IEEFA: Kukwira kwemitengo yeLNG kungangokwidza mari yeIndia yeUS$14 bhiriyoni

Rakabudiswa naNicholas Woodroof, Mupepeti
Fetereza yeNyika, Chipiri, 15 Kurume 2022 09:00

Kuvimba kwakakura kweIndia pagasi rakagadzirwa kunze kwenyika (LNG) sechikafu chefetereza kunoburitsa pachena gwaro renyika mukukwira kwemutengo wegasi pasi rose, zvichiwedzera mari yehurumende yerubatsiro rwefetereza, sekureva kweshumo idzva neInstitute for Energy Economics and Financial Analysis (IEEFA). )
Nekusiya kubva kune inodhura LNG inotengeswa kunze kwenyika yekugadzira fetereza uye kushandisa zvemumba panzvimbo, India inogona kudzikisa kusazvibata kwayo kumitengo yakakwira uye isingachinji yegasi repasi rose uye kurerutsa mutoro wekubatsira, inodaro chirevo.

Pfungwa huru kubva mushumo ndeiyi:

Hondo yeRussia neUkraine yakatowedzera mitengo yegasi yepasi rose. Izvi zvinoreva kuti mari inosvika bhiriyoni imwe chete yemadhora (US$14 bhiriyoni) yefetereza inogona kuwedzera.
India inogonawo kutarisira rubatsiro rwakanyanya nekuda kwekudzikira kwefotereza kubva kuRussia izvo zvichakonzera kukwira kwemitengo yefetereza pasi rose.
Kushandiswa kweLNG inotengeswa kunze kwenyika mukugadzirwa kwefetereza kuri kuwedzera. Kutsamira paLNG kunofumura India kumitengo yegasi yakakwira uye isingachinji, uye nebhiri rerubatsiro refetereza.
Nekufamba kwenguva, kuvandudzwa kwegirinhi ammonia kuchave kwakakosha kuvharira India kubva kune inodhura LNG yekunze uye mutoro wakakwira werubatsiro. Senhanho yenguva pfupi, hurumende inogona kugovera gasi remumba rakaganhurirwa kugadzira fetereza panzvimbo peguta rekugovera gasi network.
Gasi remusikirwo ndiro rinonyanya kupinza (70%) pakugadzira urea, uye kunyangwe mitengo yegasi yepasi rose yakawedzera 200% kubva paUS$8.21/miriyoni Btu muna Ndira 2021 kuenda kuUS$24.71/miriyoni yeBtu muna Ndira 2022, urea yakaramba ichipihwa kune varimi. chikamu pamutengo wakafanana wemutemo wakaziviswa, izvo zvakakonzera kuwedzera kwerubatsiro.

“Mari yekubhadhara fetereza inosvika US$14 bhiriyoni kana kuti Rs1.05 trillion,” anodaro munyori wenhau Purva Jain, muongorori weIEFA uye anobatsira muenzi, “zvikaita gore rechitatu mari yefetereza yasvika miriyoni imwe chete.

"Nemitengo yagara iri pamusoro pegasi pasi rose yakawedzerwa nekupinda nechisimba kweRussia kuUkraine, hurumende ingango gadziridza mari yefetereza yakakwira zvakanyanya sezvo gore richifamba, sezvayakaita muna FY2021/22."

Mamiriro ezvinhu aya anowedzerwa nekutsamira kweIndia kuRussia kune phosphatic uye potasic (P&K) mafetiraiza akadai seNPK uye muriate yepotashi (MOP), anodaro Jain.

"Russia ndiyo inogadzira uye inotengesera kunze kwefetereza uye kukanganiswa kwezvinhu nekuda kwehondo kuri kukonzera mitengo yefetereza pasi rose. Izvi zvichawedzera kuwedzera mari yerubatsiro kuIndia. "

Kuti ikwane nemitengo yakakwira yefotireza inogadzirwa munyika uye inodhura kubva kunze kwenyika, hurumende yakada kupeta zvakapetwa kaviri bhajeti rayo regore ra2021/22 rerubatsiro kusvika pa 1.4 trillion (US$19 billion).

Mitengo yegasi yemumba uye LNG inotengeswa kunze kwenyika inosanganiswa kuti ipe gasi kune vanogadzira urea nemutengo wakafanana.

Nezvekushandisa mudzimba zviri kuendeswa kune yehurumende gasi rekugovera (CGD) network, kushandiswa kweLNG inodhura kunze kwenyika mukugadzira fetereza kwave kukwira nekukurumidza. Muna FY2020/2021 kushandiswa kweLNG yakagadziridzwa kwakakwira kusvika 63% yehuwandu hwekushandisa gasi muchikamu chefetereza, sekureva kweshumo.

“Izvi zvinoita kuti pave nemutoro mukuru werubatsiro ucharamba uchikwira sezvo kushandiswa kweLNG inotengwa kunze kwenyika mukugadzira fetereza kunowedzera,” anodaro Jain.

“Mitengo yeLNG yave kusamira zvakanaka kubva pakatanga denda iri, nemitengo yakakwira kusvika paUS$56/MMBtu gore rapfuura. Mitengo yenzvimbo yeLNG inofungidzira kuramba iri pamusoro peUS$50/MMBtu kusvika Gunyana 2022 uye US$40/MMBtu kusvika pakupera kwegore.

"Izvi zvichakanganisa India sezvo hurumende ichizofanira kupa rubatsiro rwekuwedzera kwemitengo yekugadzira urea."

Sechiyero chenguva pfupi, chirevo chinoratidza kugovera gasi repamba rinowanikwa mukugadzira fetereza panzvimbo yeCGD network. Izvi zvaizobatsirawo hurumende kuzadzisa chinangwa che60 MT yeurea kubva kunzvimbo dzechivanhu.

Nekufamba kwenguva, kusimudzira pachiyero chegirinhi hydrogen, iyo inoshandisa simba rinogona kudzokororwa kugadzira green ammonia kugadzira urea nemamwe mafetireza, ichave yakakosha pakubvisa carbonising kurima uye kuvhara India kubva kunodhura LNG inotengeswa kunze kwenyika uye mutoro wakakwira werubatsiro.

“Uyu mukana wekugonesa kuchenesa dzisidzo dzisiri dzemafuta,” anodaro Jain.

"Kuchengetedzwa kwerubatsiro nekuda kwekuderedza kushandiswa kweLNG inotengeswa kunze kwenyika kunogona kunangana nekusimudzira green ammonia. Uye kudyara kwekuwedzera kwakarongwa kweCGD zvivakwa kunogona kutsauswa kune kuendesa mamwe magetsi anogoneka pakubika nekufamba. ”


Nguva yekutumira: Jul-20-2022