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Las empresas rusas no gustan a los resto-franquistas.
El embajador en Moscú muestra al Gobierno cómo frenar a Lukoil
* Una nueva ley rusa permite vetar compras superiores al 10% en empresas estratégicas
* Solbes insiste desde entonces en el principio de reciprocidad
Actualizado martes 02/12/2008 06:03 (CET)
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MARISA CRUZ
MADRID.- El embajador de España en Moscú, Juan Antonio March, alertó el pasado día 21 al Gobierno español del camino que podría seguir para frenar la aspiración de la compañía petrolera rusa Lukoil de adquirir un paquete de hasta el 29,9% de las acciones de Repsol YPF.
March envió una comunicación restringida al Ministerio de Asuntos Exteriores con copia al de Defensa adjuntando el texto, traducido del ruso al inglés, de la Ley Federal Rusa número 57, aprobada por Putin hace apenas siete meses y en virtud de la cual el Kremlin se reserva el derecho a vetar aquellas inversiones extranjeras que pretendan hacerse con el 10% o más de los derechos en el consejo de administración de cualquier compañía rusa considerada estratégica.
Apenas cuatro días después del telegrama del embajador, el vicepresidente segundo, Pedro Solbes, recalcó que en el caso Lukoil-Repsol habría que considerar elementos importantes como la "reciprocidad".
Por el contrario, el presidente del Gobierno, José Luis Rodríguez Zapatero, y la vicepresidenta primera, María Teresa Fernández de la Vega, se han mantenido firmes en su postura de que el Ejecutivo no puede hacer nada para intervenir en una operación que se plantea entre empresas privadas, aunque afecte de lleno a un sector de interés estratégico para la nación como es el de la energía y aunque la compañía rusa tenga evidentes lazos con el poder político ruso.
Una ley 'relevante'
El embajador de España en Moscú remitió a Madrid el texto completo de la citada ley porque, tal y como puntualiza, consideró, "relevante tener en cuenta las disposiciones" de dicha norma "en relación con la proyectada inversión de la petrolera rusa Lukoil en Repsol".
El diplomático incluso llega más allá al recordar que Repsol ha firmado un acuerdo con la compañía rusa Rosneft -la primera petrolera del país- para adquirir el 23,9% de participación en el proyecto de exploración petrolífera Veninsky en el campo Sakhalin-3 y, en virtud de la ley citada, el acuerdo está pendiente de aprobación por el Gobierno ruso.
Manu1001 dijo:Las empresas rusas no gustan a los resto-franquistas.
Y aquí es donde toda argumentación pierde su validez, y dejo de leer.
Lástima, pintaba interesante.![]()
Manu1oo1
parras dijo:...Yo personalmente creo que es un 'hasta luego'.... al menos mientras la población del planeta siga en aumento, mientras haya millones de familias en la india sin luz en casa, y mientras la reducción del consumo no se organice para volver a crecer esta vez de un modo sostenible en los países desarrollados... vaya panorama....
Parece como si finalmente los mercados sí nos hacen tirar hacia donde debemos, pero con un varapalo tan grande que igual no tenemos fuerzas ni recursos como para afrontar el reto con suficiencia....
parras dijo:no he oido nada del posible 'circo' que tiene que haber montado en Canadá, o con inversiones del tipo aguas profundas como las recientemente descubiertas en Brasil. La parálisis de unas inversiones que se anticipaban rentabilísimas o al menos interesantísimas para estos países estarán temblando...
Peak oil review - Dec 8
by Tom Whipple
1. Prices and production
OPEC’s failure to act at its November 29th meeting, coupled with a steady stream of bad economic news, sent oil steadily downwards from an opening price of $55 a barrel last Monday to a Friday close of $40.81. It was the biggest one week drop in oil prices since 1991. Bets that oil for January delivery will fall below $20 a barrel were actively traded in New York on Friday. Merrill-Lynch foresees $25 oil a possibility in coming months.
The IEA once again cut its demand forecast for 2009 by 170,000 b/d to 86.37 million b/d. The best estimate is that so far OPEC has cut about 1 million b/d of the 1.5 million b/d cut that was adopted in October, although more cuts are expected. Kuwait and Qatar will reduce crude shipments in January and Saudi Aramco raised selling prices for shipment to Asia, a sign that further supply reductions are coming.
Oil prices are now so low that many of the “stripper” wells that operate in the US are no longer profitable and face shutdown. These wells account for 18 percent of onshore US production and produce about 1.3 million b/d.
This winter is starting to look like the coldest in years for the northern US. Retail heating oil is now 60 cents a gallon cheaper than at this time last year and stockpiles are below normal, suggesting that shortages could develop in the distillate market this winter
Over the weekend, OPEC’s president Khelil warned that oil markets should brace for a surprise decision on output cuts when the cartel meets in Oran on December 17th. Khelil said that “a consensus has formed for a significant reduction of production levels” and that it could be “severe.” Most analysts had been predicting a 1 million b/d output cut, but Khelil noted that some were now talking of cuts of as much as 2 million b/d.
The two previous OPEC cuts, while not yet fully implemented, have done nothing to halt the price decline. Khelil suggested that only the announcement of a spectacularly large production cut will be sufficient to shock the markets into a rebound. As usual the issue of whether next week’s announcement will turn into actual cuts remains open. It appears likely that Russia will announce some sort of production cut in conjunction with the OPEC meeting.
2. OPEC and Russia are hurting
Only a few months ago OPEC and Russia were on top of world with oil revenues breaking records day after day and their prestige and influence expanding. Now with OPEC oil selling for somewhere in the low $30’s and faced with the possibility that it will go still lower, even the richest members of the cartel, those with relatively small populations, are now in trouble. With oil sales their only source of income and populations that have become used to state subsidies for many consumer goods, several OPEC governments may be facing political crises.
Iran’s and Venezuela’s oil revenues are now only one half to one third that required to maintain government operations, to sustain domestic subsidies, and to bankroll foreign and domestic economic and political programs. Both these countries have announced retrenchments. Some believe they will face political instability as a result.
Even the wealthy Gulf oil states face problems due to a combination of oil low prices, falling real estate prices, and illiquid financial markets. The prospects for ambitious diversification projects are looking poorer all the time.
The key to oil prices and OPEC’s future over the next year is whether they can collectively cut oil sales, thereby foregoing substantial short term revenue, to the point that they can force oil prices back up again. Some in OPEC are sensitive to the possibility that oil supplies can be cut so much that in addition to increasing prices, the cartel will trigger even more global economic troubles and cut the demand for oil to unimagined levels.
3. Investment continues to fall
Although not yet widely appreciated, a key underpinning for economic recovery will be the size and effectiveness of investment in oil production projects. Without substantial investment, world oil production is certain to continue falling of its own accord after the current round of OPEC and other production cuts.
Reports of delayed or cancelled projects continue to come in. During the past week there have been reports of refinery projects being placed on hold and additional cancellations of production projects. France’s Petroleum Institute, which tracks petroleum exploration and production, is forecasting that investment is likely to stabilize during the first few months of 2009, but after that it is impossible to forecast.
A few large organizations, most notably Brazil’s Petrobras—which hopes to become a major oil exporter in the next few years—maintain that the current economic slowdown will have no effect on investment plans. While projects by self-financed companies continue, smaller organizations that depend on banks say funding has dried up.
A recent re-evaluation of the balance between oil coming into production from new projects vs. depletion from currently producing fields continues to suggest that in 2010 depletion will start to get ahead of production. Six months ago, with nearly all oil producers making a maximum effort to produce as much oil as possible, such a finding was at the heart of understanding future oil production. Now with both demand and investment falling rapidly, the situation has become so complicated that it is difficult to determine what will be the limiting factor on future oil production.
4. Detroit in the balance
For a second week, the world’s attention was focused on efforts in Washington to sustain the US automobile industry. GM and Chrysler claim they will be out of operating cash in a matter of weeks, leading to millions of layoffs and a serious deterioration of the US economic situation. The industry and its many supporters maintain that a bailout of almost any conceivable size would be cheaper than the economic havoc caused by an industry-wide collapse.
Last week, renewed Congressional hearings released a storm of what the New York Times called “pent-up anger” as the various sectors of the political and economic spectrum aired their views on this seminal issue facing the US economy this winter.
Detroit is now calling for “bridge loans” totaling $34 billion and is claiming that all will be well in 24 months so that payback can begin. An independent economist, however, testified that Detroit will need between $75 and $125 billion in loans and many more years to get back on its feet.
At week’s end it appeared that Congressional Democrats and the Bush administration had agreed on a $15 billion loan that will keep the industry functioning until the new US administration and Congress are in place. Many Congressional Republicans remain opposed to the whole concept of a federal loan to Detroit and may attempt to block action later this week.
Implicit in nearly all the Congressional testimony was the notion that the current economic problems, while serious, are cyclical and that in two or three years car sales will revive. Some knowledgeable observers say the government will have to carry the industry for six or seven years before any restructuring and new generations of fuel efficient cars can have a significant effect on sales.
5. Briefs (clips from recent Peak Oil News dailies are indicated by date and item #)
Rental rates for deepwater drilling rigs continue to surge as a worldwide shortage of vessels used to search for oil outweighs the drop in crude prices. Lack of financing is preventing smaller companies from following through with plans to build new vessels. (12/6, #4)
The world’s biggest shipyards will record the lowest LNG tanker orders in a decade as charter rates halve. Banks which lent 90 percent of the cost of a ship are now funding less than half. Most LNG carriers are chartered at $60,000 to $70,000 a day on a term basis for between 15 years and 25 years (12/6, #6)
Industrial companies are sharply cutting back their natural gas consumption as the economic slowdown erodes demand for their products. Between April and September, gas consumption by industrial users dropped 14% to the lowest monthly figure since at least 2001.(12/6, #14)
Crude oil may dip below $25 a barrel next year if the recession that’s slashing fuel demand around the world spreads to China, Merrill Lynch & Co. said. (12/5, #2)
Japan's Nippon Oil Exploration is in talks with Iraq on the construction of an oil refinery worth $5-10 billion and investment in oil exploration for the same amount, a company official said on Friday. (12/5, #9)
China National Petroleum Corp has signed a framework agreement with Cuba's state-owned Cubapetroleo for expanded cooperation in oil and gas development. (12/5, #11)
Prime Minister Putin warned that Russia will reduce gas supplies to Ukraine if it tries to siphon Russian gas intended for European consumers. The warning, which comes amid difficult talks on a price for Russian gas supplies to Ukraine, will likely stoke fears in European nations. (12/5, #18)
In the oil and gas industry, there is a broadly used parameter that expresses the “dryness/leanness” or “richness/wetness” of natural gas. This parameter is expected to change to dryness/leanness over time, based on an extensive analysis of the world data. The IEA WEO 2008 forecast to 2030 implies the opposite result--namely that the shift will be toward richness/wetness. Doubts about their forecast increase. (12/5, #19)
AFS Trinity’s problem is their Extreme Hybrid™ drive system seems just too good to be true. The skeptics are wrong -- AFS Trinity has created a technology that could, if commercialized, make 150 mpg driving an everyday reality.” (12/5, #21)
The US Minerals Management Service reported that 14.9% of Gulf of Mexico crude oil, or 193,910 barrels a day, still remained shut in last week after hurricanes Ike and Gustav. Some 21% of Gulf natural gas output also remained off line. (12/4, #11)
Natural-gas producers must shut down more drilling rigs to stem a decline in prices XTO Energy CEO Keith Hutton said. There were 1,443 rigs drilling for gas as of Nov. 28, a drop of 10 percent from 1,606 on Sept. 12. (12/4, #12)
The IEA’s WEO 2008 report points out that biofuels will not scale up to produce more than a small fraction of our fuel demand, and even then with potentially serious consequences. (12/4, #17)
Iraqi oil exports could fall by as much as 13% next year amid maintenance problems and labor shortages. The Iraqi government has already been forced to slash its 2009 budget by 16 percent from an original plan of $80 billion because of the collapse in crude prices since July. (12/3, #4)
Mexico's options for avoiding a dramatic decline in oil output are narrowing to a multibillion dollar gamble on the Chicontepec basin, where producing crude is so difficult it has been largely ignored since its discovery in the 1920s. (12/3, #8)
Refiners in Japan, the world’s third-largest oil consumer, are cutting processing in December and probably in January to cope with bigger declines in fuel demand at home and abroad. Nippon Oil plans to cut processing this month by 18 percent from a year ago after slashing the run rate by 25 percent in November. (12/3, #10)
Royal Dutch Shell has drilled the deepest production oil well ever, at its Silvertip field in the Gulf of Mexico. The well has been drilled 9,356 feet below the surface, The Silvertip well will connect to Shell's Perdido platform, which, moored in 8,000 feet of water, is itself the deepest of its kind. Perdido will be capable of processing 130,000 barrels of oil equivalent a day. (12/3, #15)
Energy companies harvesting oil from the Canadian tar sands may wipe out 6 million to 166 million warblers, sparrows and other birds during the next half century as strip mines, waste ponds and air pollution damage nesting grounds. (12/3, #18)
Most US oil and gas exploration companies expect the economic crisis to affect their ability to borrow money in 2009, according to a study by BDO Seidman LLP. (12/2, #3)
Gasoline and diesel stockpiles belonging to China's two oil giants, Sinopec Group and CNPC, hit record highs in October. (12/2, #6)
Three months ago, China and India were said to be immune from the credit crisis gripping developed nations. More recently, their economic booms were supposed to stabilize global growth. Now, both countries are suddenly looking inward and fretting over the destabilizing effects of sluggish growth. (12/3, #9)
In China, fast-rising unemployment has led to an unusual series of strikes and protests. Normally cautious government officials have offered quick concessions and talk openly of their worries about social unrest. Laid-off factory workers in Dongguan overturned patrol cars and clashed with police last Tuesday. (12/2, #5)
The U.S. Energy Department will resume filling the nation’s Strategic Petroleum Reserve next month, once Congressional restrictions expire. (12/2, #11)
The cost of asphalt is more than double what it was a year ago and almost four times the price in 2000. When oil prices shot up, refineries installed new equipment to increase fuel output from crude. The consequence for the asphalt industry was that less of the by-product it needs is available. (12/2, #12)
China National Petroleum Corp. has made six major oil and gas discoveries this year as the organization steps up efforts to meet rising domestic demand for energy. The additional oil reserves found may hit a record for a third year. (12/1, #10)
When credit crisis will cause the production of virtually all fuels to decline, relative to what they otherwise would have been. Production of oil should also decline (in absolute terms, not just relative terms) in the years ahead. (12/1, #16)
Quote of the Week
“OPEC is going to have to show much better compliance [with announced oil production cuts]. They must feel somewhat dejected that the cut that was thrown at the market has had almost no impact. Although they aren’t powerless, they can do very little to support prices until there is a semblance that demand is leveling.”
-- James Ritterbusch, President Ritterbusch & Associate
Sería una cruel paradoja del destino que la demanda de petróleo se agotara por la competencia del coche a pilas antes de que los propios pozos se quedaran secos.
Si es que...LoJaume dijo:Leo en el link:
Sería una cruel paradoja del destino que la demanda de petróleo se agotara por la competencia del coche a pilas antes de que los propios pozos se quedaran secos.
![]()
Pero, acaso creen que las pilas se recargan solas? De donde saldria la electricidad para recargar esas pilas? Alguien ha hecho el cálculo sobre el número de centrales (térmicas, nucleares, ...) que habría que construir para alimentar la demanda del parque mundial de vehiculos eléctricos?
Es que algunos hablan del coche eléctrico como si la electricidad saliera gratis del enchufe, coño.![]()
sikander77 dijo:hombre, el Sahara es muy grande.... proponer es muy facil
es como decir que si pusiesemos turbinas para la energia de la marea en todas las costas de aqui a China.
Sí, por ejemplo el impacto medioambiental.Supongo que si no lo hacen es pq no hay materiales en la tierra suficientes para tanta placa solar o pq muchas naciones no estan dispuestas a invertir en una fuente de energia que estaria fuera de su soberania o por que como llevaria siglos y los mandamases solo les importa el hoy y ganar las proximas elecciones pues pasando.Cortoplacismo power.O igual hay algun motivo aun mas obvio que yo no veo por ignorante que seguro que tambien.
vdky dijo:Aparte de esto anterior, ¿recuerdas que te dije que había países con excedente eléctrico tal, que no la producen por que no pueden almacenarla y piensan almacenarla en combustible en forma de hidrógeno?... fijate si hay electricidad abundante y sobrada. Otra cosa es que luego las redes eléctricas estén a la altura.
Si es que...cuando no se sabe...
...solo te recuerdo que ya has sido baneado un par de veces por tus impertinencias.Anda, deja de decir paridillas.
Jo, aún no lo sabes... con la cantidad de inteligencia que gastas en ponerle nombre a las cosas y no has sido capaz de ponerte al día con la cantidad de noticias que han salido sobre el tema. Ya te apunté la cantidad de miles de entradas que podías encontrar en Google, así que busca un poco, y si no ya sabes, dedicate a las metáforas, a decir que no hay electricidad suficiente y otros comentarios cavernícolas similares.LoJaume dijo:Si que me acuerdo sí. Recuerdo que Azaris te preguntó qué paises tenian "excedente de electricidad" y fuiste incapaz de responder, para variar.
Que me lo digas tu... precisamente...Claro que, para un tipo que ve un futuro donde la gente se fabricará hidrógeno en el garaje, cualquier cosa se puede esperar.
Para echarse a temblar, fijate......solo te recuerdo que ya has sido baneado un par de veces por tus impertinencias.
Las centrales nucleares (por ejemplo en españa) están tan a medio gas que incluso hay momentos que abastecen de electricidad a las centrales hidráulicas. Ufff, ¿a saber que querrá decir eso eh?
¿"Hemos"?, anda, anda...En este hilo hemos dado un par de ejemplos.
Como he dicho antes, la electricidad no es una fuente de energía, sino que es un vector energético, es decir, una forma de almacenar y/o transportar la energía.