LNG project in Tanzania would cost up to US$30bn
Enerdata, 2014. 11. 17.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/lng-project-tanzania-would-cost-us30bn_30675.html
- Tanzania Ministry of Energy estimates cost of development of LNG liquefaction plant will be $20-30 bn
> BP, Statoil, and Ophir Energy are considering in a 2-train LNG export plant development in Lindi region
> The capacity will be 10 mmt/yr, according to Ophir Energy
Gazprom plans to invest US$18bn in 2015
Enerdata, 2014. 11. 17.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/gazprom-plans-invest-us18bn-2015-russia_30676.html
- Gazprom plans to invest RUB839.2 bn ($18.1 bn) in 2015
> Main use will be Yamal project and a new gas pipeline to China, as agreed in May 2014
> Russia and China have signed a long-term contract for Russian gas export of 38 Bcm/yr from 2018 via a new pipeline "Power of Siberia" (West route)
> And also, Russia and China recently have signed a framework agreement for another long-term contract for Russian gas export of 30 Bcm/yr via another pipeline (East route)
- 2015 investment includes construction of South Stream pipeline (63 Bcm/yr) via Black Sea
> EU has blocked its construction, claiming that Russia is violating EU regulation for TPA (Third-Party Access)
> Recent tension between Russia and Ukraine has worsened outlook for South Stream
Enerdata, 2014. 11. 17.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/gazprom-plans-invest-us18bn-2015-russia_30676.html
- Gazprom plans to invest RUB839.2 bn ($18.1 bn) in 2015
> Main use will be Yamal project and a new gas pipeline to China, as agreed in May 2014
> Russia and China have signed a long-term contract for Russian gas export of 38 Bcm/yr from 2018 via a new pipeline "Power of Siberia" (West route)
> And also, Russia and China recently have signed a framework agreement for another long-term contract for Russian gas export of 30 Bcm/yr via another pipeline (East route)
- 2015 investment includes construction of South Stream pipeline (63 Bcm/yr) via Black Sea
> EU has blocked its construction, claiming that Russia is violating EU regulation for TPA (Third-Party Access)
> Recent tension between Russia and Ukraine has worsened outlook for South Stream
J-Power plans to complete Ohma NPP construction in 2020
Enerdata, 2014. 11. 17.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/j-power-plans-complete-ohma-npp-construction-japan-2020_30678.html
原文の記事以外も参考にしています。
- J-Power is progressing new safety measures for application of Ohma nuclear power plant (Aomori) to NRA
> Ohma was under construction until Fukushima earthquake, and resumed in October 2012
> Ohma is ABWR-type 1,383MW and now 40% completed
> Commission date is still uncertain
- J-Power is considering application submission in this year
> Construction will restart in November 2015 and will be completed in December 2020
> Total investment will be JPY130 bn ($1.1 bn)
Enerdata, 2014. 11. 17.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/j-power-plans-complete-ohma-npp-construction-japan-2020_30678.html
原文の記事以外も参考にしています。
- J-Power is progressing new safety measures for application of Ohma nuclear power plant (Aomori) to NRA
> Ohma was under construction until Fukushima earthquake, and resumed in October 2012
> Ohma is ABWR-type 1,383MW and now 40% completed
> Commission date is still uncertain
- J-Power is considering application submission in this year
> Construction will restart in November 2015 and will be completed in December 2020
> Total investment will be JPY130 bn ($1.1 bn)
Energy Department Authorizes Freeport LNG Export
Breaking Energy, 2014. 11. 14.
http://breakingenergy.com/2014/11/14/energy-department-authorizes-freeport-lng-exports/?utm_source=Sailthru&utm_medium=email&utm_term=Utility%20Dive&utm_campaign=Issue%3A%202014-11-17%20Utility%20Dive%20Newsletter
- U.S. DOE has granted Freeport LNG for Non-FTA export
> Freeport LNG will export 1.8 Bcf/d (LNG 13.2 mmt/yr) for 20 years
> It is owned by ConocoPhillips and Michael Smith
> It has offtake agreements with BP, Osaka Gas, Chubu Electric, and SK E&S
> Cost is estimated as $14 bn
Breaking Energy, 2014. 11. 14.
http://breakingenergy.com/2014/11/14/energy-department-authorizes-freeport-lng-exports/?utm_source=Sailthru&utm_medium=email&utm_term=Utility%20Dive&utm_campaign=Issue%3A%202014-11-17%20Utility%20Dive%20Newsletter
- U.S. DOE has granted Freeport LNG for Non-FTA export
> Freeport LNG will export 1.8 Bcf/d (LNG 13.2 mmt/yr) for 20 years
> It is owned by ConocoPhillips and Michael Smith
> It has offtake agreements with BP, Osaka Gas, Chubu Electric, and SK E&S
> Cost is estimated as $14 bn
Crude oil and lease condensate production at highest volume since 1986
U.S. EIA, 2014. 11. 17.
http://www.eia.gov/todayinenergy/detail.cfm?id=18831
米国エネルギー情報局(EIA)のブログ"Today in Energy"の記事。
このブログは無断転載・再配布を完全許可しているので、以下、遠慮なく転載する。
NOVEMBER 17, 2014
U.S. EIA, 2014. 11. 17.
http://www.eia.gov/todayinenergy/detail.cfm?id=18831
米国エネルギー情報局(EIA)のブログ"Today in Energy"の記事。
このブログは無断転載・再配布を完全許可しているので、以下、遠慮なく転載する。
NOVEMBER 17, 2014
Crude oil and lease condensate production at highest volume since 1986
Source: U.S. Energy Information Administration, DrillingInfo, Inc., Illinois State Geological Survey, Indiana Geological Survey
Note: Click to enlarge.
Note: Click to enlarge.
Crude oil and lease condensate production in the United States exceeded 8.6 million barrels per day (bbl/d) in August, a production volume not observed since July 1986, according to EIA's latest Petroleum Supply Monthly.
More than half of total U.S. production was accounted for by record production from three basins in three states. Production from the Permian Basin in Texas and New Mexico accounted for 1.66 million bbl/d, while the Eagle Ford Shale in the Western Gulf Basin, also located in Texas, produced 1.57 million bbl/d. The Bakken Shale in North Dakota's Williston Basin accounted for 1.13 million bbl/d.
Domestic production has increased dramatically over the past four years, increasing from 5.4 million bbl/d in January 2010 to its current level, driven by increasing production from shale and other tight formations. During 2014 alone, 10 states (the three states previously mentioned in addition to Oklahoma, Colorado, Wyoming, Utah, Ohio, West Virginia, and Pennsylvania) have set monthly production records since 1995, and accounted for more than 64% of total U.S. production during August.
Source: U.S. Energy Information Administration, Petroleum Supply Monthly
Although down from 2,031 rigs in 2008, U.S. oil and natural gas rig counts have been increasing over the past two years. A total of 1,904 rigs were actively drilling during August, 1,578 of which were targeting liquids. Notably, once production starts, three-fifths of all the wells produce both oil and natural gas. Of the 1,904 active rigs, 62 rigs were operating offshore while the remaining 1,842 rigs were drilling onshore.
Now typical of the industry, horizontal rigs represent the most common rig type with 1,330 active drilling operations in August, while 374 vertical and 210 directional drilling rigs were operational, respectively. Higher rig counts, along with improvements in drilling productivity, are expected to increase U.S. liquids production to nearly 9.7 million bbl/d by December 2015.
U.S. oil production has been increasing monthly at an average of 62,000 bbl/d since 2010. EIA forecasts that previous production highs set in the 1970s will be surpassed before the end of 2015. This is especially notable as Alaska production provided up to 2 million bbl/d of total U.S. production volumes during high production years in the 1980s. Decreases in Alaska production are related to natural reservoir decline and reduced exploration along the North Slope; however, discoveries in southern portions of Alaska's Cook Inlet are adding new production capacity.
Production gains have been observed across the Lower 48, with particular increases in crude oil and lease condensate production from shale and tight formations. Production estimates from EIA's Drilling Productivity Report confirm that many top-producing reservoirs include production involving horizontally drilled wells, hydraulic fracturing reservoir stimulation, and multi-well pad drilling. The highest-ranked tight producing reservoirs in 2014 include Texas's Eagle Ford and Wolfcamp formations, North Dakota's Bakken-Three Forks formations, New Mexico's top Spraberry and Bone Springs formations, Oklahoma's Woodford Shale formations, Colorado's Niobrara formation, Utah's Green River formations, Ohio's Utica and Point Pleasant formations, and the Marcellus Shale formations in West Virginia and Pennsylvania.
Principal contributor: Evan Frye
Tags: Bakken, crude oil, Eagle Ford, liquid fuels, production
ＧＤＰ: 景気低迷、鮮明に 年率１．６％減
毎日新聞, 2014. 11. 17.
http://mainichi.jp/select/news/20141117k0000e020171000c.html
- 第3四半期(7～9月期)の実質GDP成長率が年率換算で－1.6％
> 消費税増税による内需冷え込みの影響が大
> 円安効果と消費税増税による家系負担増に対し、賃金上昇が追いつかないことが原因
> 政府は当初、第2四半期（4～6月期）のマイナス成長からプラスに転じると予想していたが、想定外に回復が低調
- 円安の輸出効果が小さいのが最大の誤算か
> 円安続きにも関わらず外需の寄与度は小
> 米国以外の海外需要の伸び悩みもあるが、生産拠点の海外シフトの影響が大
- 消費税再増税延期の議論に影響か
実質GDPと内需・外需寄与度
実質GDPと各構成要因の推移
毎日新聞, 2014. 11. 17.
http://mainichi.jp/select/news/20141117k0000e020171000c.html
- 第3四半期(7～9月期)の実質GDP成長率が年率換算で－1.6％
> 消費税増税による内需冷え込みの影響が大
> 円安効果と消費税増税による家系負担増に対し、賃金上昇が追いつかないことが原因
> 政府は当初、第2四半期（4～6月期）のマイナス成長からプラスに転じると予想していたが、想定外に回復が低調
- 円安の輸出効果が小さいのが最大の誤算か
> 円安続きにも関わらず外需の寄与度は小
> 米国以外の海外需要の伸び悩みもあるが、生産拠点の海外シフトの影響が大
- 消費税再増税延期の議論に影響か
実質GDPと内需・外需寄与度
実質GDPと各構成要因の推移
Turkmenistan will export gas through TANAP pipeline
Enerdata, 2014. 11. 10.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/turkmenistan-will-export-gas-through-tanap-pipeline-project_30621.html
- Turkmenistan has signed an agreement with Turkey to export natural gas via TANAP pipeline
> TANAP runs from Azerbaijan -> Turkey -> Greece -> Bulgaria
> Turkmenistan will build a new submarine gas pipeline via Caspian Sea to Azerbaijan
> Turkmenistan NOC Turkmengas will sell its gas to Turkey private company Atagas
- TANAP will deliver 16 Bcm/yr from Shah Deniz II gas field (Azerbaijan) from 2019 initially
> The capacity will be increased up to 16 Bcm/yr -> 23 Bcm/yr (2023) -> 31 Bcm/yr (2026)
> The construction cost is estimated as $20 bn
Enerdata, 2014. 11. 10.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/turkmenistan-will-export-gas-through-tanap-pipeline-project_30621.html
- Turkmenistan has signed an agreement with Turkey to export natural gas via TANAP pipeline
> TANAP runs from Azerbaijan -> Turkey -> Greece -> Bulgaria
> Turkmenistan will build a new submarine gas pipeline via Caspian Sea to Azerbaijan
> Turkmenistan NOC Turkmengas will sell its gas to Turkey private company Atagas
- TANAP will deliver 16 Bcm/yr from Shah Deniz II gas field (Azerbaijan) from 2019 initially
> The capacity will be increased up to 16 Bcm/yr -> 23 Bcm/yr (2023) -> 31 Bcm/yr (2026)
> The construction cost is estimated as $20 bn
Pemex considers US$6bn LNG export terminal in Mexico
Enerdata, 2014. 11. 7.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/pemex-considers-us6bn-lng-export-terminal-mexico_30604.html
- Mexico NOC PEMEX is considering to develop LNG liquefaction plant on the Pacific Coast of Mexico
> Mexico has 3 LNG regas import terminals
> Costa Azul (10.3Bcm/yr), Altamira (7.4Bcm/yr), Manzanillo (5.1Bcm/yr)
- The LNG liquefaction project would require $6 bn and be commissioned in 2020
Enerdata, 2014. 11. 7.
http://www.enerdata.net/enerdatauk/press-and-publication/energy-news-001/pemex-considers-us6bn-lng-export-terminal-mexico_30604.html
- Mexico NOC PEMEX is considering to develop LNG liquefaction plant on the Pacific Coast of Mexico
> Mexico has 3 LNG regas import terminals
> Costa Azul (10.3Bcm/yr), Altamira (7.4Bcm/yr), Manzanillo (5.1Bcm/yr)
- The LNG liquefaction project would require $6 bn and be commissioned in 2020
Romanian Prime Minister announces "We don't have shale"
Shale Energy Insider, 2014. 11. 10.
http://www.shaleenergyinsider.com/2014/11/10/romania-prime-minister-announces-we-dont-have-shale/?utm_source=Shale+Energy+Insider&utm_campaign=cc3dd672b0-10_11_2014_NL&utm_medium=email&utm_term=0_346cca65c0-cc3dd672b0-15222369
- Romania prime minister announced that they have done all to find shale gas within the country but couldn't
> U.S. EIA had estimated Romania had 51 Tcf of shale gas
> EIA has modified their estimate of Poland shale gas by -90% from their initial assessment
- Unlike their neighbors, Romania imports only 20% of energy from Russia, and it is the 3rd most energy-independent country in Europe
Shale Energy Insider, 2014. 11. 10.
http://www.shaleenergyinsider.com/2014/11/10/romania-prime-minister-announces-we-dont-have-shale/?utm_source=Shale+Energy+Insider&utm_campaign=cc3dd672b0-10_11_2014_NL&utm_medium=email&utm_term=0_346cca65c0-cc3dd672b0-15222369
- Romania prime minister announced that they have done all to find shale gas within the country but couldn't
> U.S. EIA had estimated Romania had 51 Tcf of shale gas
> EIA has modified their estimate of Poland shale gas by -90% from their initial assessment
- Unlike their neighbors, Romania imports only 20% of energy from Russia, and it is the 3rd most energy-independent country in Europe
固定価格買取制度を見直し、価格確定は「接続契約時」が有力
Smart Japan, 2014. 11. 10.
http://www.itmedia.co.jp/smartjapan/articles/1411/10/news033.html
現在の制度
買取価格決定時点の改定案
- 新制度は2015年度から適用する見込み
- 太陽光（非住宅用）の賦課金の割合が圧倒的なため、太陽光（非住宅用）の買取価格決定時点だけを変更する可能性も
再生エネの電源別の設備と賦課金の状況（2014年6月末）
※ 移行分とは2012年7月以前に運転開始した設備容量
Smart Japan, 2014. 11. 10.
http://www.itmedia.co.jp/smartjapan/articles/1411/10/news033.html
現在の制度
買取価格決定時点の改定案
- 新制度は2015年度から適用する見込み
- 太陽光（非住宅用）の賦課金の割合が圧倒的なため、太陽光（非住宅用）の買取価格決定時点だけを変更する可能性も
再生エネの電源別の設備と賦課金の状況（2014年6月末）
※ 移行分とは2012年7月以前に運転開始した設備容量