t*******h
发帖数: 2882 | 1 新政府准备把西方石油公司赶走，换成中国投资公司。一般来说土鳖的石油公司在非洲
多是和当地政府合资成立一个公司，土鳖出的价格比西方公司高，当地政府和中国合作
收益远高于直接发牌给西方公司，非洲国家的政府当然愿意和土鳖合作啦。利比亚如果
换了政府，如果不是像卡扎菲那么NC，也是会更愿意和土鳖合作滴。
http://www.africa-asia-confidential.com/article/id/521/Election
MADAGASCAR | CHINA
Election funds? Try Hong Kong
Antananarivo is looking for resource deals with Asian financiers to raise
cash for an election campaign for interim leader Andry Rajoelina
The transitional regime led by Andry Rajoelina is threatening to cancel oil
exploration licences held by Western investors and hand them to the Hong
Kong-based China International Fund. Rajoelina, who seized power with army
support in March 2009, needs money to fight presidential elections due in
mid-year, which are shaping up to be a bitter confrontation with desposed
President Marc Ravalomanana and several other candidates.
Refusing to recognise Rajoelina’s legitimacy after the putsch that brought
him to power, the Southern African Development Community, the African Union
and the European Union are demanding strict conditions for a return to
constitional rule in Madgascar. However, Rajoelina has been able to build up
a strong local political support base and win finance on natural resource
deals from Indian, Chinese and Pakistani companies (see box).The immediate
targets for the Rajoelina regime are the four licences held by London-listed
Madagascar Oil, whose operations at the Tsimororo oil field are now subject
to a state audit. If the audits find that Madagascar Oil has breached local
regulations, the state will press its claims to buy back the licences.
State officials in Antananarivo are also planning to audit the operations
of Ireland’s Tullow Oil, India’s Essar, and two British companies,
Sterling Energy and Wilton Petroleum – all of which would be subject to
sanctions for any operational lapses. These licences could then be taken up
by a new holding company, a joint venture between the Malagasy States and
the China International Fund (CIF) to invest in local mining projects and
business activities.
Hery Rajaonarimampianina, the Finance Minister, says he will release more
details before the end of March. According to Mamy Ratovomalala, Mines and
Hydrocarbons Minister, the plan is to evaluate all oil and mining
exploration projects and take away licences from companies breaking mining
laws or not pushing ahead quickly with production plans. Ratovomalala will
likely reassign many of the oil licences to CIF’s partner China Sonangol,
which has been operating in Angola and Guinea.
A joint-venture holding company between Madagascar and the CIF was launched
at a 15 December Conseil des Ministres meeting. The meeting authorised the
creation of the Madagascar Development Corporation (MDC), which will manage
the company’s projects throughout the country, the same structure used in
Guinea (AAC Vol 2 No 12). The MDC plans to work on agricultural, industrial,
tourism and mining projects. CIF will take 85% of the equity; the
Antananarivo government will take 15%. Key to these deals with the Rajoelina
regime is Mahmoud Thiam, Guinea’s former Mines Minister and now director
of CIF’s Guinean subsidiaries.
Leverage over licences
In what may be the first takeover by the CIF-led venture, Mines Ministry
officials called Madagascar Oil executives to a meeting in Antananarivo on
26 January. The officials explained the Ministry’s programme of audits and
formally requested to buy back the company’s licences on oil blocks 33104,
3105, 3106 and 3107.
The Office des mines nationales et des industries stratégiques in
Antananarivo had warned Madagascar Oil about the audit in a letter after a
meeting in mid-December. The audit of Madagascar Oil’s production sharing
agreement would take over month, say officials. Yet on 24 January, Minister
Ratovomalala referred to a new $1.2 bn. natural resources project that had
started up without giving precise details.
Madagascar Oil says it has invested over $200 million in the Tsimiroro oil
project. The government plans for an audit comes just as the company was
listing on London’s Alternative Investment Market. The Tsimiroro fields
have at least 200 mn. barrels of oil, but some claim it could yield more
than 3 billion barrels. Given Madagascar Oil’s substantial investment in
the project, the government’s decision is likely to be strongly contested.
So far, the two sides are talking about the status of the production-sharing
contracts, but not the Bemolanga licence, part-owned by international giant
Total. The government may use the $7 mn. in back taxes owed by Total in
2010 as a lever to push the company off its licence.
One company unlikely to be disturbed by the audits is Sino Union Energy
Investment Group (Sunpec), which holds rights to Blocks 2101, 2104, 3112 and
3113. Sunpec and its other Chinese partners struck oil on block 3113 in
October. In November, Sunpec named Yves-Roger Rajoelina, the President’s
father and a retired army colonel, as its special advisor.
Grasping for finance
Yet the CIF’s track record on raising finance in Angola and Guinea suggests
it will take months before the regime gets paid for any reassigned licences
or gets revenues from the joint venture projects. CIF – set up in Hong
Kong in 2003 and operating sometimes in Singapore – is a private company
whose real financial capacity is in doubt. But the reality is that
Madagascar’s beleaguered Haute Autorité de la Transition (HAT) regime, led
by Andry Rajoelina, has been struggling to find financing from any source.
Foreign-aid givers have blocked new credits since mid-2010 as they do not
recognise the HAT as legitimate and previous financing deals are expiring.
Budgetary discipline has enabled Antananarivo to keep paying salaries and
basic charges but new development projects have almost ground to a halt
despite assurances from Rajoelina.
The regime needs cash both to maintain its popular support and to strengthen
Rajoelina’s hand in negotiations overseen by SADC and the AU. Rajoelina is
pressuring his rivals, including former Presidents Marc Ravalomanana,
Albert Zafy and Didier Ratsiraka, into accepting the presidential elections
that the regime plans for mid-year.
The regime has had some success in persuading China to provide investment
for mining projects. In mid-2010, Hong Kong Wisco Guangxin Kam Wah Resources
paid a US$100 mn. signature bonus to a presidential fund for rights to the
Soalala iron ore deposit (AAC Vol 3 No 10).
Yet there are already problems with the consortium’s commitment to finance
the Soalala project. Kam Hing International Holdings, a Hong Kong-based
garment company in China and Madagascar, now says it was a stalking horse
for other interests. On 1 February, Kam Hing announced that it would sell 75
% of Kam Hing International Limited, which holds 20% of the Soalala mine,
for $30 mn. Under the deal, Kam Hing gets another payment of up to $70 mn.
if the consortium finds that Solala contains more than 200 mn. tonnes of ore.
The new owner of the 75% stake is an as-yet unnamed Chinese parastatal which
needs approval from the China’s National Development and Reform Commission
to make payments. Other investors in Soalala are state-owned Wuhan Iron
and Steel (Wisco) and the state-owned Guangdong Foreign Trade Group.
Prospects for CIF’s deals in Madagascar are uncertain given doubts about
its financial and management capacity as well as the economic stagnation and
political instability in the country. Another risk is the Rajoelina regime
’s lack of international recognition. A future Malagasy government may
renegotiate deals signed with the transitional regime. Yet for now Rajoelina
is the favourite to win any election after the political negotiations –
despite his earlier promise not to run. | l**m
发帖数: 5113 | 2 天朝威武！
另外，是不是这个导致中国油价高一些? | p******u
发帖数: 14642 | 3 嘿嘿，想想棒子那次吃嘴的肉都给吐出来就好笑，本来都圈好地的了，结果被革命了就
毁约了
oil
【在 t*******h 的大作中提到】
: 新政府准备把西方石油公司赶走，换成中国投资公司。一般来说土鳖的石油公司在非洲
: 多是和当地政府合资成立一个公司，土鳖出的价格比西方公司高，当地政府和中国合作
: 收益远高于直接发牌给西方公司，非洲国家的政府当然愿意和土鳖合作啦。利比亚如果
: 换了政府，如果不是像卡扎菲那么NC，也是会更愿意和土鳖合作滴。
: http://www.africa-asia-confidential.com/article/id/521/Election
: MADAGASCAR | CHINA
: Election funds? Try Hong Kong
: Antananarivo is looking for resource deals with Asian financiers to raise
: cash for an election campaign for interim leader Andry Rajoelina
: The transitional regime led by Andry Rajoelina is threatening to cancel oil
| t*******h
发帖数: 2882 | 4 一百多万公顷的耕地租99年，跟卖国有什么不同？棒子肯定使了大钱行贿了。土鳖在非
洲不过买了一小片地，被洗煤大肆报道又是殖民啊，又是 land grab 啊，真是躺着也
中枪。
【在 p******u 的大作中提到】
: 嘿嘿，想想棒子那次吃嘴的肉都给吐出来就好笑，本来都圈好地的了，结果被革命了就
: 毁约了
:
: oil
| p******u
发帖数: 14642 | 5 一百万公顷？100公里乘100公里这么夸张？棒子自己国内都未必有这么多可耕地面积
【在 t*******h 的大作中提到】
: 一百多万公顷的耕地租99年，跟卖国有什么不同？棒子肯定使了大钱行贿了。土鳖在非
: 洲不过买了一小片地，被洗煤大肆报道又是殖民啊，又是 land grab 啊，真是躺着也
: 中枪。
| p******u
发帖数: 14642 | 6 南棒可耕地面积大概在2百万公顷左右
【在 p******u 的大作中提到】
: 一百万公顷？100公里乘100公里这么夸张？棒子自己国内都未必有这么多可耕地面积
| x*********g
发帖数: 11508 | 7 赞！怪不得西媒如此酸葡萄说中国在非洲如何如何，呵呵。
oil
【在 t*******h 的大作中提到】
: 新政府准备把西方石油公司赶走，换成中国投资公司。一般来说土鳖的石油公司在非洲
: 多是和当地政府合资成立一个公司，土鳖出的价格比西方公司高，当地政府和中国合作
: 收益远高于直接发牌给西方公司，非洲国家的政府当然愿意和土鳖合作啦。利比亚如果
: 换了政府，如果不是像卡扎菲那么NC，也是会更愿意和土鳖合作滴。
: http://www.africa-asia-confidential.com/article/id/521/Election
: MADAGASCAR | CHINA
: Election funds? Try Hong Kong
: Antananarivo is looking for resource deals with Asian financiers to raise
: cash for an election campaign for interim leader Andry Rajoelina
: The transitional regime led by Andry Rajoelina is threatening to cancel oil
| xt
发帖数: 17532 | 8 为什么不去Equifax和Transunion举报他们？
【在 p******u 的大作中提到】
: 嘿嘿，想想棒子那次吃嘴的肉都给吐出来就好笑，本来都圈好地的了，结果被革命了就
: 毁约了
:
: oil
| t*******h
发帖数: 2882 | 9 有一百三十万公顷，也就是一点三万平方公里。棒子心太大了，这种交易不可能持续九
十九年不出问题。香港面积才一千多平方公里。
http://news.bbc.co.uk/2/hi/africa/7952628.stm
Madagascar's new leader has cancelled a controversial deal for a South
Korean firm to lease a vast tract of land to grow food crops.
Andry Rajoelina said he was axing the deal because the people should be
consulted. Daewoo Logistics has reportedly expressed its frustration.
...
Correspondents say Malagasy people have deep ties to their land and some had
condemned the deal as "neo-colonialism".
Widespread protests had already slowed down progress on the deal, which
would have used about half of Madagascar's arable land.
The South Korean industrial giant had sought to produce corn and palm oil on
1.3m hectares (3.2m acres), in one of the biggest deals involving foreign
firms seeking to secure African farmland since food prices soared last year.
"In the constitution, it is stipulated that Madagascar's land is neither for
sale nor for rent, so the agreement with Daewoo is cancelled," Mr Rajoelina
told reporters.
【在 p******u 的大作中提到】
: 一百万公顷？100公里乘100公里这么夸张？棒子自己国内都未必有这么多可耕地面积
|
|
