Cross Border Logistical Chains and Joint Infrastructure as Preconditions for Effective Resource Development in the Arctic.



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Felix H. Tschudi Tschudi Shipping Company Cross Border Logistical Chains and Joint Infrastructure as Preconditions for Effective Resource Development in the Arctic. Arctic Business Forum, Rovaniemi, 13.03.2013

TSCHUDI SHIPPING COMPANY The Tschudi Group (TSC) with roots back to 1883 (www.tschudishipping.com) is an offshore, shipping and logistics group with particular focus on the east west trades of cargoes and projects involving the Baltic, Russia and the CIS countries including the Northern Regions of Russia and Norway. In 2006 TSC acquired the closed down Sydvaranger iron ore mine in Kirkenes, Northern Norway with the aim to develop arctic port facilities. In 2009 the mine reopened under the name Northern Iron, ww.northerniron.com.au, listed on the Australian Stock Exchange (ASX). TSC presently has an ownership of around 20 per cent in Northern Iron.

CONVENTIONAL SHIPPING ICE CLASS MULTIPURPOSE CONTAINER VESSELS PROJECT CARGOES TANKERS, BULK AND COMBINATION CARRIERS COMMODITY SHIPPING

Anchorhandling tug supply vessels Ocean going tugs OFFSHORE

TSCHUDI LOGISTICS East West logistics between western Europe, Russia and the Central Asian Republic Container lines Door door transportation Project cargoes Rail and road forwarding Including Tschudi Northern Logistics, specialising in cross border transportation and custom clearance in the High North

The TSC rationale for focusing on logistics in the High North is: Energy and Mineral Resource development in the Arctic is accelerating transport solutions are key to its realisation! This development is possible due to : climate change - ice reduction technological developments - resource extraction/ice operations active interest from Russia and a general cooperative spirit but most importantly; high commodity prices

An area of opportunities

Mining in the Barents region a growth industry producing what the world needs

Rail and port infrastructure as a catalyst for industrial development Sydvaranger Norilsk Nikel Nikel Zapolyarny Monchegorsk Severstaal Oleneogorsk Karelia Cheropovets Appatity Kovdor Kitala Pajala Sodankyla Sokli LKAB 9

Kirkenes- NW Russia VADSØ Kirkenes-Rovaniemi Kirkenes Norwegian links: Tromsø-Torneträsk TROMSØ Skibotn Skibotn-Kolari Existing and potential Ofotbanen (existing) Legends Narvik County capital BODØ Nordlandsbanen (existing) Kolari Tekstboks Rovaniemi Place, connected to railway infrastructure Railways: -1435 m.m. gauge -1524/1520 m.m. gauge Mo i Rana -project/idea (1524/1520 m.m.) -project/idea (1435 m.m.) Mosjøen Storuman Existing tracks Optional/ideas xxx xxx Transportutvikling AS-2010 Namsos Helgeland-Storuman STEINKJER

Shaded area is exposed to ice and SECA regulations! North Finland March 4-2010 Main Russian ports

The Barents railways - disconnected Missing links, different gauges/standards etc TRANSPORTUTVIKLING AS 2012 KIRKENES SKIBOTN NARVIK MURMANSK BODØ KIRUNA KOLARI BODEN ROVANIEMI OULU BELOMORSK ARKANGELSK KARPOGORY ST.P. VOLKOVSTROY VOLOGDA MOSCOW

Vision : Kirkenes to be linked to the Russian and Finnish rail systems 500 km 40 km Kirkenes, 26.oktober 2011 13

1810 1920-1940 1960 TODAY NGU,SGU,GTK

INFRASTRUCTURE IS A PRECONDITION FOR THE DEVELOPMENT OF MINING ACTIVITIES THE FUTURE NGU, SGU, GTK

The Barents Sea predominantly a natural gas region Skrugard 16

In February 2013 the Norwegian Oil directorate presented new resource estimates for the Barents Sea South East indicating undiscovered resources in the order of 300 million standard cubic meters (Sm3) oil equivalents (o.e.) adding more than 10 per cent to the estimated total undiscovered reserves on the Norwegian continental shelf

These resources are predicted to be mainly gas (85%) which with the uncertainty related to gas prices could become an unwanted by product of oil production. This stranded gas could be exported as LNG via railway to Finland and employed for industrial use both in Finland, Russia and Norway

A rolling LNG pipeline into Finland and the Baltics? A link to the Rail Baltica project could create a new european energy pipeline An industrial example: One container would be sufficient to cover the daily energy demand of the Sydvaranger iron ore mining and processing operation

Yamal LNG to Atlantic - and Asian markets. 20

The future? With increasing mining activity on the Kola peninsula and in northern Finland and Sweden the establishment of railway connections for transporting rawmaterials in bulk for direct export or processing could become a reality.

Where gas meets ore a future platform for industrial development? Sintef Geonor project - proposed cases in Norway applicable to northern Finland? Kirkenes the Nordic Rotterdam Ore and mineral extraction, preparation, processing, refining Transportation terminal and a logistics hub Hammerfest gas based industry development Iron (Direct Reduced Iron) Carbon Black (high purity carbon materials) Petrochemical industri From quarts to silicon Mapping and characterization of quarts/quartsite discoveries New refining and agglomeration methods for quality upgrading Investigate potential for Direct Reduction to solar grade quality Base metals mining and processing operations Investigate the potentials for reduced scale operations and technologies Investigate the potentials for reduced scale smelting plants

An example: The re-opening of Sydvaranger Gruve created 500 new industrial jobs which has prepared Kirkenes for future offshore and industrial activities SYDVARANGER Gruve AS 23

An alternative shipping lane with savings too large to be ignored! 2010-4 passages 111 000 mt 2011-34 passages 821 000 mt 2012 46 passages 1 260 000 mt Serving a wide variety of vessels, cargoes and purposes

Economic opportunities for Finnish industry related to the NSR: Shipbuilding and construction industries Construction of specialised ice class vessels for arctic operations Production of modules, structures and equipment serving offshore oil and gas and mining in the Arctic Export of mining equipment Shipping Companies The NSR offers a new and shorter transit route to the Pacific markets Shipping resources into and out of the Arctic Repositioning of vessels via the NSR Industry / Cargo owners A new closer source of industrial rawmaterials New arctic energy resources Potential for industrial involvement in projects A shorter trade route for imports/exports to and from the North Pacific

Kirkenes, an ice free arctic port 9 days from the Pacific Ocean 9 days from the Mediterranean Kirkenes

Western transhipment hub Kirkenes? Handling and Storage of Mining Equipment for import or export to and from the Norwegian, Finnish, Swedish and Russian Mining Industries and equipment manufacturers Handling and Storage of Offshore Equipment for the oil and gas exploration in the Barents Sea? Equipment can be shipped via the NSR from the Far East or from the West - or via rail from Finland? Geographically well suited for stationing of emergency

New Arctic oil/gas terminals in Finnmark? Stolt-Nielsen project, Kirkenes 28

BULK LOGISTICS IN KIRKENES The Tschudi Bulk Terminal in the ice free port Kirkenes facilitates vessels up to 100 000 dwt with a plan to increase this to 170 000 dwt. Silo storage capacity of 370 000 m3 offers the possibility of storage and transshipment of bulk minerals from Russia and northern Scandinavia both in direction the Atlantic and the NSR

In the medium term we believe regional destinational shipping serving the developments in Russia will be the most relevant activity in the NSR NP Transport of oil, gas, minerals and equipment by: Specialised shuttle multipurpose vessels Shuttle tankers Shuttle LNG carriers Shuttle bulkers Purpose built offshore vessels Seasonal liner services

Kirkenes Industrial Logistics Area - KILA. 1.000.000 m² area and 600 m deep water quays. POTENTIAL USE: Marine Transportation and logistics including offshore base activities. Service providers for the oil and offshore industry. Combined waste incinerator and power plant. Industrial use Kirkenes, 4th October 2012 31

KILA - Kirkenes Industrial Logistics Area 1.000.000m² = 200 fotball fields Kirkenes, 14.februar 2012 32

Trans-shipment of Modules for Yamal LNG? Kirkenes, 4th October 2012 33

If a pipe coating plant is placed at KILA 300.000m² out of 1.000.000m² may be needed Scope Shtokman pipe: 36 x 1,150km AC & CWC Approx. 95,000 12m pipes Bare pipe weight 575,000 mt Coated weight 1.3 million metric tonnes Maximum single pipe of 20mt Materials Cement 150,000 mt Aggregate 200,000 mt Iron Ore 300,000 mt Wire 9,000 mt Anodes 11,000 no 34

Offshore activities involving Russia have already started in Kirkenes

Regional Challenges: Lack of proactive planning and development of physical and administrative infrastructure such as ports, roads and railway but equally important are the administrative processes, common rules and regulations. The development of human capital in the form of human resources with relevant know how and education ahead of coming requirements.

Public and private sectors are investing in real estate and infrastructure New elementary school Opened December 2011. A new Border Station at Storskog Planning Phase New area in Kirkenes has been prepared for building 600 new houses.. Byggetid: juni 2010 - d 2012 Størrelse: ca. 12 000 m2 E105 Storskog Elvenes. Approved A new hospital in Kirkenes. Approved 37

High North logistics is a chain which requires cross border regional solutions to joint regional challenges! Europe/US

www.chnl.no

LAUNCHED DURING ARCTIC FRONTIERS 2013