振華石油(Zhenhua Oil)是利基天然氣進(jìn)口商之一，預(yù)計將與民營企業(yè) 新奧集團(tuán)(ENN Group)和管道天然氣分銷商 廣州燃?xì)?Guangzhou Gas)等公司一道，引領(lǐng)下一波終端擴(kuò)建浪潮。中國正加大對低碳燃料替代煤炭的使用。
消息人士稱，作為國防巨頭 北方工業(yè)集團(tuán)的子公司， 振華正在敲定與 江蘇國信投資集團(tuán)的合資企業(yè)， 江蘇國信投資集團(tuán)是一家由省政府支持的擁有天然氣管道的公司，用于終端投資。
2020 年，江蘇是中國最大的天然氣消費(fèi)省，用氣量為 307 億立方米，略低于中國總量的 10%。
由于此事未公開，消息人士拒絕透露姓名。
一位直接了解此事的消息人士表示：“（擬議中的）合資企業(yè)結(jié)合了國信作為最大天然氣消費(fèi)地區(qū)的省級管道運(yùn)營商的優(yōu)勢和振華作為擁有全球油氣資產(chǎn)的經(jīng)驗豐富的交易商的實力。”
消息人士稱，國信預(yù)計將持有擬合資企業(yè)的 61%、振華 34% ，洋口港務(wù)局剩余 5% 的股份。
振華沒有立即回應(yīng)置評請求。國信的液化天然氣子公司沒有回復(fù)尋求置評的電子郵件。
消息人士稱，在第一階段的投資估計超過60億元人民幣(9.2884億美元)，合作伙伴將建造三個 200,000 立方米的儲罐，年處理能力為 300 萬噸。
消息人士補(bǔ)充說，6月在如東縣人造島陽光島開工建設(shè)，預(yù)計2023年底竣工。
振華是阿布扎比、埃及和哈薩克斯坦的中國國有石油和石油天然氣生產(chǎn)企業(yè)中規(guī)模最小的一家，于2018年年中成立了液化天然氣部門，此后一直是超冷天然氣的活躍現(xiàn)貨交易商。
它是最早贏得使用國有石油天然氣巨頭中海油運(yùn)營的天然氣終端拍賣的交易商之一，自2019年以來，其液化天然氣交易量翻了一番，今年達(dá)到150多萬噸。
江蘇目前只有兩個液化天然氣接收站，每年能夠處理950萬噸進(jìn)口液化天然氣，是華南廣東的一半。
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原文鏈接：https://www.world-energy.org/article/20071.html
China’s Zhenhua Oil is in advanced discussions to join a provincial government-backed firm to build a natural gas receiving terminal in east China, the first import facility the state-run trader will own a stake in.
Zhenhua Oil is one of the niche gas importers expected to lead the next wave of terminal expansions along with companies like privately-run ENN Group and piped gas distributor Guangzhou Gas as China boosts use of the lower-carbon fuel to replace coal.
A unit of state defense giant Norinco Group, Zhenhua is finalising a joint venture with Jiangsu Guoxin Investment Group, a firm backed by provincial government that owns gas pipelines, for the terminal investment, said the sources.
Jiangsu was China’s top gas consuming province in 2020 with 30.7 billion cubic meters used, just under 10% of China’s total.
The sources declined to be named as the matter is not public.
“The (proposed) JV marries the strength of Guoxin as a provincial pipeline operator in a top gas consuming region and Zhenhua as an experienced trader with oil and gas assets globally,” said one of sources who has direct knowledge of the matter.
Guoxin is expected to take 61% stake in the proposed venture, Zhenhua 34%, and port authorities of Yangkou the remaining 5%, said the source.
Zhenhua did not immediately respond to a request for comment. Guoxin’s LNG subsidiary did not respond to an email seeking comment.
Under phase one of the investment estimated at over 6 billion yuan ($928.84 million), the partners will build three 200,000 cubic meter tanks with annual handling capacity of 3 million tonnes, said the sources.
Construction began in June at the man-made island of Yangguangdao in Rudong county, and is slated for completion by the end of 2023, the sources added.
The smallest among China’s state-run oil and companies producing oil and gas in Abu Dhabi, Egypt and Kazakhstan, Zhenhua set up its LNG department in mid-2018 and has since been an active spot trader of the super-chilled gas.
It’s one of the earliest traders that won auctions to use gas terminals operated by state oil and gas major CNOOC, and has doubled its LNG turnover since 2019 to reach over 1.5 million tonnes this year.
Jiangsu currently has only two LNG terminals able to handle 9.5 million tonnes of LNG imports a year, half the capacity of south China’s Guangdong.
