The market can get 3 million tonnes of oil due to attack on KTK

After the drone attack of the main road to the main road from Kazakhstan from Kazakhstan – the organization of the Caspian Pipeline Federation, according to the government, can be pulled for months. Every month, there are 1.5 million tonnes of raw materials in the world market. According to experts, it will become a driver for more prices that have already begun to increase.

Repair of the Caspian Pipeline Federation (KTK) Oil Pump Station (NPS) Victim From the attack of the UAV on February 17, this may take 1.5-2 months. The biggest partner of KTK “TransNoft” announced this. At the same time, according to Deputy Prime Minister Alexander Novak, the restructuring work will be “at least a few months”. According to KTK predictions, the oil from Kazakhstan may decrease by 30%while repairing the oil pumping station. Based on the passing of 63 million tonnes of oil with KTK last year, consumers may be subjected to about 1.6 million tonnes per month due to the NPS stop.

Apart from Russia (24%) and Kazakhstan (20.75%), the largest CDC shareholders are US Sevron (15%), Exanmopil (7.5%), Shell (Rosneft – 7.5%) and Orik (1.75%). They have packages (12.5%), British BG and Italian Ani (2%). According to the Kursande in Transnapt, by 2024, 74% of all constituencies were a part of the US and other Western cargo. Only Chevron pump 26.8 million tonnes on KTK, which is 20% of the US corporation’s global production, Russian monopoly said.

As Alexander Novak told President Vladimir Putin, the amount of traffic was reduced by 30-40%. According to him, there are plenty of work to restore the material because the power equipment of the Western countries was used there, especially the German Seemans’ gas turbine installation. In turn, Vladimir Putin asked the deputy prime minister to help foreign partners, “if something is needed from the Russian government.” He said that if Western companies were interested in reclaiming the operation of the oil pipeline, they would have to keep the equipment for its repair, despite the sanctions. Sevron Riya Novosti said that the energy security of many countries depends on KTK and the company is monitoring the situation.

According to the KTK Oil Pipeline, more than 80% of the export of Kazakhstani oil from the country’s western deposits – Dengas, Karachakanak and Kashagan are supplied through the Novorosis port through the KTK oil system. Last year, about 54 million tonnes of oil entered the pipe from them. The recipients are the countries and the United States of Europe and the Asia -Pacific region.

As for Western companies, the loss of pumping and revenue from oil sales is not important, but it is very unpleasant.

American companies that participate in the development of Kazakhstani deposits are expected to increase by about 10%by 96.2 million tonnes by 2025. The main increase – 24.8%, up to 34.7 million tonnes – there is the results of the expansion of oil production (50%with the Chevron, 25%to Exanmobil).

Theoretically, Russia-Durushba can be transported by additional volumes through the oily pipe or the terminal in Ust-Luga, and Kommarsand’s speakers believe. Since the Kazakhstan production is defined by the OPEc agreement, they suspect that this will be needed, and last month the country has already exceeded the quota, so it has to compensate for these surplus.

Igor Yushkov, an expert in the financial university under the government of the Russian Federation, believes that in the current situation, in the current situation, domestic participants in Russia and the federation will take into account small losses. But for foreign companies operating in Kazakhstan, KTK is the only alternative transnounce system. If the monopoly does not agree to accept additional constituencies, Western investors will have to reduce the prey within the structure of the Kazakhstani SCP, which will reduce the revenue of Kazakhstan’s budget. Often the result of the accident, Igor Yushkov, considers rising prices in world markets, especially if the US is pressed in Iran. So far, the expert noted that there are no serious fluctuations in the quotes in the world market because the supply of raw materials is in Novorosis. In addition, the pump continues, and he recalled.

Oil prices, as well as Russian-US negotiations and OPEc+ opportunities against KTK’s restrictions are continuing. Ice Futhors London Exchange Brend Variety in the evening of April is a barrel of the evening.

Olga Mortyushenko