Folie 1

Report
ChemLog
Chemical Logistics Cooperation in CEE
Polish perspective
The importance
of transnational chemical logistics
for the Polish Chemical Industry
in the European context
Wojciech Lubiewa – Wieleżyński
President of Polish Chamber of Chemical Industry
Joint workshop 1 within the HLG Follow up-conference in Ústí nad Labem
17.04.2009
Chemical Logistics Cooperation in Central and Eastern Europe
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ChemLog
Chemical Logistics Cooperation in CEE
Polish perspective
 Actual situation of chemical industry in Poland.
 Polish chemical market’s Trends & Challenges.
 Urgent need of better logistics connection between Poland and EU:







Natural gas reverse interconnectors,
Expected LNG deliveries,
Crude oil reverse pipeline – „Druzhba” extension to Wilhelmshaven,
Ethylene pipeline Płock – Böhlen,
Road transport,
Rail transport,
…. transport & energy corridors.
 Danish straits and hydrocarbons deliveries to Baltic Sea Region.
 Why does Poland need new document „European Logistics 2030” ?
Chemical Logistics Cooperation in Central and Eastern Europe
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ChemLog
World GDP growth
3.7% in 2007, 2.5% in 2008
and 1.2% in 2009
Financial crisis
Poland: 6.5%;4,8%;3,7%(1-2%)
Chemical Logistics Cooperation in Central and Eastern Europe
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Chemical Logistics Cooperation in Central and Eastern Europe
4
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Polish chemical market’s Trends & Challenges
Trends
• Open and tough competition with the western
players, both on domestic and foreign
markets after the accession of Poland
to the EU.
POLISH CHAMBER OF CHEMICAL INDUSTRY
Sales of chemical industry in Poland
in 2002-2007 in mln EUR
• Import of chemicals of bigger added value
to Poland as a method to be dominant
in competition, applied by the western
companies.
25000
23447,6
20833,2
20000
• Lower production capacities and higher share
of basic chemicals than in Western Europe.
15000
17561,1
12771,1
14582,1
10000
• Lack of the western players in multinational
branch consolidation in the Region.
• Consequent consolidation accompanied
by the best operational practices - a chance
to compete with the global players.
5000
0
2003
2004
2005
2006
2007
Source: PIPC
Chemical Logistics Cooperation in Central and Eastern Europe
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Polish chemical market’s Trends & Challenges
Challanges
• Self-independence in solving of the key
problems of chemical sector is a must.
Negative trade balance of chemical
industry in Poland
• Privatisation of Polish chemistry
is still a challenge for government.
• No strategic investor
close to privatisation process.
bn EUR
• Polish government undertakes
Polish companies as potential leaders
of consolidation and cooperation
in the region.
• Possibility to use resources
for the development of the products
with bigger added value due to boom
in the market for those products.
• Opportunity to compete successfully
with the western player, however,
necessary steps should be taken.
Chemical Logistics Cooperation in Central and Eastern Europe
Source: PIPC based on GUS
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Economic situation of chemical branch versus GDP
Source: Roland Berger
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Urgent need of better logistics connection between Poland and EU
Natural gas reverse interconnectors
Scheme of Polish transmission pipeline system Gaz-System S.A.
The recognised lack
of an efficient infrastructure network
is a key element to be addressed
in the development of the EU,
and especially integration
into the internal market.
Source: www.gaz-system.pl
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Urgent need of better logistics connection between Poland and EU
Natural gas reverse interconnectors (2)
•
There are no natural gas reverse
(bi-directional) pipelines in Poland.
•
Main flow is from East to West.
•
Poland is not a transit country
(„Northern light” - Jamal I
only with limited access to the pipeline).
•
Jamal II project is suspended
(discussion can be re-open
after Nord Stream building).
•
Density of the grid differs by the regions
from South (SSW) to North (NNE).
Chemical Logistics Cooperation in Central and Eastern Europe
Source: P. Stańczak, Gaz-System S.A., Jurata, 4.09.2008
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Urgent need of better logistics connection between Poland and EU
Expected LNG deliveries
•
Government decision:
construction LNG re-gas utility
in Świnoujście.
•
SPV – Polish LNG Sp. z o.o.
owned by TSO Gaz-System S.A.
•
€ 80mn from EU to the „PROJECT”
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Urgent need of better logistics connection between Poland and EU
Crude oil – only one reverse pipeline
Central European infrastructure
with possible Odessa-Brody connection
Source: PERN S.A.
Chemical Logistics Cooperation in Central and Eastern Europe
German/Polish infrastructure on Druzhba
Source: PERN S.A.
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Urgent need of better logistics connection between Poland and EU
Reverse pipeline – „Druzhba” extension
Routing / New Pipeline for crude oil Transmission
Ventspils
MOSCOW
Samara
Polotsk
Rostock
Danzig
Wilhelmshaven
MINSK
Schwedt
Bobovitsh
i
Plock
BERLIN
Unecha
BREST
Leuna
WARSAW
Mozyr
Litvinov
PRAGUE
BRATISLAVA
VIENNA
Sahy
BUDAPEST
Chemical Logistics Cooperation in Central and Eastern Europe
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Urgent need of better logistics connection between Poland and EU
Reverse pipeline – „Druzhba” extension
New routing in Germany
Dänemark
Kiel
Stralsund
Schleswig-Holstein
Rostock
Neumünster
Wilhelmshaven
Hamburg
Schwerin
Bremen
Oldenburg
Niederlande
Neubrandenburg
Mecklenburg-Vorpommern
Wilhelmshaven
Schwedt
Lüneburg
BremenSoltau
Uelzen
Lunow
Polen
Lunow
Neustadt
Teerofen
Oldenburg
Niedersachsen
Salzwedel
Celle
Stendal
Hannover
Berlin
Brandenburg
Berlin
Potsdam
Wolfsburg
Brandenburg
Magdeburg
Sachsen-Anhalt
Nordrhein-Westfalen
Sachsen
Hessen
Thüringen
Thüringen
Source : Copyright by TEP AG ©
Chemical Logistics Cooperation in Central and Eastern Europe
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Urgent need of better logistics connection between Poland and EU
Ethylene pipeline
Capacity
Capacity per hour
Diameter
Pressure
Length
400 tt /a
75 t/h (liquid ethylene)
273 mm
10 Mpa
650 km
(444 km on Polish side
and 206 km on German side)
2 booster pump stations
Pipeline volume
Employment
33.7 tm3
14 persons
Costs
Pipeline
786 mln PLN (Sept. 2006)
Chemical Logistics Cooperation in Central and Eastern Europe
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Urgent need of better logistics connection between Poland and EU
Road transport
Roads, expressways,
highways in Poland
Product structure
of road transport in Poland
in 2006
Solid fuels
Food
Current Figures
01/2009
Others
Chmicals
5%
18 000 km
of domestic roads
(only 28,5% in good condition !)
3%
3%
18%
Fertilizers
Constr. Mat.
Metal prod.
Crde oil &
products
673 km of highways
14%
51%
A-2
42 %
5%
1%
A-4
36 %
Prepared by Hanna Kilen, Polish Chamber of Chemical Industry
A-1
9%

until year 2013: 7200 km of express roads
2085 km of highways
Financing intensification
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Urgent need of better logistics connection between Poland and EU
Rail transport
Product structure
of rail transport in Poland
in 2006
Railway infrustructure:
State owned (PKP PLK S.A.)
Railway Network (old)
No High Speed Cars (no TGV)
Terminals – old fashioned
Private owned Terminals
Solid fuels
Food
Others
6%
Chemicals
11%
Fertilizers
Constr.mat.
13%
Metal prod.
Cude oil &
products
Great outlays necessary
for restauration, reconstruction
and new investments.
55%
1%
2%
11%
1%
Prepared by Hanna Kilen, Polish Chamber of Chemical Industry
Chemical Logistics Cooperation in Central and Eastern Europe
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Urgent need of better logistics connection between Poland and EU
…transportation & energy corridors
As possible example:
energy corridor  Poland-Wilhelmshaven (deep sea port)
•
•
•
•
•
•
No crude oil in Lithuanian pipe …
2003-2004 discussion about possible deliveries (rail deliveries) of LNG
from German (Wilhelmshaven) to Poland.
2005-2006 extension (German project)  DRUŻHBA to Wilhelmshaven.
2006-2007 ethylene pipeline to Böhlen or to Wilhelmshaven.
It is important for Europe that its industry remains competitive against other
regions: US Gulf Coast, Middle East & Far East. Each one of these regions
has its own intrinsic advantages; for example, Middle East feedstocks
are cheaper than Europe’s, and therefore any hurdles such as disparate olefin
networks only add to Europe’s disadvantages and discourage future investment
in petrochemicals.
Compared to the US situation – almost 100% olefins capacity interconnected
by pipelines – the European petrochemical industry suffers a number
of disadvantages due to lack of pipeline infrastructure.
One main disadvantage is lower operating rate, which results in reduced
margins in Europe when compared to the US.
A bi-direction pipeline network provides an opportunity for companies
to run their plants at higher operating rates. In the Benelux and Ruhr area,
where the ethylene pipeline links all olefin plants (a situation similar to that
in the US), the operating rate was as high as 99 %. Every 1 % higher operating
rate represents 50 million Euro of additional generated added value across
all European producers.
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Danish straits & The Kiel Canal
•
The Danish straits are the three channels connecting
the Baltic Sea to the North Sea through the Kattegat,
bounded by Denmark and Sweden and Skagerrak
connecting the North Sea and the Kattegat strait,
which leads to the Baltic Sea.
•
The Kiel Canal, known as the Kaiser-Wilhelm-Kanal
is a 61 miles (98 km) long channel. Not only saves time
but also avoids potentially dangerous storm-prone seas.
According to the official website, it is the most heavily used
artificial seaway in the world; over 43,000 ships passed through
in 2007, excluding small craft.
Most large, modern cruise ship, tankers cannot pass through
this channel due to clearance limits under bridges.
•
Medium size tankers only.
(the largest vessels that enter the Baltic Sea
are vessels with a capacity of up to 300,000 DWT
and a draft up to 15 m can be accommodated).
•
No deep water ships into the Region.
•
Heavy used corridor for Russian crude oil exportation to the USA.
•
Baltic Sea or Baltic See….
•
…..should we compare with Bosfor?
Chemical Logistics Cooperation in Central and Eastern Europe
Source U.S. CIA
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Why do we need… your experience
•
Europe is confronted with an overburdened
transportation infrastructure, and that above-ground
infrastructure should be kept, as much as possible,
for matters directly related to our daily lives,
and that is good policy to shift as much as possible
the transportation to underground structures
such as pipelines.
•
Pipeline infrastructure improvement contributes
to further strengthening the position of European
chemical industry in a global competitive context.
•
A European pipeline network should include
the linking of existing pipelines (gas, crude oil,
olefines) by building new connector lines,
and the transformation of existing pipelines.
•
It is recognised that any pipeline project should be
economically viable and must be open-access.
•
A unified European network is essential
to guarantee free movement of goods,
to bring island and land-locked areas closer
to central regions and to create a bridge towards
the Central / Eastern European countries.
•
Enlargement was expected to trigger exponential
growth in trade between the countries of the EU.
The recognised lack of an efficient infrastructure
network is a key element to be addressed
in the development of the EU and especially
the new entrants countries’ integration
into the internal market.
•
The inclusion of the development
of an gas/crude/product/olefin pipelines infrastructure
is a unique opportunity to achieve a modern,
environmentally-friendly transport infrastructure.
•
This should prevent the re-occurrence of transportation
problems already encountered in the old EU.
Chemical Logistics Cooperation in Central and Eastern Europe
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