Venezuelan Daily Brief

Published in association with The DVA Group and The Selinger Group, the Venezuelan Daily Brief provides bi-weekly summaries of key news items affecting bulk commodities and the general business environment in Venezuela.

Friday, May 11, 2012

May 11th, 2012


Economics & Finance

Deficit estimated at U$D 75 billion
The Government's fiscal deficit by the end of 2012 is projected at U$D 75 billion, which is 15% of GDP, according to research firm ECOANALITICA. The projection shows that in a year the gap in public accounts will be 3.6 points of GDP (45 billion) above 2011. GDP estimated for the end of this year stood at U$D 418.4 billion. More in Spanish: (El Nacional, 05-10-2012; http://www.el-nacional.com/)

New PDVSA bonds appear aimed at state-run banks
The impending issue of U$D 3 billion in bonds by state-run oil company Petróleos de Venezuela (PDVSA) will be sold mainly to state-run banks, according to sources knowledgeable operation. The long-anticipated issue, the first in 2012, seems to mark the beginning of further borrowing expected in the election year in order to boost public spending as Chavez seeks re-election in October. A source close to the operation told Reuters that the PDVSa issue was primarily intended for the Central Bank of Venezuela in order to supply the Foreign Currency Transaction System (SITME). (El Universal, 05-10-2012; http://www.eluniversal.com/economia/120510/sources-pdvsa-bonds-sale-is-aimed-at-state-run-banks)




Commodities

230,000 bpd of oil committed to repay debts with China
The financial agreement between Venezuela and China was amended. Henceforth, Venezuelan shipments of oil cannot be less than 230,000 bpd in order to repay the three-year loans agreed with the Asian country. Last February, the government expanded cooperation agreements with China and authorized the amendment. (El Universal, 05-10-2012; http://www.eluniversal.com/economia/120510/venezuela-assigns-230000-bpd-of-oil-to-repay-debt-with-china)

PetroChina seeks to buy Aruba refinery to expedite deals with PDVSA
China's state oil company PETROCHINA is reportedly negotiating the purchase of Valero Energy's idle refinery in Aruba, sources told Reuters. In a filing with the US Securities and Exchange Commission (SEC), Valero said it had received a non-binding indication of interest for the 235,000 bpd Aruba refinery for U$D 350 million plus working capital. The US company did not identify the interested party. (El Universal, 05-10-2012; http://www.eluniversal.com/economia/120510/petrochina-seeks-to-buy-aruba-refinery-to-facilitate-deals-with-pdvsa)

U$D 112 million contract to expand Palúa dock in Bolivar State
Ricardo Menéndez, Minister in charge of the energy industry has signed a contract with China CREC Railway Engineering, Shen Yaoxing for U$D 112 million in order to expand the Palua pier, owned by Ferrominera Orinoco (FMO), San Felix, Bolivar State. These funds will be used to expand docking capacity. More in Spanish: (AVN, 05-10-012; http://www.avn.info.ve/contenido/suscriben-contrato-112-millones-dólares-empresa-china-para-ampliar-muelle-palúa-bolívar)

Electricity sector, a case of public ownership
The electricity sector has been controlled by the public sector since its nationalization in July 2007. Sector planning and policy design are the responsibility of the Ministry of Popular Power for Electricity (MPPE), and service is provided by state owned Corporacion Electrica Nacional S.A. (CORPOELEC); a vertically integrated monopoly in charge of generation, transmission, distribution and retail of electricity.  CORPOELEC has close to 100% public ownership, and - according to Fitch Ratings - is dependent on public funding for day to day operations ever since tariffs were frozen in 2002 and the company was subjected to strict budgetary control. (Reuters, 05-10-2012; http://www.reuters.com/article/2012/05/10/idUSWNA701220120510)

Reported failures in Moron Plant
The AGROPATRIA fertilizer plant in Moron, Carabobo state, is working at minimum capacity. Employees and workers complain of poor conditions in which they are operating. It is plant for natural fertilizer mixtures, the only of its kind in Venezuela and the second in Latin America. When AGROISLEÑA was expropriated by the government it became part of AGROPATRIA. More in Spanish: (El Nacional, 05-10-2012; http://www.el-nacional.com/)




Politics

Two former justices reveal ties between Venezuela's government, military and drug trafficking
Luis Velasquez Alvaray, a former Justice of the Supreme Court (TSJ), exiled in Costa Rica since 2006, has charged that top Venezuelan Executive and Judicial officials are allegedly involved in drug trafficking and operations in Venezuela by Colombia's Revolutionary Armed Forces (FARC), a guerrilla group. During an interview with a Miami-based TV station, Velasquez claimed the Judiciary "has been penetrated by drug trafficking", and added that TSJ President Luisa Estella Morales is aware of the situation and has done nothing about it. Another former judge Supreme Court Justice Eladio Aponte is in contact with the DEA and may testify publicly on the links between members of the Venezuelan government with drug trafficking and corruption once his family enters witness protection, according to statements by two U.S. officials to the AP news agency.(El Universal, 05-10-2012; http://www.eluniversal.com/nacional-y-politica/120510/former-tsj-justice-reveals-ties-between-the-military-and-drug-traffick) and more in Spanish: (Tal Cual, 05-10-2012; http://www.talcualdigital.com/index.html)

Chavez rival struggles to close gap in Venezuela race
On a heady night in mid-February, Henrique Capriles roared himself hoarse with optimism at his victory rally in Caracas after trouncing rivals to win the Venezuelan opposition's presidential ticket. Three months later, despite an exhausting "house-by-house" tour intended to galvanize the nation behind him, Capriles remains firmly stuck behind President Hugo Chavez in most polls. (Reuters, 05-10-2012; http://www.reuters.com/article/2012/05/10/us-venezuela-election-opposition-idUSBRE8490WJ20120510)

UNASUR is studying sending observers to the October presidential elections by request of Venezuelan government, says the office of if the Secretary General. The Foreign Ministers of the 12 member countries will discuss the request in Bogota on June 11 when Colombian María Emma Mejía hands over the secretrariat to Venezuela's Alí Rodríguez. (Veneconomy, 05-10-2012;

Caracas seeks to host Summit of the Non-Aligned Movement in 2015
Foreign Minister Nicolas Maduro has said that the Foreign Ministers of the Non-Aligned Movement (NAM), met in Egypt, approved holding their 16th summit in Caracas. (AVN, 05-11-2012; http://www.avn.info.ve/contenido/caracas-host-summit-non-aligned-movement-2015)






The following brief is a synthesis of the news as reported by a variety of media sources. As such, the views and opinions expressed do not necessarily reflect those of Duarte Vivas & Asociados and The Selinger Group.

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