Subject: Burma pipeline
The Nation
page B1
SATURDAY, OCTOBER 19, 1996

Contracts in place for Total's Yadana project in Burma

Big gain in gas supplies to PTT

   BY PICHAYA CHANGSORN, JAMES FAHN

   FRANCE-based Total Exploration and Production said its US$1 billion
   project to develop and transport natural gas from Burma to Thailand is
   on schedule and will eventually earn up to $200 million per year for
   the Burmese government.

   Alain Lepage, the Yadana gas project director for Total, said all
   major contracts have been signed with contractors including the US
   firm McDermott ETPM Far East for the offshore platforms, Italy-based
   Saipem Asia Sdn Bhd for offshore pipeline laying, France's SPIE CAPAG
   for the onshore pipeline, Mitsubishi/NYK of Japan for offshore
   pipeline materials and Italy-based Ilva for onshore pipeline
   materials.

   Total, together with Unocal Corp and PTT Exploration and Production
   Plc (PTTEP), which is developing the Yadana gas field in Burma's Gulf
   of Martaban, signed a 30-year contract with PTTEP's parent company the
   Petroleum Authority of Thailand (PTT) in 1995, to supply 525 million
   cubic feet per day (MMCFD) of natural gas to Thailand beginning on
   July 1, 1998.

   Speaking at a dinner on Thursday sponsored by the Society of Petroleum
   Engineers, Herve Chagnoux, Total business development manager for
   Thailand and Burma, said under the production sharing contract signed
   in 1992 between the gas developers and the Burmese government, the
   Burmese government's take when the gas production reaches full stream
   will be roughly $200 million per year before the costs of the gas developers.

   This estimate, he said, does not include profit sharing from the
   possible equity participation of Myanmar Oil and Gas Enterprise
   (MOGE), Burma's state oil company. MOGE has an option to take a 15 per
   cent share in the project and might take up the rights after the
   exploration and development process.

   Chagnoux noted that the project has been granted a three-year
   corporate income tax exemption and gas production is projected to
   reach its full committed capacity of 525 MMCFD within 15 months of
   start-up. For the first 12 months, Total expects to produce 2,000
   MMCFD of gas.

   Total will announce by the end of this year the upward revision of the
   gas reserves in Martaban's M-5 and M-6 blocks, which include the
   Yadana and Badamyar fields, and the progress of negotiations on
   additional gas supply for PTT. At present, the gas reserve is
   confirmed at 5-6 trillion cubic feet, sufficient for production of
   650-750 MMCFD.

   The Yadana gas project has been the subject of heavy international
   scrutiny by human rights and environmental activists critical of
   Burma's military-led government.

   ''We are not a political entity. We are neutral. We're investing in
   this 30-year project which will benefit the country," Chagnoux said
   when asked about the criticism.

   For gas production, Total will establish two wellhead platforms
   capable of digging 14 holes and pumping up to 525 MMCFD of gas for
   delivery through a 403-kilometre pipeline to PTT at the Thai-Burmese
   border.

   ''The fact only two platforms are required for production confirms the
   potential of the Yadana field," said a Bangkok-based oil company
   executive.

   The Martaban sea is only 45 metres deep at Total's Yadana platforms
   and the company will only have to drill 1,320 metres below the seabed
   to reach the gas.

   Total said the $1 billion investment comprises $300 million for the
   construction of offshore platforms and $700 million for the pipeline
   system and other onshore costs.

   Until now, financing for the project has been entirely funded by
   shareholders' money, he said, although negotiations are underway with
   several export credit agencies. The Total executive did not rule out
   other funding possibilities.

   Next month, SPIE will begin installation of the 63-kilometre onshore
   pipeline system, a task oil executives said will be technically
   challenging since it runs through a mountainous and remote area of
   Burma. The pipeline will cross two major rivers before climbing from a
   height of 80 metres to 900 metres over the last 10-kilometre section
   to Ban-I-Tong on the Thai-Burmese border.

   The installation of the 346-kilometre offshore gas pipeline will
   commence in January 1998 at a target rate of four kilometres per day.

   According to Chagnoux, the onshore pipeline route was selected over
   two other alternatives after the consortium considered it the best
   ecological alternative despite being six kilometres longer.

   A socio-economic study undertaken by the consortium found that the
   pipeline route will pass 13 villages whose populations comprise 68 per
   cent ethnic Burmese, 24 per cent Mon and 8 per cent Karen. The route
   passes just south of Mon state.

   Total, Unocal and PTTEP, which hold 36.75, 33.25 and 30 per cent
   stakes in the Yadana gas project, will reduce their shares to 31.2375,
   28.2625 and 25.5 per cent, respectively, when the Burmese national oil
   company exercises its 15 per cent share option.

   To prepare for installation of the pipeline, the consortium has had to
   construct several new facilities including a harbour, an airport,
   bridges and roads. These infrastructure projects, completed in July,
   were built to facilitate the transport of thousands of tonnes of
   pipeline 2,000 kilometres from the consortium's pipeline coating base
   in Malaysia.

   Total is also participating in a consortium with Unocal, Mitsui of
   Japan and Myanmar Enterprises, for a project to utilise gas from the
   Yadana field for domestic use in Burma. The projects include
   fertiliser, power and gas separation plants and the construction of a
   pipeline to Rangoon.

   The details of the so-called 3-in-1 project, estimated to cost
   $600-750 million, are still being negotiated, he said.
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