--------------------------------------------------------------------------------------
July 19th
国际油价大幅上涨 成品油价或迎新机制下最大涨幅 -中国经济网Prices for reference crude oil have increase 5% since last adjustment before entering friday's refined product adjustment window. 5% would have been too large an adjustment before the latest reform//从上一轮成品油调价时间窗打开至今，国际油价大幅上涨，尤其是受地缘政治因素影响的布伦特原油期货。因此，仅9个工作日，成品油价格调整的参考原油品种的变化率已经超过5%。业内机构均预测，19日本轮成品油调价时间窗打开时，成品油价将面临新机制下的最大涨幅，汽柴油涨幅至少在300元/吨以上。
Shale gas builds bridges between China and US - Interfax While China is turning to the US for technology and knowledge (on shale gas extraction), it is also keen to exploit the US’s emergence as a major LNG exporter. The possibility of US gas exports to China inched forward during the S&ED when Washington said it had “decided to inform China about the statutory process required by the Natural Gas Act which governs the evaluations of LNG export applications, to free trade agreement [FTA] countries and to non-FTA countries such as China”...The US Energy Department has so far cleared two exports projects – Freeport LNG and Sabine Pass – to ship LNG to non-FTA nations, and has set an end-of-year deadline on deciding whether to grant export permits to another 20 projects.
临沂非民用天然气酝酿涨价 乘出租车成本增加 - xinhua/沂蒙晚报 Shandong Linyi price bureau still yet to announce what / how to adjust natural gas for car use; for the time being prices are unchanged.//今后汽车加气是不是要涨价了呀？涨多少呀？”今年6月28日，国家发改委宣布，自7月10日起，调整非居民用天然气门站价格，而汽车“油改气”所加装的天然气属于非居民用天然气，也在此次调价行列之中。...16日，记者走访临沂市多家加气站、天然气开发利用公司以及与之相关的出租办、物价局等相关部门单位了解到，临沂市要等待省相关部门下发调价通知后，才会根据实际情况进行相应调整，各加气站目前还依然延续着之前的气价。... 加气站：购气价格已上涨
财政部再提煤炭资源税从价计征 将适当提高税负水平- meitanwang During Energy Safety small-group meeting that was part of last week's US-China Strategic Economic Dialogue, Lou Jiwei said China will move ahead to reform natural resource taxes and will consider ad valorem taxes for coal and increased tax levels. Coal Industry Analyst Zhang Zhibin (张志斌) says it will be very hard to implement and might raise taxes 300% from 5rmb per tonne to 20 rmb per tonne (at 5% of 400RMB value).//财政部网站今天发布消息称，楼继伟在第五轮中美战略与经济对话能源安全小范围特别会议上发言称，中国将全面推进资源税改革，并研究把煤炭等资源品目逐步纳入从价计征范围，并适当提高税负水平。...煤炭行业分析师张志斌对大智慧通讯社表示，“如果从价计征，按照现在山西400元/吨的出矿煤价，收5%资源税就是20元/吨，而目前山西资源税是5元/吨，税负负担增长300%，执行起来将面临巨大困难。”
煤炭资源税“量改价”迫近 专家吁税率定为5%
In response to Lou Jiwei talk of ad valorem tax on coal, reporter checks in with experts including Xiamen Univ China Energy Resource Research Center director Lin Baiqiang who says 5% tax is a good number.//财政部部长楼继伟日前提到，下一步将研究把煤炭等资源品目逐步纳入从价计征范围，并适当提高税负水平。多位专家接受记者采访时表示，下半年有关部门很可能将从价计征范围扩大到煤炭等应税品目。专家建议煤炭资源税税率应该定在5%左右。
CNPC looks over Petrobras assets worth US$2b - Bloomberg The assets in Colombia and Peru could be worth about US$2 billion and CNPC may face competition from other South American producers, two of the sources said...Petrobras is seeking funds to support its plans to spend US$237 billion by 2017. Investments are set to surge as it develops the ultra-deepwater Libra field, Brazil's largest discovery... State-owned CNPC announced in March that it would spend US$4.2 billion to buy a stake in Eni's natural gas assets in Mozambique. The Beijing-based producer is also set to pay about US$5 billion to purchase a stake in the Kashagan project from state-backed KazMunaiGaz National in Kazakhstan, people with knowledge of the matter said last month.
我对美韩多晶硅征收保证金-renminwang/京华时报 China's ministry of commerce is imposing temporary anti-dumping measure on polycrystalline silicon used to mfg solar panels.//据新华社电商务部18日发布公告，决定自7月24日起对来自美国和韩国的进口太阳能级多晶硅采取征收保证金临时反倾销措施。根据公告，商务部初裁认定，在本案调查期内，自美国进口的太阳能级多晶硅倾销幅度为53.3%至57%，自韩国进口的倾销幅度为2.4%至48.7%。公告称，太阳能级多晶硅的进口经营者在进口上述来源的被调查产品时，应依据初裁决定所确定的倾销幅度向中国海关提交相应的保证金。
Chinese company charged with stealing clean energy software from Wisconsin - Journal Sentinel Industrial espionage case highlights tensions over trade secrets | A federal indictment charges that Sinovel Wind Group, two of its employees in China and a former employee of one of its suppliers — American Superconductor Corp., or AMSC, a U.S. technology company with operations in Middleton and New Berlin — conspired to defraud the United States and stole trade secrets via wire fraud.
南大洋海洋保护区方案迟未达成 要环保还是要资源? -新华/羊城晚报The Commission for the Conservation of Antarctic Marine Living Resources comprising 25 countries and the EU met in Germany July 11-16 to discuss an idea they have been promoting since the 1980s, the protecting areas of the Antarctic Ocean which contain in excess of 10,000 unique species of life. No agreement was reached on plans such as provide 1.6-1.9 million square km marine reserve as well a special research and egg-laying preserves.//2013年7月11日至16日，来自25个国家和欧盟的代表齐聚德国城市不莱梅，在这里，他们将为一个历史性的决定展开讨论。2012年的10月22日到11月1日，在澳大利亚塔斯马尼亚州首府荷巴特市，代表们就曾为这个提案展开了讨论。不过直到会议结束，他们也没有达成妥协。最终，他们同意在两次年会之间在德国举行一次特别的闭会期间会议，于是代表们就来到了不莱梅。这次会议，代表们要讨论的提案的内容是关于在南大洋建立海洋保护区的。从上世纪80年代起，南极海洋生物资源养护委员会（CCAMLR）就提出了这个设想。吉姆·巴奈斯是南极和南大洋联盟的执行总监，他说：“我第一次参加关于南极和南大洋环境保护的会议是在1980年，当时南极海洋生物资源养护委员会还没有成立，但是已经有了建立南大洋海洋保护区的设想。此后，南极海洋生物资源养护委员会接过了旗帜，一直为这个设想成为现实而做着努力。”财政部再提煤炭资源税从价计征 将适当提高税负水平- meitanwang During Energy Safety small-group meeting that was part of last week's US-China Strategic Economic Dialogue, Lou Jiwei said China will move ahead to reform natural resource taxes and will consider ad valorem taxes for coal and increased tax levels. Coal Industry Analyst Zhang Zhibin (张志斌) says it will be very hard to implement and might raise taxes 300% from 5rmb per tonne to 20 rmb per tonne (at 5% of 400RMB value).//财政部网站今天发布消息称，楼继伟在第五轮中美战略与经济对话能源安全小范围特别会议上发言称，中国将全面推进资源税改革，并研究把煤炭等资源品目逐步纳入从价计征范围，并适当提高税负水平。...煤炭行业分析师张志斌对大智慧通讯社表示，“如果从价计征，按照现在山西400元/吨的出矿煤价，收5%资源税就是20元/吨，而目前山西资源税是5元/吨，税负负担增长300%，执行起来将面临巨大困难。”
煤炭资源税“量改价”迫近 专家吁税率定为5%
In response to Lou Jiwei talk of ad valorem tax on coal, reporter checks in with experts including Xiamen Univ China Energy Resource Research Center director Lin Baiqiang who says 5% tax is a good number.//财政部部长楼继伟日前提到，下一步将研究把煤炭等资源品目逐步纳入从价计征范围，并适当提高税负水平。多位专家接受记者采访时表示，下半年有关部门很可能将从价计征范围扩大到煤炭等应税品目。专家建议煤炭资源税税率应该定在5%左右。
CNPC looks over Petrobras assets worth US$2b - Bloomberg The assets in Colombia and Peru could be worth about US$2 billion and CNPC may face competition from other South American producers, two of the sources said...Petrobras is seeking funds to support its plans to spend US$237 billion by 2017. Investments are set to surge as it develops the ultra-deepwater Libra field, Brazil's largest discovery... State-owned CNPC announced in March that it would spend US$4.2 billion to buy a stake in Eni's natural gas assets in Mozambique. The Beijing-based producer is also set to pay about US$5 billion to purchase a stake in the Kashagan project from state-backed KazMunaiGaz National in Kazakhstan, people with knowledge of the matter said last month.
我对美韩多晶硅征收保证金-renminwang/京华时报 China's ministry of commerce is imposing temporary anti-dumping measure on polycrystalline silicon used to mfg solar panels.//据新华社电商务部18日发布公告，决定自7月24日起对来自美国和韩国的进口太阳能级多晶硅采取征收保证金临时反倾销措施。根据公告，商务部初裁认定，在本案调查期内，自美国进口的太阳能级多晶硅倾销幅度为53.3%至57%，自韩国进口的倾销幅度为2.4%至48.7%。公告称，太阳能级多晶硅的进口经营者在进口上述来源的被调查产品时，应依据初裁决定所确定的倾销幅度向中国海关提交相应的保证金。
Chinese company charged with stealing clean energy software from Wisconsin - Journal Sentinel Industrial espionage case highlights tensions over trade secrets | A federal indictment charges that Sinovel Wind Group, two of its employees in China and a former employee of one of its suppliers — American Superconductor Corp., or AMSC, a U.S. technology company with operations in Middleton and New Berlin — conspired to defraud the United States and stole trade secrets via wire fraud.
--------------------------------------------------------------------------------------------
July 18th
Myanmar-China gas pipeline starts trial operations - Platts Gas has started to flow in the Myanmar-China natural gas pipeline, marking the start of trial operations, state-owned China National Petroleum Corp. said Wednesday on its website.
... a new report released the same day by a Thailand-based NGO, Shwe Gas Movement, highlights “glaring weaknesses” in Myanmar’s legal framework regarding the extractive industries that, according to a statement, are “resulting in human rights abuses, environmental damage and poor revenue distribution.”...“Natural resources should be used to benefit the country, not to enrich a select few at the expense of the environment and human rights of the affected communities,” said Wong Aung, Coordinator of the Shwe Gas Movement, in a statement on Wednesday.
China's Coal-Rich County Denies Cutting Free Medicare - Bernama
Coal-rich Shenmu County of northwest China's Shaanxi Province has vowed to continue free medical care and education despite rumours that the local government is deeply in debt and cannot provide such services any more.
国企收编煤矿后割肉卖煤 山西煤老板转投房产获利颇丰-北京wang/华夏时报 Former Shanxi private coal company bosses are probably happy now they got squeezed out when they did. In 2009 after three rounds of consolidation over three years, Shanxi was down to 100 companies and the number of mines cut by 60%. Prices were then still high and bosses that cashed out (sometimes reluctantly) bought property in Beijing, built 5-star hotels and even entered the milk business. Given the poor state of the coal industry and the rise in Beijing property prices they seem fortunate//轰轰烈烈的煤炭整合运动让曾经的煤老板以及煤炭运输、贸易等私营企业越来越难觅其踪，他们或者被整合进入了国企、央企，成为国字号煤企的其中一部分；或者直接卖掉手上的家当，把资金撤出来转投了其他行业 ... 国有化晋煤生不逢时 山西煤老板祸兮？福兮！“祸兮福之所倚，福兮祸之所伏。”当山西煤老板们被一场煤矿国有化整肃出市场时，还以为受了天大的委屈，不成想，仅仅过了几年，当经济大环境发生变化之后，煤炭价格连跌不止之时，才发现那不过是丢掉了一块烫手山芋。在山西从事了多年煤炭贸易的商人李进远(化名)两个月前把刚大学毕业的儿子介绍到一家新能源投资机构，用他的话说：“不让儿子接手自己的公司，是因为煤炭这行已经不适合私人来做了。
Treasurer Chris Bowen on Thursday insisted an end to the Chinese resources boom was not a crisis for Australia’s mining-driven economy, but admitted it was a challenge...Australia’s economy is facing a difficult transition from its reliance on commodities as China’s growth slows and the resources investment boom peaks.
China Resources Defends Shanxi Coal Mine Acquisition - Bloomberg
China Resources Power Holdings Co. (836) said it paid a fair price and complied with disclosure rules on coal assets bought in 2010, responding to allegations of misconduct over the deal...China Resources Power obtained two independent assessments on the value of the acquisition, the company said in a statement filed to Hong Kong’s stock exchange today. It didn’t have to report the deal to the exchange because its equity in the acquisition was below 50 percent, the threshold for filings, it said. The company has renewed mining rights for one of the three mines and is applying for approvals on the other two, it said.