IEEFA: ọnụ ahịa LNG na-arị elu nwere ike ibuli nkwado fatịlaịza ijeri $14 nke India

E bipụtara Nicholas Woodroof, Onye nchịkọta akụkọ
Fatịlaịza ụwa, Tuzdee, Maachị 15 2022 09:00

Ndabere siri ike nke India na gas liquid Natural gas (LNG) na-ebubata dị ka nri nri fatịlaịza na-ekpughe mpempe nguzozi nke mba ahụ na ọnụ ahịa gas zuru ụwa ọnụ na-aga n'ihu, na-abawanye ụgwọ enyemaka fatịlaịza gọọmentị, dị ka akụkọ ọhụrụ sitere na Institute for Energy Economics and Financial Analysis (IEEFA) ).
Site n'ịhapụ mbubata LNG dị oke ọnụ maka mmepụta fatịlaịza na iji akụrụngwa ụlọ kama, India nwere ike belata adịghị ike ya na ọnụ ahịa gas zuru ụwa ọnụ na nke na-agbanwe agbanwe ma belata ibu enyemaka, ka akụkọ ahụ kwuru.

Isi ihe sitere na akụkọ a bụ:

Agha Russia na Ukraine emelarị ọnụ ahịa gas dị elu n'ụwa niile.Nke a pụtara na ego enyemaka fatịlaịza akwadoro ijeri Rs1 trillion (US$14) ga-abawanye.
India nwekwara ike ịtụ anya enyemaka dị elu nke ukwuu n'ihi mbelata nke nri fatịlaịza sitere na Russia nke ga-eduga ọnụ ahịa fatịlaịza na-arị elu n'ụwa niile.
Iji LNG ebubata na mmepụta fatịlaịza na-abawanye.Ndabere na LNG na-ekpughe India na ọnụ ahịa gas dị elu na nke na-agbanwe agbanwe, yana ụgwọ enyemaka fatịlaịza dị elu.
N'ime ogologo oge, mmepe nke amonia na-acha akwụkwọ ndụ ga-adị oke mkpa iji gbochie India site na mbubata LNG dị oke ọnụ yana ibu enyemaka dị elu.Dị ka ihe nwa oge, gọọmentị nwere ike ịkenye obere gas ụlọ maka imepụta fatịlaịza kama na netwọk nkesa gas.
Ike gas bụ isi ntinye (70%) maka mmepụta urea, na ọbụna ka ọnụ ahịa gas zuru ụwa ọnụ mụbara 200% site na US $ 8.21 / nde Btu na January 2021 ruo US $ 24.71 / nde Btu na January 2022, urea nọgidere na-enye ọrụ ugbo. ngalaba n'otu ụkpụrụ iwu mara ọnụahịa, nke butere mmụba ego enyemaka.

“Okeke mmefu ego maka inye aka fatịlaịza bụ ihe dị ka ijeri US $14 ma ọ bụ puku ijeri Rs1.05,” ka onye edemede akụkọ bụ Purva Jain, onye nyocha IEEFA na onye nyere aka ọbịa, na-ekwu, “na-eme ka ọ bụrụ afọ nke atọ n'usoro n'usoro inye ego fatịlaịza amụbaala Rs1 trillion.

"Site na ọnụ ahịa gas zuru ụwa ọnụ nke mbuso agha Russia wakporo Ukraine na-akawanye njọ, gọọmentị ga-emezigharị ego enyemaka fatịlaịza ka afọ na-aga n'ihu, dịka ọ mere na FY2021/22."

Ọnọdụ a na-abawanye site na ịdabere India na Russia maka fatịlaịza phosphatic na potassium (P&K) dị ka NPK na muriate nke potash (MOP), ka Jain na-ekwu.

"Russia bụ onye na-emepụta fatịlaịza na onye na-ebupụ fatịlaịza na nkwụsịtụ n'ihi agha na-ebuli ọnụ ahịa fatịlaịza n'ụwa niile.Nke a ga-abawanye ego enyemaka maka India. "

Iji zute ọnụ ahịa ntinye dị elu maka fatịlaịza arụpụtara n'ụlọ yana mbubata fatịlaịza dị ọnụ karịa, gọọmentị fọrọ nke nta ka ọ bụrụ okpukpu abụọ atụmatụ mmefu ego nke afọ 2021/22 maka enyemaka ahụ ruo Rs1.4 trillion (ijeri US $ 19).

A na-agbakọta ọnụ ahịa gas ụlọ na LNG mbubata iji nye ndị na-emepụta urea gas n'otu ọnụ ahịa otu.

Ebe a na-ebuga ngwongwo ụlọ gaa na netwọk nkesa gas obodo (CGD), ojiji LNG dị oke ọnụ na-ebubata na mmepụta fatịlaịza na-arị elu ngwa ngwa.N'afọ 2020/21 iji LNG regasified ruru 63% nke mkpokọta gas na mpaghara fatịlaịza, ka akụkọ ahụ siri kwuo.

"Nke a na-ebute nnukwu ibu enyemaka ga-aga n'ihu na-arị elu ka iji LNG na-ebubata na-emepụta fatịlaịza na-abawanye," Jain na-ekwu.

“Ọnụ ahịa LNG adịchaghị agbanwe agbanwe kemgbe mmalite ọrịa a, ọnụ ahịa ntụpọ ruru US $ 56/MMBtu n'afọ gara aga.Ọnụ ahịa ntụpọ LNG ga-adị karịa US $50/MMBtu ruo Septemba 2022 na US$40/MMBtu ruo na ngwụcha afọ.

"Nke a ga-emebi India n'ihi na gọọmentị ga-akwadorịrị nnukwu mmụba nke ọnụ ahịa mmepụta urea."

Dị ka nwa oge, akụkọ ahụ na-atụ aro ikenye oke gas ụlọ maka imepụta fatịlaịza kama na netwọk CGD.Nke a ga-enyekwara gọọmentị aka imezu ebumnuche 60 MT nke urea sitere na isi mmalite ụmụ amaala.

N'ime ogologo oge, mmepe n'ogo nke hydrogen green, nke na-eji ume ọhụrụ eme amonia na-acha akwụkwọ ndụ akwụkwọ ndụ iji mepụta urea na fatịlaịza ndị ọzọ, ga-adị oke mkpa maka imebi ọrụ ugbo na igbochi India site na mbubata LNG dị oke ọnụ na nnukwu ego enyemaka.

"Nke a bụ ohere iji mee ka ihe ndị ọzọ dị ọcha na-abụghị mmanụ ụgbọala," ka Jain na-ekwu.

"Echekwa ego na ntinye aka n'ihi ibelata ojiji nke LNG a na-ebubata nwere ike iduzi maka mmepe nke amonia green.Enwere ike ịtụgharị itinye ego maka mgbasawanye nke akụrụngwa CGD na-ebuga ụzọ ọzọ ike mmeghari maka nri na ngagharị. "


Oge nzipu: Jul-20-2022