South Korea and put on a train to then go up through north korea directly to Russia and then across Russia directly to the European market... and back... Russia would benefit from basically transit fees and so would NK and the US wont stand for that... they could care less about trade between Japan and the EU... the US makes no money in that situation, so of course they will block it any way they can.

It is why they are getting so upset with China.... China is spending money supporting new trade links from Asia to the EU over land (train and road) and via the sea and air... but again the US does not benefit so it wants it stopped because there is money in Asia and in Europe and if those two areas trade the US wont get a cut and Russia might get some...

why not? I remember reading that there were already plans about making a bridge from Russia's mainland to sakhalin and even the possibility of building from sakhalin a bridge to the Japanese island of hokkaido... of course it will not be easy but it could bring a lot of advantages... in comparison, high speed rail connection from Russia to South Korea crossing North Korea is much easier..  and i believe that south Korea slowly is also getting fed up with US impositions...

The so-called DMZ between North and South Korea is controlled by an UN force which is controlled by… Murica. The South wanted to build this railway line but their big brother said no.

Hole wrote:The so-called DMZ between North and South Korea is controlled by an UN force which is controlled by… Murica. The South wanted to build this railway line but their big brother said no.

They control the demilitarized zone because there is one. The 2 Koreas could still decide to either remove the zone (even if it is unlikely for the next few years), or manage it differently (with only South and North Korean forces controlling it without any UN or American forces)...

Anyway, 2 years ago they already stopped broadcasting propaganda with loudspeakers across the DMZ and using balloons with propaganda messages.

https://edition.cnn.com/2018/04/23/asia/north-korea-south-korea-upcoming-summit-intl/index.html


And there were already a few events where unified sport teams from North Korea and South Korea participated under the name of Korea... maybe it is now the time when they can at least try to cooperate for mutual benefits

I guess the removal of the DMZ would need a UN vote which the west would block.

Hole wrote:I guess the removal of the DMZ would need a UN vote which the west would block.

If the 2 Koreas find an agreement between themselves cannot the tell other countries to f*** off?

Afterall the DMZ is only between north and South Korea.
North Korea only borders Russia and China (in addition to South Korea).

South Korea does not even have any other border with other countries, and its other neighbour (across the sea), Japan, would also have commercial benefits with such agreements (and does not have anyway any say on the Korean DMZ)..


Anyway, they could still leave the DMZ but allow cargo trains to cross...

Apparently the problem is with the UN sanctions ban investment on the proposed infrastructure...

https://qz.com/1508036/north-and-south-korea-celebrate-a-new-rail-line-they-cant-construct/

Could not China or Russia finance on their own the project ignoring UN sanctions and keeping the profits on the travels for a few years until they recover the costs?

At the end, if UN is just a puppet of a particular state, and only useful to impose sanctions, it has lost its scope

kvs wrote:BTW, the recent attempt to ignite Siberian secessionism via NATzO sponsored liberasts is a transparent attempt to sabotage
gas supplies to the the far east from Russia.   They want some malcontents to block construction or claim rights to the gas
reserves, etc.   Of course, if there was real rule of law, the USA would have to be partitioned also considering it composed
of land stolen from aboriginals who have been driven into reservation ghettos.  

I never really heard of any kind of secessionist movements in Siberia.  Only one I heard of was some hippy looking guy from Novosibirsk but was arrested for breaking the law.  That was like in 2011?  Outside of that, like high 90% of locals are more patriotic to Russia than fricking Moscow. In semi related news to foreign agents, Russian government has made a massive NGO in Russia non desireable which educates youth in Russia to act against Russia. https://antimaidan.ru/news/18975

miketheterrible wrote:

kvs wrote:BTW, the recent attempt to ignite Siberian secessionism via NATzO sponsored liberasts is a transparent attempt to sabotage
gas supplies to the the far east from Russia.   They want some malcontents to block construction or claim rights to the gas
reserves, etc.   Of course, if there was real rule of law, the USA would have to be partitioned also considering it composed
of land stolen from aboriginals who have been driven into reservation ghettos.  

I never really heard of any kind of secessionist movements in Siberia.  Only one I heard of was some hippy looking guy from Novosibirsk but was arrested for breaking the law.  That was like in 2011?  Outside of that, like high 90% of locals are more patriotic to Russia than fricking Moscow.  In semi related news to foreign agents, Russian government has made a massive NGO in Russia non desireable which educates youth in Russia to act against Russia.   https://antimaidan.ru/news/18975

We had a discussion about Siberian liberast secessionism in the Urals and Siberia in 2019. Anyway, the point is that the US tries to
bootstrap the partition of Russia one way or another. Chechnya was a rather extreme case, but a small group of "martyrs" can be
used to herd the sheeple as well. The problem is that in any given country, the vast majority of the population are sheeple. So
dirty colonialist tricks can work. If everyone was on the ball, then no amount of agitprop and shills would have any effect.

https://steelguru.com/gas-oil/novatek-registered-license-for-bukharinskiy-license-area/558912

NOVATEK Registered License for Bukharinskiy License Area

PAO NOVATEK announced that Arctic LNG 1, a wholly owned subsidiary, registered license number SLH 16637 NR for geological survey, exploration and production at the Bukharinskiy subsoil license area on the Gydan Peninsula. The license area partially located in the shallow waters of the Ob and Taz bays in the Yamal-Nenets Autonomous Region and is obtained for a period up to 2050. The license terms stipulates that the resource base should be used for LNG production at gas liquefaction facilities located in the YNAO and the adjacent water area.

The license area is located in close proximity to the Geofizicheskiy and Trekhbugorniy license areas and the Soletsko-Khanaveyskoye field. Arctic LNG 1, NOVATEK’s next large-scale LNG project, holds these license areas. The Bukharinskiy license area has estimated hydrocarbon resources of 1,190 billion cubic meters of natural gas and 74 million tons of liquids, or 8.4 billion barrels of oil equivalent, according to the Russian resource classification system.

The Company intends to begin full-scale geological and geophysical activities and commence the drilling of the first exploratory well in the upcoming exploration 2020/2021 season.

https://in.reuters.com/article/health-coronavirus-russia-gazprom/update-1-gazprom-pumps-gas-to-china-as-planned-despite-contractors-work-suspension-idINL8N2CO7GJ

Gazprom pumps gas to China as planned despite contractor's work suspension

MOSCOW, May 6 (Reuters) - Russia’s largest gas producer Gazprom said on Wednesday it was supplying natural gas to China as planned after the company’s contractor said it was suspending works at a China-assigned field.

Stroytransneftegaz, a contractor working for Russian energy giant Gazprom at the Chayanda gas field in Siberia, said earlier on Wednesday it was halting its works there until lockdown measures are lifted, the TASS news agency reported.

Gazprom said its unit Gazprom Dobycha Noyabrsk kept on extracting gas and preparing it for transportation at the Chayanda field as planned.

The schedule for launching facilities at the gas field also remains unchanged, Gazprom said.

Gazprom last month evacuated 23 workers from the Chayanda gas field after four workers tested positive for the novel coronavirus.

The Siberian gas field was launched in December to move gas supplies via pipeline to China for the first time.

kvs wrote:

miketheterrible wrote:

kvs wrote:BTW, the recent attempt to ignite Siberian secessionism via NATzO sponsored liberasts is a transparent attempt to sabotage
gas supplies to the the far east from Russia.   They want some malcontents to block construction or claim rights to the gas
reserves, etc.   Of course, if there was real rule of law, the USA would have to be partitioned also considering it composed
of land stolen from aboriginals who have been driven into reservation ghettos.  

I never really heard of any kind of secessionist movements in Siberia.  Only one I heard of was some hippy looking guy from Novosibirsk but was arrested for breaking the law.  That was like in 2011?  Outside of that, like high 90% of locals are more patriotic to Russia than fricking Moscow.  In semi related news to foreign agents, Russian government has made a massive NGO in Russia non desireable which educates youth in Russia to act against Russia.   https://antimaidan.ru/news/18975

We had a discussion about Siberian liberast secessionism in the Urals and Siberia in 2019.   Anyway, the point is that the US tries to
bootstrap the partition of Russia one way or another.   Chechnya was a rather extreme case, but a small group of "martyrs" can be
used to herd the sheeple as well.   The problem is that in any given country, the vast majority of the population are sheeple.  So
dirty colonialist tricks can work.   If everyone was on the ball, then no amount of agitprop and shills would have any effect.

Ah, was it to do with the retarded people angry over the waste dump sites and shit? Yeah, they were a handfull of retards. I think secessionist movement in Siberia was a total of about 1,000 or 2,000 people. Out of 30M people it was a funny joke. But you are right, there are still people who are dumb and will follow what Americans say.

why not?

The US basically.

Until South Korea can say no and get out to the US not much is going to change and relations with North Korea will not be allowed to get better.

Ah, was it to do with the retarded people angry over the waste dump sites and shit? Yeah, they were a handfull of retards. I think secessionist movement in Siberia was a total of about 1,000 or 2,000 people. Out of 30M people it was a funny joke. But you are right, there are still people who are dumb and will follow what Americans say.

Yeah, those 1-2K people should talk to native americans or the islanders who used to live on Guam or the Marshall Islands about how their new American friends are being so helpful with their problems with Moscow.... best buddies when it is in their interests but given half a chance they will treat you worse than you could ever imagine at the drop of a hat because they don't care about you... they care about the land you are standing on...

Enough with the North-South Korea discussion already! this is Russian Oil & Gas thread, not Korea thread.  

https://tass.com/economy/1153569

Gazprom Neft expects global oil price to exceed $50 in the long-term

MOSCOW, May 6. /TASS/. The oil price will reach $50 per barrel and even rise higher in the long-term, Deputy Chief Executive Officer of Russia’s oil producer Gazprom Neft Alexei Yankevich said in an interview with the corporate magazine.

"In the long-term the oil (price) will return to the level of $50 and higher, which is in line with our basic price for estimation of investment projects," he said.

The company is currently testing its investment program considering the influence of today’s prices, Yankevich said, adding that approximately it might be reduced by up to 20%. "Consequently, certain adjustments are possible, though a large-scale revision of the investment program is not on the agenda. We suggest that the physical amount of investment activities will not be slashed by more than 20%," he said.

Deputy CEO noted that production will remain profitable for the company even with oil prices keeping at around $20 per barrel. Meanwhile, the oil producer expects the oil price within the range of $15-40 per barrel this year.