In the negotiations of "Gazprom" and China's CNPC to supply Russian gas to China, a new controversy: CNPC said that "Gazprom" requests from her pre-payment - $ 25 billion in monopoly argue that this claim was not made - indeed, it is imposed, "Gazprom "most Chinese, to get additional discounts on gas. In a similar way, China has worked with many other suppliers, in particular with "Rosneft", which leads to a pricing dispute.
As the agency "Interfax" referring to a source close to the leadership of CNPC, "Gazprom" needs of China's payment of at least $ 25 billion against future gas supplies. The exact amount is not named, said the spokesman, but supposedly in talks with CNPC representatives of "Gazprom" have made it clear that the advance should be "no less and perhaps even higher than the loan, which were in China," Rosneft "and" Transneft " "(that is $ 25 billion, of which $ 15 billion went to" Rosneft "). It is, "Interfax", "seriously complicate the negotiations" on the background of still unresolved questions about the price of gas - now the difference in the positions of the parties is $ 65-70 per 1 thousand cubic meters. But credit only expensive its price, says a source close to CNPC, because that money will have to take the bank at interest.
In "Gazprom" officially does not comment on the situation. But the source of "b" in the monopoly states that it does not require any advances of China. "If this option was considered and it would be advantageous only to the Chinese side," - adds a companion "b". He explains that China's "no shortage of foreign exchange reserves," is trying to build the same type of scheme procurement of hydrocarbons: the supplier offers a large loan, such as the construction of the pipeline in exchange for discounts on the price of oil or gas. A similar agreement was concluded with "Transneft" and "Rosneft" in 2008. Oil deliveries began in January, and the companies at once there was a conflict with China about the pricing formula for oil. Part of it was solved, but not removed all the odds.
China has indeed been actively funding hydrocarbon suppliers and itself participates in their production, as well as in the construction of pipelines. For example, he has already pledged up to $ 20 billion in Venezuela in exchange for access to the CNPC to develop local oil fields, as well as $ 10 billion in Brazil - at the expense of future supplies of oil from its fields. In late 2009, launched a gas pipeline Turkmenistan-Uzbekistan-Kazakhstan-China, for which in 2010 had pumped 10 billion cubic meters of gas, but last week - backbone gas pipeline Turkmenistan-China border into the interior of China to the east (all of these projects are also funded mainly by the Chinese side). Due to the fact that China has funded the development of a gas field in Turkmenistan, and the construction of the pipeline, the price of supplies of Turkmen gas to China now exceeds $ 160-190 per 1 thousand cubic meters.
But to believe that "Gazprom" does require China to "prepay $ 25 billion," it is difficult - even more so any liquidity problems at no monopoly, said Igor Golubev of Nomos-bank. Valery Nesterov from "Troika Dialog" adding that "talk about in advance - this is exactly the same bargain prices around, just like everything else." The analyst said that to "Gazprom" critically important to ensure equal profitability of exports to China and Europe, "because if European consumers will see that Russian gas goes to China cheaper, once the question arises about the next revision of prices of supply on the main export market - in Europe ". The next round of talks with CNPC, according to sources, "Y", held in a month - and "if it is unsuccessful, it all goes in the fall."
As the agency "Interfax" referring to a source close to the leadership of CNPC, "Gazprom" needs of China's payment of at least $ 25 billion against future gas supplies. The exact amount is not named, said the spokesman, but supposedly in talks with CNPC representatives of "Gazprom" have made it clear that the advance should be "no less and perhaps even higher than the loan, which were in China," Rosneft "and" Transneft " "(that is $ 25 billion, of which $ 15 billion went to" Rosneft "). It is, "Interfax", "seriously complicate the negotiations" on the background of still unresolved questions about the price of gas - now the difference in the positions of the parties is $ 65-70 per 1 thousand cubic meters. But credit only expensive its price, says a source close to CNPC, because that money will have to take the bank at interest.
In "Gazprom" officially does not comment on the situation. But the source of "b" in the monopoly states that it does not require any advances of China. "If this option was considered and it would be advantageous only to the Chinese side," - adds a companion "b". He explains that China's "no shortage of foreign exchange reserves," is trying to build the same type of scheme procurement of hydrocarbons: the supplier offers a large loan, such as the construction of the pipeline in exchange for discounts on the price of oil or gas. A similar agreement was concluded with "Transneft" and "Rosneft" in 2008. Oil deliveries began in January, and the companies at once there was a conflict with China about the pricing formula for oil. Part of it was solved, but not removed all the odds.
China has indeed been actively funding hydrocarbon suppliers and itself participates in their production, as well as in the construction of pipelines. For example, he has already pledged up to $ 20 billion in Venezuela in exchange for access to the CNPC to develop local oil fields, as well as $ 10 billion in Brazil - at the expense of future supplies of oil from its fields. In late 2009, launched a gas pipeline Turkmenistan-Uzbekistan-Kazakhstan-China, for which in 2010 had pumped 10 billion cubic meters of gas, but last week - backbone gas pipeline Turkmenistan-China border into the interior of China to the east (all of these projects are also funded mainly by the Chinese side). Due to the fact that China has funded the development of a gas field in Turkmenistan, and the construction of the pipeline, the price of supplies of Turkmen gas to China now exceeds $ 160-190 per 1 thousand cubic meters.
But to believe that "Gazprom" does require China to "prepay $ 25 billion," it is difficult - even more so any liquidity problems at no monopoly, said Igor Golubev of Nomos-bank. Valery Nesterov from "Troika Dialog" adding that "talk about in advance - this is exactly the same bargain prices around, just like everything else." The analyst said that to "Gazprom" critically important to ensure equal profitability of exports to China and Europe, "because if European consumers will see that Russian gas goes to China cheaper, once the question arises about the next revision of prices of supply on the main export market - in Europe ". The next round of talks with CNPC, according to sources, "Y", held in a month - and "if it is unsuccessful, it all goes in the fall."
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