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O Tro S D O Cu M En to S Oficina Económica y Comercial de la Embajada de España en Almaty Infraestructuras de transportes en Kazajstán Otros Documentos 1 Infraestructuras de transportes en Kazajstán Otros Documentos Esta nota ha sido elaborada por Adolfo Romero de Marcelo bajo la supervisión de la Oficina EconómEconómiiiica y Comercial de la Embajada de España en AAllllmaty.maty. Febrero 2011 2 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN ÍNDICE CONCLUSIONES 555 I. INTRODUCCIÓN 777 1. LAS INFRAESTRUCTURAS DE TRANSPORTE EN KAZAJSTÁN 7 2. SITUACIÓN ECONÓMICA EN KAZAJSTÁN 10 II. INFRAESTRUCTURAS DE CARRETERAS 111111 1. INTRODUCCIÓN 11 2. MARCO INSTITUCIONAL 12 3. INFRAESTRUCTURAS DE CARRETERAS ACTUALES 14 4. PROYECTOS Y OPORTUNIDADES DE INVERSIÓN 16 5. PROBLEMAS DE LA RED DE CARRETERAS EN KAZAJSTÁN 25 III. INFRAESTRUCTURAINFRAESTRUCTURASS FERROVIARIAS 292929 1. INTRODUCCIÓN 29 2. MARCO INSTITUCIONAL 36 3. INFRAESTRUCTURAS ACTUALES DE FERROCARRIL 37 4. PROYETOS Y OPORTUNIDADES DE INVERSIÓN 40 5. TENDENCIAS DEL SECTOR FERROVIARIO EN MATERIA DE INVERSIÓN 43 IV. INFRAESTRUCTURAS AÉREAS 464646 1. INTRODUCCIÓN 46 2. OPERADORA NACIONAL “AIR ASTANA” 47 3. OTROS OPERADORES 49 4. TRÁNSITO DE MERCANCÍAS 49 5. PROYECTOS 50 V. INFRAESTRUCTURAS MARÍTIMAS Y FLUVIALEFLUVIALESSSS 525252 1. INTRODUCCIÓN 52 2. EL PUERTO DE AKTAU – PROYECTO DE AMPLIACIÓN 53 3. COMPAÑÍA ESTATAL KAZMORTRANSFLOT 55 4. PROYECTOS 56 VI. CAREC CORRIDORS 575757 Oficina Económica y Comercial de la Embajada de España en Almaty 3 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN VIVIVII.VI I. PERCEPCIÓN DEL MAMADEDE IN SPAIN 606060 VIII. EMPRESAS INVOLINVOLUCRADASUCRADAS EN PROYECTPROYECTOSOS DE INFRAESTRUCTURINFRAESTRUCTURASAS EN KAZAJSTÁN 616161 IX. ANEXOS 646464 1. FERIAS 64 2. PUBLICACIONES DEL SECTOR 65 3. ASOCIACIONES 65 4. OTROS PROYECTOS PUBLICADOS 67 5. OTRAS DIRECCIONES DE INTERÉS 72 Oficina Económica y Comercial de la Embajada de España en Almaty 4 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN CONCLUSIONES Kazajstán se perfila como punta de lanza de la economía centro asiática. Su capacidad energética, le ha llevado a una situación de privilegio con respecto a los demás países de la zona. Sin embargo, esta fuente de riqueza necesita ser gestionada de forma eficiente. De aquí la necesidad de infraestructuras que permitan la correcta distribución del flujo de materiales y riquezas de este gran país, dentro y fuera de sus fronteras. De nada sirven estas fuentes de ingresos derivados del petróleo, el gas o los minerales, si el país es incapaz de darle una sa- lida adecuada a su output. Del mismo modo, el país necesitaba diversificar su economía y de este modo reducir la alta dependencia de los recursos energéticos. El comercio y el tránsito de mercancías se perfilaron entonces, a principios del 2000, como una solución dada la posición geoestratégica del país, el cual sostiene fronteras a lo largo de su extenso territorio con países tan importantes como China o Rusia, convirtiéndose así en posible llave de acceso a la tan buscada unión entre China y Europa. Sin embargo, las rutas de tránsito siguen siendo deficientes entre continentes a lo que hay que añadir el aislamiento del país con respecto a las vías marítimas. Así, durante la última década se han llevado a cabo grandes esfuerzos por parte del gobier- no de Kazajstán y de las diferentes IFI, persiguiendo este deseo de unión Europa-China, el cual comienza a dar sus frutos, gracias a diferentes proyectos como “el Corredor Europa Occidental – China Occidental” o los proyectos de construcción y reconstrucción de vías de ferrocarril, que forman parte de los corredores internacionales más importantes de la región. Oficina Económica y Comercial de la Embajada de España en Almaty 5 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN Como consecuencia de ello, Kazajstán es objeto de atención de inversores internacionales dado los diferentes proyectos que se darán lugar durante los próximos diez años en materia de infraestructura, los cuales se desarrollarán a lo largo del siguiente estudio. A día de hoy son muchas las cosas por hacer en este joven país. Por ello, consideramos que es una gran oportunidad para las empresas españolas entrar en el mercado de Kazajstán en este momento. La estabilidad de Kazajstán es incierta, ya que es difícil predecir como se de- sarrollarán los acontecimientos políticos tras el mandato del actual presidente Nazarbayev, sin embargo, es un riesgo que puede llegar a ofrecer grandes beneficios a los inversores es- pañoles que decidan afrontar este mercado. Oficina Económica y Comercial de la Embajada de España en Almaty 6 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN I. INTRODUCCIÓN 1.1.1. LAS INFRAESTRUCTURAS DE TRANSPORTE EN KAKAZAJSTÁNZAJSTÁN Las infraestructuras de transportes son para Kazajstán, objetivo estratégico y prioritario en sus planes de desarrollo. En la actualidad, las comunicaciones e interconexiones entre paí- ses son una fuente de ingresos indiscutible, más aun, si se da el hecho de ser uno de los países fronterizos con el país comerciante por excelencia, China. Por este motivo y por los que se citan a continuación es necesario que Kazajstán lleve a cabo un esfuerzo extra para impulsar el desarrollo de este sector: - Kazajstán es el país más extenso del mundo sin acceso al mar. - Existe una gran dispersión de las riquezas naturales en el país. - Las regiones dentro del país se encuentran separadas por largas distancias. - Su situación geoestratégica es muy ventajosa para el comercio, siendo fronterizo con Rusia (entrada a Europa), con Asia Central (TANES y acceso a Oriente medio) y Chi- na. No hay que olvidar que Kazajstán es un país altamente dependiente de sus recursos natura- les (petróleo, gas y minería). Por ello, a fin de diversificar su economía urge la necesidad de que Kazajstán amplíe sus corredores de transporte internacional, para así integrar las rutas intercontinentales de Europa y Asia. Dada la situación geográfica del país este se convertiría en una nación que soportaría un enorme flujo comercial a través de sus fronteras. Según informes gubernamentales, antes de la crisis Kazajstán recibía unos ingresos anuales de mil millones de dólares (1% del PIB), debido al tráfico comercial Europa-Asia. Como es de Oficina Económica y Comercial de la Embajada de España en Almaty 7 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN suponer, tras la crisis estas cifras se han reducido, pero en la actualidad la economía kazaja y mundial se recupera poco a poco, y no cabe duda de que en el presente año o en los próximos se alcanzarán de nuevo estas cantidades, o incluso más si se llevan a cabo y se concluyen ciertos proyectos de desarrollo de infraestructuras que se detallarán a lo largo del documento. En la actualidad, encuadrado en el “PlanPlan de ImplantaciónImplantación de la Estrategia Nacional de Transportes 20152015”, el gobierno de Kazajstán y su Ministerio de Transportes y Comunicacio- nes arrojan cifras positivas en materia de inversión. Concretamente, se construirán 1.600km de vías de tren y se electrificarán 2.700km; se reconstruirán alrededor de 50.000km de carre- teras; se reconstruirán y modernizarán las infraestructuras de los aeropuertos; y se desarro- llarán las infraestructuras de los puertos marítimos del caspio. El volumen total de la inver- sión se estima que alcance los 30.000 M$. La tabla siguiente muestra cómo se ha repartido hasta este momento la inversión en infraes- tructura, y como se pretende continuar llevando a cabo la asignación de fondos de inversión: Volumen de Inversión en Millones de dólares Años Carreteras Ferrocarril Aéreo Marítimo-Fluvial 2006-2010 3.552 4.580 953 404 2011-2015 5.465 4.992 3.106 68 Fuente: Ministerio de Transportes y Comunicaciones Del mismo modo, en el siguiente gráfico se puede observar la procedencia de los fondos destinados a las infraestructuras: 30 % Inversión del Estado % Inversión Privada y 70 Multilateral Fuente: Ministerio de Transportes y Comunicaciones Oficina Económica y Comercial de la Embajada de España en Almaty 8 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN A día de hoy, el 98% del tránsito entre Asia Pacífico y Europa se lleva a cabo por vía maríti- ma, por motivos de seguridad e infraestructuras, sin embargo, se estima que el tiempo de duración del transporte se vería reducido prácticamente a la mitad en caso de existir infraes- tructuras (ferroviarias o viales) adecuadas, que conectaran de forma directa China con el re- sto de Europa. Por este motivo, Kazajstán se encuentra inmerso en diferentes proyectos como El CorCorredorredor Europa Occidental ––– China Occidental, el cual se desarrolla en el apartado de infraestruc- turas de carreteras, y que ofrecerá la posibilidad de que exista un medio de transporte te- rrestre desde China a Europa, y viceversa, cruzando solo dos fronteras, la rusa y la kazaja. Según los cálculos del Ministerio de Transportes y Comunicaciones de Kazajstán, en 2015 el volumen de carga realizada por transporte terrestre debería aumentar de los actuales 4 mil millones de toneladas aproximadamente a 33 mil millones de toneladas, en caso de que los planes de desarrollo se cumplieran. En los últimos años se ha visto una dinámica creciente del volumen de tráfico de mercancías en Kazajstán. De promedio, aumentan un 12-13% anual. Principalmente esto se debe a la mejora del transporte de productos tradicionales como madera, aceite, verduras y frutas, azúcar y otros productos alimenticios realizados entre Rusia y Asia Central, y a la creación de la nueva Unión Aduanera entre Rusia, Bielorusia y Kazajstán. Oficina Económica y Comercial de la Embajada de España en Almaty 9 LAS INFRAESTRUCTURAS DE TRANSPORTES EN KAZAJSTÁN 2.2.2. SITUACISITUACIÓNÓN ECONÓMICA EN KAZAKAZAJSTÁNJSTÁN Kazajstán se vio especialmente afectado por la crisis financiera sobrevenida en agosto de 2007, que vino a poner fin a una etapa de gran crecimiento que se basó en los ingresos por exportaciones de petróleo, gas y otras materias primas, así como en la inversión extranjera entrante para su explotación, y la prudencia ejercida en política monetaria y fiscal y en la re- forma del sistema financiero efectuada hace unos años –alabados por los organismos inter- nacionales-.
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