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The cards of Gazprom and Rosneft disclosed to the president
What was presented to Vladimir Putin at the rehearsal meeting of the WEF
The meeting of President Vladimir Putin at the Nizhne-Bureyskaya HPP, dedicated to the projects of the Far East, looked like a rehearsal for the third Eastern Economic Forum: the head of state outlined the priorities of state policy, officials and representatives of state companies reported on the largest projects. EastRussia tried to catch what was said to Vladimir Putin, and what - did not say.
Meeting with federal officials and heads of state corporations, Vladimir Putin began with the confirmation of investment figures. He mentioned also 85 enterprises at 115 billion rubles and 5,5 thousand new jobs, which should be introduced in the Far East by the end of this year. And those notorious "2,2-2,3 trillion, and together with the companies" Gazprom "and SIBUR - more than three, it turns out, trillions", which should receive the macroregion in the long term. Focusing, of course, on the largest infrastructure projects, which will be implemented at the expense of state corporations. And the state here is ready to help with financing, the president confirmed.
The most important message of Vladimir Putin about the sources of such financing was a reminder. "Here's another. We planned all these plans for the development of the Far East, it was assumed, not only was it supposed, but proceeded from the fact that ministries and departments, when planning their events, would take into account the plans for the development of the Far East, and we did not agree that ministries and departments would demand any kind of " Then additional resources. Apparently, this is not very successful for our colleagues. I want to draw your closest attention to this, the most intimate. I understand that somewhere, it may be more convenient, more comfortable spending money, but we agreed that there are priorities that the state is building, and these priorities indicate where it is necessary to do it, "the president said, and then gave the floor Their subordinates.
Energy Minister Alexander Novak has laid out a whole fan of promising projects before Vladimir Putin.
First, the Eastern petrochemical complex, the first two phases of which should be introduced to 2022: refinery capacity of up to 12 million tons of oil and petrochemical capacity at 3,4 million tons of raw materials per year. "The volume of investments will be in two lines of 796 billion rubles. Today, technical conditions have been obtained for all external infrastructure facilities, funding sources and mechanisms are being worked out with all companies: with Russian Railways, with FGC, with Transneft. There are proposals, and in principle here we do not see any special problems, "the minister assured.
Secondly, "to increase supplies of petroleum products to the domestic market and export to China, the issue of construction of an Amur refinery with an annual capacity of 6 million tons is also under consideration," the minister said. "This project involves the participation of foreign investors," he noted in one sentence, but did not go into details.
Thirdly, the main gas pipeline "Power of Siberia", according to which Gazprom should supply 38 billion cubic meters of gas per year to China. "As of today, welding works on the main gas pipeline" Power of Siberia "have been carried out in the volume of 1150 kilometers - this is just over half already. The beginning of gas supplies, as Alexei Borisovich Miller reported to you today, - 20 December 2019, "Alexander Novak cheerfully reported.
Fourth, the Amur gas processing plant in the Svobodny area, the construction of which was launched on August 3 by the president, and the associated gas chemistry complex of SIBUR. Gazprom plans to launch the first line of the plant in 2021, and the second in 2024. The volume of investments is 1344 billion rubles. SIBUR Holding estimates the volume of investments at 500 billion rubles. Commissioning is expected in 2024, ”the minister said.
Fifth, the third stage of the plant for liquefying gas on Sakhalin. "It is planned to make a final investment decision before the end of the first quarter of 2019. The target date for commissioning the third stage is 2023-2024 years. The operator of the Sakhalin Energy project is currently negotiating the purchase of gas with potential suppliers, this is the operator of the Sakhalin-1 project, and also with Gazprom under the Sakhalin-3 project, "Alexander Novak said.
Sixth, the coal projects: the project of the Elga coal mining complex Mechel in Yakutia with the capacity of 27 million tons per year, the construction of the Inaglinsky coal complex in South Yakutia with the capacity of up to 10 million tons, the Urgalsky coal deposit in the Khabarovsk Territory with the capacity of 10 million tons, the Amaam coal deposit In the Chukotka Autonomous Okrug, projects on Sakhalin and in the Magadan Region.
Seventh, the Minister mentioned the construction of four RusHydro facilities with a capacity of more than 500 megawatts. "The second phase of Blagoveshchenskaya CHPP has already been put into operation, in 2016 year. This year, the first phase of the Yakutsk SDPP-2 with an output of 193 megawatt is expected to be put into operation, and the first stage of the Sakhalin SRPS-2 and CHPP in the city of Sovetskaya Gavan will be put into operation at 2018-2019, "he recalled.
WHAT VLADIMIR PUTIN SAID BAD
Igor Sechin reported to the head of state that according to the VNKhK project in Primorye, "positive conclusions were obtained from environmental, and most importantly, state expertise on the production complex and infrastructure facilities of the project." Under the project, created a TOP, allocated land, expanded the territory of the nearby port of Nakhodka. But the VNKh project has a number of unresolved issues. For example, foreign investors did not enter the project, although the Chinese, and even Americans, showed interest in it, Igor Sechin specified. But this is not the main thing, he said.
"There is no confirmation of the full provision of funding for the external infrastructure of the VNKhK through the appropriations of the federal budget. The company fulfilled all its obligations in accordance with the "road map", and sent all the necessary justifications for the legislation. We are in dialogue with Minvostokrazvitiya. We believe that for some items of expenditure we can find a compromise solution, say, for including a petrochemical sea terminal in the project, but, of course, subject to the provision of project financing on long-term conditions, "Igor Sechin said.
"The key problem" he called providing the complex with natural gas in the amount of 2,3 billion cubic meters. "There is no confirmation on the part of Gazprom of the necessary volume and readiness to ensure the increase in the throughput capacity of the main gas pipelines by the required date, this is the second quarter of 2020. In connection with the lack of necessary decisions, there is a risk of failure of planned terms of project implementation and deterioration of its economic performance, "said a representative of Rosneft.
"Gazprom," he said, suggested that the state company find gas resources from its projects (Rosneft fully supplies VNKhK with crude oil through supplies from the ESPO and from Sakhalin), but the company does not have free gas on Sakhalin. "Even if we refuse this, we will reorient these volumes to the VNKhK, although it seems unlikely to us, we will have to disconnect from the power generation facilities that are currently provided by these gas volumes, but even with the existing production capacities for gas, we will not have enough To provide VNHK, "Igor Sechin complained.
Sitting at the same table, the head of Gazprom, Alexei Miller, did not say a word about the VNHK project, preferring to report on the project of his monopoly - the Amur GPP. "The construction of temporary buildings and structures for the builders of the plant is nearing completion, and in the current period of time we are also at the final stage of construction of transport infrastructure: roads and railways not for public use," said Mr. Miller. With Russian Railways, he said, there are no questions about interaction, but when building river logistics it would be nice to get government assistance.
"By the end of the year, a berth on the Zeya River will be put into operation, the delivery of oversized heavy cargo will begin in 2018. In order to deliver these cargoes, it is necessary to carry out dredging works on the Zeya River. 1,1 meter. Vladimir Vladimirovich, please instruct the Ministry of Transport of the Russian Federation to provide appropriate funding and to ensure the implementation of dredging works for the entire period of the project, for the entire period of construction of the plant, "he asked. At the same time, there is an alternative option: to provide discharge from the Zeya reservoir during the period of cargo arrival, which will help maintain the depth. But for this, too, an order from the Ministry of Natural Resources is needed - to amend the rules for the use of water resources of the Zeya reservoir.
Not all is well in terms of the project and in terms of interaction with customs, continued Alexey Miller. It turns out that at one time NIPIgazpererabotka (a Gazprom structure) achieved the adoption of unified codes for the commodity nomenclature of foreign economic activity for the supply of equipment to the gas processing plant, but was unable to obtain a zero customs duty. This right was then received by another subsidiary, Gazprom Pererabotka Blagoveshchensk, which became a resident of the TOP, but now the decision of the Ministry of Finance and the Federal Customs Service must be adjusted. Also, Mr. Miller asked for instructions to the Ministry of Labor and the Ministry of Internal Affairs - "to promptly consider and make decisions on quotas for foreign labor for the project for the entire construction period." The nearest agreement on attracting foreign workers is to take place on 12 August.
WHY VLADIMIR PUTIN DO NOT SAY
VNHK has problems not only with Gazprom in terms of loading the enterprise with gas, but also with the sea terminal. According to the FEO, at the first stage, it is planned to build an oil refinery within VNHK for 658,7 billion rubles. and infrastructure for another 129,3 billion rubles. The last item of expenditure includes the terminal for 3,5 million tons per year - it will cost, as calculated in the company, 55 billion rubles. Rosneft offers a third-party investor to build the facility with a return on investment of RUB 1,6 billion. a year - for 30 years. But FSUE "Rosmorport" refused to approve such a project as "ineffective". Regarding the attraction of investments by ChemChina, which can buy up to 40% of VNHK with proportional participation in financing, the last agreement in this regard was concluded by Rosneft with the Chinese side in September 2016 - with the specification that the model requires improvement.
Project Amur Refinery - also one of the controversial ones. At the beginning of this year, it became known that railway workers were ready to transport raw materials to the plant, although investors insisted on deliveries by pipeline. Earlier, large suppliers, primarily Transneft, refused to cooperate. The project can be saved by Grigory Berezkin's Energoaktiv through the Uyarsk terminal - additional free capacities will appear there when Rosneft's Komsomolsk refinery is connected to the ESPO pipeline through a branch. At the same time, the Chinese company, which is the main potential investor of the refinery, Meng Lan Xing He, bought the Yakut oil company Tuymaada Neft and reached preliminary agreements on the supply of products with the Krasnoyarsk oil company Kharyaga and the Irkutsk oil company Dulisma. However, Kharyaga is not engaged in oil production yet, but only holds licenses for exploration and production of oil in the Shushukskoye field with small reserves. Tuymaada-Neft holds licenses for exploration and production of oil at four blocks in the Olekminsky region of Yakutia with total oil resources of 130 million tons. According to Alexander Matveyev, deputy director of Tuymaad-Neft for oil and gas projects, the company will start production no earlier than 2021.
No less interesting project Amur GEA "Gazprom". The raw materials, which will be supplied via the Power of Siberia, inevitably need processing: the gas from the Chayandinskoye field contains only about 85% methane, the rest is ethane, propane-hexane fraction, 1% nitrogen and 6,5% helium. Just to bring the gas, which is then transferred to Russian or foreign consumers, to a marketable state, Gazprom begins construction of a gas processing plant. But even before its commissioning, gas supplies to China begin, for which it is profitable to receive raw gas - and CNPC initially wanted to buy just such gas in order to create its own processing. And the emergence of the Amur GPP will not be beneficial to the Chinese, who can influence Gazprom thanks to the concluded contract for supplies to the PRC. Therefore, there will be nothing surprising in the fact that the GPP project will be delayed. Nevertheless, Alexey Miller assured Vladimir Putin: the Amur Gas Processing Plant will start operating at full capacity from January 0,6, 1, there are no deviations in the implementation of its construction schedule.
The third stage of the LNG plant on Sakhalin is at all jeopardized by the disagreements between Rosneft and Gazprom over the raw materials. Just as companies can not agree on gas supplies to VNKh, there is no agreement between them on gas sources for an LNG plant.
Finally, RusHydro's facilities in the Far East, as already reported recently by EastRussia, Are being built with a significant delay, which the president somehow decided not to report - or this part of the report was not public.