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Thursday, 18 May 2017

Saudi Aramco to invest $7 billion in Petronas not a risk to Malaysia's interest.

Petronas-Aramco deal imminent


KUALA LUMPUR, February 24, 2017 – Petronas intends to sign a deal with Saudi Aramco for the Refinery and Petrochemicals Complex in Pengerang this weekend during a visit from Saudi Arabia's king, Salman Abdulaziz Al-Saud, Malaysian Prime Minister Datuk Seri Najib Razak said on Friday.

That same day, industry watchers said Petronas had sent out a prequalification letter to regional shipyards for the construction of a mobile offshore production unit (MOPU) for the K5 Sour Gasfield Development.


The MOPU will transport a hull weight of 11,000 tonnes as well as a topside of 9,000 tonnes. The Malaysian NOC has given companies two years for construction, with work expected to start in 2018.


Rafizi: Is Petronas buying more expensive crude oil from Aramco?
   
 

Pandan lawmaker Rafizi Ramli wants to know whether Minister in the Prime Minister's Department Abdul Rahman Dahlan's intervention in the US$7 billion deal between Petronas and Saudi Aramco had led to the former paying for more expensive crude oil from the latter.

The Pandan lawmaker cited media reports on Saudi Aramco purportedly giving up plans to ink the deal due to the belief that the project would not generate sufficient revenues.

“This means that one of the main reasons why there was no agreement between Petronas and Saudi Aramco before the intervention of (prime minister) Najib (Abdul Razak) and Abdul Rahman was due to investment returns rate determined by Saudi Aramco which Petronas did not agree with," he said.

The deal, Rafizi pointed out, involved Saudi Aramco's agreement to supply crude oil which is the main substance to be processed at Petronas’ Refinery and Petrochemical Integrated Development (Rapid) complex in Pengerang, Johor.

This means that Petronas had agreed to purchase crude oil from Saudi Aramco in the long run for a price whose formula was determined earlier according to the fluctuation rate of global crude oil, added Rafizi.

“Usually crude oil that is purchased from long-term agreements like this involves discounts on certain rates reduced from the reference rate of Brent crude oil.

“When Abdul Rahman claimed that he had saved the deal, there's a possibility that Saudi Aramco managed to obtain Petronas agreement to buy crude oil according to the price insisted upon by Saudi Aramco." 

Such a large-scale project like Rapid's would mean that Petronas would have to pay billions of ringgit every year even if it involves the difference of US$1 per barrel.

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