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Главные новости ТЭК за неделю по мнению авторов телеграм-каналов еженедельном дайджесте Energy Today : Будем долго злорадствовать — останемся у нефтегазового разбитого корыта https://t.me/oil_capital/10538 «Экзистенциальная угроза»: металлурги Европы предупреждают https://t.me/needleraw/6653 Куда заведет поиск новых маршрутов транспортировки нефти из Казахстана? Ответы - в новом исследовании ИРТТЭК https://t.me/irttek_ru/2631 Что стало причиной скачка биржевых цен на газ? https://t.me/gasandmoney/2352 Это действительно прекрасно: в Европе пытаются раскулачить в прямом смысле отдельные свои страны, которые, по мнению Брюсселя, стали получать больше доходов из-за напряжённой ситуации на рынке https://t.me/AlekseyMukhin/4337 Рост стоимости топлива ускорился. Что ждать осенью? https://t.me/oilfly/16985 Уголь в тренде. Что сейчас происходит с заслуженным ископаемым? https://t.me/globalenergyprize/3334 Грузооборот по Севморпути может вырасти до 220 млн тонн. При этом главной проблемой остается конкурентный тариф с учетом требуемого объема инвестиций в развитие СМП в 1,8 трлн руб https://t.me/energopolee/1559 Европа, вероятнее всего, не сможет отказаться от российского газа даже к 2027 году, считает министр энергетики РФ Николай Шульгинов https://t.me/Rupec/10606 Как КТК удается транспортировать казахскую нефть без ограничений? Из-за снижения добычи на крупнейших месторождениях Казахстана - с легкостью https://t.me/Energy_digest/9342 Рынок зеленого водорода будет расти взрывным образом https://t.me/ESGpost/877 Сергей Пикин о последствиях отказа некоторых зарубежных акционеров в проектах «Сахалин-1» и «Сахалин-2» https://t.me/tektok_show/48 Чтобы первыми узнавать о событиях в ТЭК подписывайтесь на @energytodaygroup и каналы участники дайджеста! Хотите принять участие в следующем? Ждём ваши посты на @EnergyTodayRedactor до 22.00 каждой субботы.

https://t.me/needleraw/6685?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

Премия «КонТЭКст» объявляет очередной старт Друзья, Центр развития коммуникаций ТЭК и Комитет по коммуникациям в ТЭК Российской Ассоциации по связям с общественностью объявляют об очередном старте Национальной премии «КонТЭКст» и начинают принимать заявки на конкурс лучших коммуникационных проектов ТЭК и промышленности. Конкурс объединяет 27 номинаций, охватывающих весь спектр коммуникационных направлений компаний. Свой четырнадцатый сезон ведущая коммуникационная премия страны встречает с новыми номинациями. Список номинаций и подробности, куда направлять заявки, «НиК» публикует по ссылке>> Прием заявок продлится до 1 июля 2023 года. Оргкомитет премии планирует провести форум и церемонию награждения лауреатов премии «КонТЭКст» осенью 2023 года. @oil_capital

https://t.me/oil_capital/13300?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

❗️ ❗️ ❗️ Тезисы выступления президента РФ Владимира Путина пленарной сессии VII Восточного экономического форума (ВЭФ): ➖ Ценовой потолок - глупость, решение, не имеющее никаких перспектив, приведет к росту цен на энергоносители ➖ «Северный поток — 1» практически остановлен. При необходимости мы можем запустить газопровод «Северный поток — 2» ➖ Дайте нам турбину, завтра включим «Северный поток» ➖ Ситуация на европейских рынках – это результат работы их специалистов, но РФ предлагала долгосрочные контракты ➖ Поляки и украинцы сами закрыли трубопроводы, это их решения ➖ Европа зашла в санкционный тупик ➖ Россия разделяет требования народа Германии, недовольного резким повышением цен на энергоносители ➖ Прежде всего наши энергоресурсы должны быть направлены на развитие собственной страны. Но их у нас столько, что мы готовы удовлетворить растущие потребности всех, кто хочет с нами работать ➖ Россия едва ли не единственная страна в мире, способная полностью обеспечить себя природными ресурсами ➖ Абсолютное большинство стран Азии не приемлет разрушительную политику санкций. Россия проводит независимую политику и ценит эти же качества у своих партнеров ➖ Если ЕС не нужны преимущества по дешевому газу из РФ, есть другие страны ➖ У России нет никаких проблем с реализацией энергоресурсов, особенно с учетом уровня отношений с КНР ➖ Все основные параметры поставок газа в Китай через Монголию согласованы, даже цены

https://t.me/papagaz/11414?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

В Госдуму внесен законопроект , регулирующий процедуру майнинга цифровых валют и их последующую продажу. Авторами стали депутаты от всех фракций. Предполагается, что требования к деятельности физических и юрлиц, осуществляющих майнинг, будет устанавливать Правительство РФ по согласованию с Банком России. Правительство также должно определить ФОИВ, который будет осуществлять контроль за соблюдением требований в сфере майнинга. В случае принятия поправок майнеры смогут с 1 января 2023 года продавать добытую цифровую валюту двумя способами. Первый — через иностранные системы без соблюдения закона о валютном регулировании. Второй способ — через специальную площадку, которая будет создана в России в рамках экспериментального правового режима. В обоих случаях о сделках нужно будет уведомлять ФНС. Рекламу криптовалюты предлагается запретить.

https://t.me/energytodaygroup/17173?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

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Экспорт нефти Ирака в январе снизился на 2% к декабрю, до 3,6 млн барр. https://goo.gl/xFSCTf

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https://t.me/s/ptneft

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[{"ner":"Ирака","lemma":"ирак","label":"LOC","start_pos":14,"end_pos":19},{"ner":"2","lemma":"2","label":"NUM","start_pos":41,"end_pos":42},{"ner":"3","lemma":"3","label":"NUM","start_pos":58,"end_pos":59},{"ner":"6","lemma":"6","label":"NUM","start_pos":60,"end_pos":61}]

NEUTRAL

rus

NOT SPAM

Добычу газа с "Сахалин-3" начнут в 2025 году "Газпром" с 2025 года начнет добычу газа Южно-Киринском на месторождении по проекту "Сахалин-3", сообщил губернатор Сахалинской области Валерий Лимаренко. Параллельно по тому же проекту идет освоение Аяшского месторождения нефти, где с 2030 года предполагается начать добычу 3 млн тонн нефти в год. В перспективе ежегодно на проекте будет добываться 10 млрд куб. м газа и 10 млн тонн нефти.

https://t.me/needleraw/6684?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

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Какой-то неполный список фамилий. Правильно, Игорь Иванович? https://t.me/Gubery/6903

https://t.me/gazmyaso/556?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

Замминистра энергетики: «Нефтяная отрасль – не дойная корова, а гигантский инвестор» https://goo.gl/w4B1Ji

https://t.me/ptneft/2046?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"4","lemma":"4","label":"NUM","start_pos":101,"end_pos":102},{"ner":"1","lemma":"1","label":"NUM","start_pos":103,"end_pos":104}]

NEUTRAL

rus

NOT SPAM

Цитата дня "Однако есть одна составляющая российской экономики, дела которой идут даже лучше, чем до начала войны: нефтяная промышленность. Этим летом Россия могла экспортировать энергоресурсы по цене на 60% выше, чем в прошлом году, это более чем компенсировало снижение объемов экспорта. Такая ситуация неприемлема для нас, наших союзников и жителей Украины", - первый замминистра финансов США Адевале Адейемо. Адевале заявил, что после начала СВО Вашингтон и его союзники ввели против РФ санкции, преследуя при этом две основные цели: "лишить" Москву доходов, необходимых для ведения спецоперации, а также "подорвать способность России вести войну в будущем". Но что-то пошло не так.

https://t.me/needleraw/6679?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

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Проблемы Credit Suisse и греческие танкеры Финансовые потери и коррупционные скандалы вокруг швейцарского банка угрожают нефтяным поставкам по всему миру. Credit Suisse является крупнейшим кредитором греческих судоходных компаний. Швейцарский банк долгое время ориентируется на международные перевозки как одно из главных стратегических направлений. Credit Suisse спасен, но какое будущее ожидает крупнейшего кредитора греческого судоходства? Швейцарский банк подвергся судебному иску со стороны американских инвесторов на фоне банковских потрясений в США. Жалоба утверждает, что банк сделал «существенно ложные и вводящие в заблуждение заявления» в годовом отчете за 2021 год. После комментариев со стороны Национального банка Саудовской Аравии, крупнейшего акционера Credit Suisse, об ограничениях на дальнейшее вкачивание наличных в проблемный актив, акции CS упали на 30%. Затем Швейцарский центральный банк вмешался в ситуацию, предложив Credit Suisse гигантский многомиллиардный «спасательный круг». На фоне неоднозначных явлений на европейских и американских финансовых рынках греки не так давно подписали соглашение об инвестиционном партнерстве в области судоходства с Китаем. Греческие судоходные компании за последние годы потратили более 50 млрд долларов на заказы на китайских верфях. Ассоциация судоходных банкиров, экспертов по финансированию судов и финруководителей судоходных компаний открыли представительство в Луцзяцзуй («Китайская Уолл-стрит»). Судовладельцы из Греции прокладывают финансовый «Шелковый путь» из Китая в Европу. По словам отраслевых лидеров морских перевозок, за прошедшие годы произошли огромные изменений в знаниях, отношении к клиентам и конкурентоспособности китайских финансовых учреждений. Греки отказываются верить в глобальную рецессию и делают ставку на китайский «экономический локомотив», который снова вытянет мир, погрязший в геополитических распрях и финансовых кризисах. #oil_capital

https://t.me/oil_capital/13294?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

#НОВОСТИКОРОТКО 6.09.2022 Газ — $2440,42 за тыс. куб.м Нефть — $93,91 за баррель ➖ Газпром планирует запустить третью линию Амурского ГПЗ к концу 2022 года ➖ " Росатом" и китайская CEEC планируют в 2025 г. начать экспорт низкоуглеродного водорода с Сахалина в Китай ➖ "Эн+ Груп" прорабатывает с китайскими партнерами строительство ветропарка в Благовещенске ➖ ЕС хочет ввести налог на доп-прибыль энергетических компаний ➖ RTRS: продолжаются поставки газа из РФ в Европу через Украину ➖ ENI удвоит ежегодные закупки алжирского газа к 2024 г. - компания ➖ «Газпром капитал» разместит замещающие еврооблигации серии 41, права на которые учитываются российскими депозитариями ➖ "Газпром" и Иркутская область обсудили программу газоснабжения региона на 2021-2025 годы ➖ Saudi Aramco понизила цены на нефть на октябрь для Азии ➖ Китай начнет оплачивать российский газ в рублях и юанях

https://t.me/papagaz/11408?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

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ЕС и несколько стран G20 пообещали выделить $20 миллиардов на помощь Индонезии в поэтапном отказе от угля Все правильно, нужно Индонезии помогать от угля отказываться. И ЮАР. Может в ЕС с углём полегчает. Чтобы продемонстрировать приверженность Индонезии достигнутому соглашении, президент Джоко Видодо, как ожидается, в ближайшие несколько дней подпишет указ, направленный на увеличение доли ВИЭ в энергобалансе страны, по крайней мере, до 34% к 2030 году.

https://t.me/energytodaygroup/17167?embed=1&mode=tme

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https://t.me/s/energytodaygroup

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NEUTRAL

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Казахстан ввел трехмесячный запрет на ввоз бензина из РФ по железной дороге https://goo.gl/SAr5Yg

https://t.me/ptneft/2045?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Казахстан","lemma":"казахстан","label":"LOC","start_pos":0,"end_pos":9},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":54,"end_pos":56},{"ner":"5","lemma":"5","label":"NUM","start_pos":94,"end_pos":95}]

NEUTRAL

rus

NOT SPAM

Профицит текущего счета платежного баланса России вырос в три раза Положительное сальдо счета текущих операций платежного баланса РФ в январе-августе 2022 года составило $183,1 млрд, что в три раза больше, чем за аналогичный период 2021 года ($60,9 млрд), - соотв. данные опубликовал Банк России. По данным за предыдущий период, в январе-июле 2022 года профицит составил $166,6 млрд, таким образом за месяц он увеличился на $16,5 млрд.

https://t.me/needleraw/6678?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

Ирак готов увеличивать добычу и поставлять газ в Европу Ирак способен увеличить добычу нефти, если ОПЕК+ примет такое решение, заявил министр нефти страны Хайян Абдель Гани. По его словам, Ирак соблюдает решение ОПЕК+ по сокращению добычи на 220 тысяч б/с, но компании страны готовы будут увеличить добычу, как только будет принято такое решение. В то же время премьер Ирака Мухаммед ас-Судани на встрече с генсеком ОПЕК Хайсамом аль-Гайсом в Багдаде заявил, что главное - координация межу странами ОПЕК, которая не позволит допустить колебания на нефтяном рынке. В свою очередь министр иностранных дел Ирака Фуад Хусейн заявил в Брюсселе, что Багдад в перспективе готов не только увеличить поставки газа на внутренний рынок, но и начать экспорт в Европу. #oil_capital

https://t.me/oil_capital/13293?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Плохо и для топливного рынка ЕС, и для экспорта нефти из РФ Индия хочет ограничить экспорт топлива в этом месяце. Индия в 2022 году ввела налог на непредвиденные расходы на экспорт очищенного топлива и обязала компании продавать эквивалент 50% своего экспорта бензина и 30% дизтоплива внутри страны в текущем финансовом году до 31 марта. Сейчас руководство страны, как пишет Reuters, планирует продлить ограничения на экспорт дизтоплива и бензина после окончания текущего финансового года. Цель – обеспечить доступность ресурса для внутреннего рынка. Это может помешать некоторым индийским переработчикам, в основном частным компаниям, покупать российское топливо для реэкспорта в том числе в Европу. Скорее всего, это помешает и дальнейшему росту поставок российской нефти для индийских НПЗ, объемы которых этой зимой были рекордными. Правда, некоторый шанс на увеличение сохраняется, в первую очередь, за счет роста внутреннего спроса в самой Индии (прогнозируется в этом году +4,7%, до 233,8 млн т). А вот для топливного рынка ЕС точно ничего хорошего, ведь придется искать альтернативного поставщика. #oil_capital

https://t.me/oil_capital/13299?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Капитан Очевидность отдыхает Шведская прокуратура подтверждает теракт на «Северном потоке» - Во время осмотра места преступления, проведенного на месте в Балтийском море, были произведены обширные изъятия. Анализы, которые были проведены, показали наличие следов взрывчатых веществ на нескольких из найденных предметах. Ок. Это понятно. Кто ответит на главный вопрос: ремонтировать будем? Без российского газа Германии грозит деиндустриализация. Вчера лидер СДПГ Ларс Клингбайль объяснил почему: цепочки поставок нарушены, у нас нехватка квалифицированных работников и высокие цены на энергоносители.

https://t.me/energytodaygroup/17172?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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[{"ner":"Очевидность","lemma":"очевидность","label":"PER","start_pos":8,"end_pos":19},{"ner":"Шведская прокуратура","lemma":"шведский прокуратура","label":"ORG","start_pos":29,"end_pos":49},{"ner":"Балтийском море","lemma":"балтийский море","label":"LOC","start_pos":154,"end_pos":169},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":410,"end_pos":418},{"ner":"СДПГ","lemma":"сдпг","label":"ORG","start_pos":458,"end_pos":462},{"ner":"Ларс Клингбайль","lemma":"ларс клингбайль","label":"PER","start_pos":463,"end_pos":478}]

NEUTRAL

rus

NOT SPAM

Чехия заявила о желании снять вопрос ограничения цен на газ из РФ с рассмотрения в Совете ЕС " Чехия хочет снять вопрос об ограничении цен на российский газ с рассмотрения в Совете ЕС, поскольку это политический инструмент, а не решение энергетического кризиса ", - заявил глава минпромторга страны Юзеф Сикела. Хоть одна здравая мысль в западном мире. Видимо чехи боятся остаться без газа совсем.

https://t.me/papagaz/11413?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

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«Газпром» пообещал уложить первую ветку «Турецкого потока» через месяц.https:// m.gazeta.ru/business/news/2018/04/03/n_11369534.shtml

https://t.me/gazmyaso/559?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

other

SPAM

Зампреды правления "Газпрома" Медведев и Голубев покидают компанию https://goo.gl/EhvrCJ

https://t.me/ptneft/2050?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":20,"end_pos":28},{"ner":"Медведев","lemma":"медведев","label":"PER","start_pos":30,"end_pos":38},{"ner":"Голубев","lemma":"голубев","label":"PER","start_pos":41,"end_pos":48}]

NEUTRAL

rus

NOT SPAM

Европа готовится к "полной мобилизации" Государства ЕС начали активно принимать экстренные меры для противодействия последствиям энергетического кризиса, пишет Financial Times. Президент Франции Эммануэль Макрон, охарактеризовав нынешнюю ситуацию как экстраординарную, выступил за "полную мобилизацию" для борьбы с энергетическим кризисом. При этом Швеция и Финляндия были вынуждены в экстренном порядке оказать экономическую помощь своим энергокомпаниям после того, как они столкнулись с растущим спросом на залог для своих операций хеджирования. По оценкам главы Минэкономики Финляндии, последствия нынешнего энергокризиса для его страны могут сравниться с последствиями банкротства банка Lehman Brothers в 2008 году. В то же время власти Германии, чтобы компенсировать потребителям и компаниям последствия роста цен и разрыва деловых отношений с Россией, выделили 350 миллиардов евро.

https://t.me/needleraw/6683?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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[{"ner":"Европа","lemma":"европа","label":"LOC","start_pos":0,"end_pos":6},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":52,"end_pos":54},{"ner":"Financial Times","lemma":"financial times","label":"ORG","start_pos":160,"end_pos":175},{"ner":"Франции","lemma":"франция","label":"LOC","start_pos":187,"end_pos":194},{"ner":"Эммануэль Макрон","lemma":"эммануэль макрон","label":"PER","start_pos":195,"end_pos":211},{"ner":"Швеция","lemma":"швеция","label":"LOC","start_pos":349,"end_pos":355},{"ner":"Финляндия","lemma":"финляндия","label":"LOC","start_pos":358,"end_pos":367},{"ner":"Минэкономики","lemma":"минэкономики","label":"ORG","start_pos":565,"end_pos":577},{"ner":"Финляндии","lemma":"финляндия","label":"LOC","start_pos":578,"end_pos":587},{"ner":"Lehman Brothers","lemma":"lehman brothers","label":"ORG","start_pos":691,"end_pos":706},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":741,"end_pos":749},{"ner":"Россией","lemma":"россия","label":"LOC","start_pos":849,"end_pos":856},{"ner":"2008","lemma":"2008","label":"NUM","start_pos":709,"end_pos":713},{"ner":"350","lemma":"350","label":"NUM","start_pos":867,"end_pos":870}]

NEUTRAL

rus

NOT SPAM

" Если в ближайшее время СВО и завершится, нам не стоит ожидать, что цены на газ сразу упадут. И в последующие годы это ляжет бременем на потребителей и промышленность. Для них это плохая новость. Но есть и хорошая. Высокие цены могут быть полезными для энергоперехода, для того, чтобы мы совершили переход к углеродно нейтральному будущему " - глава немецкой энергокомпании Uniper Клаус-Дитер Маубах. #ЦИТАТАДНЯ

https://t.me/papagaz/11412?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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[{"ner":"СВО","lemma":"сво","label":"ORG","start_pos":25,"end_pos":28},{"ner":"Uniper","lemma":"uniper","label":"ORG","start_pos":375,"end_pos":381},{"ner":"Клаус-Дитер Маубах","lemma":"клаус-дитер маубах","label":"PER","start_pos":382,"end_pos":400},{"ner":"ЦИТАТАДНЯ","lemma":"цитатадня","label":"ORG","start_pos":403,"end_pos":412}]

NEUTRAL

rus

NOT SPAM

ЛУКОЙЛ расширяется в Африке ЛУКОЙЛ обсуждает с партнерами по разработке месторождения Этинде на камерунском шельфе производство СПГ, сообщил вице-президент компании по Америке, Африке и Ближнему Востоку Иван Романовский. Он также сообщил, что в проекте должен появиться новый участник - дело за согласованием властей Камеруна. ЛУКОЙЛ участвует в проекте с 2014 года, а разработка шельфового участка Этинде. Доля ЛУКОЙЛа составляет 37,5%, столько же в проекте принадлежит африканской New Age Cameroon Offshore Petroleum SA (NewAge), которая собирается продать свою долю, еще 25% — у британской Bowleven. Газ с проекта будет ориентирован на экспорт. Как ранее заявлял глава ЛУКОЙЛа Вагит Алекперов, Западная Африка является для компании крайне интересным и перспективным регионом. #oil_capital

https://t.me/oil_capital/13298?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

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«Необходимы взвешенные решения в тарифной политике ЖКХ» - эксперты На федеральном уровне продолжается обсуждение грядущей индексации тарифов на ЖКХ. В качестве примера приводится ситуация именно в регионах Сибири и Дальнего Востока, где тот же отопительный сезон длится с сентября по май-июнь. Как отмечают эксперты, в сегодняшних условиях для нормального функционирования отрасли повышать тарифы на то же тепло менее, чем на 9% - просто малоэффективно. В тарифе закладывается почти все, что нужно для окупаемости производства: цена топлива – даже если это недорогой российский уголь, необходимые материалы, оплата непростого труда энергетиков. Кандидат экономических наук, эксперт в сфере теплогазоснабжения Сергей Таран отмечает, что сегодня ни одна компания не в силах полностью «тянуть» расходы по содержанию инфраструктуры, оставшейся в наследство от СССР – считая в совокупности генерирующие станции и сети. Среди экспертов, предлагающих рассматривать проблемы ЖКХ дифференцированно, в привязке к каждому отдельному региону - ученый-экономист Евгений Касьянов , в конце 90-х несколько лет занимавший должность вице-губернатора Читинской области и возглавлявший областной комитет экономики. « Если говорить в целом об отрасли ЖКХ в Забайкальском крае, в Чите, то мне обидно и за Забайкальский край, и за город Читу. Я знаю обстановку по Приморскому краю, по Хабаровскому, по Амурской области, по Бурятии. Там дела обстоят лучше », - считает он, отмечая «иной» характер проблем с ЖКХ в более благополучных регионах. Эксперты сходятся в одном: в текущей ситуации всё-такие необходимы более взвешенные решения. Времена когда уровень повышения тарифов во многом продиктован политическими, а не обоснованными экономическими соображениями, должны уйти в прошлое.

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https://t.me/s/energytodaygroup

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NEUTRAL

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Есть и такие интерпретации. "Лукойл" закрышевался у нижегородских и Ковальчуков. https://t.me/Gubery/6914

https://t.me/gazmyaso/558?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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[{"ner":"Лукойл","lemma":"лукойл","label":"ORG","start_pos":29,"end_pos":35},{"ner":"Ковальчуков","lemma":"ковальчуков","label":"PER","start_pos":68,"end_pos":79},{"ner":"6914","lemma":"6914","label":"NUM","start_pos":101,"end_pos":105}]

NEUTRAL

rus

NOT SPAM

Путин: рынок газомоторного топлива в России надо развивать быстрее https://goo.gl/GmZaGK

https://t.me/ptneft/2049?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Путин","lemma":"путин","label":"PER","start_pos":0,"end_pos":5},{"ner":"России","lemma":"россия","label":"LOC","start_pos":37,"end_pos":43}]

NEUTRAL

rus

NOT SPAM

Германия на пороге масштабного отключения электроэнергии Гендиректор Немецкой ассоциации городов и муниципалитетов Герд Ландсберг заявил, что Германия недостаточно подготовлена к "масштабному отключению электроэнергии" Жители Германии могут столкнуться с серьезными перебоями в энергоснабжении предстоящей зимой из-за дефицита энергии, пишет Welt am Sonntag. "Существует риск отключения электроэнергии, - отметил Ландсберг - например, если 650 тыс, тепловентиляторов, проданных в этом году, выйдут из строя, из-за перебоев с подачей газа". Он указал, что Германия недостаточно подготовлена к "масштабному отключению электроэнергии". "Я выступаю за то, чтобы серьезно отнестись к рекомендации Федерального управления по борьбе со стихийными бедствиями, согласно которой граждане должны иметь в доме воду и еду на 14 дней", - сказал он. Каждый гражданин должен знать, что происходит, когда нет электричества. "Тогда нет воды, нельзя заправиться, через два дня не получится зарядить мобильный телефон. Мы никоим образом не готовы к такому сценарию", - признал Ландсберг.

https://t.me/needleraw/6682?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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[{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":0,"end_pos":8},{"ner":"Немецкой ассоциации городов и муниципалитетов","lemma":"немецкий ассоциация город и муниципалитет","label":"ORG","start_pos":69,"end_pos":114},{"ner":"Герд Ландсберг","lemma":"герд ландсберг","label":"PER","start_pos":115,"end_pos":129},{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":142,"end_pos":150},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":226,"end_pos":234},{"ner":"Welt am Sonntag","lemma":"welt am sonntag","label":"ORG","start_pos":342,"end_pos":357},{"ner":"Ландсберг - например","lemma":"ландсберг - например","label":"PER","start_pos":413,"end_pos":433},{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":555,"end_pos":563},{"ner":"Федерального управления по борьбе со стихийными бедствиями","lemma":"федеральный управление по борьба со стихийный бедствие","label":"ORG","start_pos":692,"end_pos":750},{"ner":"Ландсберг","lemma":"ландсберг","label":"PER","start_pos":1057,"end_pos":1066},{"ner":"650","lemma":"650","label":"NUM","start_pos":440,"end_pos":443},{"ner":"14","lemma":"14","label":"NUM","start_pos":812,"end_pos":814}]

NEUTRAL

rus

NOT SPAM

В ЕС предлагают ограничить цены на российский газ на уровне в $536 за тысячу кубометров или €50 за мегаватт-час Об этом пишет издание Politico со ссылкой на документы Еврокомиссии. Это почти в пять раз дешевле рыночной цены. Напомним, что Еврокомиссия подготовила для стран Евросоюза два варианта ограничения цен на российский газ. Об этом писала газета Financian Times со ссылкой на документ. Первый вариант предполагает введение потолка, либо учреждение единого покупателя. Второй — разделение стран ЕС на красную и зеленую зоны. Согласно первому варианту, странам ЕС необходимо ввести максимальный предел цен на весь импортируемый из России газ, либо назначить единого покупателя российского газа, который будет вести переговоры о ценах на энергоресурс.

https://t.me/papagaz/11411?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

Два терминала СПГ планируется построить у острова Рюген Близ германского острова Рюген, где хранятся оставшиеся после прокладки «Северных потоков» трубы, концерн RWE приступил к изысканиям, планируя соорудить у балтийского острова два терминала по приему СПГ. Против этих планов RWE выступают местные жители и земельные власти острова, но кто будет слушать немецких аборигенов, когда для ФРГ поставки СПГ в страну — в отсутствии российского газа — это без преувеличения, можно сказать, вопрос жизни и смерти. Ситуация вокруг планов строительства терминала СПГ уже обострилась. По данным газеты Junge Welt, уже прошла демонстрация, в которой приняли участие около 2 500 человек. А это для острова цифра отнюдь не маленькая. По мнению министра энергетики и туризма земли Мекленбург-Передняя Померания Рейнхарда Мейера, сооружение терминалов может негативно сказаться не только на окружающей среде, но и на туризме. Так что власти острова начали искать выход из создавшей ситуации. И, кажется, нашли. Пока суд да дело, в порту острова Рюген осуществили перекачку СПГ с танкера напрямую в автоцистерны. Охлажденное топливо, перегруженное с находившегося трое суток судна «Avenir Ascension» в порту Мукран, по трубопроводу перегоняли непосредственно в автогазовозы, чтобы затем доставить на автозаправочные станции. По данным компании Avenir LNG, подобная операция проведена в Германии впервые. Правда, и тут может быть не все гладко: в Германии в настоящее время отмечается острый дефицит водителей большегрузных автомобилей. #oil_capital

https://t.me/oil_capital/13297?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

В США продолжает падать поддержка санкций против России : доля избирателей в США, которые одобряют санкции в отношении российского экспорта нефти и газа упала до 39%, самого низкого уровня с 24 февраля. Среди республиканцев санкции поддерживают только 30% избирателей.

https://t.me/energytodaygroup/17170?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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https://t.me/s/ptneft

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NEUTRAL

other

NOT SPAM

Украина продолжает выпрашивать кредиты на закупку газа Украина ведет переговоры с Экспортно-импортным банком США (EXIM Bank) о предоставлении кредита в размере $1,5 млрд на закупку газа. По данным Bloomberg , тема была затронута в разговоре премьер-министра Украины Дениса Шмыгаля с министром финансов США Джанет Йеллен. Вчера глава "Нафтогаз Украины" Витренко сообщил о планах накопить до 15 млрд м3 газа к ноябрю. Сейчас там менее 12 млрд м3. Чтобы достичь обозначенных планов, Украине надо еще минимум $3 млрд. Ранее в интервью британской Guardian Витренко признавал, что без финансовой помощи Запада Украина будет испытывать нехватку газа зимой, что может привести к отключению электричества на большей части страны, пишет ТАСС. Три дня назад депутат Рады Кучеренко предупредил, что Украине не удастся накопить на зиму газ в запланированном объеме. По его словам, импорта газа нет даже в планах.

https://t.me/needleraw/6681?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

" Введение потолка цен [на нефть], на мой взгляд, не отвечает логике категорий "спрос-предложение". Пока они пытаются ограничить предложение или сократить его, цена снова поднимется. Это приведет к перекосам ", — заявила экс-глава МИД Австрии и бывший член СД «Роснефти» Карин Кнайсль на площадке Восточного Экономического форума. Она отметила, что не совсем понимает логику тех, кто пытается вмешиваться в рыночные процессы.

https://t.me/papagaz/11410?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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[{"ner":"МИД","lemma":"мид","label":"ORG","start_pos":231,"end_pos":234},{"ner":"Австрии","lemma":"австрия","label":"LOC","start_pos":235,"end_pos":242},{"ner":"СД «Роснефти»","lemma":"сд \"роснефть\"","label":"ORG","start_pos":257,"end_pos":270},{"ner":"Карин Кнайсль","lemma":"карин кнайсль","label":"PER","start_pos":271,"end_pos":284},{"ner":"Восточного Экономического","lemma":"восточный экономический","label":"LOC","start_pos":297,"end_pos":322}]

NEUTRAL

rus

NOT SPAM

Цены вниз! Нефть не успокаивает восстановление КНР, зато пугает банковский сектор США Стоимость нефти снизилась в понедельник вторую сессию подряд на фоне опасений, что риски в мировом банковском секторе могут вызвать рецессию, которая приведет к снижению спроса на топливо. Добавляет и масла в огонь потенциальное повышение процентной ставки ФРС США на этой неделе. Да и попытка UBS спасти Credit Suisse не особо вдохновляет, мало кто в Европе верит, что банковский сектор быстро выкарабкается. Все это не компенсируется восстановлением китайской экономики после локдаунов. Кстати, импорт сырой нефти в Китай в январе и феврале составил в среднем 10,4 млн б/с, что на 1,3% меньше, чем в те же месяцы 2022 года. Да, виной всему Новый год по Лунному календарю в конце января, начале февраля. Но рынки этим не успокоить. В итоге майские фьючерсы на Brent в 05:00 по Гринвичу подешевели на 0,9%, до $72,29 (после 12% снижения на прошлой неделе!). WTI в апреле составила $66,16, снизившись на 0,9% (после снижения на 13% на прошлой неделе). #oil_capital

https://t.me/oil_capital/13296?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Всё, отказывайтесь от алжирского газа. Группа из 17 депутатов Европарламента выразила «глубокую обеспокоенность» тесными политическими и экономическими связями Алжира с Россией. Депутаты пишут, что Алжир входит в четверку крупнейших покупателей российского оружия в мире. Припоминают всё, от решения Алжира воздержаться при голосовании в ООН с попыткой осудить нас за Украину, получение Алжиром «Спутник V» и покупку 16 Су-30. Идиоты.

https://t.me/energytodaygroup/17169?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEGATIVE

rus

NOT SPAM

http://telegra.ph/Pervym-vice-prezidentom-Lukojla-po-pererabotke-i-sbytu-naznachen-Vadim-Vorobev-04-03

https://t.me/gazmyaso/557?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

eng

SPAM

Минск рассчитывает на активизацию с марта работы с РФ по цене на газ с 2020 г https://goo.gl/nH9cmu

https://t.me/ptneft/2047?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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NEUTRAL

rus

NOT SPAM

Португалия не пойдет на предложение ЕС по 10%-ой экономии электричества Евросоюз не должен обязывать государства сокращать потребление электричества, это решение должно приниматься каждой страной самостоятельно, заявил министр по климату Португалии Дуарте Кордейру. "…Их польза пока не очевидна, мы призываем придать им статус добровольных и позволить странам самостоятельно вводить их в исполнение", - сказал министр. На экстренной встрече министров энергетики ЕС 9 сентября Еврокомиссия предложила потребовать от стран союза сократить расход электричества в общей сложности на 10% по сравнению со среднемесячным показателем за последние пять лет и еще на 5% сверх этого в пиковые часы.

https://t.me/needleraw/6680?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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[{"ner":"Португалия","lemma":"португалия","label":"LOC","start_pos":0,"end_pos":10},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":36,"end_pos":38},{"ner":"Евросоюз","lemma":"евросоюз","label":"LOC","start_pos":72,"end_pos":80},{"ner":"Португалии","lemma":"португалия","label":"LOC","start_pos":238,"end_pos":248},{"ner":"Дуарте Кордейру","lemma":"дуарте кордейру","label":"PER","start_pos":249,"end_pos":264},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":462,"end_pos":464},{"ner":"Еврокомиссия","lemma":"еврокомиссия","label":"ORG","start_pos":476,"end_pos":488},{"ner":"10","lemma":"10","label":"NUM","start_pos":42,"end_pos":44},{"ner":"9","lemma":"9","label":"NUM","start_pos":465,"end_pos":466},{"ner":"10","lemma":"10","label":"NUM","start_pos":579,"end_pos":581},{"ner":"5","lemma":"5","label":"NUM","start_pos":657,"end_pos":658}]

NEUTRAL

rus

NOT SPAM

"Русхимальянс" хочет стать партнёром "Газпрома" в проекте "Портовая СПГ" По данным "Коммерсанта" "Русхимальянс" (паритетное СП "Газпрома" и "Русгаздобычи" Артема Оболенского) ведет переговоры о приобретении доли в проекте "Портовая СПГ" — заводе "Газпрома" по сжижению газа на Балтике мощностью 1,5 млн тонн. Зампред "Газпрома" Виталий Маркелов 6 сентября заявил, что завод произвел первые 30 тыс. тонн СПГ. По мнению аналитиков, покупка доли нужна "Русхимальянсу" для получения первичных компетенций в преддверие строительства крупнотоннажного СПГ-проекта в Усть-Луге. Собеседники издания затрудняются назвать долю, на которую претендует "Русхимальянс". Один из источников газеты предполагает, что она может составить около 50%, но принципиально согласия на сделку со стороны "Газпрома" пока нет. Один из собеседников "Коммерсанта" предполагает, что участие в проекте нужно "Русхимальянсу" для опыта ведения операционной деятельности проектов по сжижению газа.

https://t.me/papagaz/11409?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

Рынок СПГ меняется Китай уступил первое место крупнейшего в мире импортера сжиженного природного газа Японии по итогам 2022 года. Активная борьба с коронавирусом привела к снижению спроса в Китае, а слишком высокие цены на СПГ стали причиной сокращения спотовых закупок со стороны китайских коммунальных предприятий. Однако в начале 2023 года падение стоимости сжиженного природного газа привело к росту интереса со стороны КНР, тогда как Япония закупает все меньшие объемы СПГ и переходит на уголь. По данным Kpler, поставки сжиженного природного газа в Китай вырастут в марте до 5,4 млн т, что на 9% больше, чем в феврале текущего года. Спотовые цены на СПГ падают четвертый месяц подряд и сейчас закрепились на уровне около 13,5 долларов за 1 млн БТЕ. Согласно оценкам Reuters, это на 64% ниже декабрьского пика в 38 долларов за млн БТЕ, а также на 81% ниже рекордного максимума в 70,5 долларов, зафиксированного в конце августа 2022 года. Kpler прогнозирует уровень импортных поставок СПГ в Европу на уровне 11,24 млн т в марте. Это самый низкий месячный показатель с октября 2022 года, когда импорт сжиженного природного газа в европейские страны обвалился до 10,11 млн т. Европейский рекорд был зафиксирован в декабре прошлого года на уровне в 13,44 млн т СПГ. Теплая зима, пережитая Европой, помогла обеспечить достаточно высокий уровень запасов на фоне снижения потребления, отмечает Reuters. Начало весны 2023 года принесло падение спроса и на рынках азиатских стран. Согласно прогнозам Kpler, Азия импортирует в марте 20,99 млн т СПГ, что значительно ниже, чем показатели февраля текущего года – 22,21 млн т, а также ниже 22,78 млн т, зафиксированных в марте 2022 года. Сокращение импорта наблюдается в Японии и Южной Корее. Японский импорт упадет в марте 2023 года до минимума с мая 2020 года – около 5 млн т СПГ. Поставки в Южную Корею снизятся до 4 млн т. Низкие спотовые цены простимулировали рост импорта со стороны Китая и Индии. На индийский рынок придется порядка 1,59 млн т СПГ в марте. Расклад на газовых рынках Азии также определяет рост поставок угля, используемого для производства электроэнергии. Забыв о климатической повестке, Япония наращивает импорт энергетического угля до 12,05 млн т в марте. Kpler прогнозирует в марте поставки 8,24 млн т угля в Южную Корею и 5,27 млн т в Тайвань, это новые максимумы с лета прошлого года. Импорт угля в Китай в первый месяц весны 2023 года достигнет 20,32 млн т. Несмотря на рост поставок, цены на энергетический уголь снизились по сравнению с рекордным максимумом марта 2022 года. Австралия обеспокоена нехваткой природного газа на внутреннем рынке. Австралийский оператор энергетического рынка (AEMO) отмечает дефицит предложения как в краткосрочной, так и в долгосрочной перспективах. Риски нехватки газа в моменты пикового спроса будут возрастать вплоть до 2026 года. Согласно планам AEMO, работающие в стране добывающие компании должны предоставить обязательства по наращиванию поставок газа на внутренний рынок или альтернативные проекты в области возобновляемых источников энергии, которые способны решить проблемы энергоснабжения. В ближайшие месяцы власти Австралии могут принудить производителей и экспортеров СПГ перенаправить часть поставок газа на внутренний рынок. Европа может столкнуться с пересмотром проектов, ориентированных на поставки сжиженного природного газа европейским потребителям. ExxonMobil недовольна перспективами итальянского газового рынка и рассматривает возможность продажи контрольной доли в регазификационном терминале Rovigo LNG мощностью 9 млрд кубометров в год. Тем временем, испанская Repsol отказалась от планов по строительству терминала на восточном побережье Канады, сославшись на чрезмерные транспортные расходы и отсутствие покупателей, готовых взять на себя долгосрочные обязательства на 15-20 лет по покупке СПГ. #oil_capital

https://t.me/oil_capital/13295?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

SPAM

Скандинавский регион продолжает превращаться в крупнейшую электростанцию ​​для Европы - Rystad Ожидается, что совокупная мощность ветряных и солнечных электростанций Финляндии, Дании и Швеции вырастет с 30 ГВт в 2022 году до 74 ГВт к 2030 году. К 2030 году в регионе планируется запустить почти 40 проектов по производству зеленого водорода, что даст Дании, Швеции и Финляндии совокупные 18% электролизерных мощностей Европы.

https://t.me/energytodaygroup/17168?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

SPAM

В пресс-службе “Республиканской топливной компании” ДНР сообщили о поднятии цен на топливо. Стоимость топлива марки А-95 повысилась с 49 до 50 рублей, марка А-92 также подорожала с 45 рублей на 1 рубль.

https://t.me/oil_capital/13287?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

SPAM

В Кривом Роге уничтожена нефтебаза, где, возможно, заправлялась украинская военная техника. Удар был нанесен крылатой ракетой Х-101 и целью удара могла быть не сама нефтебаза, а военная техника ВСУ, которая там заправлялась. Эксперты говорят, что уничтожение нефтебазы лишит украинскую армию возможности своевременно заправлять военную технику. Это может стать переломным моментом в контратаке украинских вооруженных сил в Херсонской области.

https://t.me/papagaz/11401?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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[{"ner":"Кривом Роге","lemma":"кривой рог","label":"LOC","start_pos":2,"end_pos":13},{"ner":"ВСУ","lemma":"всу","label":"ORG","start_pos":194,"end_pos":197},{"ner":"Херсонской области","lemma":"херсонский область","label":"LOC","start_pos":423,"end_pos":441},{"ner":"101","lemma":"101","label":"NUM","start_pos":128,"end_pos":131}]

NEUTRAL

rus

NOT SPAM

Из списка аффилированных лиц «Сургутнефтегаз» исключена «Национальная Медиа Группа» (Юрий Ковальчук)

https://t.me/gazmyaso/555?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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[{"ner":"Сургутнефтегаз","lemma":"сургутнефтегаз","label":"ORG","start_pos":30,"end_pos":44},{"ner":"Национальная Медиа Группа","lemma":"национальный медиа группа","label":"ORG","start_pos":57,"end_pos":82},{"ner":"Юрий Ковальчук","lemma":"юрий ковальчук","label":"PER","start_pos":85,"end_pos":99}]

NEUTRAL

rus

NOT SPAM

Власти европейских стран в совокупности выделили €114 млрд в помощь населению и компаниям из-за роста цен на электроэнергию.

https://t.me/papagaz/11407?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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[{"ner":"114","lemma":"114","label":"NUM","start_pos":50,"end_pos":53},{"ner":"€114 ","lemma":"€114 ","label":"DATE","start_pos":49,"end_pos":54}]

NEUTRAL

rus

NOT SPAM

Мировой спрос на нефть в сентябре превысил уровень до пандемии COVID По данным JODI, мировой спрос в сентябре составил 101% от уровня до пандемии, а добыча нефти — 99% от уровня до пандемии.

https://t.me/energytodaygroup/17166?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Дорогие мужчины! Прекрасная половина Команды «Петролеум Трейдинг» поздравляет вас с замечательным праздником — Днем защитника Отечества! 💪🏻 😉 Пусть каждый ваш поступок оставляет след в истории, каждое слово — откликается в сердцах услышавших! Пусть ваш рост будет безграничен, а все цели — реализованы. И, конечно, желаем чтобы после грандиозных побед, дома вас ждал вкусный ужин, теплота и забота ваших родных! С праздником! 🎉

https://t.me/ptneft/2044?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Команды","lemma":"команда","label":"PER","start_pos":37,"end_pos":44},{"ner":"Петролеум Трейдинг","lemma":"петролеум трейдинг","label":"ORG","start_pos":46,"end_pos":64}]

POSITIVE

rus

NOT SPAM

Во Франции прекратил работу крупнейший НПЗ В минувшие выходные прекратил работу крупнейший во Франции НПЗ TotalEnergies в Нормандии. "Прекращение работы не должно привести к немедленному дефициту топлива в стране, но фактически происходит остановка работы установок на НПЗ". - заявил глава профсоюза НПЗ Алексис Антониоли газете Parisien. По его словам, закрытие НПЗ в Нормандии может стать не последним: прекратил работу завод PétroIneos в Лавере (Буш-дю-Рон), ожидается также остановка в понедельник завода Esso-ExxonMobil в Порт-Жером-Гравеншон (Приморская Сена) из-за отсутствия поставок нефти для переработки из-за забастовки на нефтебазе в Ле Гавр. #oil_capital

https://t.me/oil_capital/13292?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Украина затеяла новый арбитраж против "Газпрома" "Нафтогаз Украины" подал прошение об арбитраже против "Газпрома" в Международный арбитражный суд. Транзитный контракт 2019 года был подписан на условиях "качай или плати". Документ предусматривал транзит в 2021-2024 годах по 40 млрд куб. м в год. С мая (момента объявления Украиной форс-мажора по прокачке через «Сохрановку» под предлогом, что это «захваченные и неконтролируемые территории») "Газпром" платит меньше, не признавая форс-мажор. Украинская сторона настаивает, что оплата по-прежнему должна осуществляться исходя из расчетного объема на уровне 109 млн куб. м в сутки по правилу "качай или плати". Учитывая, что на деле никакого форс-мажора не было – захвачены и «неконтролируемы» они были еще с марта и ничто не мешало Украине продолжать принимать газ в свою ГТС, Киев сам отказался от этих платежей. Самое интересное, ничто не мешает сейчас дать заднюю и включить вентиль – «Газпром» не отказывается. Почему не желают – вопрос к Украине, точнее к кураторам «Нафтогаза» в Вашингтоне.

https://t.me/needleraw/6677?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

Российскую нефтянку сотрясают скандалы вокруг дочки «Сургутнефтегаза» «Тверьнефтепродукт» можно смело называть самой скандальной нефтяной компанией России. Казалось бы, как может испортиться репутация из-за одного и того же местного менеджера региональной сбытовой компании нефтяного гиганта. Александр Клиновский, возглавлявший фирму почти 20 лет, несколько лет назад смог втянуть сбытовое объединение в коррупционное уголовное дело, по которому чиновники Росрезерва получили сроки за растрату 3,2 миллиардов рублей под видом улучшения дизельного топлива по несуществующей технологии. Теперь же «Тверьнефтепродукт» вовлечено в историю по обналу денежных средств компании «Терминал Сервис», которая принадлежала тому же Клиновскому. Порок кумовства, которым серьезно болеет компания, не позволяет решить проблему «Тверьнефтепродукт» по закону, переложив все убытки с дочки «Сургутнефтегаза» на Александра Клиновского. Этому мешает его мать Таисия Клиновская – один из основателей и крупный акционер компании. «Тверьнефтепродукт» вместе с Клиновским решили обелиться и наняли юристов из «Аснис и партнеры», которые тоже не вылезают из скандалов, связанных с растратой денег чубайсовского Роснано. Последние устраивают «бурю в стакане», используя технологии черного пиара и поливая оппонентов по судебным спорам грязью. Но у горе-нефтяников получается крайне плохо. Сейчас в СМИ распространяется версия представителей «Тверьнефтепродукт» о том, что если сбытовое объединение заставят исполнять решение суда, то обанкротится целый «Сургутнефтегаз», а в России больше не останется бензина. Что это как не попытка посеять панику в рядах граждан? По существу, версия «Тверьнефтепродукт» выглядит абсурдно. В случае исполнения решения суда сбытовое объединение сможет с легкостью взыскать убытки с бывшего руководителя Клиновского, который годами называется богатейшим депутатом Тверской области. И если «Тверьнефтепродукт» заявляет о риске банкротства, то это означает только одно – нефтяной гигант договорился взять все долги Клиновского на себя. Еще более нелепо выглядит попытка «Тверьнефтепродукт» обвинить кредиторов в договорном суде. Александр Клиновский руководил «Тверьнефтепродукт» с 2004 года, а «Терминал Сервис» - с 2014 года. Операции по обналу на АЗС происходили с 2014 по 2018 годы, после чего в 2018 году началось банкротство. Суды признали сделки «Тверьнефтепродукт» недействительными еще в августе 2021 года. В рамках стандартной процедуры по торгам имуществом банкрота в 2022 году стала продаваться доля «Терминал Сервис», которую приобрел один из кредиторов – «РКК Капитал». Хронология говорит сама за себя, договорным судом здесь и не пахнет. Про обвинение кредиторов «Тверьнефтепродукт» в работе на британские службы уже молчим. Придумывая эту версию «Тверьнефтепродукт» со своими адвокатами не учел, что директором пострадавшего кредитора выступает Курмаев Муся Булатович – полковник российского ГРУ и ветеран афганской войны. Однако сам Клиновский теперь подозревается в связях с украинскими спецслужбами.

https://t.me/papagaz/11406?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

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Запасы дизельного топлива в США упали до самого низкого уровня с 1951 года По состоянию на 11 ноября запасы дистиллятного топлива на Северо-Востоке составили 15,2 млн баррелей, что на 44% меньше, а цены на топочный мазут в США в октябре этого года были на 65% выше прошлогодних показателей. Нефтеперерабатывающие заводы восточного побережья работают почти на полную мощность, но в последние годы региональные мощности по переработке сократились. Печное топливо является основным для отопления в 4,1% домов США. Минэнерго США ожидает, что домохозяйства, использующие мазут для отопления, потратят в среднем на 45% больше чем прошлой зимой из-за более высоких розничных цен и более высокого потребления.

https://t.me/energytodaygroup/17165?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

В голосовалке на @preemnik были далеко не все фамилии претендентов на пост премьер-министра. Есть один кандидат, который уже ведёт свою кампанию чисто по повестке - за население против алчных корпораций. Глава ФАС Игорь Артемьев. Кандидат от Сечина.

https://t.me/gazmyaso/553?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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Главные нефтегазовые новости недели по мнению "НиК" 1️⃣ США, Австралия и Канада намерены запретить перевалку нефти из РФ Представители стран подали совместный запрос в Международную морскую организацию (ИМО) для обсуждения способов прекращения практики перевалки российской нефти с судна на судно – STS. Ряд аналитических агентств пытается подсчитать объем таких операций, которые позволяют российским компаниям избегать рестрикций Запада. В многочисленных отчетах говорится, что чаще всего нефть перекачивают с судно на судно рядом с Гибралтаром, а также в международных водах недалеко от Испании и Греции. США, Канада и Австралия хотят найти варианты, как остановить такую STS-перекачку, на следующем заседании Юридического комитета ИМО 27 марта. Страны ЕС и Великобритания пока молчат… "Нефть и Капитал" 2️⃣ Банки и нефть упали По состоянию на пятницу майские фьючерсы на Brent на ICE Futures к 13:48 по МСК снизились до $75,62 за баррель. Апрельские фьючерсы WTI на NYMEX - до $69,36 за баррель. Снижение вызвано крахом двух американских банков: Silicon Valley Bank (финансирование технологических стартапов) и Signature Bank (работал с криптовалютами). Делегаты ОПЕК+ в интервью для СМИ говорят, что снижение вызвано не дисбалансом спроса-предложения на рынке нефти, а именно проблемами в финансовом секторе и панике. MSCI удалила банки из своих глобальных стандартных индексов. Байден объявил, что американцы могут быть уверены в безопасности национальной банковской системы страны… и тут же сказал, что инвесторы обанкротившихся банков не будут защищены. Они ведь сознательно пошли на риск. "Нефть и Капитал" 3️⃣ Индия: никаких «потолков» при покупке нефти не соблюдали! Bloomberg, ссылаясь на собственные источники, сообщило, что Индия якобы решила не нарушать санкции Запада против РФ и соблюдать утвержденный G7 потолок цен на нефть. В издании уверяли, что правительство Индии попросило об этом свои банки и трейдеров. Через день в Reuters, ссылаясь уже на свои источники, написал обратное. Страна, писало издание, ссылаясь на чиновника из министерства нефти Индии, не обязана покупать российскую нефть по ценам ниже предельных цен, установленных G7, поскольку никаких соответствующих договоров не подписывала. Неловко вышло. Врать стали так часто, а «неназванных источников» в Западных СМИ теперь так много, что пресса, видимо, уже забыла, как надо работать с реальными людьми, у которых фамилия и имя есть. Сырьевая игла 4️⃣ МЭА: доходы РФ от экспорта нефти упали до 12-месячного минимума В феврале этого года доходы России от продажи черного золота за рубеж снизились до $11,6 млрд. Это почти на 40% меньше, чем годом ранее. В агентстве утверждают, что объем поставок из РФ в среднем составлял 7,5 млн б/с, что является самым низким показателем с сентября. Процесс ожидаемый, учитывая что российским компаниям приходится все чаще тратиться на организацию новых торговых путей, страховку, поиск и покупку судов. Другой вопрос, что российская нефть все время находит новые каналы, через которые попадает на международные рынки и находит покупателей. Bloomberg4you 5️⃣ К 2030 году рынок СПГ станет профицитным Предлагаемые и уже утвержденные объекты по производству СПГ увеличат поставки энергоносителя на 67%, до 636 млн т в год, к 2030 году по сравнению с показателями 2021 года. В Reuters уверены, что стоимость СПГ будет высокой примерно до 2027 года, а затем может серьезно упасть. Проблема в том, что новые СПГ-терминалы запустят в эксплуатацию как раз тогда, когда рост спроса замедлится. Не стоит недооценивать и кризис в Европе. Деиндустриализация уже по сути идет. Неизвестно, насколько меньше будет нужно газа Старому свету через 5 лет, откуда крупный капитал аккуратно перетекает в КНР и США. Конечно, можно остановить постройку новых СПГ-терминалов, тогда и профицита на рынке, и падения цен можно избежать. Но кто же захочет стать таким добровольцем? Energy Today

https://t.me/oil_capital/13291?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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Литовская фабрика Grigeo остановлена из-за подорожания электричества Предприятие Grigeo Klaipeda (входит в группу Grigeo), один из ведущих в странах Балтии производителей древесно-волокнистой плиты, картона и бумаги, остановил производство из-за повышения цен на энергоносители. "Сейчас план такой: мы закрываем завод на две недели, (до - ИФ) 16 сентября, потому что нам нужно производить продукцию", - заявил гендиректор предприятия, агентству BNS. По его словам, счета компании за электроэнергию за последние месяцы выросли примерно в 12 раз по сравнению с аналогичным периодом прошлого года. По данным Фонда социального страхования Sodra, на фабрике работают 164 человека.

https://t.me/needleraw/6676?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

Реализация проекта "Северный поток-2" идет по плану https://goo.gl/sD7Ki1

https://t.me/ptneft/2043?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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NEUTRAL

other

NOT SPAM

🇬🇧 Власти Великобритании объявили свои сложные решения Лондон сообщил о повышении налога на сверхприбыль энергетических гигантов с 25% до 35% и продлении его действия на три года до 2028 года. Но это еще не самое интересное - новый налог для производителей электроэнергии составит 45%. Ставка на ВИЭ, говорите? Ну-ну. Да, частным потребителям или как они называют - "домохозяйствам" тоже достанется радости: предел счёта вырастет с £2,5 тыс до £3 тыс. Т.е. сразу на 20% .

https://t.me/energytodaygroup/17164?embed=1&mode=tme

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https://t.me/s/energytodaygroup

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NEUTRAL

rus

SPAM

Единство Евросоюза или закон джунглей Большинство соседних с Германией стран не хотят заключать с Берлином соглашения о взаимных поставках газа в случае возникновения чрезвычайной ситуации в области энергоснабжения. "На сегодняшний день Германия заключила соглашение о солидарности с Данией и Австрией", - говорится в отчете Минэкономики ФРГ для комитета по вопросам энергетики и климата Бундестага. "Напротив, Бельгия, Люксембург, Нидерланды и Польша уклоняются от конструктивных переговоров и заключения с нами двусторонних соглашений о солидарности", - подчеркивается в отчете Минэкономики. Кроме того, согласно документу, отказ соседних стран "поставит под сомнение выполнение законодательства ЕС", пишет Die Welt. Как уже не раз показывала ситуация (в последний раз с ковидом), единство Евросоюза существует только в виде телевизионной картинки. На деле - «закон джунглей».

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https://t.me/

https://t.me/s/needleraw

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[{"ner":"Евросоюза","lemma":"евросоюз","label":"LOC","start_pos":9,"end_pos":18},{"ner":"Германией","lemma":"германия","label":"LOC","start_pos":61,"end_pos":70},{"ner":"Берлином","lemma":"берлин","label":"LOC","start_pos":98,"end_pos":106},{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":237,"end_pos":245},{"ner":"Данией","lemma":"дания","label":"LOC","start_pos":284,"end_pos":290},{"ner":"Австрией","lemma":"австрия","label":"LOC","start_pos":293,"end_pos":301},{"ner":"Минэкономики","lemma":"минэкономики","label":"ORG","start_pos":325,"end_pos":337},{"ner":"ФРГ","lemma":"фрг","label":"LOC","start_pos":338,"end_pos":341},{"ner":"Бундестага","lemma":"бундестаг","label":"LOC","start_pos":388,"end_pos":398},{"ner":"Бельгия","lemma":"бельгия","label":"LOC","start_pos":411,"end_pos":418},{"ner":"Люксембург","lemma":"люксембург","label":"LOC","start_pos":420,"end_pos":430},{"ner":"Нидерланды","lemma":"нидерланды","label":"LOC","start_pos":432,"end_pos":442},{"ner":"Польша","lemma":"польша","label":"LOC","start_pos":445,"end_pos":451},{"ner":"Минэкономики","lemma":"минэкономики","label":"ORG","start_pos":580,"end_pos":592},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":698,"end_pos":700},{"ner":"Die Welt","lemma":"die welt","label":"ORG","start_pos":709,"end_pos":717},{"ner":"ковидом","lemma":"ковидом","label":"LOC","start_pos":773,"end_pos":780},{"ner":"Евросоюза","lemma":"евросоюз","label":"LOC","start_pos":792,"end_pos":801}]

NEUTRAL

rus

NOT SPAM

Санкции против России не будут сняты из-за ситуации вокруг поставок газа Об этом заявила глава МИД ФРГ. Она подчеркнула, что российская стороны якобы прибегает к "шантажу", называя "несостоятельные технические причины" (ситуацию вокруг газопровода "Северный поток", поставки газа по которому были сокращены из-за отсутствия соответствующих турбин). Бербок добавила, "мы должны ясно сказать, что мы не поддадимся". Она также заявила, что Германия всегда платила России слишком большую цену за газ, ослабляя национальную безопасность, даже, когда рыночная цена была выгодной. По её мнению, покупка российского голубого газа по выгодным ценам сделала экономику Германии зависимой, что привело к обмену инфраструктурами и создало определённые риски. « Мы оплатили каждый кубометр российского газа вдвойне и втройне за счёт нашей национальной безопасности », — сказала глава немецкой дипломатии. Российские власти неоднократно опровергали заявления Запада о том, что газ или нефть используется в инструмента политического давления.

https://t.me/papagaz/11404?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

Exxon готов дать толчок нефтедобыче в Анголе Нефтянка страны давно тормозит из-за недоинвестирования в глубоководной добыче, компания из США может это исправить. Exxon намерена инвестировать $15 млрд до 2030 года, если откроет коммерческие месторождения нефти в бассейне Намибе. Нефтяные месторождения бассейна Намибии слабо изучены, для их проверки требуются сложные технологические решения. Инициатива Exxon – это манна небесная для отрасли. ANPG, Exxon и государственная Sonangol подписали дополнение по блокам 30, 44 и 45. Exxon проведет разведочное бурение в 2024 году. Напомним, еще в январе 2022-го Shell допустила (после разведочных бурений на шельфе Намибе на блоках 2913A и 2914B), что в бассейне нефти и газа - на $334 млрд (тогда цена нефти была $88 за баррель). Видимо, Exxon тоже хочет лакомый кусок в этом регионе. Если разведка окажется успешной, страна наконец сможет серьезно увеличить добычу. А она с 2019-го чувствует себя не очень. В 2019 году – 1,5 млн б/с, в 2020-м – 1,4 млн б\с, 2021-м – 1,25 мл б/с. Даже в 2022-м, когда наметился рост, Ангола квоты ОПЕК+ не смогла выбрать. #oil_capital

https://t.me/oil_capital/13290?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

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"Газпром нефть" считает проблемным механизм сглаживания цен на бензин в РФ https://goo.gl/5xj74u

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https://t.me/

https://t.me/s/ptneft

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NEUTRAL

rus

NOT SPAM

Самые популярные кандидаты в премьер-министры РФ среди пользователей Telegram: 1. Собянин 2. Кириенко 3. Сечин

https://t.me/gazmyaso/552?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

Немецкий химический гигант BASF не исключает переноса производств из Европы. Речь может идти, например, о переносе производства аммиака, для которого энергия составляет около 80% производственных затрат. Европейским химикатам сложно быть конкурентоспособными в условиях резкого роста цен на газ, заявил глава компании Мартин Брудермюллер: «Возникает вопрос, смогут ли в долгосрочной перспективе по-прежнему производиться конкурентоспособные продукты в Европе и Германии». На самом деле вопрос риторический. BASF один из основных промышленных потребителей газа в Германии с годовым потреблением 47 ТВт*ч, втрое увеличил расходы на газ Европе за первые девять месяцев этого года по сравнению с прошлым. Пишут, что компании удалось сократить свое потребление за счет повышения энергоэффективности и замены газа источниками энергии на основе нефти. «Но, к сожалению, большая часть экономии приходится на остановку производства». Вот и вся экономия Европы связаны именно с остановкой производства.

https://t.me/energytodaygroup/17163?embed=1&mode=tme

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https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Не договорились Страны Евросоюза не смогли на экстренной встрече министров энергетики договориться о рекомендациях Еврокомиссии по введению потолка цен на российский газ. Тем не менее, главы Минэнерго, скорее всего, поддержат предложение членам ЕС сократить потребление электроэнергии и внутренние цены на электричество. П о сокращению внутреннего потребления понятно, не ясно с внутренними ценами. Как будет работать механизм, если биржевые цена на энергоносители (любые) зашкаливают. Вопрос не только в газе, это и мазут, и уголь, и даже дрова. Кто будет компенсировать покупателю углеводородов разницу между биржевыми ценами и внутренними, что это будет за структура, как будет организован процесс (создание фонда, внебюджетные средства или что…). Пока больше вопросов.

https://t.me/needleraw/6674?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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[{"ner":"Евросоюза","lemma":"евросоюз","label":"LOC","start_pos":23,"end_pos":32},{"ner":"Еврокомиссии","lemma":"еврокомиссия","label":"ORG","start_pos":115,"end_pos":127},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":191,"end_pos":200},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":245,"end_pos":247}]

NEUTRAL

rus

NOT SPAM

Закон ЕС о «зеленой» промышленности – попытка побороться с американским IRA В рамках «зеленой сделки» Еврокомиссия предложила Закон о нулевой чистой промышленности. Его основными положениями можно считать: • помощь с инвестициями для проектов по производству водорода; • улавливание и захоронение СО2 (до 50 млн т к 2030 году); • стимулирование разработок альтернативных топливных технологий; • создание условий для промышленности, чтобы к 2030 году 40% ее энергопотребления обеспечивали ВИЭ объекты; • создание «Европейского водородного банка». Все как обычно, по-европейски. Выглядит красиво и даже как аналог американского «Закона об инфляции» (IRA), который уже сегодня субсидирует ВИЭ-проекты в США. Если в США уже выдают субсидии, причем известны конкретные цифры (к примеру, $7500 за каждый электромобиль производителям, если он сделан в Штатах), то в Евросоюзе это все только слова. Надо еще, чтобы Евросовет, Европарламент все утвердили, да и о конкретных субсидиях в Еврокомиссии ничего не говорят. Даже создание «водородного банка» звучит красиво, а по факту не понятно, кого он будет финансировать, в каком объеме (а если компании будут американскими?). Те же производители удобрений (ассоциация Fertilizations Europe) открыто заявили, что инициатива ЕК бесполезна, поскольку она вообще не составит конкуренцию IRA, зато создаст проблемы для предприятий отрасли (платить ведь за электричество придется больше). #oil_capital

https://t.me/oil_capital/13289?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

⚡️ "Газпром" переходит на оплату поставок газа в Китай на рубли-юани «Газпром» сообщил, что подписаны доп. соглашения к долгосрочному Договору купли-продажи газа по «восточному» маршруту – газопроводу «Сила Сибири». Компания сообщила, что зафиксирован переход на осуществление расчётов за поставки газа в Китай в национальных валютах стран – рублях и юанях. « Новый механизм оплаты – это взаимовыгодное, своевременное, надежное и практичное решение. Считаю, что оно упростит проведение расчетов, станет отличным примером для других компаний, даст дополнительный импульс развитию наших экономик » - заявил глава компании Алексей Миллер. Россия все быстрее переориентируется на восток. И без европейского рынка проживем.

https://t.me/papagaz/11403?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

http://telegra.ph/Dvorkovich-isklyuchil-vozmozhnost-znachitelnogo-rosta-cen-na-benzin-04-02

https://t.me/gazmyaso/551?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

eng

NOT SPAM

Данные по расчётам на Кавказе уже не удивляют, но и позитива не добавляют. Скорее наоборот. Предприятия ЖКХ СКФО сохраняют критически низкую дисциплину платежей за электроэнергию. По нашим данным самая низкая платежная дисциплина — у предприятий ЖКХ Ингушетии - 1,3 %. В Дагестане организации ЖКХ рассчитались только за 11% потребленной электроэнергии. В Кабардино-Балкарии уровень расчетов за 9 месяцев 2022 года составил 14%. В 2022 году долги предприятий ЖКХ перед «Россети Северный Кавказ» выросли на ₽2,5 млрд рублей, уровень оплаты составил лишь 21,1 % (- 6 % к 2021 году). Суммарная задолженность ЖКХ-структур превысила ₽10,3 млрд – это почти 50% от общего объема дебиторской задолженности всех потребителей компании в СКФО. Расчёты на рознице снижаются по всей стране, но не так. В общем среди групп потребителей: «ЖКХ» (-1,5%), «Исполнители коммунальных услуг» (УК, ТСЖ, ЖСК) (-1,2%), население (-0,2%). На 1 октября 2022 года задолженность розничных потребителей составила ₽318,6 млрд, увеличившись с начала года на ₽29,1 млрд. При этом «Совет рынка» отмечает, что положительная динамика расчётов на рынке ОПТОВОМ обусловлена достигнутой договоренностью гарантирующих поставщиков Северного Кавказа (АО «Чеченэнерго» и ПАО «Россети Северный Кавказ») и генерирующих компаний о порядке исполнения обязательств и заключением соответствующих соглашений. В результате погашены долги за 2021 год, расчеты за 1-3 кварталы текущего года осуществляются в соответствии с условиями соглашений. Т.е. вся нагрузка долгов на рознице ложится на ДЗО «Россетей». Такие пирожки по-кавказски получаются.

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NEUTRAL

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SPAM

«Энергетический кошмар Европы» сбывается Европейское энергетическое фиаско достигает апогея. Как и опасались, в прошлую пятницу газовый гигант «Газпром» объявил о закрытии «Северного потока» на неопределенный срок. Позже Путин пригрозил, что кран будет закрыт до тех пор, пока Запад держит свои санкции, пишет Forbes. После этой новости цены на энергоносители снова взлетели до небес. Европейский газ (голландский TTF) подорожал на 35%, вернувшись к почти историческому максимуму, что в перспективе в 6 раз выше, чем два года назад. Домохозяйства испытывают трудности. Евросоюз полностью зависит от России, так как он производит более двух третей своей энергии из природного газа, в то время, как 40% газа поступает из "Северного потока". После резкого роста цен на энергоносители, европейские лидеры решили принять спасительный бюджетный пакет в размере $375 млрд, одна только Британия планирует потратить огромные $150 млрд в течение следующих 18 месяцев. Согласно расчетам Goldman Sachs, в том случае, если Россия не пустит газ по "Северному потоку", то у Германии не будет другого выбора, кроме как перейти на принудительное нормирование. Что неизбежно приведет к сокращению производств на 65%. "Другими словами, это энергетическое фиаско может поставить часть промышленности в Европе на колени. И что хуже всего, даже бюджетный пакет в $375 млрд, который собрала Европа, может не спасти ее, потому что нельзя купить газ, которого нет", — подытожил Forbes.

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https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

Главные события в ТЭК за неделю по мнению авторов телеграм-каналов в еженедельном дайджесте Energy Today : США откопали стюардессу и хотят возродить NOPEC - https://t.me/angrybonds/8558 Нефтехимия перешла на галоп . Согласно ожиданиям экспертов, глобальный рынок нефтехимии, который в 2020 году оценивался в $461 млрд, а в 2022-м — в $672 млрд, к 2027 году должен достичь почти $800 млрд https://t.me/oil_capital/13274 Глава "Новатэка" Леонид Михельсон обрастает губернаторским кадрами. У него в активе уже есть Артюхов и Орлов. Теперь добавился глава Чукотки Кузнецов https://t.me/akcentynorth/3026 Казахстан сокращает производство бензина https://t.me/oilfly/19347 Информированность населения - во главе угла, ибо неинформированность ввергает его в пучину страстей и манипуляций извне https://t.me/AlekseyMukhin/4955 Электролиз станет лучше. Наши учёные придумали новые катализаторы для повышения эффективности получения водорода и кислорода https://t.me/globalenergyprize/4258 Китайские власти полностью снимают эмбарго на закупки угля из Австралии, которое действовало более двух лет. Уже в марте Китай может импортировать 1 млн т австралийского угля https://t.me/energopolee/1922 Сохранится ли конкуренция между Европой и Азией за доступ к СПГ, и что будет с ценами? ИРТТЭК сделал прогноз по рынку газа https://t.me/irttek_ru/3006 Провал политики ценового потолка? Минфин США опасается, что ценовые ограничения выйдут боком тем, кто их ввел https://t.me/Energy_digest/9504 Германия сформировала альянс против отказа от двигателей внутреннего сгорания к 2035 году https://t.me/Newenergyvehicle/1801 Чтобы первыми узнавать о событиях в ТЭК подписывайтесь на @energytodaygroup и каналы участники дайджеста! Хотите принять участие в следующем? Ждём ваши посты на @EnergyTodayRedactor до 22.00 каждой субботы.

https://t.me/oil_capital/13288?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

SPAM

Миллер только усиливает своё влияние в "Газпроме", системно придвигая кадры, ориентированные лично на него. Никуда он не собирается уходить.

https://t.me/gazmyaso/550?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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[{"ner":"Миллер","lemma":"миллер","label":"PER","start_pos":0,"end_pos":6},{"ner":"Газпроме","lemma":"газпром","label":"ORG","start_pos":40,"end_pos":48}]

NEUTRAL

rus

NOT SPAM

Арбитражный суд Стокгольма обязал финскую Gasum выплатить "Газпром экспорту" задолженность в размере более €300 млн за поставки газа. Но только в евро.

https://t.me/energytodaygroup/17161?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Чистая прибыль "Новатэка" по РСБУ в 2018 г выросла на 32% - до 159,2 млрд руб. https://goo.gl/vo75UQ

https://t.me/ptneft/2040?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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NEUTRAL

rus

SPAM

Друзья, аудитория канала RUPEC превысила 6000 подписчиков! Спасибо за доверие и активное участие. Традиционно представляем подборку наиболее интересных каналов про энергетическую отрасль: 🔹 Energy Today 🔹 Нефть и капитал 🔹 Химчистка 🔹 Выводы на чистоту 🔹 Zero Waste 🔹 Циркулярка 🔹 РАПУ 🔹 Дайджест: ТЭК и экология 🔹 РСХ 🔹 Химический эксперт 🔹 ИнфоТЭК 🔹 Oilfly 🔹 Сырьевая игла 🔹 Бензоколония 🔹 Мазуты сухопутные 🔹 АЦ ТЭК 🔹 Энергетические стратегии 🔹 Gas&Money 🔹 Графономика 🔹 FUELS Digest Двигаемся дальше! Ваш RUPEC

https://t.me/needleraw/6672?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

​​ ​​ 💼 «ГАЗПРОМ», ИЛИ ТРЕТИЙ СЦЕНАРИЙ ДЛЯ НОВАКА ‼️ Во второй половине прошлого года и вплоть до конца декабря упорно циркулировали слухи, что Новака забирают в «Газпром» на место Миллера. ☑️ Миллер давно имеет проблемы с почками и якобы несколько раз просился в отставку, но президент не отпускал своего верного человека опасаясь, что за лакомое место перегрызутся претенденты. ☑️ Но своему личному порученцу можно доверить даже такую серьезную позицию. ☑️ Новака хорошо знают в Европе. Он прекрасно разбирается в нюансах украинско-российского спора по газу и ни раз выступал в нем посредником. ☑️ Ему можно поручить масштабную реформу «Газпрома» после новых выборов, включая возможное разделение компании на транспортную и добывающую с перераспределением полномочий по экспорту газа. ☑️ Наши источники говорят, что раньше 2025 года такая реформа нереальна. ☑️ Подводные камни. Миллер сейчас нужен на своем месте, как никогда. Он в хорошей форме, не выглядит больным. На его плечах жесткий сценарий решения спора по Украине (а Новак должен быть «добрым полицейским»), необходимость достроить и запустить «Силу Сибири», «Северный поток 2» и «Турецкий поток». ☑️ Если придет новый человек, то он начнет ставить везде своих людей. Работа может встать, и подрядчики перегрызутся. ☑️ Аркадия Роттенберга, да и Геннадия Тимченко тоже обижать не рекомендуется. ☑️ Наши собеседники в «Газпроме» отрицают приход Новака в компанию в этом году. Но даже им неизвестно, какое решение примет Путин. 🔜 @teckteck

https://t.me/gazmyaso/549?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

Газ на споте в Европе сейчас стоит столько, что дешевле заплатить неустойку и продать газ у себя, чем поставлять его в Индию согласно подписанному контракту. Кому должен - всем прощаю. https://t.me/Burovaia/7660

https://t.me/energytodaygroup/17160?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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