日本経済新聞　2002/12/10　　　　　　　　　　　　　　　出光発表 　　　新日本石油発表

石油精製　新日石・出光が提携　日量９万バレル　相互融通し設備廃棄　業界再編にらむ

　石油元売り最大手の新日本石油と２位の出光興産は石油精製で提携する。来年４月に出光は兵庫製油所（兵庫県姫路市）の設備を廃棄、新日石は根岸製油所（横浜市）などの一部設備を停止して計日量９万バレルの生産能力を削減。同時に既存設備の生産効率を高めて製品を相互融通し両社で１００億円超のコスト削減を目指す。出光の設備廃棄は初めて。石油精製の設備過剰の中、大手２社が能力削減で連携することで業界再編が再び加速しそうだ。　

2002/12/10 出光興産

供給体制の見なおしについて
　　（兵庫製油所・沖縄石油精製の製油所機能停止）

　この度弊社（社長：天坊昭彦）では、コスト競争力強化を図るため供給体制を見なおすこととし、兵庫製油所８万ＢＤ（グループ８３万ＢＤの９．６％に相当）の原油処理を停止することに致しましたのでお知らせします。また、グループ会社である沖縄石油精製株式会社（社長：児玉宣夫、出光興産出資比率１００％）１１万ＢＤ（同１３．３％に相当）も原油処理停止を決定しましたので併せてお知らせ致します。

１． 停止の意義

２． 停止時期

３． コスト改善効果
　 保全費、減価償却費、人件費などを中心に年間約６０億円の見込み

４． 停止後の供給対応

５． 従業員の処遇
　 グループ他４製油所への異動や転職支援など本人の希望を考慮しながら対応する。


（参考１）出光グループの原油処理能力の推移　（単位：千ＢＤ）

（参考２）兵庫製油所および沖縄石油精製（株）の概要

2002/12/10 新日本石油

出光興産(株)との精製提携及び当社グループの原油処理能力削減について

　当社（社長：渡　文明）は、この度、出光興産株式会社が兵庫製油所の原油処理を停止するに当たり、同社との間で精製提携関係を構築することとし、平成１５年４月から同社に対して４万ＢＤ（バーレル／日）の製品供給を行うことと致しました。また同時に、当社グループ供給体制の更なる効率化を図るため、グループ製油所の原油処理能力を、１万ＢＤ削減することと致しましたのでお知らせします。

　当社グループは、これまで下松製油所、沖縄製油所、新潟製油所、川崎製油所の４製油所の閉鎖、及び横浜製油所、和歌山石油精製(株)海南製油所の原油処理停止により、６製油所、計約２１万ＢＤの原油処理を停止するとともに、本年４月には精製会社の統合を実現する等、効率的な供給体制の確立に努めてまいりました。しかしながら、国内石油需要に減退の兆しが見える中、わが国石油業界全体としては、依然として、供給能力が過剰であり、厳しい経営環境に直面しております。

　かかる中、当社と出光興産はこれまでの物流提携（平成７年締結）に続いて精製部門においても提携関係を構築することによって、更なる生産効率化を図ることが可能になると判断し、本日の合意に至ったものであります。

　石油業界をとりまく環境は厳しさを増しておりますが、当社は今後とも、更なる最適供給体制の構築・コスト競争力の強化に向け、鋭意取り組んでまいります。

１．出光興産(株)への製品供給の概要

　　＊：新日本石油精製株式会社･･･社長：掛札　勲、当社出資比率：１００％

２．原油処理能力の削減

（１）原油処理能力の削減内容 　　　単位：ＢＤ＝バーレル／日

　　＊：根岸製油所については、第３トッパー（常圧蒸留装置）を休止する。

（２）削減時期：平成１５年４月１日より

（３）効　　果：当社グループ全体で、年間３億円の見込み


【参　考：当社グループ製油所と原油処理能力状況】

単位：ＢＤ（＝バーレル／日）

注：日本海石油株式会社･･･社長：渡辺　靖夫、当社出資比率：６６．０％

日本経済新聞　2003/1/20

新日石・出光貯蔵も協カ　沖縄の油槽所共同利用　提携分野を拡大

　新日本石油と出光興産は２００４年春以降、沖縄県で石油製品の貯蔵施設である油槽所の共同利用を始める。出光の施設を利用し、新日石は油槽所１カ所を閉鎖する。両社はすでに製品を相互融通しているほか精製分野でも協力を決めるなど提携関係にあるが、協力分野をさらに拡大しコスト削減につなげる。

2003/6/10 BP

World Oil Supply More Diverse; Non-Opec Production Increasing

World oil supply is becoming more diverse and world oil production capacity comfortably exceeds world oil demand, said BP chief economist Peter Davies today.

"As a result, producers were able to meet the needs of oil consumers during the Iraq war and during unplanned supply disruptions in Venezuela and Nigeria. Consuming nations were not required to tap their emergency reserves. This is good news for those concerned about energy security, but it should not lead to complacency," Davies said at the launching of the BP Statistical Review of World Energy 2003.

OPEC, while using spare capacity of almost 4 million barrels a day to keep the market supplied during the war, cut its average daily output by 1.87 million barrels a day in response to weak global oil demand and a 1.45 million barrel-a-day increase in non-OPEC production. OPEC production has declined in three of the last four years.

"The story is one of supply momentum that looks set to continue," Davies said. "Russian oil production is up 25 per cent in three years and Russia has been joined by a new group of oil producing basins, across several continents and regions, that have begun to grow rapidly."

Production from Russia, the Caspian, the deepwater Atlantic Basin and Canada is up 3.3 million barrels a day (26.5 per cent) in three years and has the potential to increase another 5 million barrels a day by 2007.

China accounted for 68.5 per cent of the increase in global primary energy consumption in 2002 and has become a major energy consumer and importer. Consumption of coal, which accounts for 66 per cent of Chinese energy use, grew a massive 27.9 per cent. Oil consumption increased 5.8 per cent or 332,000 barrels a day, accounting for all of the world's oil consumption growth in 2002. China replaced Japan as the world's second largest oil consumer.

Natural gas is the world's preferred non-transport fuel. Outside the Former Soviet Union (FSU) gas consumption has grown 3.4 per cent a year over the past decade and its share of total energy consumption is now roughly equal to coal at 24 per cent.

US gas consumption grew 3.9 per cent in 2002 as North American gas production fell 1.8 per cent. Imported LNG is filling part of the gap. Producers are now considering options for delivering new sources of pipeline gas and LNG to this growing gas market.

Commercial (non-hydro) renewable energies are growing rapidly, but their contribution to total world electricity generation remains small (1.7 per cent in 2000 versus 1 per cent in 1990).

Oil - Brent oil prices averaged $25.19 a barrel in 2002, up slightly on the 2001 average price of $24.77 and well above the post-1986 annual average of $19.40. Prices during 2002 ranged from a low of around $18 per barrel in mid-January to peak just before the end of the year at $32.

Global oil consumption was broadly flat, increasing 290,000 barrels a day from 75.5 to 75.7 million barrels a day. All of the increase is attributable to China where oil consumption increased 5.8 per cent or 332,000 barrels a day.

Global oil production declined 415,000 barrels a day, or 0.7 per cent, from 74.4 million to 73.9 million barrels a day. OPEC daily oil production fell to 28.2 million barrels a day, a drop of 1.87 million barrels a day (6.4 per cent). The steep fall resulted from a number of unplanned disruptions and because some OPEC producers, primarily Saudi Arabia, curtailed production in response to weak demand and to a significant 1.45 million barrel per day increase in non-OPEC oil output. Large daily production increases occurred in Russia (640,000 barrels), Kazakhstan (150,000 barrels), Canada (170,000 barrels), Angola (160,000 barrels) and Brazil (160,000 barrels).

Gas - World consumption of natural gas increased in 2002 by a relatively strong 2.8 per cent on the strength of a 3.9 per cent increase in US consumption and a 7 per cent increase in non-OECD Asia Pacific consumption. Growth in natural gas consumption outpaced growth in world primary energy and its share of total energy consumption is now roughly equal to coal at 24 per cent.

Global natural gas production increased 1.4 per cent, from 2,493 billion cubic metres to 2,527 billion cubic metres. North America was the only region to experience a production decline, falling 1.8 per cent from 779 to 766 billion cubic metres. A price-driven drop in drilling activity explains some of the production decrease, but the maturity of US and Canadian gas producing basins was also a factor.

Coal, nuclear and hydroelectric - Coal was the fastest growing fuel in 2002 with coal consumption increasing 6.9 per cent in 2002 on the strength of an extraordinary reported increase in China of 27.9 per cent. Excluding China, world consumption increased just 0.6 per cent.

Consumption of nuclear power increased 1.5 per cent, with most of the increase coming in Asia. World consumption of hydroelectric power increased 1.3 per cent from 2001 but was still less than in 2000. Nuclear and hydroelectric power each account for about 6 per cent of total world energy consumption.