昆杭集团

后伊朗年代( 他们喜欢哪个 ? 和中国的石油天然气期货 )

Bijan Zanganeh( 以伊朗的定位为先 )BPShellTotalENIStatoilExxon MobileConocoPhilips

2015/8 英国大使馆重开

油价会 闪电崩盘？（ Flash Crash ）

Oligopoly vs Oligopsony ( 寡头垄断 供应商 对 客户）

BPShellTotalENI

StatoilExxon MobileConocoPhilips

ChervonGazprom

LukoilsRosneft

原油( 储备 , 生产 , 消费 )

天然气( 储备 , 生产 , 消费 )

中国原油天然气期货( 为可东京可以 ?)

Exporter Export Venture Importer Buyer Term Start Yr End Yr VolumeCANADA Pacific Northwest LNG CHINA Sinopec FOB 2019 2039 3Unspecified BP Portfolio CHINA CNOOC Xship 2019 2039 1.5RUSSIA Yamal LNG CHINA PetroChina Xship 2018 2031 3AUSTRALIA APLNG CHINA Sinopec FOB 2016 2036 3.3AUSTRALIA Curtis LNG CHINA CNOOC Xship 2015 2035 3.6AUSTRALIA APLNG CHINA Sinopec TBD 2015 2035 4.3PAPUA N.GUINEA PNG LNG CHINA Sinopec Xship 2015 2035 2Unspecified BG Portfolio CHINA CNOOC Xship 2015 2035 5AUSTRALIA Gorgon LNG CHINA PetroChina FOB 2014 2034 2AUSTRALIA Gorgon LNG CHINA PetroChina TBD 2014 2034 2.25Unspecified GDF Suez Portfolio CHINA CNOOC Xship 2013 2017 0.65QATAR Qatargas CHINA PetroChina Xship 2012 2037 3Flexible Total Portfolio CHINA CNOOC Xship 2010 2025 1YEMEN Yemen LNG CHINA CNOOC TBD 2010 2012 0.5MALAYSIA MLNG Tiga CHINA CNOOC Xship 2009 2034 3.03QATAR Qatargas CHINA CNOOC Xship 2009 2034 2INDONESIA Tangguh LNG CHINA CNOOC FOB 2007 2032 2.6AUSTRALIA Australia NWS CHINA CNOOC FOB 2006 2031 3.7

Exporter Export Venture Importer Buyer Term Start Yr End Yr VolumeUNITED STATES Cameron LNG JAPAN Tohoku Electric Xship 2022 2038 0.3UNITED STATES Cameron LNG JAPAN Tokyo Gas Xship 2020 2040 0.52UNITED STATES Freeport LNG JAPAN Toshiba Tolling Agreement 2019 2039 2.2MALAYSIA Unspecified JAPAN Hokuriku Electoric Power Co. Xship 2018 2028 0.38UNITED STATES Cameron LNG JAPAN Mitsui & Co Tolling Agreement 2018 2038 4UNITED STATES Freeport LNG JAPAN Osaka Gas Tolling Agreement 2018 2038 2.2UNITED STATES Freeport LNG JAPAN Chubu Electric Tolling Agreement 2018 2038 2.2UNITED STATES Cameron LNG JAPAN TEPCO Xship 2018 2038 0.4UNITED STATES Cameron LNG JAPAN Toho Gas Xship 2018 2038 0.3UNITED STATES Cameron LNG JAPAN Tohoku EP Xship 2018 2038 0.27UNITED STATES Cameron LNG JAPAN Toho Gas Xship 2018 2038 0.2AUSTRALIA Ichthys JAPAN Chubu Electric FOB 2017 2032 0.49AUSTRALIA Ichthys JAPAN Toho Gas FOB 2017 2032 0.28AUSTRALIA Ichthys JAPAN Inpex FOB 2017 2032 1.1AUSTRALIA Ichthys JAPAN TEPCO FOB 2017 2032 1.05AUSTRALIA Ichthys JAPAN Tokyo Gas FOB 2017 2032 1.05AUSTRALIA Ichthys JAPAN Kansai Electric FOB 2017 2032 0.8AUSTRALIA Ichthys JAPAN Osaka Gas FOB 2017 2032 0.8AUSTRALIA Ichthys JAPAN Kyushu Electric FOB 2017 2032 0.3AUSTRALIA Australia NWS JAPAN Kyushu Electric Xship 2017 2023 0.73AUSTRALIA Wheatstone JAPAN Tohoku Electric Xship 2017 2037 0.92AUSTRALIA Prelude FLNG JAPAN Shizuoka Gas Xship 2017 2025 0.07AUSTRALIA Prelude FLNG JAPAN TEPCO Xship 2017 2025 0.56UNITED STATES Cameron LNG JAPAN Mitsubishi Corp. Tolling Agreement 2017 2037 4UNITED STATES Cove Point JAPAN Sumitomo Tolling Agreement 2017 2037 2.3UNITED STATES Cameron LNG JAPAN TEPCO Xship 2017 2037 0.4UNITED STATES Cameron LNG JAPAN Kansai Electric Xship 2017 2037 0.4UNITED STATES Cove Point JAPAN Tokyo Gas FOB 2017 2037 1.4UNITED STATES Cove Point JAPAN Kansai Electric FOB 2017 2037 0.8Unspecified Unspecified JAPAN Kansai Electric Xship 2017 2037 0.5Unspecified BP Portfolio JAPAN TEPCO Xship 2017 2034 1.2Unspecified Unspecified JAPAN Toho Gas Xship 2017 2027 0.52AUSTRALIA Wheatstone JAPAN TEPCO TBD 2016 2036 3.1AUSTRALIA Wheatstone JAPAN TEPCO TBD 2016 2036 0.7AUSTRALIA Wheatstone JAPAN Kyushu Electric 2016 2036 0.8AUSTRALIA APLNG JAPAN Kansai Electric FOB 2016 2036 1AUSTRALIA Wheatstone JAPAN Chubu Electric TBD 2016 2036 1AUSTRALIA Wheatstone JAPAN TEPCO Xship 2016 2036 0.4INDONESIA Bontang JAPAN Group of Japanese Buyers TBD 2016 2020 2INDONESIA Donggi-Senoro JAPAN Chubu Electric Xship 2016 2029 1INDONESIA Donggi-Senoro JAPAN Kyushu Electric Xship 2016 2029 0.3MALAYSIA MLNG Dua JAPAN Shizuoka Gas Xship 2016 2026 0.33MALAYSIA MLNG Dua JAPAN Tohoku EP Xship 2016 2026 0.37QATAR Qatargas JAPAN Chubu Electric Xship 2016 2022 0.2QATAR Qatargas JAPAN Tohoku Electric Xship 2016 2030 0.09Unspecified Unspecified JAPAN Hiroshima Gas Xship 2016 2031 0.09AUSTRALIA Gorgon LNG JAPAN Nippon Oil Xship 2015 2030 0.3AUSTRALIA Curtis LNG JAPAN Tokyo Gas Xship 2015 2035 1.2MALAYSIA MLNG Dua JAPAN Tokyo Gas Xship 2015 2025 0.9MALAYSIA MLNG Dua JAPAN JX Nippon Xship 2015 2024 0.38PAPUA N.GUINEA PNG LNG JAPAN TEPCO Xship 2015 2035 0.5PAPUA N.GUINEA PNG LNG JAPAN Osaka Gas FOB 2015 2035 1PAPUA N.GUINEA PNG LNG JAPAN Osaka Gas Xship 2015 2035 0.5PAPUA N.GUINEA PNG LNG JAPAN TEPCO FOB 2015 2035 1.3Unspecified Shell Portfolio JAPAN JX Nippon Xship 2015 2032 0.2Unspecified Unspecified JAPAN Chubu Electric Xship 2015 2017 1.2Unspecified BP Portfolio JAPAN Kansai Electric Xship 2015 2038 0.57

原油 / 天然气期货的条件• 流通国际货币 , 人民币要入 SDR• 港口进口物流 配套• Non Delivery contract (ICE Brent) 比较

Delivery Contract (WIT, Henry Hub) 受欢迎

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