Volume VI Section 69 Now is not the time
Sha Zhengyang's style is very much in line with Tan Wenyao's appetite, he talks about things when he talks about them, he doesn't go around in circles, and he is straightforward.
What you should do, when you should do what you should do, your responsibilities and rights, all of them are clear, what he should do, he will also make it clear, each with his own responsibilities and each doing his best.
Just like after the establishment of Aktobe Oil and Gas Co., Ltd., Sha Zhengyang never asked about the specific operation, that is, Tan Wenyao just gave a suggestion when he talked about it, as for the specific operation and implementation, he never asked, only asked about the result.
And he should do it to Sha Zhengyang, he doesn't need you to worry about it too much, he will naturally deal with it.
This way of working with clear responsibilities and rights also makes everyone feel relaxed and responsible, and can also avoid unnecessary conflicts.
"Mr. Sha, what you just said must be my job, but you are the leader of the group, and you must also be guided. Tan Wenyao said with a smile.
"Guidance is also principled, how to do it, how to achieve the goal and achieve the effect. It should be a matter for the management team of Aktobe Oil & Gas Co., Ltd. to worry about, and my work at this stage has been completed, that is, the negotiations with PetroChina have been successfully concluded, and you can load and start shipping at the end of the month. ”
Sha Zhengyang paused and said, as if he was thinking about something.
"The Orsk refinery project, I and the people on JP Morgan's side are still following up, and they will not relax, but the conditions are certainly not ripe in the short term, and as for the pipeline project with Atyrau, I estimate that it will not be really negotiated until at least the middle of next year, and you have to get on the right track first. ”
Tan Wenyao also knows that the follow-up projects are only a rough outline, and they all need to be established on the full resumption of production of the two oilfields under Aktobe Oil and Gas Co., Ltd., and to reach the original state of the heyday, so that he can have the confidence to talk about other things.
"Mr. Sha, I have several things under my command, one is the resumption of production, this work is already being done; the second is the exploration plan of the Kenkiyak salt oil field, we have also begun to work, but this estimate will not be effective in two years, and we are also mentally prepared; the third is to reformulate the development plan of the entire company, in order to obtain the approval of the Ministry of Energy and Mineral Resources of Kazakhstan, this problem is not easy to do, but it must also be done,......"
Tan Wenyao has already talked to Sha Zhengyang about this issue.
At present, the development plans of both Jeannanor and Kenkiyak follow the model of the former Soviet Union, and according to the laws of Kazakhstan, the exploitation of resources must be prepared and approved by the Ministry of Energy and Mines of Kazakhstan before it can be implemented.
However, the existing scheme is clearly behind the times, basically using the old technology of the seventies and eighties, with little use of new technologies and equipment, so this is also an important factor in the difficulties of Aktobe Petroleum Company.
Now the new Aktobe Oil & Gas Co., Ltd. is going to reformulate the plan, win the approval of the Ministry of Energy and Mines of Kazakhstan, and promote the development.
"Lao Tan, on the issue of preparing the plan, I suggest that you better bring in more Kazakh technicians, and convince them technically, otherwise they may become a resistance, and many people in the Ministry of Energy and Mineral Resources of Kazakhstan themselves follow the technical thinking model of the former Soviet Union, and do not recognize our technology. ”
Sha Zhengyang's suggestion also made Tan Wenyao nod: "I have also considered this problem, that is, I plan to invite the main technical personnel of Kazakhstan to our Hanchuan to inspect our mining and production technology and model on the spot, so that they can see and understand. ”
"I think it's okay, we can appropriately invite a few more technical personnel to increase representativeness and transparency, and we can also consider inviting some staff representatives to see the operation of our Changhe Petroleum side to enhance exchanges and understanding, we will not only focus on grabbing their resources like the West, we have to be people-oriented,......
Tan Wenyao was also greatly impressed, Sha Zhengyang was very thoughtful in this regard, and everything that should be taken into account was taken into account.
"Mr. Sha, there is also the issue of streamlining personnel, I estimate that there will be some contradictions, but this step must be taken, there are too many existing personnel, more than 9,000 people, our opinion is only 7,000 people, and more than 2,000 people may need to be laid off in accordance with the legal procedures of Kazakhstan, and we will compensate in place if we should be compensated,......"
"This step must be taken, but we must pay attention to ways and means, we are the first step into Central Asia, we also need to consider the social impact and the next move, Lao Tan you should understand the importance, so no matter which way is taken, even if the compensation is set according to the legal optimal standard, leaving a good impression will help us to take the next step. ”
It's easy to talk to Tan Wenyao, both of them go straight to the point, things that shouldn't be taken care of by themselves, they are smart people, and they don't need to intervene too much.
"I understand. Tan Wenyao nodded, "Mr. Sha, I have confidence on my side, but you can't do it on our own, you have to deal with the Americans, Russians, and Kazakhs, which is even more difficult." ”
"It's challenging when it's difficult, and I like challenging work. Sha Zhengyang said calmly.
The reason why the Aktobe project can be incorporated so quickly and easily is related to some supplementary agreements reached between Changhe Energy Group and Kazakhstan, one of the important factors is to help Kazakhstan improve its refining capacity.
Either help Kazakhstan to renovate one of the three major oil refineries in Shymkent, Atyrau or Pavlodar, or build a new oil and gas processing enterprise.
The Kazakh side only thinks of these two paths, but Changhe Energy does not plan to follow the path set by the Kazakh side, and the capture of the Orsk refinery should be the third path.
Susuzhan Orsk refinery is in Russia and belongs to Russian enterprises, but the source of crude oil of the Orsk refinery has always been Aktobe, and Orenburg is also close to Kazakhstan, if Changhe Energy Group can take the Orsk refinery and exchange the refinery shares for the remaining shares of Aktobe Oil Company and the Wujin project, Sha Zhengyang feels that this is very convincing.
Of course, even without this project, Changhe Energy intends to build a natural gas processing plant in Kazakhstan.
Kazakhstan is too wasteful in the collection and utilization of natural gas, it is simply embarrassing, in China, such an abundant gas source, has long been used to supply urban demand, at least it can also be used in urban heating, but in Kazakhstan, associated gas has become a redundant burden, I can't help but say that Kazakhstan is still too bad in the basic industry.
It can be said that Sha Zhengyang once considered a variety of cooperation with Kazakhstan, such as cooperation in infrastructure, roads and heating, natural gas pipelines, etc., but now the Kazakh government is extremely short of funds, and domestic demand is sluggish, which limits demand, and it takes a long time for these investments to pay off.
Although Sha Zhengyang knows very well that in his previous life, China and Kazakhstan quickly reversed the situation because of the political stability and domestic unity, and the people's living standards improved rapidly, but from the current point of view, both Europe, the United States and China still have doubts about this, and are unwilling to invest in these areas easily.
This is a systemic concern for all the republics, including Russia, after the collapse of the former Soviet Union.
In fact, in the previous life, except for the three Baltic countries, only Kazakhstan and Azerbaijan were in a better situation, and the other countries, whether it was Ukraine, Russia, Armenia, Georgia, Belarus and Kyrgyzstan, were not in a good economic situation.
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It's easy to say, but it's not easy to do.
To take down the Orsk refinery, it involves the game of the domestic political situation in Russia.
Although Yukos Petroleum Company, controlled by Khodorkovsky, is the most powerful oil company in Russia, it is the result of a series of vertically integrated companies established by Russia through privatization, such as Lukoil, Surgut Oil and Gas, Siberian Oil, Tyumen Oil, Sidanko, Tatarstan, and Bashkir Oil.
These companies are competitive, and if Khodorkovsky wants to further strengthen his voice in the oil sector, he will need to discard some assets with poor aging equipment and located in the border area, so the Orsk refinery is a chicken rib.
At present, the domestic economic situation in Russia is extremely bad, coupled with the president's poor health, the political situation is also very unstable, and all forces have emerged, so it is more conducive to the next decision-making of concentrating a certain amount of funds, which should be Khodorkovsky's idea, and there is also an opportunity.
Changhe Nengyan Wuyang Petrochemical has sent an exchange team to Orsk to understand the situation, and JP Morgan has been traveling frequently between Moscow and the Orenburg region to start working on the project.
In the Aktobe project, JP Morgan eventually provided $200 million in financing and received a generous commission.
This is a breakthrough for JP Morgan to enter the Chinese energy sector, which is regarded as a milestone by JP Morgan, which means that JP Morgan has begun to really deal with domestic energy industry enterprises.
Now they are trying to succeed with the Orsk refinery project to further demonstrate their strong presence in Central Asia and the Russian region.
Of course, Sha Zhengyang can see this, but he will not pin all his hopes on the side of the Americans, and his own path must be paved steadily, and the two-pronged approach may be able to achieve better results.
Sha Zhengyang's assumption is that next year, crude oil prices will fall further with the Asian financial crisis, falling below $10 per barrel, and then it should be the harvest season, and now is not the time.