Каспинфо
ноябрь 2001

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Название: Нефтегазовые проекты на Каспии на англ. языке
Главные Пункты:
* С.Манн, советник по энергетической политике США на Каспии, утверждает, что США не намерены изменять свою энергетическую политику в регионе в связи с антитеррористической операцией. Он также заявил, что США не имеют планов по сооружению трубопроводов для транспортировки каспийских энергоресурсов, предполагающих сотрудничество с Ираном.
* Азербайджан, активно сотрудничающий с США в вопросах энергоресурсов Каспия, надеется на участие России в проекте Баку-Джейхан, т.к. Россия владеет мощными экономическими и политическими рычагами, способными помешать развитию Азербайджана.
(22.11.2001)


Полный Текст
Нефтегазовые проекты на Каспии на англ. языке
Нефтегазовые проекты на Каспии на англ. языке

***
AMERICAN DIPLOMAT SEES ENCOURAGING SIGNS ON BAKU-CEYHAN PIPELINE
Q & A with Steven R. Mann: 11/08/01
Azerbaijan and Georgia, fledgling republics on the Caspian Sea, both
lack free elections or diverse economies. What they both have is oil.
For three years, Azerbaijan has lured Western energy firms to commit
to shares in a pipeline from its seacoast capital, Baku, through the
Georgian capital of Tbilisi into the Turkish port of Ceyhan. The
pipeline would bypass Russia altogether, thus presumably concentrating
jobs, revenue and influence in its home countries. This has won it the
backing of the United States, which was eager to offset Russian energy
dominance before Russia embraced the United States after the September
11 terrorist attacks on American soil. The pipeline, which proponents
have promised will be operational by 2002, has aroused skeptical
responses from Western energy experts. It has also taken on a
weightier symbolic burden: at a conference dedicating the three
countries to the pipeline in 1998, Turkey's then-president Suleiman
Denirel declared it "the most brilliant peace project of the 21st
century."
Peace has been elusive since then, but Steven R. Mann remains upbeat
about the prospects for pipeline-driven economic development in
Georgia and Azerbaijan. Mann was the American ambassador to
Turkmenistan from 1998 until this May. Since then, he has served as
the US State Department's Senior Advisor for Caspian Basin Energy
Diplomacy. He spoke with EurasiaNet about Baku-Ceyhan and the murky
prospects of Azerbaijani transactions with Turkmenistan.
EurasiaNet: What effects will the events around Afghanistan have on US
Caspian energy policy?
Mann: It would be a mistake to look for dramatic changes in US actions
and policy on Caspian energy affairs as a result of events further
south. There's a fundamental logic to US policy, and this policy has
been affirmed by two successive US administrations. Also, the projects
involved are multibillion-dollar projects with very long lead times.
That is another reason why [one should] not expect any sharp change.
EurasiaNet: Could you explain, then, a quotation I saw that rather
struck me? The Teheran-based Caspian News Agency says it was taken
from your speech to the US-Russian Business Council three or four
weeks ago. It seemed, at least according to this quotation, that you
hinted that the United States could now support a route through Iran
for Turkmenistan's gas to Turkey.
Mann: It would be an understatement to say that that account has
nothing at all in common with my actual remarks. I have a copy of that
speech, I know it well, and I cannot recognize anything I said that
could even be interpreted that way. It is possible that during the
question-and-answer period I may have alluded to projects that the
Turkmen government might consider. But I can't see how any US official
would offer warm words for pipeline projects through Iran.
EurasiaNet: What about a Turkmenistan-Afghanistan-Pakistan gas
pipeline, which Unocal was interested in during the mid-1990s? That
idea has been resurfacing lately in various commentaries and analyses.
Mann: [Turkmen] President Saparmyat Niyazov raised this with me when I
was in Ashgabat a few weeks ago. I repeated to him what I had been
saying for years when I was ambassador to Turkmenistan. The most
serious problems for a pipeline taking Turkmenistan's gas through
Pakistan - to anywhere - have nothing to do with Afghanistan. They
concern, rather, the financial situation in Pakistan, the continued
heavy regulation of natural gas prices in Pakistan, and the fact that
prospects for Pakistani exports to India are less than sure. All these
elements make the downstream from Turkmenistan very difficult, and
none of them has anything to do with Afghanistan - which is a
separate, large problem.
EurasiaNet: What is your view of the growing body of opinion that
there may be significant amounts of gas under the ground in Pakistan
itself?
Mann: Yes, that is another complication. I have mentioned this fact in
my discussions with the Turkmen government over the years, that
Pakistan is exploring its natural gas resources. Indeed, this fact
points out a fundamental wisdom about Caspian energy. Early pipelines
count. When you have a chance to build a pipeline, you should do it,
because new energy resources are coming on line all the time.
EurasiaNet: It is generally agreed that the Turkmen government's
negotiating strategy over the Trans-Caspian Gas Pipeline (TCGP)
project was suboptimal. But in the Caspian region, the United States
is sometimes blamed for the project's failure to get off the ground.
How did the exploration of Azerbaijan's Shah-Deniz field affect the
TCGP negotiations? Did the United States. revise its recommendations
about allocating volumes between Turkmenistan and Azerbaijan for the
TCGP throughput, and were those revised recommendations unacceptable
to [Turkmen officials in] Ashgabat?
Mann: The US never took sides between Turkmenistan and Azerbaijan, and
never made proposals about volumes. We pointed out many times, in our
discussions with the Turkmen government, that they would have to
engage Azerbaijan directly on TCGP issues. As development of the
Shah-Deniz deposit proceeded, it became clear that this was one of
several issues that would have to be addressed. But the government of
Turkmenistan never contacted the government of Azerbaijan on this
subject. Presidents Niyazov and Aliev had some telephone conversations
about it, but there was never any serious, sustained contact with
Azerbaijan on the part of the Turkmenistan government. In fact, at
that point two countries did not have embassies in each other's
capital.
EurasiaNet: As I recall, after March 2000, the project was left in
companies' laps. I believe President Niyazov said the offer was
insufficient and that he would be waiting to be contacted after it was
revised. Is that right?
Mann: I remember the March 2000 meeting extremely well. At that point
the US and Turkey made a joint mission to Turkmenistan for one final
attempt to save the TCGP. Ambassador John Wolf came out with Turkish
Undersecretary for Foreign Affairs Mithat Balkan, and the three of us
met with President Niyazov for two hours. Among the many things we
said, was that the financial deal on offer by PSG and Shell (which by
then had joined the TCGP consortium) was the best offer that the
consortium could make. We emphasized that there could be no better
offer, and we urged him in the strongest terms to take it. However, he
wanted a greater financial return on the package, and moreover, an
immediate financial return.
EurasiaNet: You're referring there to the infamous "pre-financing"?
Mann: Yes. In simple terms, if you are building a $2 billion pipeline,
you cannot saddle it with $300-500 million additional debt right up
front.
EurasiaNet: To switch gears, I heard several weeks ago that industry
teams are going out to Baku to prepare for the actual work on the
Baku-Tbilisi-Ceyhan (BTC) pipeline. Has the decision been taken to
proceed with BTC, even though the second phase of the engineering
study is not yet completed?
Mann: BTC is looking very good. They have put out the initial tender
documents, they are about to freeze project design, and they have
started the financing phase by contacting major lenders.
EurasiaNet: What about the Kazakh-Azerbaijani negotiations to define
the framework of the intergovernmental arrangements, the rules of
game, to make it possible for Kazakh oil to enter BTC from across the
Caspian later in the decade?
Mann: Progress there also looks very good. There is a draft
intergovernmental agreement on table, Azerbaijan has reviewed it and
given good comments on it, and I need to touch base with Kazakhstan
about it in the next month. Also the Turks have already had somewhat
detailed discussions with both Azerbaijan and Kazakhstan about this.
In sum, I'm very optimistic.
Editor's Note: This EurasiaNet Q&A was conducted by Dr. Robert M.
Cutler, Research Fellow at the Institute of European & Russian Studies
at Carleton University in Montreal, Canada.
Email this article
Posted November 8, 2001 L Eurasianet
http://www.eurasianet.org/index.shtml

***
BUSINESS & ECONOMICS

AZERBAIJAN ENGAGED IN BALANCING ACT THAT COULD INFLUENCE OIL & GAS
DEVELOPMENT
Kenan Aliyev: 11/06/01

In the Caucasus' new geopolitical environment, Azerbaijan is hoping to
take advantage of new opportunities for cooperation with the United
States. At the same time, Azerbaijani leaders are wary that Russia may
be intent on reasserting its influence in the Caucasus while the
United States is preoccupied with its anti-terrorism campaign. As a
result, Baku is engaged in a delicate diplomatic balancing act, which
could have profound ramifications for the development of Caspian Basin
natural resources.

Azerbaijan has been an enthusiastic backer of the US-led
anti-terrorism campaign, sharing intelligence and granting fly-over
rights. US lawmakers have reciprocated by bolstering support for
President Heidar Aliyev's government, in particular voting to lift
trade sanctions imposed during the height of the Nagorno-Karabakh
conflict in 1992. The lifting of sanctions, which is dependent on
White House approval, would facilitate aid and trade, as well as
potentially boost Azerbaijani efforts to develop its oil and gas
sector.

While Azerbaijani leaders seem anxious to align themselves with the
West in the hopes of reaping enormous oil and gas profits, they are
taking care to placate Russian security concerns, seeking to reassure
Moscow that Baku's strategic cooperation with Washington is not a
zero-sum gambit. Aliyev and other officials know Russia retains
powerful economic and political weapons that, if deployed, could
hinder - even upend - Azerbaijan's development plans. For example,
Russia could impose visa requirements for Azerbaijanis. An estimated 1
million Azerbaijanis live and work in Russia, and the imposition of
visa requirements on them
would have profound economic implications for Azerbaijan.

Baku's tactics seem dedicated to addressing Moscow's immediate
strategic interests. Moscow in recent weeks has stepped up efforts to
resolve its Chechnya conundrum, and to this end Baku has appeared more
responsive to Russian demands concerning Chechen refugees in
Azerbaijan.

During a late October visit to Azerbaijan, Russian Interior Minister
Boris Gryzlov called on the Azerbaijani government not to accept
Chechen refugees, and to repatriate those already in Azerbaijan. In
pressing his case, Gryzlov asserted that Chechens were terrorists,
with close links to Islamic radicals in Afghanistan. Gryzlov added
that Chechen terrorists utilized Azerbaijan to engage in drug
trafficking, and warned Azerbaijani officials about a risk of
terrorist incidents being
organized by Chechens residing in Azerbaijan.

While there are no official statistics, some experts estimate that
there are about 9,000 Chechen refugees, mainly women and children, in
Azerbaijan. Even before the September 11 terrorist attacks in the
United States dramatically altered geopolitical conditions in the
Caucasus, Baku had extradited dozens of Chechens to Russia. Local
observers say that Baku is now increasingly willing to consider the
large-scale repatriation of Chechen refugees. In addition, Azerbaijani
authorities are lending preliminary support to a proposal by the
pro-Moscow Chechen Authority of Akhmad Kadyrov to open a
representative office in Baku, the Ekho newspaper reported October 30.

Meanwhile, President Aliyev, accommodating a longstanding Russian
demand, has signaled his willingness to lease the Gabala early-warning
radar station to Russia. The station was built by Moscow in 1984, and
is Russia's only military facility in Azerbaijan. Russia and
Azerbaijan had been haggling over a lease extension for several years.
Azerbaijani government sources say a deal on the radar station could
be signed during Aliyev's next trip to Moscow, which is scheduled for
early 2002.

Azerbaijan's newfound readiness to accommodate Russia on Chechnya and
the Gabala facility is more than just a geopolitical balancing act; it
is a direct response to what Baku perceives as a national security
threat. Azerbaijani officials are alarmed by the simmering tension
between Russia and Georgia, as well as the political turmoil now
gripping Tbilisi. [For background see the Eurasia Insight archives].
Azerbaijani politicians believe that Russia is responsible for foment
the ongoing unrest in Georgia.

A big motive for Russia, as Azerbaijani leaders see it, is a desire to
retain a controlling influence in the competition to develop Caspian
Basin natural resources. Georgia figures prominently in the potential
construction of a pipeline, known as Baku-Ceyhan, which would break
Russia's stranglehold on Caspian export routes. The pipeline as
envisioned would take Caspian resources from Azerbaijan, via Georgia,
to Turkey, bypassing Russia altogether.

Prior to September 11, Russia had been a steadfast opponent of
Baku-Ceyhan. But the Russian stance on construction of the pipeline
seems to have softened in recent weeks. The reason may be that
Azerbaijan, along with the United States, may now be more willing to
share the wealth. Indeed, Baku-Ceyhan's best chance for realization
may depend on the participation of Russian companies in the
construction consortium. Local observers believe that Russian energy
giant Lukoil could become a participant. The company and its
president, Vagit Alekperov, enjoy the high esteem of Baku's
leadership. Recently, Aliyev
awarded Alekperov one of Azerbaijan's highest honors.

During recent congressional testimony, Brenda Shaffer, the research
director of the Caspian Studies Program at Harvard University, said
that incorporating Russian interests into projects such as Baku-Ceyhan
increase "the likelihood of these projects' realization." She added:
"Actions resulting from US-Russian rivalry can be very destabilizing
to the region and, as a result, contrary to US goals."

Editor's Note: Kenan Aliev is a journalist based in Washington, DC.

Posted November 6, 2001 L Eurasianet
http://www.eurasianet.org/index.shtml

***
/14:46 27.11.2001/ ChevronTexaco and its Partners Celebrate the Opening of
the Caspian Pipeline

Moscow, November 27, 2001. (CNA). At a special ceremony held today at the
Caspian Pipeline Consortium (CPC) terminal near Novorossiysk, Russia,
ChevronTexaco Corp. and its partners celebrated the opening of a new oil
export route from the Caspian region.
The press office of the ChevronTexaco Corp. informs that the 900-mile
pipeline, built from the Tengiz Field in western Kazakhstan to the Black Sea
port of Novorossiysk, commenced tanker loading last month. ChevronTexaco
has a 15 percent interest in the $2.65 billion pipeline, which will be able
to carry up to a maximum of 600,000 barrels per day in its initial phase.
Among those participating in the ceremony were Deputy Prime Minister
Vladimir Shkolnik of Kazakhstan; First Deputy Minister of Energy Ivan
Matlashov of Russia; Alexander Vershbow, U.S. Ambassador to Russia and Vicky
Bailey, Assistant Secretary of Energy, U.S. government; ChevronTexaco
chairman and CEO Dave O-Reilly, and vice chairman Dick Matzke. Senior
executives from the other CPC shareholders were also present.
?This achievement comes at a time of increased partnership between the
U.S., Russia, and Kazakhstan,¦ said O-Reilly. He added, ?CPC is a
bellwether project for successful international cooperation and demonstrates
the confidence the international business community has to invest in Russia
and Kazakhstan.¦
Dick Matzke said, ?The people of CPC, its partners, shareholders and the
governments of Russia and Kazakhstan have every reason to be proud of their
joint success.¦ He added, ?This world-class infrastructure project will
encourage the development of oil fields in the region.¦
Construction of the pipeline commenced in May 1999. The terminal received
first oil in August 2001 and will be able to operate at its capacity of
600,000 barrels per day in the first half of 2002.
CPC unlocks the potential of the Caspian region and will allow
ChevronTexaco to maximize its investments in the supergiant Tengiz oil field
and the gas condensate Karachaganak Field, both in Kazakhstan.
ChevronTexaco holds a 50 percent interest in Tengiz and a 20 percent
interest in Karachaganak.
The participants in CPC and their ownership interests are: Russian
Federation (24 percent), the Republic of Kazakhstan (19 percent), Sultanate
of Oman (7 percent), Chevron Caspian Pipeline Consortium Co. (15 percent),
LUKARCO B.V. (12.5 percent), Rosneft/Shell Caspian Ventures Ltd. (7.5
percent), Mobil Caspian Pipeline Co. (7.5 percent), Agip International
(N.A.) NV (2 percent), BG Overseas Holding Limited (2 percent), Kazakhstan
Pipeline Ventures LLC (1.75 percent), and Oryx Caspian Pipeline LLC (1.75
percent).

CNA/www.caspian.ru

***
/14:42 27.11.2001/ Caspian Pipeline Consortium completes new oil export
from the Caspian region

Novorossiysk, November 27, 2001. (CNA). A ceremony to celebrate the opening
of a new oil export route from the Caspian Region was held today at the
Marine Terminal of The Caspian Pipeline Consortium (CPC) in Yuzhnaya
Ozereyka near Novorossiysk, CPC press office informs.
In attendance were representatives of the CPC’s
government-shareholders, including Kazakhstan Deputy Prime-Minister and
Minister of Energy and Mineral Resources Vladimir Shkolnik, RF 1st Deputy
Minister of Energy Ivan Matlashov and Sultanate of Oman Minister of National
Economy Ahmed Macki.
"On behalf of the CPC I would like to thank all those who supported us and
helped us during the construction process, including the governments of all
of the countries participating in the project, our shareholders and
representatives of the regional authorities in the territories through which
the pipeline runs," said CPC General Director Sergey Gnatchenko. "For over
a month, the pipeline has been operating in a test capacity. Tests of all
pipeline systems have been completed successfully thus far. Now we can talk
about the opening of our new pipeline system."
The ceremony was attended by representatives of company-shareholders of the
consortium, including LUKoil President Vagit Alekperov and ChevronTexaco
Chairman David O’Reilly.
Also in attendance were delegations from the local regions through which
the CPC pipeline runs - Kazakhstan’s Atyrauskaya Oblast, RF Astrakhan
Oblast, Republic of Kalmykiya, Stavropol and Krasnodar Krais.
Representatives of the diplomatic corps and heads of subcontractor companies
were also present.
The first trial tanker was loaded at the CPC Marine Terminal on October
13-14. The CPC is planning to ship about 1 million tones of oil by the end
of this year. Oil is being transported to the CPC Marine Terminal near
Novorossiysk from the Tengiz oil field in Western Kazakhstan.
"Four more tankers were loaded since the CPC announced the trial tanker
loading at it’s new terminal on October 15," said Gnatchenko. "As of
this moment, 450,000 tons of oil have been shipped and the sixth tanker is
being loaded today. I hope that CPC will become operational at rated
capacity early next year."
The CPC is one of the major investment projects on the territory of the
former USSR with the participation of foreign capital. The cost of the
initial phase of the project was $2.6 billion.
The length of the Tengiz-Novorossiysk pipeline is 1,510-kilometers. It
took 1million tons of oil to fill the system. During the pipeline
construction over 160,000 joints were welded and 3,000 kilometers of cable
were laid and assembled. At the peak of construction 6,000 people
participated in the project.
The pipeline’s initial rated capacity is 28.2 million tons per year.
Future expansions will increase the pipeline system capacity to 67 million
tons per year.
The ownership interest of governments-founders of the CPC is as follows:
Russia- 24%, Kazakhstan - 19%, Sultanate of Oman - 7%. Private oil
companies participating in the consortium are: Chevron Caspian Pipeline
Consortium Company - 15%, LUKARCO B.V. - 12,5%, Rosneft-Shell Caspian
Ventures Limited - 7,5%, Mobil Caspian Pipeline Company - 7,5%, Agip
International (N.A.) N.V. - 2%, BG Overseas Holding Limited - 2%, Kazakhstan
Pipeline Ventures LLC - 1,75%, and Oryx Caspian Pipeline LLC, Kerr-McGee
group of companies - 1,75%.

CNA/www.caspian.ru