Bulletin #10 20171227


# Китай, Пакистан и Афганистан - на днях еще одно рамочное соглашение по "экономическому коридору", подкрепленное вложениями в инфру,
В сентябре Пакистан приглашает Таджикистан в CPEC и другие на самом деле не очень веселые как для Европы, так и для Америки с Россией новости.
Гуглите - QTTA , CASA-1000 и др., там бы наш "олимпстрой" мог бы тоже поработать...

# Ройтерс держит свою волосатую лапу на пульсе торговли между Китаем и Северной Кореей - радостно сообщает что в Ноябре они сокращены до сссанкционного уровня. 
Это интересно потому что если не Китай, то Россия - больше некому - у Ирана слишком длинное плечо - ребята думаю уже навариваются.
Industry sources say China still supplies about 520,000 tonnes, or 3.8 million barrels, of crude a year to North Korea via an aging pipeline. That is a little more than 10,000 barrels a day, and worth about $200 million a year at current prices. North Korea also sources some of its oil from Russia. Total trades less than $400 million

# Также интересный обзор от западоидов - ЦРУ уже бьет в колокол на тему зависимости от лития и прч. "редких минералов". , казалось бы причем здесь "парижское соглашение"... 
...We have been spending $7-8 billion a year on these imported minerals, and costs are only going to go up. There are 17 rare earths and their price can boom 5- or 6-fold in a single year. For example, the price of lithium and cobalt – both essential for lithium ion batteries – continues to rise, here. Global lithium demand for electric cars, smart phones, and tablets, for instance, is expected to double or triple by 2020 alone... Both the USGS and CIA have been sounding the alarm on this excessive foreign dependence on these strategic commodities...

# Энель выиграл тендер на 1ГВт вертяков в Бразилии.
Все по марксу - контроль за средствами производства... первый мир против третьего. У них там и так уже почти 3ГВт - ВИЭ. Да уж это не рефтинская... 

# Фридман, АльфаГрупп продолжают наращивать активы в Британии - как пишет ФТ - ожидания сссанкций не подтвердились:
...Mr Fridman’s indirect stake in the Wingate field, which accounts for almost 2 per cent of UK gas production, would be via his investment vehicle, LetterOne, and its proposed one-third share of Wintershall DEA. The other two-thirds would be held by BASF, the German chemicals group, which agreed earlier this month to merge its Wintershall energy unit with DEA to create Europe's largest independent oil and gas producer. Wingate represents a small part of a portfolio spanning Russia, the Middle East and South America. ...

На самом деле судьба леттервана очень знаковая в части реальных трендов по столь желаемому боссами "восстановлению" отношений (скорее всего для населения нам сделают все плохо, 
а у леттерваны и им подобных будет все ок).

В мета данных :

John Brown - еще один лорд над восточноевропейскими активами

BNEF - следите, модель сравнима с томсон ройтеровскими

https://RomanSmirnov.Org/b/10


 20171227 Mikhail Fridman nears stake in North Sea gasfield

Ист.: Financial Times - UK

Russian billionaire Mikhail Fridman is on course to become part-owner of a UK gasfield two years after he was ordered by the British government to sell his North Sea assets. Mr Fridman would acquire an interest in the Wingate gas platform off the east coast of England as part of a proposed merger between DEA, an energy company he controls, and Wintershall...
Мета: Mikhail Fridman, UK, DEA, LetterOne, BASF, John Browne, Темы: Энергетика, Транснацики, Будущее, Россия,


 20171227 Enel wins second tender in Brazil in one week, to build 1 GW of renewable

Ист.: Energynomics

Enel through its Brazilian renewables subsidiary Enel Green Power Brasil (EGPB), has been awarded the right to sign 20-year power supply contracts in the country with three wind projects for 618 MW of new capacity following the public tender organised by the Brazilian federal government via the country’s energy regulator ANEEL. The Enel Group is expected t...
Мета: Enel, Enel Green Power Brasil, wind, Темы: Энергетика, Транснацики,


 20171227 U.S. Mining Reforms Are Crucial To Energy Security

Ист.: Forbes Energy

One quietly growing problem in the U.S. energy sphere is our rapidly growing reliance on foreign nations for commodities that are crucial to our economic growth and national security. Back in the mid-1950s, we were fully reliant on foreign sources for just 8 minerals. Today, that number has more than doubled to 20, most importantly including "rare earth" ele...
Мета: U.S., USGS, Paris Agreement, BNEF, CIA, China, Silver Peak, Темы: Энергетика, Транснацики, Война, Будущее,


 20171227 China halts oil product exports to North Korea in November as sanctions bite

Ист.: CNBC

China exported no oil products to North Korea in November, Chinese customs data showed, apparently going above and beyond sanctions imposed earlier this year by the United Nations in a bid to limit petroleum shipments to the isolated country. Tensions have flared anew over North Korea"s ongoing nuclear and missile programs, pursued in defiance of years of...
Мета: China, North Korea, U.N. Security Council, China National Petroleum Corp, CNPC, Темы: Энергетика, Транснацики, Война, Россия,


 20171227 China, Pakistan, Afghanistan agree to discuss extending economic corridor

Ист.: Xinhua

Chinese Foreign Minister Wang Yi (C), Afghan Foreign Minister Salahuddin Rabbani (L) and Pakistani Foreign Minister Khawaja Muhammad Asif, meet the press after the 1st China-Afghanistan-Pakistan Foreign Ministers" Dialogue, in Beijing, capital of China, Dec. 26, 2017. (Xinhua/Yan Yan) BEIJING, Dec. 26 (Xinhua) -- Foreign ministers from China, Pakistan and...
Мета: Wang Yi, Salahuddin Rabbani, Pakistan, Khawaja Muhammad Asif, China, Afghanistan, China-Pakistan Economic Corridor, CPEC, Belt and Road Initiative, Silk Road Economic Belt, Maritime Silk Road, Темы: Война,