Volume VI Section 23 Bold and earth-shattering plans
Returning to the provincial party committee, Sha Zhengyang also had some imagination.
It's only been two weeks since I went back and forth, but it seems like a long time has passed.
In fact, after making a report at the Standing Committee of the Provincial Party Committee, he experienced a lot of things, and in an instant, he changed from the mayor of Zhenyang County to the assistant general manager of Changhe Energy Group, jumping out of one city and one place, and entering a broader and more far-reaching field.
Even Sha Zhengyang himself felt strange, he didn't learn this industry at all, but he seemed to be an expert, and the terms of the plan he came up with were recognized and praised by many real experts.
This is not by flickering, but by virtue of the understanding of the general trend of the future energy industry in the memory of his previous life.
Oil is the blood of a country's industry, and without oil, one can imagine what a country, especially a great power, would face.
Therefore, the energy strategy, the first and foremost is the oil strategy, and if this problem cannot be solved, then there is no way to talk about development.
Sha Zhengyang believes that Zhou Yuanwang and Wang Yunxiang can see this, and the strategy of going out is the only way to go no matter what.
Changhe Petroleum's existing exploration area has become narrower and narrower, facing the squeeze of PetroChina, and the passive beating situation cannot be changed.
Give it a go, the bicycle becomes a motorcycle, and with the blessing of the memories of his previous life, this fight is destined to succeed.
The focus of Sha Zhengyang's report this time should be to persuade the two principal leaders to stand higher and see farther in terms of standing and thinking, and to mobilize the enthusiasm of the two principal leaders.
The Aktobe project may not play a big role, but once the follow-up project is to be followed, then it must rely on the strength of the Hanchuan Provincial Party Committee and Provincial Government to negotiate with the central government, and combine the policy spirit of the central government with the long-term strategy of Changhe Energy Group.
"Minister Mo, are you nervous?" Sha Zhengyang and Mo Xiaoqin walked side by side, You Wangang and Zhong Guangbiao had already arrived first, and the two of them arrived later.
"Mr. Sha, we are different from you, we are engaged in technology, just be responsible for technology, you will think about it more, so the same is true for the provincial leaders, just do what you want, there is no flexibility. "Mo Xiaoqin looks very big and has little impact.
"Well, that's right, you don't need to think too much, just be honest, and other issues should be considered by the leaders. Sha Zhengyang also agreed with Mo Xiaoqin's point of view, truthfully introduced the technical issues clearly, whether it is feasible, as for other levels, they should not consider it, "When the time comes, I will speak, you only need to supplement the technical content." β
In addition to Zhou Yuanwang and Wang Yunxiang, among the members of the Standing Committee of the Provincial Party Committee, Deputy Secretary Wei Qingliang, Executive Vice Provincial Governor Li Ming, and Secretary General of the Provincial Party Committee Tian Li also arrived, plus You Wangang and Zhong Guangbiao, there were only seven people.
"Comrade Zhengyang, I just listened to Comrade Wan Gang's introduction, you have made great progress, and now we can introduce us again and take a reassuring pill. Zhou Yuanwang looked very funny.
"Secretary Zhou, there has been some progress, but it is not very big, because the contact with JP Morgan has been there for a long time, but this time it is to implement some more specific situations, which is basically in line with our expectations, but if we want to succeed in the bidding, I am afraid that we still have to do a lot of meticulous work in the next step. β
In front of several leaders, Sha Zhengyang didn't dare to say anything, if he missed, the impression left would be too bad.
"Oh, Comrade Zhengyang is still very modest. Zhou Yuanwang nodded, "Then you will introduce it in detail?"
Sha Zhengyang did not talk about the situation one by one, focusing on some of JP Morgan's ideas on how to acquire the Aktobe project, and Sha Zhengyang also focused on the main destination and way out of the crude oil produced by Aktobe at present, as well as several possibilities for the crude oil to go after Changhe Energy took over.
"For now, there are pros and cons to each of the three paths. The first is to continue to export to the Orsk refinery in Russia, because of Russia's domestic economic reasons, the Aktobe oil company may be in arrears, and the price is also very low, the advantage is that there is no need for any other input; second, it can be transported to Atyrau and Aktau by rail, and the crude oil can be sold to Europe, and the price is high, but it will be limited by the lack of railway transportation costs and capacity, which will have a great impact; and there is the problem of high transportation costs when it is transported back to China through Alashankou by rail, and it can only be transported to PetroChina's Dushanzi refinery, of course, the advantage is that the crude oil is directly transported back to Chinaγ β
Sha Zhengyang's introduction made everyone here feel tricky, it stands to reason that the third article is the most suitable, so that the crude oil can be shipped back to China directly, but the cost problem has to be considered, and the same needs to consider the capacity problem.
"Zhengyang, how much will the cost of shipping back to China by rail rise, and is it acceptable?" Li Ming was most concerned about this issue.
"Calculated, of course, is only a rough number, not necessarily accurate, but not much, it must be lower than the cost of domestic crude oil, but if this piece of profit is thrown on the railway transport, it is really unwilling, and it is also necessary to consider whether the railway capacity can be maintained, which is also an unpredictable variable. β
Sha Zhengyang's words made Li Ming breathe a sigh of relief, as long as the comprehensive cost is lower than the cost of domestic crude oil exploitation, at least he will not do this business at a loss.
"There is also the transfer to the Dushanzi refinery, which is PetroChina, which needs to be well connected with PetroChina, and the central government may have to come forward to coordinate, or we will only build a new refinery in Xinjiang, but that involves time and investment issues. Sha Zhengyang shook his head, "Far water can't quench the thirst of the near, and PetroChina must not be very happy with us to win this project in Kazakhstan, so ......"
None of the people here agreed on this, and it was really hard to say.
"What do you think about Zhengyang?" asked Wang Yunxiang, believing that the other party must have a countermeasure.
"There are countermeasures, but there are pros and cons that need to be weighed. Sha Zhengyang nodded, " First, on the Orsk refinery, this is the reason for the Russian economic recession, the general climate, no one can solve it, our idea is to take advantage of the Orsk refinery is now heavily indebted, facing difficulties, shareholders are interested in selling, take the Orsk refinery, the Russian economic downturn is also temporary, once the gas is relieved, this asset is a high-quality asset, not to mention, but also with the Aktobe project to form an upstream and downstream integration, and can even occupy a place in the Russian and Kazakhstan gasoline and diesel retail market. β
Several people present gasped.
This Sha Zhengyang's appetite is too big, just talking about the acquisition of the Aktobe project, here we are talking about the acquisition of the Orsk oil refinery, and even in the domestic gasoline and diesel retail markets in Russia and Kazakhstan.
Zhou Yuanwang and Wang Yunxiang both frowned slightly, but there was not much opposition to going, this is just a possibility, not necessarily impossible, especially for a company that is interested in the world's top 500 and wants to take the road of internationalization.
"Second, the price of crude oil sold to Europe is undoubtedly the most competitive and profitable, but how to break the bottleneck of transportation capacity and cost? It is very simple, to build the oil pipeline from Aktobe's oil fields to Atyrau and Aktaau, once and for all, and the return is huge. Sha Zhengyang smiled, "But there is a problem, that is, building pipelines is not as good as acquiring a project, which requires in-depth cooperation with Kazakhstan, which needs to be established on the premise that there is a close relationship with Kazakhstan, and we do not have this condition now, and the investment will not be small." β
This is one of the most attractive and competitive options, and arguably the most cost-effective and value-for-money from an economic point of view.
But the question is, how feasible is it? How to get through the Kazakh government?
This is not a simple matter.
"Third, that is to build the Sino-Kazakhstan oil pipeline, the advantage is that this is in line with the central energy security strategy, and it is also in line with the Kazakh government's hope that the oil and gas consuming countries will diversify their customers and avoid hanging from a tree to avoid the risk-averse strategy, which can be supported by the governments of the two countries, but the disadvantage is that the investment is huge, it takes too long, and it is deeply affected by the possibility of interference from diplomatic relations between the two governments and foreign factors, and it is estimated that Russia, the United States and European countries will not want to see the emergence of this plan. β
"Zhengyang, you have listed three and three for us, and the analysis is also in place, as you said, there are pros and cons, so how to promote the pros and eliminate the disadvantages?" Zhou Yuanwang asked with a smile.
"Secretary Zhou, I do have some ideas, but I am worried that if I say it, I will be laughed at by the leaders for being arrogant and arrogant, leaving an impression in front of the leaders, so I am also very entangled. Sha Zhengyang scratched his head with a bitter expression.
"Hehehehe, it's hard to see Comrade Zhengyang so timid. β
Zhou Yuanwang and Wang Yunxiang looked at each other and smiled, this bold guy actually had to worry about leaving a bad impression in front of the leader? This is really a joke.
"Say, Comrade Zhengyang, we are all listening, you don't have to worry about anything else, I believe that everyone here is mentally prepared enough to listen to your earth-shattering plan and see if it can make us jaw-dropping?" Zhou Yuanwang smiled happily.
"Secretary Zhou, Governor Wang, I'll take the liberty to say it, if you think the plan is not feasible, or whimsical, then don't worry about me, I don't have to do too much feasibility research on this plan, it is completely combined with some existing information, as well as some suggestions from JP Morgan, and I have figured it out by myself. β
Sha Zhengyang smiled, but the confidence and calmness in his tone came across a table.