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Author: CARI-HBZ

Malaysia mungkin perlu import lebih banyak gas jika tidak alih kepada tenaga mampan - Rafizi

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Post time 6-5-2024 10:13 AM | Show all posts
gigahertz replied at 5-5-2024 02:19 PM
Tanda tanda ke arah Sri lanka .
- Sri lanka takde petroleum at all
- Sri Lanka guna petroleum jana  ...

Malaysia pun guna fuel oil juga for electric dari dulu lagi.  Lagi besar % dari Sri Lanka.  Tu sebab OnG workers masyukkkkkk..exploration exploration..cuma sekarang like most good things akan habis juga, so derang import arang batu pulak, nak buat hydro power baku tu kena protest pula.
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Post time 6-5-2024 12:26 PM | Show all posts
plywood replied at 5-5-2024 05:44 PM
aku nak tau apa pendapat kau apa rafizi nak cakap sebenarnya.....

Since ko minta pendapat, ini pendapat aku ja lah ya.
Gas ini satu istilah yang tricky. Definisinya pun ikut konteks. (Technically ia cuma satu fasa untuk mana2 fluid but let's not get into this)

Siapa yang tidak tau gas memasak (Propana+Butana) dalam bocong tu pun dijual sebagai cecair yang dipanggil Liquified Petroleum Gas (LPG), kalau masih kurang yakin cuba goncang Gas metana yang paling 'ringan' juga (ringan as in paling susah nak jadi cecair) boleh ja disejukkan ke below -161.5 deg C di Bintulu untuk masuk kapal lalu bertukar nama ke Liquified Natural Gas (LNG) sebelum dihantar ke Jepun dan Korea.

So, gas yang betul2 gas dalam pipeline ialah gas metana yang datang dari Kertih menelusuri semenanjung sampai ke Singapore dan naik ke Thailand sambil singgah2 ke merata IPP seluruh semenanjung termasuk sedikit yang disedut oleh Gas Malaysia untuk rumah2 di Putrajaya. Pendapat aku lah (again) bila Rafizi bercakap tentang gas, he was talking about THIS gas.

Next question is, macam mana boleh datang cerita kita import gas? Heck if I know Pipeline ke Singapore tu for sure kita jual (ke Senoko power to be exact), yang dari Thailand tu gas kita dari Kelantan tumpang lalu ikut Songkhla. Tak ada pipeline macam dari Russia ya

So my guess is, yang dimaksudkan kita import 'gas' itu ialah kita import coal. It's no secret that zaman atuk PM4 dulu dalam keghairahan IPP membina gas power plant (kerana harga gas yang sangat murah tak masuk akal) depa telah terlebih bina sampai berebut gas. Udahnya IPP ni demand (dan dapat) kalau bila2 masa dorang terpaksa switch balik ke coal, gomen kena compensate dan aku percaya (again) ini lah yang dimaksudkan Rafizi ni. And this is not new.

Sekian, pendapatan aku

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Post time 6-5-2024 12:32 PM From the mobile phone | Show all posts
Samerosie replied at 4-5-2024 10:52 AM
Our crude is too sweet for own use. Tapis tu paling mahal dlm dunia tapi tulah lama2 habis juga :l ...

Tapis tu aiols rasa cam kena scam nak abes sejak 2000 tapi sampai ke sudah tak habis2.. asik revise econs je tiba2 tak deplete sampai la haahhahaahha
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Post time 6-5-2024 12:34 PM From the mobile phone | Show all posts
Edited by green~tea at 6-5-2024 12:45 PM
Decaffeinated replied at 6-5-2024 12:26 PM
Since ko minta pendapat, ini pendapat aku ja lah ya.
Gas ini satu istilah yang tricky. Definisinya ...


Ada import gas dekat RGT di pengerang dan melaka.. mcm ala2 booster supply for pipeline keliling malaysia, ke singapore and kita supply sampai thailand songkhla sinun.. sbb pipepline ni hanya connected dgn trg terminal, supply kebelakangan ni yoyo turun naik... so kena import gas murah2 dari qatar etc tu contohnya... this is more towards balancing volume for supply security

And its more towards economics & margin call.. we shall leverage with the margin dgn optimize kita punya logistics, cost-to-serve


Ada export LNG long term contracts 20-30 yrs via Bintulu  terminal ke japan, korea, etc and kita ada banyakkkk gas dekat canada jugak.. harga terms contract pulak bertingkek2 lebih mahal dari spot basis...



Coal ni aku tanak la comment sbb ini pilihan IPP memasing vs TNB and its dirty bukan clean energy
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Post time 6-5-2024 12:41 PM | Show all posts
B40tastePosh replied at 6-5-2024 02:16 AM
Maju Perak Solar Power Plant tu sebelah dgn kampung meols.

Majuperak, Shizen to explore solar photovoltaic development in Perak

IPOH: Majuperak Holdings Bhd (MHB) will collaborate with Shizen International Inc to explore the development of a solar photovoltaic project to expand Perak’s clean energy technology usage.

Menteri Besar Datuk Seri Saarani Mohamad said the project is likely to be developed on land and water.

"This collaboration is based on two objectives; to explore the development of solar photovoltaic projects on land, and to assess potential water sites for floating photovoltaic projects in Perak.

"This collaboration is also in line with Perak's determination to develop green technology and efforts to attract investment through the Flagship Programme 12: "Water Resources and Renewable Energy Resources," he said in a MHB statement.

Earlier, MHB Group chief executive officer (CEO) Syed Agil Syed Hashim and Shizen International CEO Rei Ushikuboa signed a memorandum of understanding (MoU).

Saarani and Perak State Development Corporation (PKNPk) chief executive chairman Datuk Redza Rafiq Abdul Razak, who is also MHB executive chairman, witnessed the signing.

The state government welcomes local or foreign companies interested to invest in Perak, Saarani said.

Meanwhile, Redza Rafiq said he welcomes Shizen International’s cooperation and international experience in the field.

"We anticipate great progress will be achieved from the MoU because we are prepared to intensify the generation of renewable energy in Perak," he said.

He said the initiative is also in line with the National Energy Transition Roadmap which seeks to increase sustainable energy generation in the country. - Bernama

macam baru berjinak2. Anyway, good luck lah.


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Post time 6-5-2024 12:47 PM From the mobile phone | Show all posts
green~tea replied at 6-5-2024 12:32 PM
Tapis tu aiols rasa cam kena scam nak abes sejak 2000 tapi sampai ke sudah tak habis2.. asik revis ...

Kan? Masa i still in ong in early millenium pun dok ckp oil reserve malaysia lagi 20-25 yrs habis la.  Ni i nak dekat pencen pun still going.
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Post time 6-5-2024 12:48 PM | Show all posts
totokreturn. replied at 6-5-2024 09:30 AM
kita kena import tu sebab petronas dah buat perjanjian long term berpuluh2 tahun dengan beberapa n ...

Dalam LNG business long term contract itu wajib sebab pelaburannya besar. Like I said earlier, kalau tak ada pembeli gas itu akan kekal dalam tanah sampai kiamat, tak ada negara nak gamble. It's like jual dulu, baru produce. Pelik tapi benar

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Post time 6-5-2024 12:49 PM From the mobile phone | Show all posts
Edited by green~tea at 6-5-2024 12:57 PM
Firenzza replied at 5-5-2024 08:20 AM
Aku cuma refer ckp lapiji msia ngra pengeluar minyak bkn mcm spore setitik minyak pun xde.....so g ...


Malaysia ni minyak sikit je, kita ni NET IMPORTER.. and mmg kita guna minyak mentah malaysia digunakan dalam Malaysia pun... dah lama dah tapis removed from being benchmark crude, tak silap i sejak 2014


Minyak mentah kita high quality... buleh buat lubricants berkualiti tinggi, bukan sebarang lubricants...

Nak fully import crude luar pun masalah utk proses.. sbb high acidity (corrosion & rosakkan catalyst) and high sulphur & metal content.. kena invest unit2 utk removal / treatment level billion2... not cheap

So kita campur2 laahhhh optimitize apa patut.. asalkan crude oil campur2 tu tak bergulung2 dlm tangki or pipeline je lahhhhh isu compatibility
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Post time 6-5-2024 12:54 PM From the mobile phone | Show all posts
totokreturn. replied at 6-5-2024 09:30 AM
kita kena import tu sebab petronas dah buat perjanjian long term berpuluh2 tahun dengan beberapa n ...

Betul apa u cakap ni...  cuma belum menyeluruh... i dah taip kat atas on the supply chain optimization...

Maleh nak taip 2X
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Post time 6-5-2024 12:55 PM | Show all posts
green~tea replied at 6-5-2024 12:34 PM
Ada import gas dekat RGT di pengerang dan melaka.. mcm ala2 booster supply for pipeline keliling m ...

OK my bad.

Aku malas nak masuk bab RGT tu sebab aku assume impak dia sikit, in trying to make it simple untuk acik2 forum. Google balik besar juga rupanya

Nota tambahan, ini pun mungkin masuk Rafizi punya calculation la kot.

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Post time 6-5-2024 12:58 PM From the mobile phone | Show all posts
Decaffeinated replied at 6-5-2024 12:55 PM
OK my bad.

Aku malas nak masuk bab RGT tu sebab aku assume impak dia sikit, in trying to make it  ...

Bukan senang nak sembang layman...

Sesekali kena keluar gua jugak
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Post time 6-5-2024 12:59 PM From the mobile phone | Show all posts
Dahulu piji and bangnon sembang babi boleh terbang... Gas 1 litre RM1. 50 untuk domestic hahahha.... Jadi gomen rate guna USD... Baru tahu gomen sebelum ini sudah lama tahu...unfotunately piji ex petronas kan?????  
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Post time 6-5-2024 01:01 PM From the mobile phone | Show all posts
Dwdrum replied at 6-5-2024 12:59 PM
Dahulu piji and bangnon sembang babi boleh terbang... Gas 1 litre RM1. 50 untuk domestic hahahha.... ...

Sepatut nya lapiji dah lama tahu.. tp aku surprised dia buat buat tak tahu selama ni..

Menunggang dasar populist maybe
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Post time 6-5-2024 01:03 PM | Show all posts
Samerosie replied at 6-5-2024 12:47 PM
Kan? Masa i still in ong in early millenium pun dok ckp oil reserve malaysia lagi 20-25 yrs habis  ...

Projection memang boleh terlebih terkurang (tengok motif la kot )

Technically speaking benda ni boleh ja berlaku atas beberapa sebab:

1. New discovery
2. Teknoloji yang semakin canggih. Kalau dulu2 yang hujung2 tu tak boleh sedut, sekarang dah boleh
3. Engineer 'silap'

biasanya laporan reserve akan disertakan dengan probability data. Ikut suka lah nak petik yang mana.

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Post time 6-5-2024 01:08 PM | Show all posts
green~tea replied at 6-5-2024 12:58 PM
Bukan senang nak sembang layman...   

Sesekali kena keluar gua jugak

Tau takpe nyah.

Satu kejayaan tau kalau boleh sembang acik2 forum pun faham

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Post time 6-5-2024 01:09 PM From the mobile phone | Show all posts
Edited by green~tea at 6-5-2024 01:11 PM
Decaffeinated replied at 6-5-2024 01:03 PM
Projection memang boleh terlebih terkurang (tengok motif la kot )

Technically speaking benda ni ...


Tak berapa tepat.. hahahahahahaha

Jawapannya economics...

Untung ke rugi utk gali & produce utk tahun tu.. kalo crude price naik, maka justified utk teruskan production.. kalo price crude jatuh tergolek, kita buleh plug that well, and sambung operate bila mahal balik..

setiap tahun kita revise price assumptions tu masa submission budget negara.. sbb tu projection berubah2...  sama je kes well pesisir pantai kita, shale oil fracking ke, deep well ke.. onshore well ke... concept nya sama.. cost je berlainan.. onshore lebih murah relative to deep sea and shale...

And the cost may slightly become cheaper as technology matures... contoh gas lifting and chemical injection etc
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Post time 6-5-2024 01:13 PM | Show all posts

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Post time 6-5-2024 01:15 PM | Show all posts
Decaffeinated replied at 6-5-2024 01:03 PM
Projection memang boleh terlebih terkurang (tengok motif la kot )

Technically speaking benda ni ...

I think more towards #2.  Ada fields yg deemed not economically viable to explore at that time.  
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Post time 6-5-2024 01:15 PM From the mobile phone | Show all posts
green~tea replied at 5-5-2024 09:01 PM
Sepatut nya lapiji dah lama tahu.. tp aku surprised dia buat buat tak tahu selama ni..

Menu ...

            
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Post time 6-5-2024 01:19 PM | Show all posts
Decaffeinated replied at 6-5-2024 12:41 PM
Majuperak, Shizen to explore solar photovoltaic development in Perak

IPOH: Majuperak Holdings Bhd ...

Kalau boleh bergantung dgn solar semata, dah lama dah negeri2 yg advanced buat.  Nak buat kat east coast, buat nya musim moonson hujan je semedang 3-4 bulan, mampus orang kampung tak de letrik kena pakai lilin.
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