Comment China should speed up oil reserve while taking low oil price-e3300

Comment: China should take advantage of low oil prices to speed up oil reserves China should take advantage of low oil prices to accelerate the current oil reserves is in Wang Peilin [strategic petroleum reserve in China is very slow. According to the plan, by 2018 the three phase of the project completed a total of 66 million ~6800 million tons of oil storage, however, only built about 20 million tons] now oil prices so low, China as the largest consumer, in the end how much can enjoy the benefits? Of course, the benefits are enormous, but unfortunately it is hard to sustain them. The reason is that China’s oil reserve capacity is too weak, so the oil reserves are very few. The price of oil is so low, it’s just looking at it and not buying it back at a low price. Take a look at the China current oil reserve basic situation: according to the National Bureau of Statistics Bulletin, to the middle of 2015, completed a total of 8 national oil reserve base, the total storage capacity of 28 million 600 thousand cubic meters (oil is lighter than water, less than a ton per cubic meter). What is the concept of 28 million 600 thousand cubic meters? It sounds great, but in accordance with the total Chinese annual oil consumption, this is a drop in the bucket: in 2014, Chinese oil consumption reached more than 500 million tons. The safety standard line set by the IEA is one of the 90 days of the country’s oil reserves. According to this basic standard, according to China’s consumption level in 2014, China’s oil reserves should be 1.27 tons. The existing crude oil reserves, even the standard line of less than. So why don’t you save more quickly when the oil price is cheap? We see this subject to reserve capacity and institutional system. Specifically, China’s energy reserves are mainly divided into the national strategic reserves and commercial reserves of two, there are two main reasons: one is too little storage building national reserves of oil depot is very slow; two is the commercial oil reserve system almost no private start. These two things are related to the national development and reform commission. For the former, the national oil reserve construction led by the national development and Reform Commission; the latter situation is very complicated, there is no formation of market mechanism and mature system, private enterprises still lack of crude oil storage business model, but there is one point: private enterprises to import crude oil, subject to approval by the national development and reform commission. In the current crude oil import channels, "three barrels of oil" occupy a monopoly position. In fact, the establishment of national strategic petroleum reserve has attracted much attention. As early as 2001, the "fifteen" plan clearly put forward the establishment of national strategic oil reserves, safeguard national energy security. In May 2003, the national development and Reform Commission Petroleum Reserve Office officially operated, marking China’s petroleum strategic reserve work officially started. In December 2007, the National Petroleum Reserve Center was established, and officially put into the National Energy Bureau in August 2008. It is the executive organ of the National Petroleum Reserve Construction and management. Since 2003, China began to build reserve bases, and planned to complete the construction of oil depot and other hardware facilities in three phases in 15 years. Reserve plan is the first phase of 10 million ~1200 million tons, approximately equal to 30 days of China’s net oil imports, the second and third phases are 28 million tons. However, since 2003, it has been 13 years

评论:中国应趁低油价加快石油储备   中国应趁低油价 加快石油储备   王培霖   [现状是我国石油战略储备进展十分缓慢。按照当年的计划,三期工程到2018年建完,总共存油6600万~6800万吨,然而目前只建成了约2000万吨]   现在石油价格如此低迷,中国作为最大消费国,到底能享受多少好处?   好处当然巨大,只可惜恐怕难以持久。   原因在于我国石油储备能力太弱,故石油储备量很少。油价这么低,也只是眼睁睁看着,而没有趁低价多买些回来。   先看一下中国目前的石油储备基本情况:根据国家统计局公告,至2015年年中,共建成8个国家石油储备基地,总储备库容为2860万立方米(石油比水轻,每立方米不到一吨)。   2860万立方米是个什么概念?听上去好像很大,但按照中国每年石油消费量的总量来看,这是九牛一毛:2014年,中国消费石油达5亿多吨。   国际能源署设定的一国石油储备的安全标准线是90天。按照这个基本标准,按照我国2014年的消费水平计算,我国应有的石油储备量应为1.27亿吨。现有的原油储备量,连标准线的零头都不到。   那为什么不趁着油价便宜赶快多存储一些呢?我们看到这受制于储备能力和制度体系。   具体而言,我国的能源储备主要分为国家战略储备和商业储备两种,存储太少的主要原因有两个:一是国家储备油库建设非常缓慢;二是民营的商业油储备体系几乎没有启动。   这两件事都跟国家发改委有关。对于前者而言,国家储备油库由发改委主导建设;后者情况很复杂,目前还没有形成成熟的市场机制和体系,民企存储原油还缺乏商业模式,不过有一点:民营企业想要进口原油,须由发改委审批。在目前的原油进口渠道中,“三桶油”占据近乎垄断的地位。   其实,建立国家石油战略储备早就引起了重视。早在2001年,“十五”计划就明确提出建立国家石油战略储备,维护国家能源安全。2003年5月,发改委石油储备办公室正式运作,标志着我国石油战略储备工作正式启动。2007年12月,国家石油储备中心成立,2008年8月正式划归国家能源局,是国家石油储备建设和管理的执行机构。   我国从2003年起开始建设储备基地,规划用15年时间分三期完成油库等硬件设施建设。储量计划是第一期1000万~1200万吨,约等于中国30天的净石油进口量,第二期和第三期分别为2800万吨。   然而2003年至今,已经13年了,国家石油战略储备建设进度怎样了呢?   现状是我国石油战略储备进展十分缓慢。按照当年的计划,三期工程到2018年建完,总共存油6600万~6800万吨,然而目前只建成了约2000万吨。   而这还是2015年冲刺的结果,之前动作更慢。国家统计局2014年11月公布的信息称,国家石油储备一期工程包括舟山、镇海、大连和黄岛等4个国家石油储备基地,总储备库容为1640万立方米,储备原油只有1243万吨。   我们发现战略储备油库的建设速度,在所有政府主导的基建类项目中,可能是最慢的。比如,可以跟这两个数据做个比较的是:2002年中国高速公路通车总里程还只有2.4万公里,到2014年底已达11.2万公里,超过美国居世界第一;2004年,高铁刚刚开始建设,而到2014年底,高铁已突破1.6万公里,居世界第一。   我们知道国际石油价格跌幅已深,随时可能向上突变,一旦石油价格涨上去,中国就真的错失这次储备原油的好机会了。   这一轮油价暴跌,原因复杂,并非全是石油供需基本面引起,还有国际政治较量这一短期因素。由于俄罗斯介入乌克兰危机,与西方国家矛盾加深,成为西方国家经济制裁的对象。油价暴跌引起俄罗斯经济衰退,为它们所乐见。   由此不难预见,一旦俄国与西方关系变化,再加上油价此轮跌幅实在太深,油价随时可能出现绝地反击。留给我们储油的时间窗口已经很有限了。   石油在现代社会的重要性人人皆知。如今,近邻日本的石油储备满仓满囤;反观中国,战略石油储备系统如此薄弱,为什么有关部门就没有紧迫感呢?   (作者系本报记者) 进入【新浪财经股吧】讨论相关的主题文章: