Pubblicato in: Banche Centrali, Cina, Devoluzione socialismo, Materie Prime, Russia

Sili Sibiri 2, Altai gas pipeline, collegerà Yamal alla Cina. Sarà la morte del blocco europeo.

Giuseppe Sandro Mela.

2022-09-13.

Russia. Pipeline. Altai Gas Pipeline 001

«Alea iacta est»

Tutte le risorse energetiche russe saranno dirottate su Cina e paesi del blocco euroasiatico.

«Western officials worry that the project could have serious geopolitical implications for energy-hungry European nations»

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Russia. Pakistan, Greater Eurasian Partnership ed Eurasian Economic Union.

Pakistan’s Role in Russia’s Greater Eurasian Partnership.

Nuova Grande Depressione. Prezzo pagato alla guerra di Biden alla Russia. – Bloomberg.

Cina. Rifiuta di biasimare la Russia ed incolpa gli Stati Uniti di quanto accade in Ukraina.

Russia. Pakistan, Greater Eurasian Partnership ed Eurasian Economic Union.

L’Unione economica eurasiatica accoglierà l’Iran dal febbraio 2018.

Stati Uniti. Anno 2021. Import, Export, Macrodati. Le sanzioni sono temibili ma controproducenti.

Russia e Cina. Sili Sibiri quasi terminato. Aumenta il flusso di gas verso la Cina.

Russia e Cina. Sila Sibiri. Un gasdotto da 4,000 km e 70 mld Usd.

Gazprom. Investimenti per 1.1 trilioni di rubli. Sila Sibiri.

Russia. Partita la prima tanker LNG della stagione, da Yamal verso la Cina.

Russia, Penisola Gydan. Arctic LNG-2: un progetto da 21 miliardi Usd.

Russia. Akademik Lomonosov. Prima centrale atomica mobile e galleggiante.

Usa. Le sanzioni di Joe Biden hanno generato un possente mercato dello Yuan.

Cina. Le riserve in dollari americani sono scese sotto il trilione.

Brics Plus. Sono diventati la prima potenza mondiale e l’occidente liberal ne è escluso.

Dushanbe. Russia e Cina integrano l’Iran nello SCO. Altra débâcle irredimibile di Joe Biden.

Cina, Russia ed Iran formano un blocco funzionale che insidia gli Stati Uniti.

Usa. Il tentativo di Joe Biden di isolare la Russia e la Cina è fallito irreparabilmente.

Russian Gas Pivot Toward China Will Ease Europe’s Energy Crunch

Russia. Non esporta in Cina solo il petrolio ma anche il famigerato carbone.

Russia. Acquisterà 70 miliardi Usd in Yuan e valute amiche.

Cina. Contratti petroliferi in yuan convertibili in oro.

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La Russia ha accettato un contratto trentennale per la fornitura di gas alla Cina attraverso Power of Siberia 2, un nuovo gasdotto di 2600 km che ha origine nei giacimenti di gas di Bovanenkovo e Kharasavey a Yamal, rafforzando un’alleanza energetica con Pechino in mezzo alle tensioni di Mosca con l’Occidente per l’Ucraina e altre questioni.

Gazprom, che detiene il monopolio delle esportazioni di gas russo attraverso i gasdotti, ha accettato di fornire alla CNPC, la major energetica statale cinese, 10 miliardi di metri cubi di gas all’anno. I funzionari occidentali temono che il progetto possa avere serie implicazioni geopolitiche per le nazioni europee affamate di energia, prima che queste si impegnino seriamente in una lunga transizione verso le energie rinnovabili e l’abbandono dei combustibili fossili. La Russia invia già gas alla Cina tramite il suo gasdotto Power of Siberia 1, che ha iniziato a pompare forniture nel 2019, e tramite la spedizione di gas naturale liquefatto (LNG). Nel 2021 ha esportato in Cina 16.5 miliardi di metri cubi di gas (bcm). La Russia ha bisogno di diversificare in Asia per prolungare i profitti derivanti dalle sue vaste risorse di gas naturale.

Con l’inverno alle porte, l’Europa sta affrontando una carenza di gas. L’ondata di freddo ha coinciso con la riduzione dei volumi di esportazione di gas dalla Russia, provocando un’impennata dei prezzi. I consumatori e le imprese di tutto il continente stanno affrontando un forte aumento delle bollette, mentre i governi si affannano a cercare di attutire l’impatto. E gli analisti avvertono che la situazione potrebbe presto peggiorare.  Dalle distese ghiacciate della Siberia, la Russia sta già inviando gas naturale alla Cina. Il gasdotto Power of Siberia 1, inaugurato nel 2019, sfrutta i giacimenti di gas dell’estremo oriente russo per contribuire ad alimentare l’economia cinese. L’Europa rimane di gran lunga il principale cliente della Russia, importando circa 200 miliardi di metri cubi di gas all’anno – circa il 30% della fornitura del continente. In confronto, la Cina acquista circa 38 miliardi di metri cubi all’anno.

Power of Siberia 1 utilizza gas che non è collegato ai giacimenti che possono rifornire il mercato europeo. Quindi, non si tratta, almeno al momento, del gas russo che va in Cina, ma della perdita di gas che potrebbe andare in Europa. Mosca e Pechino stanno per accordarsi su un secondo gasdotto – il Power of Siberia 2 – che raddoppierebbe le esportazioni di gas dalla Russia alla Cina, attraversando la Mongolia e raggiungendo le regioni industriali affamate di energia vicino a Pechino.

Inoltre, il gasdotto unirebbe la rete interna del gas russo, collegando la Cina con gli stessi giacimenti di gas della penisola russa di Yamal che riforniscono l’Europa.

Il gasdotto Power of Siberia 2, lungo 2,600 km, tra Russia e Cina attraverso la Mongolia, dovrebbe avere una capacità di trasporto di 50 miliardi di metri cubi all’anno. La costruzione del gasdotto Power of Siberia 2 tra la Russia e la Cina attraverso la Mongolia dovrebbe iniziare nel 2024.

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«Russia has agreed to a 30-year contract to supply gas to China via Power of Siberia 2, a new 2600-km pipeline originating in the Bovanenkovo and Kharasavey gas fields in Yamal,  bolstering an energy alliance with Beijing amid Moscow’s strained ties with the West over Ukraine and other issues»

«Gazprom, which has a monopoly on Russian gas exports by pipeline, agreed to supply Chinese state energy major CNPC with 10 billion cubic metres of gas a year. Western officials worry that the project could have serious geopolitical implications for energy-hungry European nations before they embark in earnest on a long transition to renewables and away from fossil fuels. Russia already sends gas to China via its Power of Siberia 1 pipeline, which began pumping supplies in 2019, and by shipping liquefied natural gas (LNG). It exported 16.5 billion cubic metres (bcm) of gas to China in 2021. Russia needs to diversify into Asia to prolong its profits from its vast natural gas resources»

«As winter bites, Europe is facing a gas shortage. A cold snap has coincided with lower volumes of gas exports from Russia, forcing a big spike in prices. Consumers and businesses across the continent are facing a steep increase in their bills, with governments scrambling to cushion the impact. And analysts warn it could soon get worse.  From the frozen expanses of Siberia, Russia already is sending some natural gas to China. The “Power of Siberia 1” pipeline opened in 2019, tapping the gas fields in Russia’s far east to help fuel the Chinese economy. Europe remains Russia’s largest customer by far, importing about 200 billion cubic meters of gas every year – about 30% of the continent’s supply. By comparison, China purchases about 38 billion cubic meters annually»

«Power of Siberia 1 uses gas that is not connected to the fields that can supply the European market. So, it’s not a question, at the moment at least, of gas from Russia going to China, being the loss of gas that could go to Europe. Moscow and Beijing are close to agreeing on a second pipeline – the “Power of Siberia 2” – which would double gas exports from Russia to China, crossing through Mongolia and into the power-hungry industrial regions near Beijing. Crucially, it also would join up Russia’s internal gas network, connecting China with the same gas fields in Russia’s Yamal peninsula that supply Europe.»

«The 2,600km long Power of Siberia 2 gas pipeline between Russia and China via Mongolia is planned to have a transportation capacity of 50 billion cubic meters per year. Construction on the Power of Siberia 2 pipeline between Russia and China via Mongolia is expected to start in 2024»

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Power of Siberia 2 Pipeline Puts Ever More Pressure on Europe

Russia has agreed to a 30-year contract to supply gas to China via Power of Siberia 2, a new 2600-km pipeline originating in the Bovanenkovo and Kharasavey gas fields in Yamal,  bolstering an energy alliance with Beijing amid Moscow’s strained ties with the West over Ukraine and other issues.

Gazprom, which has a monopoly on Russian gas exports by pipeline, agreed to supply Chinese state energy major CNPC with 10 billion cubic metres of gas a year, the Russian firm and a Beijing-based industry official said.

Western officials worry that the project could have serious geopolitical implications for energy-hungry European nations before they embark in earnest on a long transition to renewables and away from fossil fuels.

Russia already sends gas to China via its Power of Siberia 1 pipeline, which began pumping supplies in 2019, and by shipping liquefied natural gas (LNG). It exported 16.5 billion cubic metres (bcm) of gas to China in 2021.

The Kremlin has been eager to expand its energy market in China, which will need more gas in coming years to substitute for an eventual phasing down of coal, according to Vita Spivak, an energy analyst at Control Risks, a global consulting firm. Spivak told a discussion forum earlier this month that Kremlin officials are anxious to “exploit the opportunity” especially “considering there is a good working relationship between the two capitals.

McKinsey, the strategic management consulting firm, estimates Chinese demand for gas will double by 2035. That will be a godsend for Russia. European governments are already setting out plans on how to transform their energy markets—how they will generate, import and distribute energy and shift to renewables and, in some cases, nuclear power. Russia needs to diversify into Asia to prolong its profits from its vast natural gas resources as Europe slowly weans itself off Gazprom supplies.

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‘Power of Siberia 2’ Pipeline Could See Europe, China Compete for Russian Gas

As winter bites, Europe is facing a gas shortage. A cold snap has coincided with lower volumes of gas exports from Russia, forcing a big spike in prices. Consumers and businesses across the continent are facing a steep increase in their bills, with governments scrambling to cushion the impact. And analysts warn it could soon get worse.

Moscow plans to build a new pipeline to China, which could give Russia the power to sell gas to the highest bidder, pitting Chinese and European consumers against one another.

                         Chinese economy

From the frozen expanses of Siberia, Russia already is sending some natural gas to China. The “Power of Siberia 1” pipeline opened in 2019, tapping the gas fields in Russia’s far east to help fuel the Chinese economy.

Europe remains Russia’s largest customer by far, importing about 200 billion cubic meters of gas every year – about 30% of the continent’s supply. By comparison, China purchases about 38 billion cubic meters annually.

“Power of Siberia 1 uses gas that is not connected to the fields that can supply the European market. So, it’s not a question, at the moment at least, of gas from Russia going to China, being the loss of gas that could go to Europe,” explains Tom Marzec-Manser, head of gas analytics at the energy data firm Independent Commodity Intelligence Services (ICIS).

                         ‘Power of Siberia 2’

That could soon change. Moscow and Beijing are close to agreeing on a second pipeline – the “Power of Siberia 2” – which would double gas exports from Russia to China, crossing through Mongolia and into the power-hungry industrial regions near Beijing.

Crucially, it also would join up Russia’s internal gas network, connecting China with the same gas fields in Russia’s Yamal peninsula that supply Europe.

“It does give Gazprom – as that major exporter – the optionality to direct gas to one market over another,” Marzec-Manser told VOA.

That could give Russia considerable leverage, says Filip Medunic, who leads the Task Force for Strengthening Europe Against Economic Coercion at the European Council on Foreign Relations.

“Technically, it is hard to tell whether the pricing system will be designed in a way that there is going to be the possibility to sell to the highest bidder, but I think that Russia intent is definitely eyeing in this direction, to be able to use it as a leverage – at least rhetorically – in the coming decade,” Medunic told VOA.

Construction of the Nord Stream 2 gas pipeline, which connects Russia directly with Germany, was completed last year. Certification of the pipeline is currently suspended amid tensions between the West and Moscow.

Will it make a difference? Probably not,” said Marzec-Manser. “The reality is that when Nord Stream 2 starts running commercially – and it’s not running at the moment, it is ready, it’s operable, but not operational – it will just reroute gas that is already flowing through other routes.”

                         Sanctions

In recent months, Russia has amassed upwards of 100,000 troops on the border with Ukraine. The West has threatened crippling sanctions if Russia invades, including targeting its energy sector.

There are other incentives for Moscow to find new customers for its gas, says Marzec-Manser. “The trajectory of the European Union in particular in terms of decarbonization is that gas will have a diminishing role over the medium to long term,” he said.

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Mongolian PM expects construction of Power of Siberia 2 to begin in 2024

The 2,600km long Power of Siberia 2 gas pipeline between Russia and China via Mongolia is planned to have a transportation capacity of 50 billion cubic meters per year

Construction on the Power of Siberia 2 pipeline between Russia and China via Mongolia is expected to start in 2024, said Mongolian Prime Minister (PM) Oyun-Erdene Luvsannamsrai during an interview with the Financial Times.

Luvsannamsrai said that the feasibility study of the natural gas pipeline has been finished. The Prime Minister expects the construction of the Mongolian part to go ahead in spite of Russia’s military conflict with Ukraine.

However, the Prime Minister added that deliberations are still going on if the final route of the pipeline.

Luvsannamsrai also said that Russia did not put pressure on Mongolia to speed up the construction of the Power of Siberia 2 pipeline despite Gazprom’s planned gas pivot to Asia.

The 2,600km long Power of Siberia 2 gas pipeline is planned to have a transportation capacity of 50 billion cubic meters per year.

In 2019, Russia signed a memorandum of understanding with Mongolia for studying the feasibility of laying the onshore gas pipeline through Mongolia.

Expected to begin operations in 2030, the Power of Siberia 2 pipeline will be owned by Gazprom (50%) and China’s CNPC (50%).

Russian President Vladimir Putin had given his nod to Gazprom in March 2020 to begin the implementation of the gas pipeline project. The pipeline will connect gas transportation systems in the eastern and western regions of Russia.

In December 2019, Gazprom launched piped supplies of Russian gas produced from the Irkutsk and Yakutia gas production centres to China through the 3,000km long Power of Siberia pipeline.

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