Stop accepting orders! The first Chinese shipyard announced its "indefinite" withdrawal from the Russian market
As the United States strengthens sanctions on Russian LNG projects and includes Chinese shipyards in the sanctions list, Wison Clean Energy, as a company that participated in the module manufacturing of the Russian project together with the first sanctioned shipyard, officially announced its "indefinite" withdrawal from the Russian market.
On June 21, Wison Clean Energy disclosed on social media: "After a careful and comprehensive evaluation, the board of directors of Wison Clean Energy has decided to terminate all ongoing Russian projects and will immediately and indefinitely stop taking on any new Russian business. We appreciate the good relationship we have established with our Russian partners in the past and cherish the work we have done together. But considering the company's strategic prospects, we have to make this difficult decision. At the same time, we have decided to sell all our shares in Zhoushan Wison Offshore & Marine Limited."
"We fully recognize the impact this decision may have on relevant partners and employees. We will do our best to properly handle all subsequent matters and ensure a smooth transition. We will also actively seek new development opportunities to lay a solid foundation for the company's long-term development."
Wison Clean Energy's withdrawal will affect the flagship LNG project of Russian energy giant Novatek in the Arctic, the Arctic LNG 2 project, for which Wison Clean Energy is one of the module manufacturers. Last year, Novatek also said it planned to build a gas turbine power station for the Arctic LNG 2 project using equipment from Wison Clean Energy and Guanghan Gas Turbine.
It is understood that the Arctic LNG 2 project is located on the Gydan Peninsula and is the second large-scale LNG project led by Russian energy giant Novatek after the "Yamal LNG" project. The total designed capacity is 19.8 million tons/year, and the three LNG production lines will be put into operation in 2023, 2024 and 2026 respectively.
The Arctic LNG 2 project is an important part of Russia's Arctic strategy and LNG development plan. In 2019, Novatek awarded the $7.6 billion engineering, procurement and construction (EPC) contract for the Arctic LNG 2 project to Technip Energies, which in turn handed over some of the module manufacturing work of the LNG production line to several Chinese shipyards including Wison Clean Energy (then known as Wison Offshore), Penglai Jutao, Bomaike, and Qingdao Wuchuan McDermott.
According to the plan, the modules of the Arctic LNG 2 project will be prefabricated in a Chinese shipyard and then transported to a large assembly plant outside Murmansk. After assembly, they will be towed to the Arctic LNG 2 project site on the Gedda Peninsula in Western Siberia, Russia.
Stop accepting orders! The first Chinese shipyard announced an "indefinite" withdrawal from the Russian market
In this project, Wison Clean Energy has successively undertaken the construction and commissioning of three production lines with a total of about 150,000 tons of integrated pipe gallery modules, including the design, procurement, construction, commissioning and loading of 21 electrical rooms. Among them, the pipe gallery modules on the first production line started construction at the Wison Clean Energy Zhoushan base in December 2019, and the first ship module shipping ceremony was held in August 2021. The two world's largest LNG modules will set sail from Xiushan Island, Daishan County, Zhoushan, Zhejiang. This was the world's largest and heaviest single LNG module at the time.
In 2022, after the outbreak of the Russian-Ukrainian war, Technip Energies announced its withdrawal from the Arctic LNG 2 project under EU sanctions, and foreign workers from the company left the Chinese shipyard site by the end of May of the same year to comply with EU regulations. The Chinese shipyard also stopped assembling large modules at the time, but resumed construction a few months later.
Each production line of the Arctic LNG 2 project consists of 14 modules, which are installed on a gravity-based structure platform (GBS) at Novatek's self-operated assembly plant in Belokammenka. Novatek relies heavily on Chinese offshore shipyards, and all modules of the first production line were manufactured by Chinese shipyards.
According to foreign media reports, many Chinese shipyards are still actively involved in the manufacture of modules for the third production line, especially modules containing power generation units and refrigeration strings. Wison Clean Energy is manufacturing at least four modules for the third production line, two of which, 3-TMR-001 and 3-TMR-002, have been shipped from the Zhoushan base at the end of March this year and are currently on their way to Russia.
Meanwhile, Penglai Jutao may be about to complete at least one module. Bomako and Qingdao Wuchuan McDermott have manufactured modules for the first and second production lines, but currently do not seem to be involved in manufacturing modules for the third production line.
It is worth mentioning that just last week, Penglai Jutao was included in the Specially Designated Nationals List (SN List) by the U.S. Treasury Department's Office of Foreign Assets (OFAC), becoming the first Chinese company to be sanctioned for participating in Russian projects. The U.S. Treasury Department pointed out that the reason why Penglai Jutao became the target of sanctions was that the shipyard "participated in the manufacture and transportation of highly specialized LNG modules, which are specially designed for Russia's Arctic LNG 2 project."
Stop taking orders! The first Chinese shipyard announced an "indefinite" withdrawal from the Russian market
In addition to the Arctic LNG 2 project, in September 2021, Wison (Nantong) Heavy Industries Co., Ltd. also won a $226 million contract from the Russian State Atomic Energy Corporation (Rosatom) to build two 19,100-ton barge hulls for the floating nuclear power plant of Atomenergomash, the machinery manufacturing department of Rosatom. In August 2022, Wison (Nantong) Heavy Industry held a keel laying ceremony for the first barge hull.
This is the first of four floating nuclear power plants that Atomenergomash plans to operate in the waters of Cape Nagliouingen in the Chukotka Autonomous Region, with an installed capacity of 106 MW each. Due to the tight deadline for project implementation and limited shipbuilding capacity in Russia, Atomenergomash decided to hand over the construction of the first two hulls to overseas shipyards. According to the plan, the first hull needs to be delivered before October 2023, and the second should be delivered in February 2024. The two hulls will complete the installation of reactors, auxiliary equipment, control rooms and accommodation areas in Russia.
It is understood that Wison Clean Energy is a leading clean energy technology and solution service provider, committed to providing efficient and integrated EPCIC solutions for the energy industry, including floating liquefied natural gas facilities, onshore standard modular LNG plants, floating natural gas power generation facilities, floating wind power and other clean energy solutions. Based on the successful project delivery record, the experienced Wison Offshore team provides customers with EPC services that meet the highest international quality and safety standards with its professional technical innovation strength and two world-class construction bases.
Earlier on June 20, Wison Clean Energy had just signed an EPCIC contract for a floating liquefied natural gas vessel (FLNG) with Malaysia's Genting Group. This is the third FLNG project undertaken by Wison Clean Energy. Wison Clean Energy is also the only shipyard in China that has built FLNG.
停止接单！首家中国船厂宣布“无限期”退出俄罗斯市场
在美国加强对俄罗斯LNG项目的制裁并将中国船厂纳入制裁名单之际，作为与首家被制裁船厂一同参与俄罗斯项目模块制造的企业，惠生清洁能源正式宣布“无限期”撤出俄罗斯市场。
6月21日，惠生清洁能源在社交媒体上披露：“经过认真、全面的评估，惠生清洁能源董事会决定终止所有正在进行的俄罗斯项目，并将立即无限期停止承接任何新的俄罗斯业务。我们感谢过去与俄罗斯合作伙伴建立的良好关系，并珍视我们共同完成的工作。但是考虑到公司的战略前景，我们不得不做出这一艰难的决定。同时，我们决定出售我们在舟山惠生海洋工程有限公司（Zhoushan Wison Offshore & Marine Limited）的全部股权。”
“我们充分认识到这一决定可能对相关合作伙伴和员工造成的影响，我们将尽最大努力妥善处理好各项后续事宜，确保平稳过渡。我们也将积极寻求新的发展机遇，为公司的长远发展奠定坚实基础。”
惠生清洁能源的退出将影响到俄罗斯能源巨头诺瓦泰克公司（Novatek）在北极的旗舰LNG项目——Arctic LNG 2项目，惠生清洁能源是该项目的模块制造商之一。去年，Novatek还表示，计划利用惠生清洁能源和广瀚燃机的设备为Arctic LNG 2项目建造一座燃气轮机发电站。
据了解，Arctic LNG 2项目位于格丹半岛，是俄罗斯能源巨头诺瓦泰克公司（Novatek）继“Yamal LNG”项目后牵头的第二个大型LNG项目，设计总产能为1980万吨/年，三条LNG生产线分别将于2023年、2024年和2026年投产。
Arctic LNG 2项目是俄罗斯北极战略和LNG发展计划的重要一环。2019年，Novatek将Arctic LNG 2项目价值76亿美元的工程、采购和施工（EPC）合同授予Technip Energies，后者则将LNG生产线的部分模块制造工作交给了包括惠生清洁能源（当时名为惠生海工）、蓬莱巨涛、博迈科、青岛武船麦克德莫特在内的多家中国船厂。
根据规划，Arctic LNG 2项目的模块将在中国船厂预制，之后被运至摩尔曼斯克郊外的一家大型装配厂，完成装配后再拖航到位于俄罗斯西西伯利亚格达半岛的Arctic LNG 2项目现场。
停止接单！首家中国船厂宣布“无限期”退出俄罗斯市场
在该项目中，惠生清洁能源先后承担了三条生产线共约15万吨集成管廊模块的建造及调试工作，包括其中21个电气间的设计、采购、建造、调试和装船工作。其中，第一条生产线上的管廊模块于2019年12月在惠生清洁能源舟山基地开工建造，2021年8月举行首船模块发运仪式，两个全球最大的LNG模块将在浙江舟山岱山县的秀山岛起航，这是当时世界上单体体积最大、重量最重的LNG模块。
2022年，在俄乌战争爆发后，受欧盟制裁影响，Technip Energies宣布退出Arctic LNG 2项目，来自该公司的外国工人在同年5月底之前离开了中国船厂工地，以遵守欧盟规定。中国船厂当时也停止了大型模块的组装工作，但在几个月后又恢复了建造。
Arctic LNG 2项目的每条生产线由14个模块组成，在Novatek位于别洛卡缅卡的自营装配厂内安装到重力式结构平台（GBS）上。Novatek在很大程度上依赖中国海工船厂，第一条生产线的所有模块都是由中国船厂制造的。
据外媒报道，目前多家中国船厂仍在积极参与第三条生产线的模块制造，尤其是包含发电装置和制冷串的模块。惠生清洁能源在为第三条生产线制造至少四个模块，其中两个3-TMR-001和3-TMR-002已经在今年3月底从舟山基地发运，目前正在前往俄罗斯的途中。
与此同时，蓬莱巨涛可能即将完成至少一个模块。博迈科和青岛武船麦克德莫特曾为第一条和第二条生产线制造了模块，但目前似乎没有参与制造第三条生产线的模块。
值得一提的是，就在上周，蓬莱巨涛已经被美国财政部海外资产办公室（OFAC）列入特别指定国民清单（SN清单），成为中国第一家因参与俄罗斯项目而遭到制裁的企业。美国财政部指出，蓬莱巨涛成为制裁对象的原因是该船厂“参与制造和运输高度专业化的LNG模块，这些模块是专门为俄罗斯Arctic LNG 2项目设计的”。
