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Warren Buffett007

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  • Gazprom To Benefit Long Term From European Gas Supply Rebalance [View article]
    ? There is nothing in in common and to do with the sanction for the dividend, what you talking about!. I thing now it is strongly recommended that Seeking Alpha must revise what some people write down here, because otherwise it will lose the seriousness for investors.
    Nov 25, 2015. 11:58 AM | Likes Like |Link to Comment
  • Gazprom To Benefit Long Term From European Gas Supply Rebalance [View article]
    All of Europe is nothing compared with the huge demand will be in China in the coming years! China has a big pollution problem because there even for all use coal for home and industry, and that will change radically.
    Nov 23, 2015. 10:14 AM | 7 Likes Like |Link to Comment
  • Cheniere does not expect to overtake Russia as Europe's top LNG player [View news story]
    The reality is that the Gazprom (OTCPK:OGZPY) shares are strong undervalued.
    Oct 28, 2015. 12:01 PM | 4 Likes Like |Link to Comment
  • Westport, Gazprom sign deal to develop natural gas vehicles in Russia [View news story]
    Yes you are right go ahead and invest in Alphabet!. Possible the WW III comes.
    Oct 24, 2015. 02:30 PM | Likes Like |Link to Comment
  • Westport, Gazprom sign deal to develop natural gas vehicles in Russia [View news story]
    Recently China has become the driving force of the NGV sector development, which made it possible to double the global NGV fleet within five years. The Russian NGV industry can't show such high rates of growth that the NGV industry leaders have. Nevertheless, alongside with constructing filling stations and purchasing equipment, large-scale preparation activities are underway now: agreements are being concluded with the regions, the regulatory base is being improved, the industry is mastering the manufacture of NGV machinery and equipment for filling stations. Proper provisional arrangements will result in the explosive growth of the Russian NGV sector already by 2020. As it is known, the Russians are slow starters but they drive fast.
    The number of NGVs across the globe is growing at very promising rates. In 2010 there were 11.3 million NGVs around the world, and this year, according to the NGV Communications Group, their amount reached almost 22.5 million. Doubling in five years is an outstanding result!

    In 2010 there were 11.3 million NGVs around the world, and this year, according to the NGV Communications Group, their amount reached 22.5 million.

    Just like in many other sectors of the global economy, it was China which had its say. According to the National NGV Association, the number of NGVs there equaled 500 thousand in 2010, 1.58 million in mid-2013, and by now it has reached almost four million. During the same period the number of CNG filling stations in China has also increased – from 1.65 thousand to 6.5 thousand. Meanwhile, 2.9 more thousand CNG filling stations are presently under construction.

    A comprehensive approach is largely applied in China, providing for a positive effect in several areas, for instance, economic (related to direct savings on petroleum, oil and lubricants and to loading and boosting production capacities) and environmental. For China the latter, in our opinion, is not the issue of self-promotion, like in the pampered Europe, but rather that of national health. Here we should quote the Xinhua News Agency, which writes that in the pictures of China taken from space “smog clouds floating over Central and Eastern China cast their shade on the hearts of the Chinese”.

    If we set aside the oriental imagery and just take a look at the environmental situation in major Chinese cities, we'll see that as of the beginning of the last year only three cities met the existing air quality standards, while in 71 cities the air emissions exceeded the set limits. About 19 per cent of the country's area (1.81 million kilometers) is engulfed by smog. Only Lhasa (Tibet Autonomous Region), Haikou (major city in the southern Province of Hainan popular with tourists) and Zhoushan (Eastern China) were considered to be clean, while Beijing, Tianjin (Hebei Province) as well as the Zhu Jiang and Yangtze River Deltas turned out to be the most polluted. These regions account for only eight per cent of China's area, but their share in coal consumption comes up to 43 per cent, which is about 844 million tons in oil equivalent. This is more than the aggregate coal consumption in India and the USA. Such high rates of consumption are explained by the fact that 55 per cent of Chinese metallurgical output, 40 per cent of concrete, 52 per cent of gasoline and diesel fuel are produced in Beijing, Tianjin and the Hebei Province. According to Wu Xiaochun, China's Vice Minister for Environmental Protection, coal burning, industries, motor vehicles, road and construction dust are the main air pollutants. For the purpose of resolving the environmental problems, China can't follow the path of European countries, which simply transferred these issues abroad. In other words, China's not its own master. That's why the Heavenly Empire sees the way out of the existing situation in reducing coal consumption and switching to alternative vehicle fuels. But so far they've only managed to steady the coal consumption and they'll be able to cut it down only once gas supplies from Russia and other sources are launched on a full scale. It is expected that two billion cubic meters of gas will allow for reducing coal consumption by three million tons. At the same time, the progress in the area of alternative vehicle fuels is obvious and, we dare say, phenomenal.

    Meanwhile, it is the car industry alone that we've touched upon. But the NGV industry is not limited to it. Thus, in early August the construction of world's first roll-on-roll-off ship (vessel for transporting cars, freight transport, railway cars, etc.) that will run both on liquefied natural gas (LNG) and conventional marine fuel, began in China. Presumably it will be used in the North and Baltic Seas.
    But China is not alone in developing the NGV sector. Asia and South America have become the main centers of the NGV industry growth. During the recent five years the list of major players has changed little, if at all: Pakistan (with 2.5 million NGVs in 2010 and 3.7 million in 2015), Argentina (1.9 million in 2010 and 2.5 million in 2015), Brazil (1.65 million in 2010 and 1.8 million in 2015). But special attention should be given to Iran and India.

    Currently Iran leads the world by the number of NGVs, having boosted their quantity from two million in 2010 to over four million in 2015. For Iran the NGV fuel has become an excellent aid under the conditions of oil refining capacities shortage caused by sanctions and at the same time the gas reserves surplus. But most likely already by the end of this year Iran will yield the palm to China. As for India, it is notable that with only 700 thousand NGVs in 2010, by now it has boosted its fleet to 1.8 million NGVs. We believe India to be a promising market for Chinese car makers; besides, it would be a good thing to ease the pressure on India's environment. That's why in the near future the role of India as the center of the NGV industry development will grow.

    How to produce gas from coal beds

    At the same, the role of the USA in the global NGV industry is inversely proportional to the attention it is given in the media. We'd pointed it out a year ago, and nothing has changed since then. Talks on the federal and expert levels, large-scale government support, marketing and promotion – all this resulted in increasing the number of compressed natural gas (CNG) vehicles in the USA from 100 thousand to 150 thousand units during five years. It was expected that by supporting the NGV sector the US would expand its domestic gas market by rendering indirect support to shale production. But just as we'd predicted, no remarkable success followed. According to the US Department of Energy, only 0.12 per cent of gas consumed in the USA is used in transport. The spurt failed. Moreover, considering the new rhetoric of the American Government, which started putting gas on the back burner, promoting renewable energy as a promising business, the NGV fuel has not too much of a future in the North American market.
    The motor vehicle market is running a fever. Under such conditions car manufacturers should be interested in mastering the production of new types of equipment (by the way, more expensive ones than their conventional counterparts) and getting a guaranteed market for it under federal programs. For example, in April 2015 KAMAZ launched in Naberezhnye Chelny a production line for manufacturing NGV equipment with the output of up to 8 thousand units of 50 different vehicle models.

    Gazprom is converting its own vehicle fleet to CNG. Thus, last year the Gazprom Group companies purchased 1,674 units of NGV equipment, and their total number reached 6,522. Perhaps, the Company's contribution to the development of the NGV sector may be illustrated by the following fact: in 2014 KAMAZ supplied Gazprom with 626 NGV units, and 16 Russian constituents – with only 228 gas-fired motor vehicles (buses, municipal equipment).

    KAMAZ (RariTEK) and GAZ Group remain the main manufacturers of commercial gas-fired equipment; the Minsk Automobile Plant should also be mentioned as a company from a EEU country. As for AVTOVAZ, so far it has only confined itself to another presentation last summer – LADA Largus CNG.

    But it is not only the motor vehicle segment, which is transiting to NGV fuel. In the near future the United Shipbuilding Corporation is going to enter into an agreement with Sovcomflot on constructing gas-fired carriers. Meanwhile, Russian Railways finally got the long-awaited LNG-powered shunting locomotive built by the Bryansk Engineering Plant. We believe that by 2020 the Russian industry will be able to satisfy all the basic needs of the NGV sector – both in terms of NGV equipment and equipment for CNG filling stations.

    Today's Share price GAZ will go to the $4,60,-!.
    Oct 23, 2015. 08:58 AM | 2 Likes Like |Link to Comment
  • Westport, Gazprom sign deal to develop natural gas vehicles in Russia [View news story]
    Oil not will only go back to $100!, it will go back to more than $140!!.
    Oct 22, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Westport, Gazprom sign deal to develop natural gas vehicles in Russia [View news story]
    Gas is the best source of propulsion for vehicles, it is clean, inexpensive, and more efficient than electric cars !.
    Oct 11, 2015. 04:38 AM | 2 Likes Like |Link to Comment
  • WSJ: Gazprom to sell first European debt since last year [View news story]
    Sounds another time very good!.
    Oct 9, 2015. 01:24 PM | 1 Like Like |Link to Comment
  • Gazprom's Blue Stream Expansion In Turkey Hits Snags - Needs Stable Partners [View article]
    Relax; No Hits Snags,simple the Nordstream and Asia is at this moment more important!.
    Oct 8, 2015. 02:19 PM | 3 Likes Like |Link to Comment
  • Gazprom says gas exports to Europe up 23% in Q3 [View news story]
    Relax, we will not have a III WW !. But we will have in 2018 a nice Futbol World Cup in Russia, and the biggest sponsor are Gazprom!.
    Common folks the biggest Gas producer worldwide for $4 bucks the share? Completely ridiculous!.
    Oct 6, 2015. 03:20 AM | 1 Like Like |Link to Comment
  • S&P takes rating actions on 14 European E&P companies [View news story]
    He still's on short!.
    Oct 6, 2015. 03:06 AM | Likes Like |Link to Comment
  • Gazprom says gas exports to Europe up 23% in Q3 [View news story]
    If we compare Gazprom's equivalent of the rest of the Share Market, like Earnings Growth, Price/Earnings, PEG Ratio, Price / Earnings Ratio, Quarterly Earnings Surprise Amount, Yearly Earnings Forecasts, Market Value ,capacity, Results, Grow ect. with the Rest of the Market, it must be normally a $30,00,- Dollar Share!.
    Oct 4, 2015. 03:22 AM | 1 Like Like |Link to Comment
  • Gazprom says gas exports to Europe up 23% in Q3 [View news story]
    Sounds much better than expected!. See you very soon Gazprom at $9,00,- !!.
    Oct 2, 2015. 10:17 AM | 4 Likes Like |Link to Comment
  • Gazprom urges EU to continue talks in antitrust case [View news story]
    Why the EU not control the monopoly of the gas stations and fixing fuel prices!
    All the kids know this!.
    Sep 29, 2015. 02:42 AM | Likes Like |Link to Comment
  • Russia, Ukraine reach deal on winter gas supplies [View news story]
    You read it wrong, Ukraine buy Gas from Russia !! not stored Gas for Russia!. It's a big difference!.
    Sep 28, 2015. 02:10 PM | 2 Likes Like |Link to Comment