Zasoby naturalne

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Zakładam nowy wątek na tego typu wrzutki wpisy refleksje.

Norwegia - cz1

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W kontekscie zasobów naturalnych:
online.wsj.com/article/SB123448074396979659.html?mod=rss_europe_whats_news
Norwegian Oil Firm Goes to Energy's Last Frontier
HAMMERFEST, Norway

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The plant finally started production in September 2007, a year behind schedule.
But it took months to get it working properly. During that time, excess gas that
wasn't being treated in the plant had to be flared, or burnt off. The practice
is usually banned in Norway as harmful to the environment, but the local
authorities granted Statoilhydro emission permits.

"The town was covered in soot," says Svein Joerstad, editor of a local
newspaper. "Cars, boats, houses were turned black. There was a lot of anger."
Last May, the authorities in Oslo disclosed that flaring at Snoehvit was the
main factor behind a nearly 3% rise in Norway's greenhouse gas emissions in 2007.

The plant was also shut down repeatedly for repairs. Engineers discovered that
its seawater heat exchangers

[pawel-l]

Uczestniczyłem przez kilkanaście miesięcy przy projektach "offshore".
Wszystkie miały opóźnienia co najmniej rok. Jednym z powodów jest to że kwestie bezpieczeństwa i ochrony środowiska są na bardzo wysokim poziomie. (Statoil jest firmą kontrolowaną przez państwo coś jak nasz Orlen, więc to też wpływa na szybkość prac).
Ostatnio popularne są instalacje na statkach. Przerabia się tankowiec na pływające rafinerie, które na stałe połączone są ze złożami.
www.offshore-technology.com/projects/alvheim/
Druga sprawa.
W czasie budowy tego zakładu okolice przeżyły ogromny boom. Ceny nieruchomości wzrosły powyżej cen z Oslo (jednej z najdroższych miast na świecie), ale zarobki w tym przemyśle też należą do najwyższych na świecie. Więc coś za coś.
Trzecia sprawa.
Norwegia zgromadziła spore oszczędności, ale ropa powoli się kończy (gaz jeszcze jest). Pytanie czy te oszczędności nie stracą swojej wartości w czasie obecnego kryzysu. Czy nie lepiej było trzymać ropę na lepsze czasy ?

China, Russia Strike $25 Billion Oil Pact

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China, Russia Strike $25 Billion Oil Pact
In Third Deal in a Week, Beijing Moves to Lock Up Natural Resources at Bargain
Prices to Fuel Its Growth
China reached a long-term deal to lend $25 billion to two Russian energy
companies in exchange for an expanded supply of Russian oil, highlighting how
the world's No. 3 economy is using its financial muscle to lock up access to
natural resources.

The agreement, part of a broader Sino-Russian energy cooperation pact signed
Tuesday in Beijing, follows several overseas resource deals in recent weeks that
combined involve nearly $50 billion in Chinese capital. The moves, which promise
to make China a much bigger player in global commodities industries, are
leveraging China's relative financial strength at a time when most other big
economies are in recession.

The overseas agreements are fueling concern in Australia, where China has been
especially active lately. On Monday China Minmetals Corp. offered roughly $1.7
billion to buy Australia's OZ Minerals Ltd., and last week Aluminum Corp. of
China announced a planned $19.5 billion investment in mining giant Rio Tinto.

OZ Minerals is one of the world's largest producers of zinc. The investment in
Rio Tinto includes $12.3 billion toward stakes in iron-ore, copper and aluminum
mines in Australia, Chile and other countries.

Some Australian officials fear that the investments by the state-controlled
Chinese companies could enable Beijing to use the added clout to serve its
national interests, such as by forcing down commodities prices. The Chinese
companies say their investments are driven by business, not political,
considerations.

Meanwhile, debt-laden resource companies in Australia and elsewhere need
investment as commodity prices continue their slump. "Realistically, there's
nowhere to go but China," says Charles Freeman, chair in China studies at the
Center for Strategic and International Studies in Washington and a former
assistant U.S. trade representative.
[oz minerals daily share price]

In Tuesday's deal, state-owned OAO Rosneft, Russia's biggest oil producer, and
OAO Transneft, its oil pipeline operator, will split the $25 billion in loans
from China Development Bank, according to a Transneft spokesman. In exchange,
Russia will provide China with an additional 15 million metric tons of crude oil
a year, the spokesman and another person familiar with the deal said.

That supply deal

China Buys Australia On the Cheap

[stoje_i_patrze]

www.time.com/time/business/article/0,8599,1879866,00.html?xid=rss-business

China Buys Australia On the Cheap
By Bill Powell / Shanghai Tuesday, Feb. 17, 2009
china australia rio tinto business
A bulldozer works on a mound of salt at Rio Tinto's Dampier Salt Limited
production facility at Port Hedland, about 1,600 km (960 miles) north of Perth,
Australia
Tim Wimborne/Reuters

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Earlier this decade, the Chinese began what they called their "Go Out" strategy.
State owned companies across a range of industries planned to go global by
buying stakes in foreign companies. They were flush with cash, and full of optimism.
Related
Stories

* The Short March

More Related

* China’s Stock Market Mania
* China’s Drug Addiction
* Why China Is Buying

Naïve optimism, it turned out. CNOOC tried to buy UNOCAL, the American oil
company, and learned about how xenophobic Congressional leaders in Washington
could be. Then Beijing's sovereign wealth fund got suckered by Wall Street
sharpies. It poured $3 billion into Blackstone in return for a 10% stake in the
New York-based private equity firm in 2007, just before the bottom fell out of
global debt and equity markets. One private equity banker in New York says the
investment is today "worth about half of what they paid, if they're lucky." (See
pictures of TIME's Wall Street covers.)

Today, almost alone in the world, China's state-owned companies are still cash
flush. Crucially, though, they have learned a basic — and expensive — lesson
about investing abroad. As a result, the 'Go Out' strategy has been tweaked. It
might now be better called the 'Buy Low' campaign, and in one of the markets
that Beijing has long had in its strategic sights — Australia's vast metals and
minerals industry — it is now unfolding. (See pictures from the Beijing Olympics.)

On Feb 12, China's state-owned aluminum company Chinalco announced it would
inject $19.5 billion in cash into Anglo-Australian mining giant Rio Tinto. More
than $12 billion of that will give the Chinese company, which already owns 9% of
Rio, a share of some of the mining firm's most valuable mines. The remainder of
the cash injection will go into bonds that can eventually be converted into an
equity stake, which would double Chinalco's overall ownership position in Rio.
The $19.5 billion deal amounts to the largest foreign investment any company in
China has ever made. Two days ago, another state-owned firm, China Minmetals,
said it would pay $1.7 billion in cash for Oz Minerals ltd., the world's second
largest zinc miner.

The economics behind both deals is clear enough — and are so compelling from
China's standpoint that there are likely more to come. Both Rio and Oz Minerals
have been crushed by the global recession's effect on demand for what they
produce. Both have seen their value plunge as a result, and now labor under
enormous debt burdens. Rio's stock price peaked at $552 a share last spring,
then fell to a 52 week low of $55. The stock last traded at $112 on the New York
Stock exchange. Oz Mineral's stock price hit AU$0.55 when trading was suspended
in December. Minmetal's will pay a 50% premium on that. Clearly, for China —
whose voracious appetite for metals and minerals drove commodity prices sky high
until last year's bust — the timing is now right. "These [Chinese] companies
know this slump, while deep, will not last forever," says Xu Minle, a
Shanghai-based analyst at logistics company BOC International. "China is now
making strategic investments overseas at a comparatively lower cost."

For Chinalco, a huge consumer of iron ore, the deal provides potential pricing
power over Rio, one of the world's three largest ore producers. Every year,
steel and aluminum producers worldwide negotiate with miners over new contracts.
For the past few years the mining companies have driven up prices relentlessly.
Shan Shanghua, executive secretary of China's Iron and Steel Association,
recently hinted that Chinese buyers will have some additional clout at the
bargaining table.

That's part of what bothers some of Rio's shareholders. One institutional
investor, who spoke to TIME on condition of anonymity, says it's "up to Rio to
convince us that this does not transfer key pricing power over a key commodity
to a big customer. They need to make that case or I'm not inclined to vote for
the deal" when it comes up for approval in May.

Metals analysts in London say rival giant BHP Billiton, which dropped a takeover
bid for Rio last year as metals prices collapsed, is now poking around to see if
other Rio assets may be for sale. In effect, the Chinalco deal has placed a
value on some of the company's most attractive mines, including a Chilean copper
mine that BHP already owns a piece of.

Some analysts believe Chinalco paid a premium for the Rio assets, given how much
prices have slumped. But BOC International's Xu notes, "that the price is much,
much lower for the assets — particularly iron ore and copper — than it would
have been just six months ago. This seems like a pretty good deal for Chinalco."

Because both Chinalco and Minmetals are state-owned companies, the deals face
significant regulatory scrutiny in Australia, but are likely to go through with
few major problems. Kevin Rudd, the prime minister, is a fluent Mandarin speaker
who had made it clear that solid ties to Beijing are among his top priorities.
And with the mining industry now flat on its back as the global recession
deepens, it's unlikely Canberra will go out of its way to insult the only people
around who have some money left in their pockets — and the willingness to spend it.

Nord Stream ruszy w 2011 r., Niemcy chcą unijnego

[stoje_i_patrze]

www.rp.pl/artykul/5,265268.html

Chinese Set to Spend Billions on European Trip

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BEIJING

link:źródło

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[url="online.wsj.com/article/SB123510607228130765.html?mod=todays_us_page_one"]wsj.com[/url]

obama

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" WASHINGTON, March 4 (Reuters) - U.S. oil and natural gas producing companies
should not receive federal subsidies in the form of tax breaks because their
businesses contribute to global warming, U.S. Treasury Secretary Timothy
Geithner told Congress on Wednesday.

It was one of the sharpest attacks yet on the oil and gas industry by a top
Obama administration official, reinforcing the White House stance that new U.S.
energy policy will focus on promoting renewable energy sources like wind and
solar power and rely less on traditional fossil fuels like oil as America
tackles climate change.

"We don't believe it makes sense to significantly subsidize the production and
use of sources of energy (like oil and gas) that are dramatically going to add
to our climate change (problem). We don't think that's good economic policy and
we think changing those incentives is good for the country," Geithner told the
Senate Finance Committee at a hearing on the White House's proposed budget for
the 2010 spending year."
in.reuters.com/article/oilRpt/idINN0454844120090304

CRB INDEX FUTURE (CR.F)

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stooq.pl/q/?s=cr.f&c=10y&t=l&a=ln&b=0

czy ktos wie gdzie mozna to kupic, na jakiej platformie? wrzucilbym pare gorszy w to

Przerażający obrazek - kończące się zasoby natural

[stoje_i_patrze]

Przerażający obrazek - kończące się zasoby naturalne na ziemi

3.bp.blogspot.com/_FM71j6-VkNE/Sf3Xvv_RUWI/AAAAAAAACT0/he4IE8u-be4/s1600/resource%2Bdepletion.jpg
w prostokątach podano na ile lat nam wystarczy surowca. podano dwa przypadki,
opisane w środu obrazka.

jak tak dalej pojdzie to za mojego życia zabraknie prawie wszystkiego. Ciekawe z
czego będziemy coś robić. Mając na uwadze jeszcze to

www.rp.pl/artykul/2,298602_Powtorka_z_potopu.html
to się w sumie można zastanawiać czy nas wcześniej nie zaleje.

UWAGA. Zakładam, że wykres nie zakłada coraz większy recycling bo wg mnie będzie
na to coraz większe ciśnienie.