i giapponesi offrono di più - gz
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By: GZ on Domenica 16 Ottobre 2005 16:01
La Libia ha concluso l'asta per delle licenze di esplorazione e a chi ha vinto ?
I nomi non sono Exxon, Chevron, BP, Total, Eni, ma Nippon Oil, Mitsubishi Corp, Japex, Inpex, Teikoku ...
Dovunque ti giri nel mondo che siano OPA in borsa o contratti e licenze in Sudamerica, Canada, Azerbajan, Arabia, Libia, Iran, Venezuela.... cinesi, giapponesi, coreani offrono più degli altri pur di avere ACCESSO ALL'ENERGIA e i loro governi spingono le società petrolifere a vincere contratti a tutti i costi
(In Italia il governo per fare cassa inventa sovratasse su Eni, Saipem, Snam ^in modo che abbiano meno soldi per competere#www.cobraf.com/abbonati/trading/trading.asp?type=npa&id=29091#29091^ per le licenze in Libia o Russia o Nigeria.
Hai anche regioni come la Puglia dove ^Nicki Vendola blocca il piano di espansione dell'energia EOLICA#http://italy.indymedia.org/news/2005/08/860713_comment.php^ perchè "la Puglia è autosufficiente come energia..." (!). Andremo tutti a stare in Puglia alla prossima crisi energetica perchè lì siamo "autosufficienti". E per fortuna che era energia eolica, se c'era una raffineria in regione la smantellava)
Implicazioni ?
i) ^Gas naturale#^ e ^petrolio#^ continuano a salire
ii) Tensioni crescenti in diversi angoli del mondo specialmente con la Cina che è la più aggressiva
iii) Compra in Asia. E' lì il futuro perchè è gente che capisce quali sono le priorita' nazionali
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But the surprise this time was that Japanese and other Asian companies topped the list of exploration and development contracts that were awarded Oct. 2 in Tripoli - an indication of the more aggressive bids this time around.
In the first round at the beginning of this year, others lost out as U.S. oil companies, or the consortia in which they played a leading role, scooped up 11 of the 15 contracts on offer.
Asian Companies Step In
The U.S. companies were so eager to get back in after years of being shut out by sanctions that they were willing to pay a higher price. However, this time around other oil companies were determined to get a piece of the pie.
"Asian countries import so much crude that security of supply is a real issue for them," said Craig McMahon, senior analyst and specialist in North Africa at oil consultancy Wood Mackenzie Ltd.
"It could be that the Japanese government encouraged their companies to be more aggressive in bidding so that they could have the supplies to offset the huge imports they need," McMahon added.
And that's more than reflected by the Japanese companies that won contracts - Nippon Oil (5001.TO), Mitsubishi Corp. (8058.TO), Japex, Inpex (1604.TO) and Teikoku - that all identified Libya as a core area for investment in the oil and gas sector.
"We've been closely watching the potential of Libya's oil and natural gas resources," Nippon Oil said in a statement.
Nippon Oil, the largest oil refiner in Japan in revenue and capacity, opened its branch office in Tripoli in September as part of an effort to expand its business in that country over and above the two projects in which they now hold stakes. ....