The Concept outlines the strategic need to modernize and expand the country’s refining capacity to ensure energy security, meet growing domestic demand, support economic development, and align with global trends such as decarbonization and ESG principles. The Concept highlights risks such as insufficient refinery capacity, rising fuel consumption, aging equipment, and the need to transition to cleaner fuel standards. The document provides a detailed overview of the current state of the three major national refineries—Atyrau, Pavlodar, and Shymkent—summarizing results of their modernization between 2010 and 2019 and emphasizing remaining challenges: limited processing depth, frequent unplanned shutdowns, insufficient storage, lack of high-quality fuel production (K6+), and absence of long-term planning. It analyzes international experience, showing that global demand for refined products will remain significant, particularly in developing Asian markets, and stresses the need for the country to raise its technological complexity (Nelson index), improve energy efficiency, expand exports, and incorporate advanced management and safety practices. To address these challenges, the Concept proposes major expansion of existing refineries, construction of a new 10 million ton refinery by 2040, creation of a national research institute for refining and petrochemistry, increasing the share of oil from major fields (Tengiz and Kashagan), and transitioning to higher environmental fuel standards. It sets quantitative targets such as increasing refining capacity from 18 to 29.2 million tons, raising processing depth to 94%, improving reliability and extending maintenance cycles, expanding production of petrochemical feedstocks (benzene, paraxylene), and forming strategic fuel reserves. The plan also aims to support Kazakhstan’s participation in the future common EAEU oil and petroleum products market while preparing the industry for liberalized pricing and expanded export potential.
哈萨克斯坦 · 2025-07-21