액슨모빌은 중국 저장성에 향후 매년 1백만톤씩 20년간 LNG를 공급하기로 최종 계약을 했다는 팩트! 

미중무역관련한 최종적인 에너지부분의 매듭이 거의 종결되는 상황이란 팩트:) 

그리고 일베에서부터 몇번 언급한 것처럼, 유가는 WTI기준으로 70-80$를 절대 넘어갈 수 없는 구조적인 상황이란 팩트:)

이란과 베네수엘라의 석유수출을 아무리 금지한다고 하지만 이미 미국은 더 이상 (중동 및 러시아와 전략적으로 장기계약 된 공급분 말고는 더 이상 석유수입이 필요하지 않는) 1300만배럴을 넘는 세계최대의 산유국+  실제 석유사용량의 60%를 차지하는 자동차의 에너지패러다임의 급격한 전환 현재 EV의 무서운 발전은 상상을 초월하는 스피드 + 무엇보다 중국의 매년 15기이상 건설과 가동 중인 원전의 영향 및 탈오일정책의 가속화등 

+ 미채권의 2년물 움직임+ US$ Index based on 10yr treasury / trading deficit etc등 고려해야 할 요소들은 많이 있지만, 결론적으로 유가는 Benchmark WTI 를 기준으로 7-80$ Range를 벗어나지 못한다는 팩트:) 

트럼프대통령 2nd term presidency끝까지, 그리고 2025년 +/- 마켓의 중심에서 사라지게 된다는 팩트:) 

지금은 무조건 Digital Revolution esp Robot + AI + Smart Connected EV + IOT + New Display etc에 투자해야 한다는 팩트:)

ExxonMobil agrees 20-year LNG deal with China’s Zhejiang Energy

SINGAPORE, April 23 (Reuters) - Exxon Mobil Corp said it has signed a 20-year agreement to supply liquefied natural gas (LNG) to China’s Zhejiang Energy, as the U.S. oil and gas giant steps up marketing of the fuel in China, the world’s second-largest buyer.

Under the sales and purchase agreement, Exxon Mobil will supply 1 million tonnes a year of the super-chilled fuel to the provincial government-backed Zhejiang Energy, Exxon said in a statement late on Monday.

The agreement, which follows a framework deal announced last October, did not give details on price or timing, or say where the supplies will be sourced.

Exxon Mobil said last year it would deliver the LNG starting in the early 2020s, while LNG supplies to China would come from its global portfolio.

The U.S. firm has been expanding its portfolio of LNG, including from upcoming projects in Mozambique, Papua New Guinea, Qatar and Golden Pass in the United States.

Zhejiang Energy is building a 9 billion yuan ($1.34 billion) receiving terminal for the fuel in Wenzhou, in the eastern province of Zhejiang, with annual handling capacity of 3 million tonnes.

Chinese state oil and gas major Sinopec will be a partner in the terminal.

Chen Zhu, managing director at Beijing-based consultancy SIA Energy, said the Exxon-Zhejiang deal was separate from U.S.- China trade negotiations under which Chinese firms are expected to eventually boost purchases of U.S. gas.

“The gas supplies to the Zhejiang firm will come from Exxon’s portfolio production outside the U.S.,” Chen said, adding that the Wenzhou terminal is likely to be operational in 2022 or 2023.

Exxon already has two long-term LNG supply agreements in China, one each with Sinopec and CNPC, China’s largest state oil group, she said.

(For a factbox of China’s LNG import terminals and storage facilities:) ($1 = 6.7107 Chinese yuan renminbi) (Reporting by Chen Aizhu and Jessica Jaganathan; editing by Richard Pullin)