Before that, there was news that PetroChina had been losing money in importing natural gas . Recently, CNPC people confirmed the news. Currently, domestic imported natural gas generally has prices that are upside down. Therefore, China’s imported natural gas in the first half of this year lost more than 20 billion yuan. . Among them, 13.98 billion cubic meters of natural gas in Central Asia, a loss of 7.762 billion yuan; import LNG 4.387 billion cubic meters, a loss of 113.31 billion yuan; Myanmar's imports of natural gas 1.311 billion cubic meters, a loss of 1.267 billion yuan. In the face of such a large loss, CNPC began to actively promote the work of reform by the National Development and Reform Commission, and quickly realize the link between domestic prices and the international community to reduce losses.
Zhou Jiping, chairman of China National Petroleum Corporation, told the media on various occasions that he understood that the National Development and Reform Commission is actively promoting China's gas price reform work and is striving to achieve gas prices by the end of 2015.
Although this is the case, major importers such as PetroChina have stated that they will continue to actively establish and expand channels for importing natural gas and organize more import of natural gas.
"China's natural gas consumption growth is alarming. At present, natural gas is 32% dependent on foreign countries, and will surpass 50% from 2020 to 2030. Who will dare to give up this piece of cake? After all, gas price integration will eventually be realized." According to the introduction, PetroChina is building four natural gas pipelines in the northwest, northeast, China, Myanmar and the sea to ensure China's growing demand for natural gas.
Burma's "great loss"
On September 17, PetroChina announced that the Qujing branch of the China-Myanmar Natural Gas Pipeline was formally put into operation and supplied gas to Qujing City in Yunnan Province, ending the history of pipeline gas in Qujing. At this point, the main line of China-Myanmar natural gas pipeline has been put into production for nearly a year.
It is understood that China-Myanmar natural gas pipeline is a cross-border natural gas pipeline built by CNPC in September 2010. Its gas source mainly comes from Myanmar, and its target markets are located in Yunnan, Guizhou, Chongqing and Guangxi, etc. The designed annual gas transmission volume is 120 billion cubic meters. At the end of 2013, the main line of the pipeline reached the end of Guangxi.
However, during this period, "(PetroChina) imported 1.131 billion cubic meters of natural gas from Myanmar, a loss of 1.267 billion yuan." The above-mentioned CNPC sources said that this means that every one cubic meter of Myanmar gas imported by CNPC has a loss of up to 1 yuan.
According to the data of the General Administration of Customs, the import declaration price for Myanmar's gas import this year is 2.79 yuan per cubic meter, and the price of the highest natural gas portal approved by the National Development and Reform Commission for Yunnan Province is 2.85 yuan per cubic meter. Therefore, even if import value-added tax is not included, PetroChina will Myanmar's natural gas has been transported to western Yunnan, which has also generated losses. “By exporting gas to Guizhou, Chongqing and Guangxi, the cost of pipeline transportation will increase substantially, exceeding 1,700 kilometers.†The above-mentioned oil person admitted frankly.
It is reported that according to the current natural gas pricing mechanism, the prices of the highest natural gas portals in countries such as Guangxi, Yunnan, Chongqing, and Guizhou are basically the same, all between 2.7 yuan/cubic meter and 2.85 yuan/cubic meter. From Yunnan to Guangxi, the total length of the China-Myanmar natural gas pipeline exceeds 1,700 kilometers. Therefore, “China Petroleum’s huge loss is inevitable.â€
The oil person pointed out that in 2014 China-Burma pipeline has just been put into use, market development work is in the ascendant, with the further increase in the consumption of Myanmar gas in four provinces and cities, the loss of PetroChina will continue to increase, "in the first half of this year consumption of 1.3 billion cubic meters. In meters, the amount of losses is also 'only' 13 billion yuan. If it reaches the 12 billion cubic meters/year of pipeline production, its loss will be an alarming figure.
In fact, the loss of imported natural gas is not new to PetroChina.
China Petroleum (601857) annual report shows that CNPC began to suffer a huge loss in the import of natural gas from Central Asia in 2011. The loss was more than RMB 20 billion in that year. In 2012, as the import volume increased, the loss in the sector expanded and the loss amount reached RMB 41.9 billion. In 2013, after receiving a huge government subsidy, the loss on this pipeline still reached more than 40 billion yuan.
Now, the China-Myanmar pipeline has become a new loss-making machine. "The amount of losses after the completion of production should be around 10 billion yuan each year."
Four channels
The huge loss did not slow down the expansion of CNPC's natural gas. "We are building the four major natural gas import channels, just like the four major crude oil import channels," said a source of the oil.
He pointed out that China's natural gas consumption has maintained high growth, and the growth rate has reached double digits before 2014. "Even if the economic situation is not good this year, the consumption of natural gas remains high."
However, domestic natural gas production has been difficult to meet the demand for rapid growth, and imports will be an inevitable situation.
The report of the relevant organization confirmed this point: At the end of 2003, China’s first long-distance natural gas pipeline (with a designed gas transmission volume of 12 billion cubic meters/year) was formally put into operation. However, due to the small number of users and insufficient market development, this pipeline went to 2004. Only in mid-year did it reach the planned gas transmission capacity; however, after 10 years, by 2013, China's annual apparent natural gas consumption reached 167.6 billion cubic meters, and the foreign gas dependence rate exceeded 30% for the first time, reaching 31.6%; “2020 to 2030 Will exceed 50% or more."
“Therefore we can only invest heavily in natural gas projects outside the border and sign contracts for import of pipeline gas and LNG with relevant countries and companies.†The above-mentioned CNPC sources told the 21st Century Business Herald: “In order to diversify geopolitical and other risks, multi-channel imports It is an inevitable choice."
According to PetroChina’s plans, in addition to the established Sino-Kazakhstan Natural Gas Pipeline (Northwest) and China-Myanmar Natural Gas Pipeline, CNPC will also vigorously develop the Sino-Russian gas pipeline Eastern (Northeast) and offshore LNG base stations; in addition, China and Russia will also The proposed pipeline construction of the Russian Gas Pipeline west line (northwestern China) will be negotiated to ensure that more imported natural gas resources flow into the Chinese market.
However, the huge loss of imported natural gas is still a problem facing importers such as PetroChina.
Taking China-Myanmar pipeline as an example, its 2.79 yuan/m3 declaration price met with the current domestic low price situation and was destined to be persistent. The above-mentioned CNPC sources disclosed to reporters: “In Yunnan, it is a small loss; in Guizhou and Chongqing, every one kilometer eastward, PetroChina’s loss will increase, and the loss has reached an astonishing figure in Guangxi.â€
In fact, "there are profits for the market" has been verified in Yunnan. Prior to this, the Qujing area in Yunnan Province has been using natural gas from Sichuan Province for long-distance transportation. The price per cubic meter is as high as 5.25 yuan, nearly double the pipeline gas price. "It is a market for private companies. The price is low. No one. Dry.†Wang Ruiqi, an energy analyst at Xiwang, said straightforwardly.
With the completion of the Sino-Myanmar natural gas pipeline, these private enterprises had to transfer their markets to more remote and inaccessible areas. Therefore, for consumers, "in the pipeline, residents will never reuse the resources of private enterprises."
However, when can CNPC insist on selling gas?
The above-mentioned CNPC sources pointed out to reporters that the future pricing of the natural gas market should be changed from the “price-based pricing†model to the “regional-based†pricing model. At the same time, domestic gas prices should be linked to international prices. Only this is the case. The right way to promote the healthy development of the natural gas market .
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