James P. Wickstrom

5/26/2004

 

AN AWAKENING GIANT

         Need a new car?  The Houston Chronicle reports that Solo, Deer,
Leopard, Safe, Geely, Great Wall, and Sing will soon be in a Texas
showroom.  Don't recognize any of the brands?  Four Houston partners will
be exclusive dealers for very low-priced Chinese cars, trucks and SUVs
which are scheduled to be marketed in Houston this summer, and there are
plans for other China Motors dealers in 13 states.  The cars will be
priced
in the range of  $7,000 to $11,000.    The growth of China's economy has
been explosive, with industrial products supplying their domestic market
and plenty left over for exports.  That means that they must have more
oil.

            Russia's second-largest oil company, Yukos,  signed an
agreement in late March with Russian Railways to more than double the
railway delivery of oil exports  to China this year and increase the
amount  FIVE TIMES by 2006.  The Business Report quotes the Xinhua News
Agency: "The two Russian companies agreed to raise oil exports by rail to
6.4 million tons this year from 3 million tons last year."  A pipeline
would be better, but the  proposed US $2.5 billion Sino-Russian oil
pipeline negotiations are deadlocked.  The Russian government is trying to
decide  whether its crude oil pipeline should end in China or in Russia's
East Pacific port.  The latter terminal would be more favorable to Japan's
interests.  Late word is that Russia may build the trunk line to Nakhodka,
(a container port in the Russian Far East on the Sea of Japan) and build a
branch line to Daqing (a major oil and petrochemical center in northern
China) as a compromise.

         While pipeline deals simmer, China is prospecting and developing
new oil finds within their country, but to date there have been no
significant discoveries.  China is now the world's second largest importer
of oil, and rapidly gaining on the world's biggest consumer,  the United
States.

         Bloombereg News reports BP and Royal Dutch/Shell Group plan to
spend more than $1 billion to build petrochemical plants and gasoline
stations in China.  "BP plans $1 billion of investment in China, including
a 500,000 metric ton-a-year acetic acid plant in Jiangsu province, eastern
China, with China Petroleum &Chemical Corp., known as Sinopec. Shell and
Sinopec. .....BP's new petrochemical factory will make acetic acid for use
in paint, adhesives and printing inks in eastern China.  The company has
invested more than $3 billion in China since it started operating there in
the 1970s....BP also agreed to consider expanding a petrochemical plant at
Zhuhai in the Pearl River Delta from 350,000 tons a year to 1.2 million
annually, and signed joint venture contracts over its plan to build
gasoline stations with Sinopec and PetroChina Co. "

         China is not the only country with a thirst for oil.  Demand is
increasing world-wide.  As demand climbs there are signs of depletion in
many of the oil producing regions.  The decision of the Bush
Administration
to fill the US strategic reserve to capacity seems at this time to have
been prudent.  Barring unexpected developments, the price of crude is
likely to continue to rise.

Sources:
http://www.busrep.co.za/index.php?fSectionId=613&fArticleId=394464
http://www.chinadaily.com.cn/english/doc/2004-03/29/content_318780.htm

http://www.iht.com/cgi-bin/generic.cgi?template=articleprint.tmplh&ArticleId=510167

http://www.iht.com/cgi-bin/generic.cgi?template=articleprint.tmplh&ArticleId=124235

http://www.nzherald.co.nz/storydisplay.cfm?storyID=3541520&thesection=news&thesubsection=world
http://www.chron.com/cs/CDA/ssistory.mpl/business/2571896

SEND US E-MAIL ADDRESSES
It is our hope that the information in this newsletter will be copied and
distributed widely.  Topics covered are those which are not adequately
treated on TV or in the press.  The Fax edition of AUDREYS MISSILES is
distributed only in the 209 calling area, but the e-mail edition is
published world-wide on the internet.  Both editions are free.  Fax 209
847-7588 or write audreymlj@bigvalley.net to comment, or to join or leave
the lists.(5/20/04) China


- BACK -