The main problem of further development of Turkmenistan gas industry is transportation of gas for export. The Turkmen authorities evaluate the export potential of 200 billion m3. This excessive plans. In our opinion, the most real is the figure in 90-100 billion м3.
Turkmen gas exports to China has become the leading trend. Thus, such Chinese-Turkmen cooperation bears certain risks. For the Turkmen party, it is bound to a single consumer. Besides, in intermediate term prospect volumes of the offer of Turkmen gas can quite exceed real demand in China. In this case export gas pipelines can stand idle. On the other hand, for China, such long-distance transportation of gas on 7000 km in Guangzhou is clearly unprofitable.
The project of Trans-Afghan gas pipeline can give ample opportunities for multiple deliveries of gas on the world markets. In project gas pipeline ≪Nabucco≫ the main risk is even with the method and route of transportation and the availability of necessary resources for the fulfillment of obligations. In the most real scenario export deliveries of gas from Turkmenia till 2030 are limited to China, Iran and Russia. With increasing global demand for natural gas can be added South Asian consumers.
2012APR16
[Session 3] Regionalism in Central Asia and the Politics of Energy
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Panelist :
Vladimir Matveev, Institute of Far Eastern Studies, RAS