2009年7月12日日曜日

第三百段 中国の資源獲得を巡る動き

一時の恐慌的な底値からは脱したものの、世界経済の冷え込みで実需が弱っているため、最近はどうも力強い騰勢に欠けた展開の続くコモディティ市場ですが、そんな状態での「押目買い」を狙ってのことでしょうか、中国の資源獲得の動きは今もなお活発のようで、幾つか注意を引かれる報道が御座いました。

まず一つ目が、中国がアフガン領内での銅鉱脈探査を実施しているというニュース。7月10日のカタールの英字紙Gulf Timesは以下のように伝えております。
A Chinese firm yesterday started work on a copper deposit in Afghanistan, part of a multi-billion dollar project and the first major foreign investment of its kind in Afghan history, an official said. State-owned China Metallurgical Group Corp and China’s top integrated copper producer Jiangxi Copper Co won a 2008 tender to explore and develop the vast Aynak Copper Mine south of the capital Kabul. Aynak is thought to contain up to 13mn tonnes of copper and is regarded as one of the major ore bodies in the world. The deposit was discovered in 1974 and surveyed by Soviet geologists in 1979 has never been developed until now.(出典:Gulf Times

記事によれば探査に乗り出した企業は、国営の中国冶金科工集団と銅生産中国最大手で香港上場の江西銅業公司とのことだそうですが、巷間知られているように、今アフガンは攻勢に出ているタリバンへの対抗策として米海兵隊が大規模な反撃攻勢作戦を展開している最中、そして8月には大統領選を控えており、政治的には何があってもおかしくない物騒な状態。そんな状態で将来に向けた投資を行うというのだから、現カブール政権のみならず、東南部で優勢を誇る(そして場合によっては将来のアフガン支配者)タリバンとも何らかの渡りをつけたということなんでしょうか?
中国とパキスタンの蜜月は広く知られている通りなので、パキスタン軍情報部ISIを通じればそれも不可能ではないのでしょうが・・・・。(w ̄)

二つ目が、7月11日のパキスタンの英字紙Business Recorderからで、イラン-パキスタン間ガス・パイプラインの敷設について中国とアブダビの企業が12億ドルの融資を申し出たというニュース。記事は以下の通りです。
KARACHI (July 12 2009): Two international firms have offered financing for the construction of $1.2 billion Iran-Pakistan (IP) gas pipeline project. This was stated by the Advisor to the Prime Minister on Petroleum and Natural Resources, Dr Asim Hussain while talking to media at the oath-taking ceremony of SSGC Peoples Labour Union (CBA), here on Saturday.

The advisor said the offer has been given by a Abu Dhabi-based company and a Chinese firm. He said work on the route survey has been started. He pointed out that the total cost of the project through land route is estimated around $1.2 billion while through sea route it would increase to $2 billion.

Dr Asim said the government has planned to invite more international oil and gas exploration companies for drilling in various fields. In this regard, he said, the government will organise road shows in various countries. He pointed out that two international companies will start drilling in current year while another company will initiate work next year.

He was optimistic that a huge foreign investment amounting to over $10 billion will come in the oil and gas sector in next five years. He said the government will obey the Supreme Court order with regard to petroleum prices. The advisor said the government did not impose carbon surcharge or petroleum levy on jet fuel to compete in the international market.

He pointed out that the prices of jet fuel are much lower than various competitor countries including Dubai. Any further increase in jet fuel can force the international airlines to stop fuelling from Pakistan, he added. Regarding the demands of SSGC employees, the advisor said that he has directed the company's management to start negotiations with the CBA on its charter of demand. He also directed the company to restore employees' quota of son and to provide them medical facilities after retirement.

He also announced to construct a low-cost housing scheme for SSGC employees. He said the cost of land for this scheme would be borne by the company. Earlier, speaking at the ceremony, Dr Asim said the government will announce new labour policy soon. He said the government wants to revive trade union activities in the country so that the workers could play their role for the development of the country.He said that some elements want to destabilise the system and they are misleading the people over various issues.

The recent global recession has hit almost all the countries in the world. However, the recent economic issues in the country are the result of wrong policies of the previous government. Umair Ahmed Khan, MD SSGC said the company will take every possible decision for the welfare of its employees. He said the company management has started negotiations with CBA on employees' charter of demand and it would be finalised soon.

Ejaz Baloch, President, SSGC Peoples Labour Union, Riaz Akhtar Awan, Chairman and others also spoke on the occasion. Sindh Minister for Katchi Abadis Rafiq Engineer, Secretary, People Labour Bureau, Khawaja Muhammad Awan, Advisors to Sindh Chief Minister Rashid Rabbani and Waqar Mehdi and a large number of PPP leaders and companies officials attended the ceremony.(出典:Business Recorder

もしイランの天然ガスをパイプラインでパキスタンまで運べば、採算性の問題はひとまず置けば、更にパキスタンから中国領ウィグル自治区までパイプラインを敷設し、そこから西気東輸(新疆ウイグル自治区タリム盆地~上海市間)のパイプラインに繋ぐという構想も成り立ちます。問題は道中に跋扈するイスラム過激派諸組織ですが、これは前述の内容とも重なってしまいますが、パキスタンのISIを通じた懐柔で対応することが可能と考えられます。さてさて、今後の展開が楽しみなニュースです。( ̄w ̄)

三つ目は、7月11日の中国の英字紙China Dailyが伝える所で、中国の石油大手ペトロチャイナが新日本石油の精油施設に対して出資するというもの。記事は以下の通りです。

The Chinese government has confirmed it granted PetroChina approval in June to take a stake in Nippon Oil Corp's Osaka refinery, a move to feed growing demand for oil in China.

The National Development and Reform Commission said on its website on Friday that the approval for the purchase in Japan's largest refiner had been given to PetroChina International Co in June, without giving details.

The two companies agreed in May last year to establish a joint venture to operate the refinery with a capacity of 115,000 barrels per day.

The Chinese oil giant would acquire a 49 percent stake in the venture and Nippon Oil would own the other 51 percent, they said.

Dai Peng, analyst with the Zheshang Securities, said the deal between the two oil giants will allow PetroChina to use surplus capacity of the Japanese company to refine oil. It is also an important step for PetroChina to expand its operation in Asia, he said.

Yang Wei, analyst with the Guotai Junan Securities, echoed with Dai, adding the deal will help cut refining cost for PetroChina as the company has a large output of oil overseas.

They both agreed the purchase would have little impact on PetroChina's performance in a short term.

Nippon Oil has provided PetroChina with refining services since 2004.(出典:China Daily


今年5月にペトロチャイナはシンガポールの石油精製大手シンガポール石油に最大22億ドルの出資を行い、シンガポール石油の完全子会社化に向けて動き出しております(出典:ブルームバーグ)。
今回の新日本石油精油所に対する出資と併せ、ペトロチャイナの川下部門の強化姿勢がより鮮明になってきたと言えるでしょう。

中国が打つこれらの布石が果たして成功するのか、そして危機脱却後の世界でどういった意味を持ってくるのかを考えるのは、実に楽しきことに御座います。