中俄天然气协议 - Alan Kohler的评论

mercedes · 发表于 2014-5-25 09:45:57

An interesting extract from "Alan Kohler Weekend Briefing 2014-05-25"撇开政府不谈，这个协议对中俄澳的经济，投资上的长期影响还是不小的
文中提到的Anatole Kaletsky, 原文(also interesting to read)可搜"China-Russia is a match made in heaven, and that’s scary"Russia's Gas Deal With ChinaSpeaking of Australia’s Great Transition from the construction phase to the export phase of the resources boom … it won’t be helped if there’s a hiccup to the exports.In that context, and on top of the iron ore price going below $US100, this week’s big gas deal between Russia and China is not great news for Australia. The price of the contract was not revealed, but we know it’s a 30-year deal to supply 27 million tonnes per annum of gas by pipeline from Eastern Siberia into China, for a total contract value of $US400 billion. According to Bloomberg, that implies a price of $US350 per thousand cubic metres, or about $US9.80 per million British thermal units (Btu). That’s about half the current spot price and is reported to be about 40% below the cont

黑山老妖 · 发表于 2014-5-25 09:53:09

看了，发现他对 geo politics也挺敏感的。
It's a ggod thing that he is, because international politics definitely can have short, medium and long term effects on investment decisions and investment returns.