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10 | null | США к холодам готовы плохо
Североамериканская корпорация по надежности электроснабжения (NERC) в своей оценке надежности на зимний период 2022–2023 годов опубликовала предупреждение о том, что «
большая часть энергосистемы Северной Америки подвержена риску недостаточного энергоснабжения в суровую зимнюю погоду
».
Факторами нарушения энергоснабжения назвали: «прогнозы высокого пикового спроса, неадекватная защита от атмосферных явлений, риски с поставками топлива и ограниченная инфраструктура природного газа». | https://t.me/energytodaygroup/17067?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,400 | 0 | 1,668,059,821 | 1,728,765,622 | 128,851 | 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10 | null | ❗️
"Газпром экспорт" остался без директора
Елена Бурмистрова, занимавшая должности заместителя председателя правления ПАО "Газпром" и генерального директора ООО "Газпром экспорт", переходит на работу первым вице-президентом "Газпромбанка", сообщил "Газпром".
"Куратором деятельности компании на газовом рынке будет заместитель председателя правления ПАО "Газпром" Виталий Маркелов", - также говорится в сообщении.
Начальник департамента 312 Дмитрий Хандога будет исполнять обязанности генерального директора ООО "Газпром экспорт" (по совместительству).
Собственно, чему удивляться? Если нет экспорта, то зачем директор? Хватит и куратора. | https://t.me/oil_capital/13193?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 1,900 | 0 | 1,678,454,854 | 1,728,765,622 | 128,851 | 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| [{"ner":"Газпром экспорт","lemma":"газпром экспорт","label":"ORG","start_pos":4,"end_pos":19},{"ner":"Елена Бурмистрова","lemma":"елена бурмистров","label":"PER","start_pos":43,"end_pos":60},{"ner":"ПАО \"Газпром\"","lemma":"пао \"газпром\"","label":"ORG","start_pos":118,"end_pos":131},{"ner":"ООО \"Газпром экспорт\"","lemma":"ооо \"газпром экспорт\"","label":"ORG","start_pos":157,"end_pos":178},{"ner":"Газпромбанка","lemma":"газпромбанк","label":"ORG","start_pos":225,"end_pos":237},{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":249,"end_pos":256},{"ner":"ПАО \"Газпром\"","lemma":"пао \"газпром\"","label":"ORG","start_pos":350,"end_pos":363},{"ner":"Виталий Маркелов","lemma":"виталий маркелов","label":"PER","start_pos":364,"end_pos":380},{"ner":"Дмитрий Хандога","lemma":"дмитрий хандога","label":"PER","start_pos":441,"end_pos":456},{"ner":"ООО \"Газпром экспорт\"","lemma":"ооо \"газпром экспорт\"","label":"ORG","start_pos":508,"end_pos":529},{"ner":"312","lemma":"312","label":"NUM","start_pos":437,"end_pos":440}] | NEUTRAL | rus | NOT SPAM | 75 | 0 | 4 | 1 | 0 | 0 | 4 | 9 | 1 | 1 | 30 | 3 | 32 |
10 | null | ❗️
ExxonMobil уведомила Россию, что подаст на нее в суд, если компании не разрешат выйти из «Сахалина-1»
Об этом сообщает The Wall Street Journal. ExxonMobil считает, что действия российских властей ущемляют ее права и «мешают ей безопасно выйти из проекта». Представитель ExxonMobil Кейси Нортон рассказал WSJ, что недавно компания направила российскому правительству уведомление о разногласиях. Это стандартное юридическое требование для устранения конфликта до судебного разбирательства. В документе установлен крайний срок, к которому стороны должны достичь соглашения, в противном случае дело могут передать в суд. Конкретная дата не уточняется.
Источники WSJ заявили, что Exxon уже «предпринимает шаги для подачи иска», так как компания считает, что вопрос вряд ли будет решен к установленному сроку. По данным издания, обычно между отправкой уведомления о разногласиях и подачей судебного иска может пройти от 30 до 90 дней в зависимости от условий контракта. Ожидается, что иск будет подан за пределами России, но, по мнению юристов, на его рассмотрение в международном арбитражном суде могут уйти годы.
Напомним, что американская компания, которой принадлежит 30% в «Сахалине-1», объявила о начале выхода из «Сахалина-1» еще в марте. В августе президент РФ Владимир Путин запретил иностранным акционерам из «недружественных» стран продажу стратегических активов в сфере ТЭКа без специального решения. Это запрет затронул и «Сахалин-1». | https://t.me/papagaz/11307?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 19,400 | 0 | 1,661,856,658 | 1,728,765,622 | 128,851 | 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10 | null | Первая реакции на отключение СП из Германии
Премьер-министр федеральной земли Саксония Михаэль Кречмер заявил, что ФРГ нуждается в российском газе, и продлится еще «десятилетие», прежде чем она сможет стать независимой от поставок из РФ.
Кречмер в сегодняшнем интервью газете Die Welt указал на то, что экономика Германии не продержится долгое время в свете нынешнего энергетического кризиса. "Недолго [продержится]. Мы уже сейчас видим, что в условиях роста цен экономические основы нашего производства разрушаются. В Саксонии-Анхальт остановились первые заводы, которые производили азот", - отметил он.
По его мнению, эти проблемы скоро можно будет увидеть "во всех других экономических областях". "Финансовые вызовы будут гигантскими. Они будут намного масштабнее, нежели последствия финансового и экономического кризиса 2008 года", - предупредил Кречмер. | https://t.me/needleraw/6575?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,400 | 0 | 1,662,198,018 | 1,728,765,622 | 128,851 | 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| [{"ner":"СП","lemma":"сп","label":"ORG","start_pos":29,"end_pos":31},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":35,"end_pos":43},{"ner":"Саксония","lemma":"саксония","label":"LOC","start_pos":78,"end_pos":86},{"ner":"Михаэль Кречмер","lemma":"михаэль кречмер","label":"PER","start_pos":87,"end_pos":102},{"ner":"ФРГ","lemma":"фрг","label":"LOC","start_pos":115,"end_pos":118},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":234,"end_pos":236},{"ner":"Die Welt","lemma":"die welt","label":"ORG","start_pos":276,"end_pos":284},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":313,"end_pos":321},{"ner":"Саксонии-Анхальт","lemma":"саксония-анхальт","label":"LOC","start_pos":519,"end_pos":535},{"ner":"Кречмер","lemma":"кречмер","label":"PER","start_pos":850,"end_pos":857},{"ner":"2008","lemma":"2008","label":"NUM","start_pos":824,"end_pos":828}] | NEUTRAL | rus | NOT SPAM | 116 | 0 | 4 | 0.986755 | 0.013245 | 0 | 18 | 15 | 6 | 0 | 30 | 8 | 30 |
10 | null | Газовый лоббизм в Красноярске?
Накануне визита Путина в Красноярск (намечен на 7 февраля) в регионе разворачивается новый этап небольшой, но активной лоббистской кампании.
Тема такая: "В Красноярске нечем дышать, спасение в газификации. Переведём отопление на газ - тут-то и заживём".
На самом деле газификация проблем не решает. Город - в естественном котловане. Если нет ветра, то выбросы висят в воздухе. Ещё и от Енисея парит. Основные источники выбросов: промышленные предприятия (почти половина, львиная доля приходится на КрАЗ), автотранспорт (более 30 %), ТЭЦ и мини-котельные (около 20 %), частный сектор. Врио губернатора Усс и мэр Ерёмин пошли по пути централизации теплоснабжения и упорядочению транспортных потоков. КрАЗ закрыть невозможно - один из основных налогоплательщиков. Русаловцы ставят очистительные системы. СГК модернизирует ТЭЦ 1 - строят трубу высотой 270 метров.
Однако идёт накачка истерии по линии некоторых депутатов и общественников, сторонников Навального в регионе, платное размещение в СМИ.
Похоже, кто-то хочет заработать на процессе газификации. Кто? "Газпрому" это не нужно. У него есть утверждённая инвестпрограмма. Большим операторам типа Ротенберга история не очень интересна и они работают без шумихи с размещаловом - спокойно и кулуарно, зато эффективно. Власть говорит о газификации скорее инерционно, понимая и проблему с софинансированием, и неизбежность роста тарифов. Скорее речь идёт о местном бизнес-игроке, желающем заработать на подрядах. Только откуда уверенность, что они им достанутся? | https://t.me/gazmyaso/454?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 8,000 | 0 | 1,517,832,315 | 1,728,765,622 | 128,850 | 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| 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| NEUTRAL | rus | NOT SPAM | 214 | 0 | 6 | 1 | 0 | 0 | 22 | 26 | 9 | 6 | 82 | 15 | 52 |
10 | null | РФ станет быстрее сокращать нефтедобычу в рамках сделки ОПЕК+
https://goo.gl/uepx6L | https://t.me/ptneft/1950?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 459 | 0 | 1,547,800,429 | 1,728,765,622 | 128,851 | 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| [{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":0,"end_pos":2},{"ner":"ОПЕК+","lemma":"опек+","label":"ORG","start_pos":56,"end_pos":61},{"ner":"6","lemma":"6","label":"NUM","start_pos":81,"end_pos":82}] | NEUTRAL | rus | NOT SPAM | 10 | 0 | 2 | 0.909091 | 0.090909 | 0 | 0 | 2 | 0 | 0 | 3 | 1 | 0 |
10 | null | Дагестан регион сложный для энергетиков, но общими усилиями, ситуация должна поменяться
Сегодня на рабочей встрече в Москве Глава Дагестана Сергей Меликов и глава ПАО «Россети» Андрей Рюмин рассмотрели ход реализации поручений Президента России в части электроснабжения региона, включая консолидацию бесхозяйных электросетей.
Меликов отметил, что налаженное взаимодействие Дагестана с ПАО «Россети» и Минэнерго РФ уже приносит ощутимые результаты, необходимо сохранить позитивную динамику, чтобы все запланированные мероприятия были выполнены в установленные сроки. Р
Рюмин сообщил о реализации масштабной программы повышения надежности, а также оформлении бесхозяйных объектов – уже зарегистрировано более тысячи трансформаторных подстанций и связанных с ними линий электропередачи. Ремонтная программа к зимнему периоду реализована в полном объёме.
Тут стоит отметить, что Дагестане создан Единый оператор в сфере водоснабжения, водоотведения и теплоснабжения, что с помощью федеральной субсидии позволит улучшить состояние коммунальной инфраструктуры и повысить платежную дисциплину. На улучшение платежной дисциплины особо рассчитываем - уровень расчетов потребителей Дагестана за электроэнергию остается на критическом уровне. Суммарные долги потребителей региона перед «Россети Северный Кавказ» на 1 августа 2022 года превысили ₽5,7 млрд. Почти половина из этой суммы – неплатежи предприятий ЖКХ. | https://t.me/energytodaygroup/17066?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,600 | 0 | 1,668,012,858 | 1,728,765,622 | 128,850 | 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| [{"ner":"Дагестан","lemma":"дагестан","label":"LOC","start_pos":0,"end_pos":8},{"ner":"Москве","lemma":"москва","label":"LOC","start_pos":117,"end_pos":123},{"ner":"Дагестана","lemma":"дагестан","label":"LOC","start_pos":130,"end_pos":139},{"ner":"Сергей Меликов","lemma":"сергей меликов","label":"PER","start_pos":140,"end_pos":154},{"ner":"ПАО «Россети»","lemma":"пао \"россети\"","label":"ORG","start_pos":163,"end_pos":176},{"ner":"Андрей Рюмин","lemma":"андрей рюмин","label":"PER","start_pos":177,"end_pos":189},{"ner":"России","lemma":"россия","label":"LOC","start_pos":238,"end_pos":244},{"ner":"Меликов","lemma":"меликов","label":"PER","start_pos":326,"end_pos":333},{"ner":"Дагестана","lemma":"дагестан","label":"LOC","start_pos":373,"end_pos":382},{"ner":"ПАО «Россети»","lemma":"пао \"россети\"","label":"ORG","start_pos":385,"end_pos":398},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":401,"end_pos":410},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":411,"end_pos":413},{"ner":"Р\nРюмин","lemma":"р\nрюмин","label":"PER","start_pos":567,"end_pos":574},{"ner":"Дагестане","lemma":"дагестане","label":"LOC","start_pos":876,"end_pos":885},{"ner":"Дагестана","lemma":"дагестан","label":"LOC","start_pos":1173,"end_pos":1182},{"ner":"Россети Северный Кавказ","lemma":"россети северный кавказ","label":"ORG","start_pos":1277,"end_pos":1300},{"ner":"1","lemma":"1","label":"NUM","start_pos":1305,"end_pos":1306},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":1315,"end_pos":1319},{"ner":"5","lemma":"5","label":"NUM","start_pos":1336,"end_pos":1337},{"ner":"7","lemma":"7","label":"NUM","start_pos":1338,"end_pos":1339}] | NEUTRAL | rus | NOT SPAM | 176 | 0 | 5 | 1 | 0 | 0 | 25 | 21 | 1 | 1 | 62 | 9 | 27 |
10 | null | Экономика Индии растет на российской нефти
В феврале 2023 года спрос на нефтепродукты в стране вырос до самого высокого уровня за 25 лет. Очевидно, что индийская промышленность начала столь бурное развитие за счет дешевой нефти из РФ.
Отметим, что по данным министерства нефти Индии, спрос в феврале 2023 года был самым высоким с 1998 года. Потребление топлива в стране выросло более чем на 5%, до 4,82 млн б/с (18,5 млн тонн).
Стоит отметить, что на фоне роста спроса на нефть в Индии повысилась и стоимость российской Urals, поскольку теперь за нее начали конкурировать индийские и китайские НПЗ.
#oil_capital | https://t.me/oil_capital/13192?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,100 | 0 | 1,678,451,400 | 1,728,765,622 | 128,851 | 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| NEUTRAL | rus | SPAM | 98 | 0 | 3 | 0.983193 | 0.016807 | 0 | 15 | 10 | 1 | 4 | 31 | 3 | 14 |
10 | null | «Есть гарантия того, что поставкам кроме технологических проблем, вызванных санкциями, ничего не мешает. Россия была и остается готовой исполнять все свои обязательства. Европейские страны, Канада, США, Великобритания ввели санкции против РФ, которые не позволяют проводить нормальное сервисное обслуживание и ремонтные работы, а также не позволяют юридически оформить возвращение необходимых узлов агрегатов в места их эксплуатации. Других препятствий в исполнении Россией своих обязательств нет», - Дмитрий Песков, пресс-секретарь президента РФ. #ЦИТАТАДНЯ | https://t.me/papagaz/11306?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 26,100 | 0 | 1,661,855,202 | 1,728,765,622 | 128,851 | 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| [{"ner":"Россия","lemma":"россия","label":"LOC","start_pos":105,"end_pos":111},{"ner":"Канада","lemma":"канада","label":"LOC","start_pos":190,"end_pos":196},{"ner":"США","lemma":"сша","label":"LOC","start_pos":198,"end_pos":201},{"ner":"Великобритания","lemma":"великобритания","label":"LOC","start_pos":203,"end_pos":217},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":239,"end_pos":241},{"ner":"Россией","lemma":"россия","label":"LOC","start_pos":466,"end_pos":473},{"ner":"Дмитрий Песков","lemma":"дмитрий песков","label":"PER","start_pos":501,"end_pos":515},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":544,"end_pos":546},{"ner":"ЦИТАТАДНЯ","lemma":"цитатадня","label":"ORG","start_pos":549,"end_pos":558}] | NEUTRAL | rus | NOT SPAM | 70 | 0 | 4 | 1 | 0 | 0 | 8 | 11 | 3 | 0 | 22 | 2 | 17 |
10 | null | Европе осталось заполнять газовые хранилища не более 8 недель, считая от 1 сентября. Что им удалось сделать к настоящему моменту? На 3 сентября 2022 заполненность газовых хранилищ превысила 87.5 млрд куб.м, что уже выше пиков прошлого года в 83.2 млрд куб.м, которые были зафиксированы к началу ноября.
Максимальная заполненность за весь период – 106.4 млрд. Установят ли рекорд? Средние темпы заполняемости ПХГ за последние 8 недель составляют 2.7 млрд куб.м в неделю, чтобы выйти на рекорд осталось закачать менее 20 млрд куб.м, что составляет в среднем 2.5 млрд в неделю.
Это теоретически выполнимо, даже несмотря на отключенный Северный поток и провал поставок СПГ, но им придется еще сильнее сокращать внутреннее потребление.
В чем секрет успеха заполняемости ПХГ? С 1 января по 26 августа 2022 совокупные поставки газа в Европу выросли на 1.4% с 278.8 млрд куб.м до 282.7 млрд куб.м и это при сокрушительном обвале главного поставщика газа (Газпрома) на 45% за первые 8 месяцев 2022.
Поставки СПГ выросли с января по август почти на 64% с 62.8 млрд куб.м до 105.6 млрд
! Газпром
сократил поставки
на 45.2 млрд кубов, а СПГ нарастили почти на 40 млрд кубов. Прочие поставщики плюс 8.2% или 9.3 млрд куб.м.
Практически все приращение СПГ в 2022 обусловлено поставками из США.
Таким образом,
формально Европе удалось заместить Газпром на внутреннем рынке за счет СПГ менее, чем за год, немного нарастив совокупные поставки относительно 2021. Это плохие новости…
Европа выгребает с рынка все, что можно забрать – по любым ценам, не обращая внимание на масштаб экономического ущерба. Следовательно,
цена отвязки от Газпрома стоит Европе немыслимых денег – намного больше 500 млрд евро, намного больше….
Беспрецедентная глупость. Почему европейцы долбанные кретины? Даже не из-за того, что отказываются от России (это их право), а из-за методов, которые ими применяются. Исключительно глупо и себе в ущерб. Без балансировки рынка, без расчета издержек, просто взяли и решили уйти, спровоцировав невероятный по своему масштабу энергетический и экономический кризис, поставив под угрозу свою энергетическую безопасность и выживаемость.
Подлые, глупые, мерзкие ничтожества. Их абсолютно не жалко. Они заслужили, чтобы гордо замерзнуть!
И не факт, что
запасов хватит
, далеко не факт. Запасов могло бы хватить при естественных фоновых поставках Газпрома, но если трубу отключат и малейшие перебои с СПГ, то все – к февралю могут и правда замерзнуть ) | https://t.me/needleraw/6574?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,000 | 0 | 1,662,197,929 | 1,728,765,622 | 128,851 | 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| NEGATIVE | rus | NOT SPAM | 377 | 0 | 12 | 1 | 0 | 0 | 42 | 43 | 20 | 24 | 110 | 23 | 65 |
10 | null | Рост цен на нефть, конечно, хорошо.
Но: 1) растёт рентабельность сланца, что в итоге приведет к росту добычи и предложения, а в перспективе к падению цен;
2) экспортеры в других отраслях (металлурги, например) воем воют по поводу чрезмерно сильного рубля;
3) самим нефтяникам ни жарко, ни холодно. Всё равно прибавку забирает государство. | https://t.me/gazmyaso/453?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 8,200 | 0 | 1,517,819,120 | 1,728,765,622 | 128,851 | 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| [{"ner":"1","lemma":"1","label":"NUM","start_pos":40,"end_pos":41},{"ner":"2","lemma":"2","label":"NUM","start_pos":155,"end_pos":156},{"ner":"3","lemma":"3","label":"NUM","start_pos":256,"end_pos":257}] | NEUTRAL | rus | NOT SPAM | 52 | 0 | 0 | 1 | 0 | 0 | 8 | 3 | 1 | 3 | 21 | 4 | 17 |
10 | null | ФАС России предлагает индексировать оптовые цены на газ для всех потребителей (как для промышленности, так и для населения) на 8,5% с 1 декабря 2022 года
. Тут важно отметить, что тарифы не будут изменяться 1,5 года – до 1 июля 2024 года.
Любое повышение цен всегда воспринимается негативно, но тут нужно понимать из-за чего сейчас происходит индексация тарифов, что на ЖКУ, что на газ. Можете не согласиться, но если всё вокруг дорожает: материалы, комплектующие, техника, запчасти и т.д., да еще и совсем не теми темпами что растут тарифы, то повышение безальтернативно. Деятельность регулируемая, денег взять кроме как из тарифа негде.
Минэнерго России считает, что решение об индексации оптовых цен на газ для промышленных потребителей необходимо для постепенного приведения регулируемых цен на газ к экономически обоснованному уровню, позволяющему бесперебойно добывать и транспортировать газ покупателям, а также для создания источников финансирования капитальных вложений. Так пересмотр оптовых тарифов позволяет поддерживать реализацию ремонтных и инвестиционных программ, что гарантирует надежное обеспечение потребителей энергоресурсом на фоне подорожания сырья и материалов. Кроме того, индексация цен для промышленных покупателей позволит сформировать источник финансирования программы социальной газификации. | https://t.me/energytodaygroup/17065?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,400 | 0 | 1,668,011,637 | 1,728,765,622 | 128,851 | 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10 | null | Минэнерго РФ: определены девять НПЗ, которые получат “обратный акциз” в рамках модернизации
https://goo.gl/Yv9HDn | https://t.me/ptneft/1949?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 429 | 0 | 1,547,794,815 | 1,728,765,622 | 128,851 | 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| [{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":0,"end_pos":9},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":10,"end_pos":12},{"ner":"НПЗ","lemma":"нпз","label":"ORG","start_pos":32,"end_pos":35},{"ner":"9","lemma":"9","label":"NUM","start_pos":109,"end_pos":110}] | NEUTRAL | rus | NOT SPAM | 13 | 0 | 2 | 0.944444 | 0.055556 | 0 | 1 | 2 | 1 | 1 | 4 | 0 | 4 |
10 | null | Китай — следующий
После предложения Китаем мирного плана урегулирования конфликта на Украине (и слухов о якобы договоренностях поставок оружия России) США, а потом и ЕС пригрозили стране санкциями.
Как будет развиваться мировой энергоризис в случае «развода» ЕС с КНР
, действительно любопытно.
Экономический «развод» Пекина с Вашингтоном, который начал оформляться при Дональде Трампе, идет полным ходом, хоть в 2022 году несмотря на все противоречия объем китайско-американской торговли вырос до $760 млрд (на 1% в годовом выражении). А вот между Брюсселем и Пекином товарооборот растет который год, к тому же ЕС зависит от КНР по ряду товарных групп. И чтобы развести этот тандем, Штатам даже пришлось делать ЕС массу заманчивых предложений.
«И тут важно, кто первый введет санкции в отношении КНР. Будет смешно, если Вашингтон заставит это сделать Брюссель, а потом сам заявит, что его во взаимоотношениях с Китаем все устраивает», — комментирует ситуацию замгендиректора Института национальной энергетики Александр Фролов.
@oil_capital | https://t.me/oil_capital/13191?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 4,100 | 0 | 1,678,447,604 | 1,728,765,622 | 128,851 | 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10 | null | "Поздравляем "Газ-Батюшку"- ведущий телеграм-канал про нефтегазовую отрасль с нашим общим профессиональным праздником Днём работника нефтяной и газовой промышленности! Этот день отмечают не только покорители земных недр, труженики нефтяных скважин, но и мы, вузы, обеспечивающие подготовку кадров для нефтегаза, и вы - те, кто ежедневно рассказывает об отрасли", - студенты и сотрудники Уфимского государственного нефтяного технического университета. #ЗАНЕФТЬИГАЗ | https://t.me/papagaz/11305?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,600 | 0 | 1,661,853,547 | 1,728,765,622 | 128,850 | 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| [{"ner":"Уфимского государственного нефтяного технического университета","lemma":"уфимский государственный нефтяной технический университет","label":"ORG","start_pos":387,"end_pos":449},{"ner":"ЗАНЕФТЬИГАЗ","lemma":"занефтьигаз","label":"ORG","start_pos":453,"end_pos":464}] | NEUTRAL | rus | NOT SPAM | 57 | 0 | 1 | 1 | 0 | 0 | 12 | 4 | 3 | 0 | 26 | 1 | 13 |
10 | null | На новостях об отключении «Северного потока» засуетились наши партнеры. Азербайджан начал переговоры с партнерами по TAP по расширению газопровода.
"Следует отметить, что наша доля в ТАР составляет всего 20%. Другие акционеры также должны согласовать и спланировать совместный инвестиционный проект. Мы уже начали практические переговоры [по расширению TAP]", - сказал президент республики Алиев.
"Это должно быть сделано в ближайшее время. Потому что мы достигли договоренности с Еврокомиссией об удвоении экспорта газа из Азербайджана в Евросоюз до 20 млрд кубометров к 2027 году. Без расширения TAP это будет невозможно", - подчеркнул он.
Азербайджан 31 декабря 2020 года начал поставки газа в Европу по TAP. До сих пор по трубопроводу было транспортировано 13,5 млрд кубометров, из которых 11,7 млрд кубометров получила Италия. Остальной объем получили Греция и Болгария. | https://t.me/needleraw/6573?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,200 | 0 | 1,662,196,395 | 1,728,765,622 | 128,851 | 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10 | null | http://telegra.ph/Goldman-Sachs-prognoziruet-rost-cen-na-neft-02-02 | https://t.me/gazmyaso/452?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 11 | 0 | 1,517,818,859 | 1,728,765,622 | 128,850 | 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10 | null | Евросоюзу в 2023 году может не хватить 30 млрд куб. м газа для заполнения хранилищ в преддверии следующей зимы, заявила Урсула фон дер Ляйен, повторив
прогноз
МЭА выступая в Европарламенте. Ждут, что Россия может принять решение полностью прекратить поставки газа в Европу. Может и стоит, по украинскому маршруту. | https://t.me/energytodaygroup/17064?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,000 | 0 | 1,668,011,101 | 1,728,765,622 | 128,851 | 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| [{"ner":"Евросоюзу","lemma":"евросоюз","label":"LOC","start_pos":0,"end_pos":9},{"ner":"Урсула фон дер Ляйен","lemma":"урсула фон дер ляйен","label":"PER","start_pos":120,"end_pos":140},{"ner":"МЭА","lemma":"мэа","label":"ORG","start_pos":159,"end_pos":162},{"ner":"Европарламенте","lemma":"европарламент","label":"ORG","start_pos":174,"end_pos":188},{"ner":"Россия","lemma":"россия","label":"LOC","start_pos":200,"end_pos":206},{"ner":"Европу","lemma":"европа","label":"LOC","start_pos":266,"end_pos":272},{"ner":"2023","lemma":"2023","label":"NUM","start_pos":12,"end_pos":16},{"ner":"30","lemma":"30","label":"NUM","start_pos":39,"end_pos":41}] | NEUTRAL | rus | NOT SPAM | 48 | 0 | 1 | 1 | 0 | 0 | 3 | 11 | 0 | 1 | 13 | 1 | 8 |
10 | null | РФ и Саудовская Аравия обсудили совместный выпуск нефтегазового оборудования
https://goo.gl/GbUijQ | https://t.me/ptneft/1948?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 441 | 0 | 1,547,720,488 | 1,728,765,622 | 128,851 | 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| [{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":0,"end_pos":2},{"ner":"Саудовская Аравия","lemma":"саудовский аравия","label":"LOC","start_pos":5,"end_pos":22}] | NEUTRAL | rus | NOT SPAM | 10 | 0 | 1 | 0.909091 | 0.090909 | 0 | 3 | 1 | 0 | 0 | 2 | 0 | 0 |
10 | null | США разрешили Ираку выплатить часть долга Ирану за поставку нефти
Соединенные штаты, судя по всему, не хотят обострять и так зашкаливающие разногласии с Ираном и разрешили Ираку покрыть часть долга Тегерану за приобретенные газ и электроэнергию.
По словам главы ирано-иракской торговой палаты Хамида Хосейни, США разрешили Багдаду заплатить Тегерану $500 млн в счет уплаты долга за импортированные иранские газ и электроэнергию.
Однако, по подсчетам МИД Ирака, пишет агентство Tasnim, долг страны перед Ираном составляет около $18 млрд. Оценки Центробанка Ирана - $10 млрд. По словам Хосейни, несостыковка в цифрах объясняется учетом Багдадом импорта иранских газа и электроэнергии за последнее время.
Американские санкции против Ирана запрещают банковские операции с Тегераном. Зарубежные финансовые организации, опасаясь введения против них вторичных санкций со с стороны США, предпочитают не проводить никаких финансовых расчетов с Ираном.
Однако для оплаты долга было сделано исключение.
#oil_capital | https://t.me/oil_capital/13190?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,000 | 0 | 1,678,444,285 | 1,728,765,622 | 128,851 | 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10 | null | Германия готова обсуждать введение потолка цен на российский газ
Власти Германии выразили готовность к обсуждению введения максимальной цены на импорт российского газа на общеевропейском уровне, об этом пишет итальянская la Repubblica.
Об этом в чате министров энергетики стран ЕС написал вице-канцлер ФРГ Роберт Хабек. Источники в итальянском правительстве в этой связи отмечают, что поддержка Германией это идеи может заставить изменить свое мнение Нидерланды, которые считаются главными противниками потолка цен на импорт газа в Европу.
Рим рассчитывает, что инициативу удастся обсудить на внеочередной встрече министров энергетики ЕС 9 сентября. Итальянское предложение, как считает правительство Марио Драги, способно достичь двойного результата: снизить расходы населения на энергию и сократить выплаты за поставки российского газа. #ТАМПИШУТ | https://t.me/papagaz/11304?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,400 | 0 | 1,661,848,006 | 1,728,765,622 | 128,851 | 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драги","label":"PER","start_pos":701,"end_pos":712},{"ner":"9","lemma":"9","label":"NUM","start_pos":638,"end_pos":639}] | NEUTRAL | rus | NOT SPAM | 112 | 0 | 4 | 0.984615 | 0.015385 | 0 | 14 | 16 | 3 | 0 | 46 | 0 | 13 |
10 | null | ArcelorMittal закрывает два завода в Германии из-за цен на энергоносители
Крупнейшая в мире металлургическая компания ArcelorMittal на фоне стремительного роста цен на энергоносители планирует закрыть два своих завода на территории Германии.
С конца сентября концерн остановит одну из двух доменных печей на заводе по производству плоского проката в Бремене, также останавливается завод сортового проката в Гамбурге, где ArcelorMittal производит качественную катанку.
При этом указывается, что предприятия перевели своих сотрудников на неполный рабочий день.
Из-за напряженной ситуации на производственных площадках в Дуйсбурге и Айзенхюттенштадте уже применяется сокращенный рабочий день.
«При десятикратном росте цен на газ и электроэнергию всего за несколько месяцев мы уже неконкурентоспособны на рынке, который на 25% состоит из импорта. Мы видим настоятельную необходимость в политических действиях, чтобы немедленно взять под контроль цены на энергоносители", - заявили в ArcelorMittal. | https://t.me/needleraw/6572?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 23,900 | 0 | 1,662,141,645 | 1,728,765,622 | 128,851 | 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10 | null | Перед шахтой Lubelski Wegiel Bogdanka в польском городе Люблин выстроилась огромнейшая очередь за углём из автомобилей местных жителей. Ждать приходиться сутки напролет. Об этом пишет Reuters.
Недавно премьер-министр Польши Матеуш Моравецкий неосторожно заявил, что Польша вскоре столкнётся с нехваткой угля, спровоцировав ажиотаж.
Как рассказывают стоящие в очереди, из-за антироссийских санкций простые люди столкнулись с нехваткой угля, необходимого для отопления, а также с ростом цен на топливо. «
Это за гранью воображения. Я помню времена коммунизма, но мне и в голову не приходило, что мы можем вернуться к чему-то ещё худшему
», – сказал местный житель.
При сегодняшнем росте цены на газ растёт и цена на уголь. Также, растёт и потребность в качественном угле, для замещения газа. А своего качественного в Польше нет - приходится импортировать его в несколько раз дороже.
В апреле этого года Польша ввела запрет на импорт российского угля. После чего страна наиболее остро столкнулись с нехваткой угля и ростом цен на него. Расходы польской энергетики выросли в разы, ведь зависимость страны от угля — определяющая. Альтернативных источников российскому и украинскому углю, у Польши просто нет. В стране большинство домохозяйств на угольном отоплении - рост цен на этот вид топлива ударит по частному сектору и карману простых поляков. | https://t.me/papagaz/11310?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,500 | 0 | 1,661,862,100 | 1,728,765,622 | 128,848 | 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10 | null | Слишком грубо, но в правильном направлении ) | https://t.me/gazmyaso/457?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 3,000 | 0 | 1,517,911,380 | 1,728,765,622 | 128,848 | 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| null | NEUTRAL | rus | NOT SPAM | 7 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 1 | 2 | 2 |
10 | null | «Компания Siemens принимает участие в ремонтных работах в соответствии с действующим контрактом, обнаруживает неисправности, подписывает акт об обнаружении утечек масла, готова их устранять. Только ремонтировать негде», - «Газпром» в своем тлг-канале.
Ремонтировать-то есть где, другой вопрос логистика и юридическое оформление процесса, где решающую роль играют санкции, ответить за которые (или отменить) Siemens не в состоянии.
https://t.me/gazprom/888 | https://t.me/needleraw/6578?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,500 | 0 | 1,662,199,378 | 1,728,765,622 | 128,848 | 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| [{"ner":"Siemens","lemma":"siemens","label":"ORG","start_pos":10,"end_pos":17},{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":223,"end_pos":230},{"ner":"Siemens","lemma":"siemens","label":"ORG","start_pos":407,"end_pos":414},{"ner":"888","lemma":"888","label":"NUM","start_pos":452,"end_pos":455}] | NEUTRAL | rus | NOT SPAM | 56 | 0 | 0 | 0.961538 | 0.038462 | 0 | 4 | 12 | 4 | 0 | 20 | 3 | 17 |
10 | null | Германия продолжит закупку газа из России после 2050 года
https://goo.gl/42LbXR | https://t.me/ptneft/1953?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 410 | 0 | 1,548,065,314 | 1,728,765,622 | 128,850 | 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| [{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":0,"end_pos":8},{"ner":"России","lemma":"россия","label":"LOC","start_pos":35,"end_pos":41},{"ner":"2050","lemma":"2050","label":"NUM","start_pos":48,"end_pos":52},{"ner":"42","lemma":"42","label":"NUM","start_pos":73,"end_pos":75}] | NEUTRAL | rus | NOT SPAM | 10 | 0 | 0 | 0.909091 | 0.090909 | 0 | 1 | 1 | 0 | 0 | 3 | 0 | 0 |
10 | null | Штокман: развивать будем?
Спустя пятилетку после тупика с решением технических вопросов Штокмановского месторождения – гиганта, призванного в будущем стать главным центром производства СПГ в России, Газпром пытается снова подступиться к пониманию его освоения.
Институту "Красноярскгазпром нефтегазпроект" поручено провести корректировку обоснования инвестиций в комплексное освоение месторождения. Этот засекреченный институт в последнее время плотно занимается бурением на шельфе (проектированием строительства скважин и авторским надзором).
А подумать и правда есть над чем. Пять лет развития технологий в наши дни – это очень большой срок.
В мире уже построено несколько плавучих заводов СПГ. Правда их мощность (Prelude -3,6 млн т, Petronas - 1,2 млн т) очень мала для гигантских запасов Штокмана.
Меняется взгляд государства на нужды ТЭК. Может быть, военные пустят Газпром на Новую Землю (она намного ближе к месторождению – всего в 354 км, а не 550 км как до Кольского полуострова).
Появились новые риски, политические риски. Придется заново подумать, какую применять технологию: американскую C3MR APCI или какую-то другую. Или свою.
Так может быть, все же приступим?
@lngchannel | https://t.me/gazmyaso/451?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 12 | 0 | 1,517,815,661 | 1,728,765,623 | 128,851 | 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полуостров","label":"LOC","start_pos":967,"end_pos":988},{"ner":"3","lemma":"3","label":"NUM","start_pos":726,"end_pos":727},{"ner":"6","lemma":"6","label":"NUM","start_pos":728,"end_pos":729},{"ner":"1","lemma":"1","label":"NUM","start_pos":748,"end_pos":749},{"ner":"2","lemma":"2","label":"NUM","start_pos":750,"end_pos":751},{"ner":"354","lemma":"354","label":"NUM","start_pos":940,"end_pos":943},{"ner":"550","lemma":"550","label":"NUM","start_pos":953,"end_pos":956},{"ner":"3","lemma":"3","label":"NUM","start_pos":1102,"end_pos":1103}] | NEUTRAL | rus | NOT SPAM | 165 | 0 | 7 | 0.975845 | 0.024155 | 0 | 18 | 21 | 3 | 6 | 51 | 9 | 36 |
10 | null | Роснефть в 2018 году увеличила на 3 млн. тонн поставки нефти на российские НПЗ
https://goo.gl/FNwV7d | https://t.me/ptneft/1947?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 408 | 0 | 1,547,716,090 | 1,728,765,623 | 128,851 | 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| [{"ner":"Роснефть","lemma":"роснефть","label":"ORG","start_pos":0,"end_pos":8},{"ner":"НПЗ\nhttps://goo.gl/FNwV7d","lemma":"нпз\nhttps://goo.gl/fnwv7d","label":"ORG","start_pos":75,"end_pos":100},{"ner":"2018","lemma":"2018","label":"NUM","start_pos":11,"end_pos":15},{"ner":"3","lemma":"3","label":"NUM","start_pos":34,"end_pos":35},{"ner":"7","lemma":"7","label":"NUM","start_pos":98,"end_pos":99}] | NEUTRAL | rus | NOT SPAM | 15 | 0 | 1 | 0.941177 | 0.058824 | 0 | 2 | 1 | 0 | 1 | 5 | 0 | 1 |
10 | null | Сегодня, 9 ноября, во всем мире отмечают День лизинга! Финансового инструмента, который помогает бизнесу распределять затраты по приобретению в т.ч. капиталоемкого имущества на длительный период.
Не стал исключением и российский парк буровых установок. На сегодняшний день он включает более 1700 установок грузоподъемностью 125+ тонн. При этом 60% — это оборудование, произведенное за последние 10 лет, 25% — установки со сроком эксплуатации 10-25 лет, еще у 11% время эксплуатации превышает 25 лет.
⠀
На помощь парку, который нуждается в обновлении, пришла
Группа Газпромбанк Лизинг
: в лизинг компания передала более 5800 различных буровых установок (общая стоимость новой техники составила более 32 млрд рублей) | https://t.me/energytodaygroup/17063?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,000 | 0 | 1,668,007,061 | 1,728,765,623 | 128,850 | 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| [{"ner":"Газпромбанк","lemma":"газпромбанк","label":"ORG","start_pos":565,"end_pos":576},{"ner":"10-25","lemma":"10-25","label":"DATE","start_pos":442,"end_pos":447},{"ner":"9","lemma":"9","label":"NUM","start_pos":9,"end_pos":10},{"ner":"1700","lemma":"1700","label":"NUM","start_pos":291,"end_pos":295},{"ner":"125","lemma":"125","label":"NUM","start_pos":324,"end_pos":327},{"ner":"60","lemma":"60","label":"NUM","start_pos":344,"end_pos":346},{"ner":"10","lemma":"10","label":"NUM","start_pos":395,"end_pos":397},{"ner":"25","lemma":"25","label":"NUM","start_pos":403,"end_pos":405},{"ner":"25","lemma":"25","label":"NUM","start_pos":445,"end_pos":447},{"ner":"11","lemma":"11","label":"NUM","start_pos":459,"end_pos":461},{"ner":"25","lemma":"25","label":"NUM","start_pos":492,"end_pos":494},{"ner":"5800","lemma":"5800","label":"NUM","start_pos":619,"end_pos":623},{"ner":"32","lemma":"32","label":"NUM","start_pos":699,"end_pos":701}] | NEUTRAL | rus | SPAM | 102 | 0 | 0 | 1 | 0 | 0 | 12 | 11 | 4 | 13 | 36 | 5 | 20 |
10 | null | Нефтегаз Британии теряет рабочие места из-за непредвиденного налога
Крупнейший производитель нефти и газа в Великобритании, Harbour Energy, сокращает инвестиции и рабочие места из-за нового налога. Прибыль в 2022-м уменьшилась до $2,5 млрд до вычета налогов, а после уплаты осталось всего $8 млн.
Harbour Energy не разглашает, сколько работников потеряют работу, но признает, что процесс увольнений будет. Компания также отказалась участвовать в раунде лицензирования на шельфе Северного моря.
Лондон повысил налог (действует до 2028 года) на непредвиденные доходы на прибыль нефтегазовых операторов прошлой осенью на 10%, до 35%.
В целом, ожидаемый процесс. Если корову не доить, а резать, она попытается убежать. Вопрос в том, будут ли в таких условиях еще желающие работать в территориальных водах Британии в Северном море. Да, пока есть Equinor, но ведь остальные, включая Total Energies, серьезно инвестиции сокращают…
#oil_capital | https://t.me/oil_capital/13189?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,000 | 0 | 1,678,439,154 | 1,728,765,623 | 128,851 | 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| [{"ner":"Британии","lemma":"британия","label":"LOC","start_pos":9,"end_pos":17},{"ner":"Великобритании","lemma":"великобритания","label":"LOC","start_pos":108,"end_pos":122},{"ner":"Harbour Energy","lemma":"harbour energy","label":"ORG","start_pos":124,"end_pos":138},{"ner":"Северного моря","lemma":"северный море","label":"LOC","start_pos":478,"end_pos":492},{"ner":"Лондон","lemma":"лондон","label":"LOC","start_pos":494,"end_pos":500},{"ner":"Британии","lemma":"британия","label":"LOC","start_pos":801,"end_pos":809},{"ner":"Северном море","lemma":"северный море","label":"LOC","start_pos":812,"end_pos":825},{"ner":"Equinor","lemma":"equinor","label":"ORG","start_pos":841,"end_pos":848},{"ner":"Total Energies","lemma":"total energies","label":"ORG","start_pos":877,"end_pos":891},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":208,"end_pos":212},{"ner":"2","lemma":"2","label":"NUM","start_pos":231,"end_pos":232},{"ner":"5","lemma":"5","label":"NUM","start_pos":233,"end_pos":234},{"ner":"8","lemma":"8","label":"NUM","start_pos":290,"end_pos":291},{"ner":"2028","lemma":"2028","label":"NUM","start_pos":529,"end_pos":533},{"ner":"10","lemma":"10","label":"NUM","start_pos":618,"end_pos":620},{"ner":"35","lemma":"35","label":"NUM","start_pos":626,"end_pos":628},{"ner":"$2,5 ","lemma":"$2,5 ","label":"DATE","start_pos":230,"end_pos":235},{"ner":"$8 ","lemma":"$8 ","label":"DATE","start_pos":289,"end_pos":292}] | NEUTRAL | rus | NOT SPAM | 132 | 0 | 1 | 0.953488 | 0.046512 | 0 | 14 | 20 | 2 | 6 | 37 | 5 | 26 |
10 | null | ❗️
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Молдавия выплатит «Газпрому» аванс за август до 1 сентября
Молдавская госкомпания «Энергоком» закупит у «Молдовагаза» 10 млн куб. м газа за $16,6 млн. Благодаря этой сделке власти Молдавии смогут заплатить аванс «Газпрому» за топливо, полученное в августе, сообщил вице-премьер республики Андрей Спыну. По его словам, внести оплату должны до 1 сентября.
Господин Спыну рассказал, что «Энергоком» купит топливо у «Молдовагаза» двумя партиями, одну из которых направят на хранение в Румынию, потому что в Молдавии нет своих хранилищ. Первая партия объемом 5 млн куб. м обойдется в $1458,92 за 1 тыс. куб. м. Вторая партия будет оплачена по $1881 за 1 тыс. куб. м.
Кишинев в августе дважды просил «Газпром» об отсрочке из-за того, что кассовый разрыв «Молдовагаза» составлял $14,8 млн. У компании возникли финансовые трудности из-за несоответствия тарифов цене на газ. В действующий тариф заложена цена $899,08, тогда как в августе она составила $1458,92 за 1 тыс. куб. м. «Газпром» в итоге, в очередной раз пошел на уступки и разрешил «Молдовагазу» отсрочить авансовый платеж за поставки газа в августе, в чем нет ничего удивительного, ведь российская компания является крупнейшим акционером «Молдовагаза». | https://t.me/papagaz/11303?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,000 | 0 | 1,661,844,801 | 1,728,765,623 | 128,851 | 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10 | null | «Газпром» полностью остановил «Северный поток»
3 сентября газ не пойдет в Европу. Техобслуживание единственной рабочей турбины "Северного потока" выявило неисправности и газопровод не будет работать без их устранения, сообщил "Газпром".
Такие же проблемы - утечки масла - также выявлены на трех других турбинах СП1. Устранить эти недостатки можно только на заводе в Канаде.
Вместе с тем председатель правления "Газпрома" Алексей Миллер заявил, что заводской ремонт турбин "Северного потока" невозможен из-за санкций: "Компания Siemens на сегодняшний день практически не имеет никакой возможности обеспечивать регулярные капитальные ремонты наших газоперекачивающих агрегатов. Компании Siemens просто-напросто эти работы проводить негде".
"Письмо о выявленных неисправностях агрегата Trent 60 (№24) и необходимости их устранения направлено Президенту и Главному исполнительному директору компании Siemens Energy AG Кристиану Бруху", - отмечается в сообщении. | https://t.me/needleraw/6571?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 11,100 | 0 | 1,662,138,394 | 1,728,765,623 | 128,851 | 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| [{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":1,"end_pos":8},{"ner":"Европу","lemma":"европа","label":"LOC","start_pos":74,"end_pos":80},{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":227,"end_pos":234},{"ner":"Канаде","lemma":"канада","label":"LOC","start_pos":366,"end_pos":372},{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":411,"end_pos":419},{"ner":"Алексей Миллер","lemma":"алексей миллер","label":"PER","start_pos":421,"end_pos":435},{"ner":"Siemens","lemma":"siemens","label":"ORG","start_pos":527,"end_pos":534},{"ner":"Siemens","lemma":"siemens","label":"ORG","start_pos":685,"end_pos":692},{"ner":"Президенту","lemma":"президент","label":"PER","start_pos":839,"end_pos":849},{"ner":"Главному исполнительному директору","lemma":"главный исполнительный директор","label":"ORG","start_pos":852,"end_pos":886},{"ner":"Siemens Energy AG","lemma":"siemens energy ag","label":"ORG","start_pos":896,"end_pos":913},{"ner":"Кристиану Бруху","lemma":"кристиан бруху","label":"PER","start_pos":914,"end_pos":929},{"ner":"3","lemma":"3","label":"NUM","start_pos":47,"end_pos":48},{"ner":"1","lemma":"1","label":"NUM","start_pos":313,"end_pos":314},{"ner":"60","lemma":"60","label":"NUM","start_pos":789,"end_pos":791},{"ner":"24","lemma":"24","label":"NUM","start_pos":794,"end_pos":796}] | NEUTRAL | rus | NOT SPAM | 123 | 0 | 2 | 0.962733 | 0.037267 | 0 | 15 | 14 | 1 | 3 | 39 | 7 | 30 |
10 | null |
Северный оптоволоконный путь
#Китай #связь #мир
В связи с публикацией китайской «Белой книги» об Арктике в прессе опять всплыли обсуждения, что в нынешнем году Китай может подключиться к проекту по прокладке через Северный Ледовитый океан телекоммуникационного оптоволоконного кабеля.
Проект РОТАКС (Трансарктической кабельной системы) – кратчайшей подводной оптоволоконной магистрали, объединяющей Европу и Азию, обсуждается достаточно давно, с конца прошлого века. Проект был поддержан в Минкомсвязи РФ в 2012 году. Но реализацию притормозили санкции. С 2016 года проект вновь активно обсуждается и технически прорабатывается. О потенциальном участии заявили Финляндия, Япония и Норвегия. Сейчас говорится о том, что линия связи может появиться к 2020 году.
Трансарктический кабель пройдёт через КНР, Японию, норвежский город Киркенес и Кольский полуостров, а из Норвегии через Финляндию протянется в Центральную Европу. Это позволит вдвое сократить время задержки при передаче сигнала из Азии в Европу.
Примерная стоимость строительства – 700 млн евро. На сегодняшний день финансирование гарантировала только Минкомсвязь РФ на сумму 150 млн евро. Все остальное – декларации. Если Китай и вправду войдёт в проект, то он наконец сдвинется с мёртвой точки. Но пока китайцы говорят об этом очень осторожно. | https://t.me/gazmyaso/450?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 12 | 0 | 1,517,809,823 | 1,728,765,623 | 128,851 | 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10 | null | Спрос на уголь в Индии еще не достиг своего пика
, заявил министр угля страны Пралхад Джоши
«Таким образом, в обозримом будущем в Индии не произойдет никакого отказа от угля», — сказал Джоши, добавив, что до 2040 года и далее он будет играть большую роль. | https://t.me/energytodaygroup/17062?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,000 | 0 | 1,668,002,822 | 1,728,765,623 | 128,851 | 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| [{"ner":"Индии","lemma":"индия","label":"LOC","start_pos":17,"end_pos":22},{"ner":"Пралхад Джоши","lemma":"пралхад джоши","label":"PER","start_pos":78,"end_pos":91},{"ner":"Индии","lemma":"индия","label":"LOC","start_pos":130,"end_pos":135},{"ner":"Джоши","lemma":"джоши","label":"PER","start_pos":185,"end_pos":190},{"ner":"2040","lemma":"2040","label":"NUM","start_pos":208,"end_pos":212}] | NEUTRAL | rus | NOT SPAM | 45 | 0 | 0 | 1 | 0 | 0 | 3 | 6 | 1 | 0 | 12 | 2 | 9 |
10 | null | Нефть дешевеет: Brent - $61,03 за баррель, WTI - $52
https://goo.gl/4Ep23S | https://t.me/ptneft/1946?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 381 | 0 | 1,547,708,617 | 1,728,765,623 | 128,850 | 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| [{"ner":"61,03","lemma":"61,03","label":"DATE","start_pos":25,"end_pos":30},{"ner":"03","lemma":"03","label":"NUM","start_pos":28,"end_pos":30},{"ner":"52","lemma":"52","label":"NUM","start_pos":50,"end_pos":52},{"ner":"4","lemma":"4","label":"NUM","start_pos":68,"end_pos":69},{"ner":"23","lemma":"23","label":"NUM","start_pos":71,"end_pos":73},{"ner":"$61,03 ","lemma":"$61,03 ","label":"DATE","start_pos":24,"end_pos":31},{"ner":"$52","lemma":"$52","label":"DATE","start_pos":49,"end_pos":52}] | NEUTRAL | other | SPAM | 11 | 0 | 1 | 0.8125 | 0.1875 | 0 | 0 | 1 | 0 | 2 | 2 | 0 | 2 |
10 | null | Военной операцией против Ирана Израиль нарушит шаткое равновесие нефтяного рынка
Визит министра обороны США Ллойда Остина в Израиль в рамках ближневосточного турне может обернуться новым конфликтом в регионе, а также окончательно разбалансировать нефтяной рынок.
Так, сам Остин заявил, что Израиль готов к военной операции против Ирана, а израильский министр обороны Йоав Галант вообще сообщил, что пришло время неотложных решений: «Я повторяю и подчеркиваю: мы должны быть готовы к любым вариантам действий". Речь, разумеется, о ядерной программе Ирана, которую США и союзники воспринимают исключительно как попытки создать в ИРИ ядерное оружие.
Решительный настрой израильских властей демонстрирует и тот факт, что вечером ожидается обращение президента страны Ицхака Герцога к еврейскому народу — как знакомо, не находите?
Обострение ирано-израильского конфликта означает вероятные атаки не только на ядерные, но и на нефтяные объекты Ирана (месторождения и порты), ведь лишить доходов от нефтеэкспорта – излюбленная классика администрации президента США.
Что ждать рынку от таких заявлений? Вероятно, хрупкое равновесие, которое огромными усилиями достигается благодаря сделке ОПЕК+, снова будет нарушено — изъятие с рынка иранских объемов экспорта, как правило, ведет к росту цен. Вряд ли у игроков возникают иллюзии относительно иранского эмбарго на нефть — страна давно научилась обходить санкции, связанные с поставками (этот опыт, к слову, теперь неоценим для РФ).
Но в данном случае последствия могут быть еще более непредсказуемыми. Перекрытие Ормузского пролива, основной транспортной артерии с Ближнего Востока в Европу, ввязывание в конфликт крупного покупателя иранской нети Китая, втягивания России, и без того фиксирующей падение бюджетных доходов из-за санкций, а также — как бы не звучало странно по отношению к «нелюбимому», но все-таки исламскому Ирану — поддержка со стороны Саудовской Аравии, медленно и верно дрейфующей от союза США к союзу с КНР и Россией.
Так что разжигание еще одного военного конфликта на традиционно взрывном Ближнем Востоке несет выгоды только одной стране, номинально в этом конфликте не участвующей.
Речь, конечно, о США, которые хоть и недовольны высокими ценами на энергоносители, но предпочитают решать такие проблемы кардинально: загребают жар чужими руками, а затем берут контроль над пепелищем, выступая в роли благодетеля. | https://t.me/oil_capital/13188?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,000 | 0 | 1,678,435,431 | 1,728,765,623 | 128,850 | 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10 | null | ❗️
«Газпром» уведомил французскую Engie о сокращении поставок газа
Как пишет «Коммерсант» со ссылкой на пресс-центр французской компании, из-за разногласий по применению контрактов, «Газпром» сократит поставку газа французской компании Engie с четверга, 1 сентября. Engie получала от «Газпрома» около 150 млн куб. м в месяц.
На российский газ приходилось около 17% потребностей Франции. 17 июня GRTGaz, «дочка» Engie, сообщила, что Франция больше не получает российский газ по трубопроводам. В настоящее время Engie ведет переговоры с алжирской компанией Sonatrach об увеличении импорта энергоресурса. | https://t.me/papagaz/11302?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 27,800 | 0 | 1,661,843,983 | 1,728,765,623 | 128,852 | 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| 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июня","lemma":"17 июня","label":"DATE","start_pos":387,"end_pos":394},{"ner":"1","lemma":"1","label":"NUM","start_pos":254,"end_pos":255},{"ner":"150","lemma":"150","label":"NUM","start_pos":301,"end_pos":304},{"ner":"17","lemma":"17","label":"NUM","start_pos":361,"end_pos":363}] | NEUTRAL | rus | NOT SPAM | 82 | 0 | 1 | 0.938053 | 0.061947 | 0 | 9 | 8 | 0 | 2 | 31 | 2 | 23 |
10 | null | Нефть с "Сахалин-2" не попадет ограничения цен
Нефть, поставляемая с нефтегазового проекта "Сахалин-2", не подпадает под ограничение цен на этот вид топлива РФ, ввести которое договорились министры финансов стран G7, сообщило агентство Kyodo.
Проект "Сахалин-2" предполагает освоение Пильтун-Астохского и Лунского месторождений сахалинского шельфа, извлекаемые запасы которых оцениваются в 150 млн тонн нефти и 500 млрд куб. м газа. | https://t.me/needleraw/6570?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,000 | 0 | 1,662,135,424 | 1,728,765,623 | 128,852 | 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| [{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":157,"end_pos":159},{"ner":"G7","lemma":"g7","label":"ORG","start_pos":213,"end_pos":215},{"ner":"Kyodo","lemma":"kyodo","label":"ORG","start_pos":236,"end_pos":241},{"ner":"Пильтун-Астохского","lemma":"пильтун-астохского","label":"LOC","start_pos":284,"end_pos":302},{"ner":"Лунского","lemma":"лунского","label":"LOC","start_pos":305,"end_pos":313},{"ner":"2","lemma":"2","label":"NUM","start_pos":17,"end_pos":18},{"ner":"2","lemma":"2","label":"NUM","start_pos":100,"end_pos":101},{"ner":"7","lemma":"7","label":"NUM","start_pos":214,"end_pos":215},{"ner":"2","lemma":"2","label":"NUM","start_pos":259,"end_pos":260},{"ner":"150","lemma":"150","label":"NUM","start_pos":390,"end_pos":393},{"ner":"500","lemma":"500","label":"NUM","start_pos":411,"end_pos":414}] | NEUTRAL | rus | NOT SPAM | 58 | 0 | 2 | 0.973684 | 0.026316 | 0 | 5 | 9 | 2 | 2 | 25 | 0 | 14 |
10 | null | Наталья Комарова на первом месте среди претендентов на роль "слабого звена" в президентской избирательной кампании.
https://t.me/Gubery/5239 | https://t.me/gazmyaso/449?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 4,200 | 0 | 1,517,562,590 | 1,728,765,623 | 128,851 | 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| [{"ner":"Наталья Комарова","lemma":"наталья комаров","label":"PER","start_pos":0,"end_pos":16},{"ner":"5239","lemma":"5239","label":"NUM","start_pos":136,"end_pos":140}] | NEUTRAL | rus | NOT SPAM | 16 | 0 | 0 | 0.95 | 0.05 | 0 | 4 | 0 | 0 | 0 | 5 | 0 | 3 |
10 | null | Необходимы внешнеэкономические механизмы ограничения экспорта дизельного топлива, за которое получен демпфер
, сказал журналистам
глава ФАС Максим Шаскольский
. По его словам, на данный момент нет согласованного решения этой проблемы, но Минфин и Минэнерго над ней работают. | https://t.me/energytodaygroup/17061?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,100 | 0 | 1,668,001,883 | 1,728,765,623 | 128,852 | 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| [{"ner":"ФАС","lemma":"фас","label":"ORG","start_pos":136,"end_pos":139},{"ner":"Максим Шаскольский","lemma":"максим шаскольский","label":"PER","start_pos":140,"end_pos":158},{"ner":"Минфин","lemma":"минфин","label":"ORG","start_pos":238,"end_pos":244},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":247,"end_pos":256}] | NEUTRAL | rus | NOT SPAM | 37 | 0 | 1 | 1 | 0 | 0 | 5 | 4 | 2 | 0 | 11 | 0 | 6 |
10 | null | Ливия готовится к первому за 20 лет раунду лицензирования добычи нефти и газа
Об этом заявил глава ливийской государственной нефтяной компании на CERAWeek.
Если Ливии удастся провести раунд лицензирования в следующем году, он поможет стране достичь цели добычи в 2 млн б/с в течение следующих трех лет.
Добыча сырой нефти в Ливии в январе упала до 1,148 млн б/с после среднего показателя в 1,153 млн б/с в IV квартале прошлого года.
Напомним, в отчете Африканской энергетической палаты в прошлом месяце говорилось, что к 2024 году мощность добычи сырой нефти в Ливии может достичь лишь в 1,8 млн б/с, разумеется, это при условии, что не возобновятся активные боевые действия.
Ливийское правительство национального единства уверяет, что страна в течение 2-3 лет сможет нарастить добычу до 3 млн б/с. Такие разговоры звучат уже не впервые, однако раунд лицензирования делает перспективу роста (хотя бы до 2 млн б/с) действительно реальной.
Более того, есть прогресс по перспективам роста добычи газа, поскольку ENI подписала контракт стоимостью $8 млрд, предусматривающий работу на шельфе, а также планы разведочного бурения (вместе с BP) в бассейнах Гадамеса и Сирта.
#oil_capital | https://t.me/oil_capital/13187?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 7,700 | 0 | 1,678,431,759 | 1,728,765,623 | 128,852 | 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10 | null | Путин: странам ЕС стоит получить гарантии Брюсселя, что он не сорвет "Турецкий поток"
https://goo.gl/WMbNry | https://t.me/ptneft/1945?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 417 | 0 | 1,547,634,454 | 1,728,765,623 | 128,852 | 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10 | null | Биржевые цены на газ вновь пошли вверх
Цены фьючерсов на газ в Европе вновь штурмуют отметку в $3000, после того как по итогам торгов понедельника они обвалились на 17%. Цена опускалась ниже $2760 за тысячу кубометров. Вероятно, что вчера рынку оказали поддержку слова вице-канцлера ФРГ Роберта Хабека о том, что стоимость «голубого топлива», по его мнению, в ближайшее время снизится, точнее сказать, после того, как Европейские ПХГ будут заполнены.
Напомним, что ЕС на фоне развернувшегося в Европе энергокризиса в июне принял правила, по которым европейские ПХГ должны быть заполнены минимум на 80% к 1 ноября 2022 года, а в последующие годы - на 90%. По информации GIE, 10 из 19 стран ЕС с газовыми хранилищами превысили целевые 80%. Речь идет о Бельгии, Чехии, Дании, Франции, Германии, Италии, Польше, Португалии, Испании и Швеции.
Однако, в то же время производство электроэнергии из ветра в Европе снизилось до 9,3% от общего объема (12,8% в предыдущий день), свидетельствуют данные ассоциации WindEurope. Это ниже среднего для июня и июля значений в 11,23% и 11,86% соответственно.
Так что ждем новых рекордов, и напоминаем, что «Газпром» спрогнозировал цену в $4000, а Дмитрий Медведев, вынужден был повысить прогнозную стоимость на газ до €5000 за тысячу кубометров до конца 2022 года, не забыв при этом сделать символический отсыл на наш канал. Спасибо, что читаете, Дмитрий Анатольевич!
https://t.me/medvedev_telegram/169 | https://t.me/papagaz/11301?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,100 | 0 | 1,661,842,235 | 1,728,765,623 | 128,852 | 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10 | null | Они сделали это
ЕС и США сделали серьезный шаг к дальнейшему расшатыванию мирового нефтяного рынка. G7 согласовали ограничения на поставки нефти из России. На стоимость российской нефти будет введено ультимативное ограничение – «потолок цен», дороже которого закупка производиться не будет.
Ограничение будет действовать в соответствии с эмбарго ЕС на импорт российской нефти: с 5 декабря для сырой нефти и с 5 февраля для нефтепродуктов.
Ограничения касаются топлива, поставляемого морским транспортом.
Основным механизмом принуждения к соблюдению потолка цен на российскую нефть будет запрет на обслуживание морских поставок в случае, если она закупается по более высокой цене, следует из документов G7.
Потолок цен будет установлен позже «широкой коалицией» стран, решивших поддержать данное предложение. G7 призвали к созданию международной коалиции для поддержания потолка цен на российскую нефть и призвали нефтедобывающие страны увеличить добычу, чтобы снизить волатильность на рынках.
Уже сейчас в этой связи можно отметить два момента. Во-первых, реакцию ОПЕК+. Если завтра России придется частично сократить поставки на рынок, коалиции придется реагировать. Не факт, что реакция ОПЕК+ будет такая, какую ждет коллективный запад – нефтедобытчики могут принять решение о сокращении добычи.
И второе, в свете практически уже очевидного срыва ядерной сделки с Ираном и последним сближением между Тегераном и Москвой, обе страны могут координировать свои действия на нефтегазовых рынках таким образом, чтобы ЕС и США очень быстро почувствовали «эффект» от принятых решений.
Суммарно две страны держат под своим контролем больше 40% мировых запасов природного газа и 15% запасов нефти. | https://t.me/needleraw/6569?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,000 | 0 | 1,662,131,477 | 1,728,765,623 | 128,852 | 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| 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| NEUTRAL | rus | NOT SPAM | 236 | 0 | 11 | 0.989362 | 0.010638 | 0 | 29 | 30 | 4 | 5 | 80 | 16 | 36 |
10 | null | Французские порты будут использоваться в качестве перевалочного хаба для Ямальского газа. Об этом, по нашим сведениям, президент Владимир Путин договорился с представителями французского бизнеса в рамках экономического совета Франко-российской торгово-промышленной палаты. Из Франции газ будет поставляться в США и страны Западной Европы в обход антироссийских санкций.
Напомним, Франция активно участвовала в реализации проекта «Ямал СПГ». Например, президент Total Тьерри Дамарре был вместе с Путиным на открытии этого терминала по сжижению природного газа на российском Ямале.
Французы готовы увечличить уровень своего сотрудничества с Москвой, несмотря на сложную геополитическую ситуацию в Европе и в мире и давление США на Евросоюз с помощью тех санкций, который были введены в действие Вашингтоном. | https://t.me/gazmyaso/448?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 10 | 0 | 1,517,562,207 | 1,728,765,623 | 128,852 | 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| [{"ner":"Ямальского газа","lemma":"ямальский газ","label":"LOC","start_pos":73,"end_pos":88},{"ner":"Владимир Путин","lemma":"владимир путин","label":"PER","start_pos":129,"end_pos":143},{"ner":"Франко-российской торгово-промышленной палаты","lemma":"франко-российский торгово-промышленный палата","label":"LOC","start_pos":226,"end_pos":271},{"ner":"Франции","lemma":"франция","label":"LOC","start_pos":276,"end_pos":283},{"ner":"США","lemma":"сша","label":"LOC","start_pos":309,"end_pos":312},{"ner":"Западной Европы","lemma":"западный европа","label":"LOC","start_pos":322,"end_pos":337},{"ner":"Франция","lemma":"франция","label":"LOC","start_pos":380,"end_pos":387},{"ner":"Ямал СПГ","lemma":"ямал спг","label":"ORG","start_pos":430,"end_pos":438},{"ner":"Total","lemma":"total","label":"ORG","start_pos":461,"end_pos":466},{"ner":"Тьерри Дамарре","lemma":"тьерри дамарре","label":"PER","start_pos":467,"end_pos":481},{"ner":"Путиным","lemma":"путин","label":"PER","start_pos":495,"end_pos":502},{"ner":"Ямале","lemma":"ямал","label":"LOC","start_pos":573,"end_pos":578},{"ner":"Москвой","lemma":"москва","label":"LOC","start_pos":639,"end_pos":646},{"ner":"Европе","lemma":"европа","label":"LOC","start_pos":695,"end_pos":701},{"ner":"США","lemma":"сша","label":"LOC","start_pos":722,"end_pos":725},{"ner":"Евросоюз","lemma":"евросоюз","label":"LOC","start_pos":729,"end_pos":737},{"ner":"Вашингтоном","lemma":"вашингтон","label":"LOC","start_pos":793,"end_pos":804}] | NEUTRAL | rus | NOT SPAM | 108 | 0 | 3 | 0.992188 | 0.007813 | 0 | 18 | 7 | 2 | 0 | 31 | 4 | 14 |
10 | null | Владимир Путин утвердил
список
из 191 организации, которые производят оборудование для компаний ТЭК, а также оказывают им сервисные или ремонтные услуги, подпадающих под действие указа от 5 августа о применении специальных экономических мер в сферах финансов и ТЭК из-за недружественных действий стран и организаций. Сделки с долями этих компаний запрещены без специального разрешения. | https://t.me/energytodaygroup/17060?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,000 | 0 | 1,668,001,432 | 1,728,765,623 | 128,851 | 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| [{"ner":"Владимир Путин","lemma":"владимир путин","label":"PER","start_pos":0,"end_pos":14},{"ner":"ТЭК","lemma":"тэк","label":"ORG","start_pos":96,"end_pos":99},{"ner":"ТЭК","lemma":"тэк","label":"ORG","start_pos":261,"end_pos":264},{"ner":"191","lemma":"191","label":"NUM","start_pos":34,"end_pos":37},{"ner":"5","lemma":"5","label":"NUM","start_pos":188,"end_pos":189}] | NEUTRAL | rus | NOT SPAM | 53 | 0 | 2 | 1 | 0 | 0 | 7 | 5 | 2 | 1 | 19 | 1 | 5 |
10 | null | Германия хочет увеличить газовую электрогенерацию
Но пока удалось нарастить только угольную
По словам министра экономики Роберта Хабека, Германия заинтересована в газовой генерации как источнике поставок электроэнергии в периоды, когда возобновляемая энергетика не обеспечивает достаточной выработки электричества. Кроме того, новые газовые электростанции помогут заместить к 2030 году часть угольной генерации. В перспективе Германия может перевести эти газовые мощности на водород.
По мнению энергетического регулятора Федерального сетевого агентства (BNetzA), полный отказ страны от угля до 2030 года не представляет угрозы для стабильности электроэнергетической системы страны, если произойдет развертывание новых мощностей возобновляемых источников энергии и будет создана инфраструктура для водородной энергетики.
Аналитики консалтинговой компании McKinsey считают, что Германии необходимы новые газовые электростанции для обеспечения бесперебойного электроснабжения. В стране нужно построить дополнительные мощности газовой генерации и принять дополнительные меры, чтобы избежать нехватки электроэнергии в периоды пикового спроса, поскольку страна отказывается от АЭС и части угольных электростанций.
Без новых газовых электростанций к 2030 году Германия столкнется с дефицитом электроэнергии в размере 30 ГВт, который не может быть восполнен только за счет расширения использования возобновляемых источников энергии. Для стабилизации системы энергоснабжения Германия должна рассмотреть вопрос о продлении срока службы угольных электростанций, построить мощности для хранения энергии, импортировать больше электроэнергии, а также регулировать поставки в моменты пикового спроса.
Что касается энергетиков, отрасль предупреждает власти об отсутствии заинтересованности компаний в строительстве новых мощностей газовой генерации. У промышленности недостаточно стимулов для сооружения электростанций, работающих на природном газе, которые будут использоваться лишь временно, как резервные мощности, в моменты, когда возобновляемые источники энергии не обеспечивают достаточного количества электроэнергии, а также в периоды пикового спроса. В отрасли заявили, что за поддержание в рабочем состоянии газовых установок придется заплатить дополнительно.
Пока же Германии удалось лишь увеличить производство электроэнергии на угле на 8,4% в 2022 году. Как сообщает Федеральное статистическое управление Германии, по предварительным данным, треть электроэнергии, произведенной в стране, была получена от угольных электростанций.
В прошлом году правительство Германии для борьбы с энергокризисом и из-за отказа от российского газа приняло закон о возврате в строй законсервированных ранее угольных электростанций.
#oil_capital | https://t.me/oil_capital/13186?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 1,900 | 0 | 1,678,428,155 | 1,728,765,623 | 128,852 | 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10 | null | Нефтяников РФ могут обязать платить налог на недвижимость со всех скважин
https://goo.gl/TGBftc | https://t.me/ptneft/1944?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 392 | 0 | 1,547,627,879 | 1,728,765,623 | 128,852 | 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| [{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":11,"end_pos":13}] | NEUTRAL | rus | NOT SPAM | 12 | 0 | 1 | 0.923077 | 0.076923 | 0 | 0 | 3 | 0 | 0 | 4 | 0 | 0 |
10 | null | Как известно, обычно нефть черного цвета, именно поэтому ее называют «черным золотом». Но бывает нефть красная, зеленая, янтарная, голубая и бесцветная. Цвет нефти зависит от количества, характера и окраски смолистых веществ, содержащихся в ней. Бесцветная или белая нефть – это, по существу, газовый конденсат. От цвета нефти качество ее практически не зависит. На качество нефти влияет доля неуглеводородных примесей. Чем больше их в нефти, тем она тяжелее, то есть более вязкая, плотная, неудобная для добычи. При ее переработке остается большое количество тяжелых фракций. Из легких нефтей получают бензины, керосиновые и газойлевые фракции. «Хуже водки лучше нет!», - Виктор Черномырдин. #ЗАНЕФТЬИГАЗ | https://t.me/papagaz/11300?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,900 | 0 | 1,661,832,214 | 1,728,765,623 | 128,851 | 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| [{"ner":"Виктор Черномырдин","lemma":"виктор черномырдин","label":"PER","start_pos":673,"end_pos":691}] | NEUTRAL | rus | NOT SPAM | 100 | 0 | 1 | 1 | 0 | 0 | 22 | 10 | 5 | 1 | 30 | 6 | 32 |
10 | null | Пришло время для того, чтобы ввести ограничения цен на трубопроводный газ из России, заявила глава Еврокомиссии Урсула фон дер Ляйен.
«Я твердо уверена, что настало время для установления ценового ограничения для трубопроводного российского газа, идущего в Европу»,— цитирует Reuters.
Рынок задумался о рекордных дивидендах за 2 полугодие 2022 года. | https://t.me/needleraw/6568?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,600 | 0 | 1,662,114,578 | 1,728,765,623 | 128,852 | 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10 | null | http://telegra.ph/Putin-pogovorit-s-glavoj-FAS-o-snizhenii-cen-na-benzin-02-02 | https://t.me/gazmyaso/447?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 8 | 0 | 1,517,560,094 | 1,728,765,623 | 128,851 | 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10 | null | Соединенные Штаты нацелены на рост газового экспорта
Согласно оценкам Управления энергетической информации США, экспортные поставки американского сжиженного природного газа увеличатся в 2023-2024 годах.
EIA прогнозирует на текущий год экспорт СПГ из страны на уровне 0,34 млрд кубометров в сутки (12,1 млрд куб. футов в сутки), что на 14% больше, чем в прошлом году. Что касается 2024 года, Соединенные Штаты смогут нарастить поставки сжиженного природного газа еще на 5%. Лишь к концу следующего года в стране ожидается запуск новых экспортных СПГ-проектов.
Прирост американского экспорта сжиженного природного газа обеспечит высокий мировой спрос.
Поставки СПГ, по мнению Управления энергетической информации США, продолжат «вытеснять» российский трубопроводный газ на рынках европейских стран.
Экспорт в этом году будет поддержан возвращением в эксплуатацию всех трех линий проекта Freeport LNG, что позволит Соединенным Штатам претендовать на место среди крупнейших в мире экспортеров СПГ.
Поставки на экспорт природного газа из США по трубопроводам также вырастут в 2023-2024 годах, в основном за счет увеличения экспорта в Мексику, что будет обеспечено запуском в эксплуатацию нескольких мексиканских трубопроводных проектов.
#oil_capital | https://t.me/oil_capital/13185?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,200 | 0 | 1,678,424,488 | 1,728,765,623 | 128,852 | 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| NEUTRAL | rus | SPAM | 168 | 0 | 9 | 0.980676 | 0.019324 | 0 | 33 | 19 | 4 | 7 | 59 | 2 | 22 |
10 | null | Экспортная пошлина на нефть в России с 1 февраля снизится до $80,7 за тонну
https://goo.gl/PysQAN | https://t.me/ptneft/1943?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 389 | 0 | 1,547,622,010 | 1,728,765,623 | 128,852 | 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| [{"ner":"России","lemma":"россия","label":"LOC","start_pos":30,"end_pos":36},{"ner":"1","lemma":"1","label":"NUM","start_pos":39,"end_pos":40},{"ner":"80","lemma":"80","label":"NUM","start_pos":62,"end_pos":64},{"ner":"7","lemma":"7","label":"NUM","start_pos":65,"end_pos":66},{"ner":"$80,7 ","lemma":"$80,7 ","label":"DATE","start_pos":61,"end_pos":67}] | NEUTRAL | rus | SPAM | 15 | 0 | 0 | 0.941177 | 0.058824 | 0 | 2 | 1 | 0 | 2 | 4 | 0 | 0 |
10 | null | 🔩
Запущен комплекс по переработке нефтяных остатков в Нижегородской области
Николай Шульгинов запустил новый комплекс по переработке нефтяных остатков на
НПЗ «ЛУКОЙЛ-Нижегороднефтеоргсинтез»
в Кстове в Нижегородской области.
5 фактов о новом комплексе:
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Проект реализован в рамках соглашения с Минэнерго о предоставлении мер поддержки глубокой переработке нефти.
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Комплекс будет перерабатывать более 2 млн тонн нефтяных остатков в год.
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Благодаря комплексу увеличится производство дизельного топлива эко-класса Евро-5
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В состав объекта входят установки по переработке тяжелых нефтяных остатков: замедленного коксования, гидроочистки дизельного топлива и бензина, извлечения элементарной серы
🔹
Комплекс позволит увеличить глубину переработки нефти с 80 до 97% и нарастить выход светлых нефтепродуктов с 63% до 74% | https://t.me/energytodaygroup/17059?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,000 | 0 | 1,667,999,884 | 1,728,765,623 | 128,851 | 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| [{"ner":"Нижегородской области","lemma":"нижегородский область","label":"LOC","start_pos":54,"end_pos":75},{"ner":"Николай Шульгинов","lemma":"николай шульгинов","label":"PER","start_pos":76,"end_pos":93},{"ner":"НПЗ","lemma":"нпз","label":"ORG","start_pos":154,"end_pos":157},{"ner":"ЛУКОЙЛ-Нижегороднефтеоргсинтез","lemma":"лукойл-нижегороднефтеоргсинтез","label":"ORG","start_pos":159,"end_pos":189},{"ner":"Кстове","lemma":"кстов","label":"LOC","start_pos":193,"end_pos":199},{"ner":"Нижегородской области","lemma":"нижегородский область","label":"LOC","start_pos":202,"end_pos":223},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":295,"end_pos":304},{"ner":"5","lemma":"5","label":"NUM","start_pos":225,"end_pos":226},{"ner":"2","lemma":"2","label":"NUM","start_pos":402,"end_pos":403},{"ner":"5","lemma":"5","label":"NUM","start_pos":519,"end_pos":520},{"ner":"80","lemma":"80","label":"NUM","start_pos":754,"end_pos":756},{"ner":"97","lemma":"97","label":"NUM","start_pos":760,"end_pos":762},{"ner":"63","lemma":"63","label":"NUM","start_pos":807,"end_pos":809},{"ner":"74","lemma":"74","label":"NUM","start_pos":814,"end_pos":816}] | NEUTRAL | rus | NOT SPAM | 109 | 0 | 3 | 1 | 0 | 0 | 15 | 9 | 0 | 6 | 50 | 1 | 14 |
10 | null | «Не ищите иголку в стогу сена. Просто купите весь стог сена целиком!» -
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SAPPHIRE AGENCY
⚡️ | https://t.me/papagaz/11299?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 18,400 | 0 | 1,661,792,403 | 1,728,765,623 | 128,851 | 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| [{"ner":"SAPPHIRE AGENCY","lemma":"sapphire agency","label":"ORG","start_pos":80,"end_pos":95},{"ner":"Ваше","lemma":"ваш","label":"LOC","start_pos":147,"end_pos":151},{"ner":"Азбука","lemma":"азбука","label":"PER","start_pos":162,"end_pos":168},{"ner":"ТЭК","lemma":"тэк","label":"ORG","start_pos":1186,"end_pos":1189},{"ner":"Серьезный канал","lemma":"серьёзный канал","label":"ORG","start_pos":1282,"end_pos":1297},{"ner":"Эскроу Марата","lemma":"эскроу марат","label":"PER","start_pos":1330,"end_pos":1343},{"ner":"20","lemma":"20","label":"NUM","start_pos":696,"end_pos":698}] | NEUTRAL | rus | NOT SPAM | 228 | 0 | 8 | 0.977707 | 0.022293 | 0 | 39 | 22 | 5 | 0 | 92 | 6 | 49 |
10 | null | Сегодня G7 обсудят возможность введения предельной цены на российскую нефть.
Реакция рынка показательна.
Стоимость акций российских нефтяных компаний резко растет в ходе торгов на Московской бирже. Акции "Русснефти" в моменте на 17%,"Сургутнефтегаза" - на 10%, "Роснефти" и "Газпромнефти" - на 4-5%.
В то же время стоимость фьючерса на нефть марки Brent с поставкой в ноябре 2022 года на лондонской бирже ICE прибавляет 2,86%, торгуется на уровне $95 за баррель.
Отчего рынок понимает последствия, а политики крупнейших экономик мира нет, вопрос риторический. | https://t.me/needleraw/6567?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,600 | 0 | 1,662,113,339 | 1,728,765,623 | 128,852 | 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","lemma":"$95 ","label":"DATE","start_pos":447,"end_pos":451}] | NEUTRAL | rus | NOT SPAM | 81 | 0 | 3 | 0.972222 | 0.027778 | 0 | 10 | 6 | 0 | 6 | 31 | 3 | 19 |
10 | null | "Росатом" продолжает набирать обороты.
Кураторство Арктики и Севморпути, Павловское месторождение, переработка особо опасных отходов, теперь и ледоколы для транспортировки СПГ.
А вы еще хотите, чтобы Кириенко выборами занимался. У человека и без того серьёзных дел хватает. | https://t.me/gazmyaso/446?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 5,000 | 0 | 1,517,500,078 | 1,728,765,623 | 128,851 | 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| [{"ner":"Росатом","lemma":"росатом","label":"ORG","start_pos":1,"end_pos":8},{"ner":"Севморпути","lemma":"севморпути","label":"LOC","start_pos":61,"end_pos":71},{"ner":"Павловское","lemma":"павловский","label":"LOC","start_pos":73,"end_pos":83},{"ner":"Кириенко","lemma":"кириенко","label":"PER","start_pos":200,"end_pos":208}] | NEUTRAL | rus | NOT SPAM | 36 | 0 | 3 | 1 | 0 | 0 | 3 | 5 | 2 | 0 | 10 | 3 | 10 |
10 | null | "Транснефть" в 2018 г снизила экспорт нефти на 1,4%, планирует снижение в 2019 г
https://goo.gl/FdNbgL | https://t.me/ptneft/1942?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 407 | 0 | 1,547,547,305 | 1,728,765,623 | 128,852 | 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| [{"ner":"Транснефть","lemma":"транснефть","label":"ORG","start_pos":1,"end_pos":11},{"ner":"2018","lemma":"2018","label":"NUM","start_pos":15,"end_pos":19},{"ner":"1","lemma":"1","label":"NUM","start_pos":47,"end_pos":48},{"ner":"4","lemma":"4","label":"NUM","start_pos":49,"end_pos":50},{"ner":"2019","lemma":"2019","label":"NUM","start_pos":74,"end_pos":78}] | NEUTRAL | rus | SPAM | 15 | 0 | 0 | 0.95 | 0.05 | 0 | 2 | 2 | 0 | 1 | 5 | 0 | 3 |
10 | null | По $1000 за взрыв подстанции в Бердянске Запорожской области пообещали в Минобороны Украины двум террористам. Оба
задержаны
и признаются. | https://t.me/energytodaygroup/17056?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,300 | 0 | 1,667,995,337 | 1,728,765,623 | 128,851 | 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| [{"ner":"Бердянске","lemma":"бердянск","label":"LOC","start_pos":31,"end_pos":40},{"ner":"Запорожской области","lemma":"запорожский область","label":"LOC","start_pos":41,"end_pos":60},{"ner":"Минобороны","lemma":"минобороны","label":"ORG","start_pos":73,"end_pos":83},{"ner":"Украины","lemma":"украина","label":"LOC","start_pos":84,"end_pos":91},{"ner":"1000","lemma":"1000","label":"NUM","start_pos":4,"end_pos":8},{"ner":"$1000 ","lemma":"$1000 ","label":"DATE","start_pos":3,"end_pos":9}] | NEUTRAL | rus | NOT SPAM | 19 | 0 | 0 | 1 | 0 | 0 | 2 | 3 | 0 | 3 | 4 | 0 | 2 |
10 | null | Си Цзиньпин первым в истории КНР избран на третий срок на должность председателя страны. | https://t.me/oil_capital/13184?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,300 | 0 | 1,678,422,599 | 1,728,765,623 | 128,851 | 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| [{"ner":"Си Цзиньпин","lemma":"си цзиньпин","label":"PER","start_pos":0,"end_pos":11},{"ner":"КНР","lemma":"кнр","label":"LOC","start_pos":29,"end_pos":32}] | NEUTRAL | rus | NOT SPAM | 14 | 0 | 1 | 1 | 0 | 0 | 2 | 1 | 0 | 0 | 5 | 0 | 1 |
10 | null |
#НОВОСТИКОРОТКО 29.08.2022
Газ — $2872,75 за тыс. куб.м
Нефть — $101,83 за баррель
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Чистая прибыль «Татнефти» по МСФО за 6 месяцев 2022 года составила ₽139,25 млрд, увеличившись на 49,8% по сравнению с ₽92,93 млрд в предыдущем году
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CEO Shell: газовый кризис в Европе может продлиться несколько зим
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Энергомощность ферм по добыче криптовалюты на нефтяных месторождениях РФ достигла 85 МВт, что составляет 23% рынка - Vygon Consulting
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Алексей Миллер и Президент Туркменистана Сердар Бердымухамедов рассмотрели вопросы энергетического сотрудничества - Газпром
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Уровень заполненности ПХГ германии в начале сентября составит 85%, раньше предписанного срока - глава Минэкономики ФРГ
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Глава МЭА сомневается, что России теперь будет легко по доведению мощностей СПГ до 30 млрд куб.м к 2030 г.
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Китайский Sinopec запустил первый проект по улавливанию углерода и планирует запустить еще два к 2025г
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Чехия созывает внеочередное заседание министров энергетики ЕС на 9 сентября
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ЕС инвестирует €300 млрд в зеленую энергетику в рамках усилий по отказу от ископаемых энергоресурсов из РФ - глава ЕК
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Румыния удваивает с 1 сентября налог на транспортировку электроэнергии в Молдавию
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Норвегия направит Украине €205 млн на закупку газа
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Глава МЭА: добыча нефти в России не упала так сильно, как ожидалось ранее, потому что ей удалось найти новые рынки за пределами Европы, а внутренний спрос остается устойчивым | https://t.me/papagaz/11298?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,900 | 0 | 1,661,789,748 | 1,728,765,623 | 128,851 | 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10 | null | Цитата дня
"Мы переживаем исключительный кризис в сфере энергетики в Европе с последствиями для суверенитета нашей страны и нашего континента, а также для нашей покупательной способности и конкурентоспособности нашей промышленности… Энергетическая отрасль больше никогда не будет такой, какой мы ее знали. Новая энергетическая система будет сильно отличаться. В частности, это касается энергетического перехода и изменения средств производства, а также правил работы рынка", - глава французского энергетического концерна Engie Катрин Макгрегор.
Макрегор отметила, что энергетическая система Европы испытывает давление и что в нынешних условиях следует готовиться к негативным сценариям развития ситуации. | https://t.me/needleraw/6566?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,500 | 0 | 1,662,112,962 | 1,728,765,623 | 128,852 | 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| [{"ner":"Европе","lemma":"европа","label":"LOC","start_pos":69,"end_pos":75},{"ner":"Engie","lemma":"engie","label":"ORG","start_pos":521,"end_pos":526},{"ner":"Катрин Макгрегор","lemma":"катрин макгрегор","label":"PER","start_pos":527,"end_pos":543},{"ner":"Макрегор","lemma":"макрегор","label":"PER","start_pos":545,"end_pos":553},{"ner":"Европы","lemma":"европа","label":"LOC","start_pos":591,"end_pos":597}] | NEUTRAL | rus | NOT SPAM | 90 | 0 | 1 | 0.990476 | 0.009524 | 0 | 11 | 8 | 4 | 0 | 30 | 5 | 14 |
10 | null | Алексею Миллеру сегодня исполнилось 56.
Здоровье хорошее. Аппаратные позиции тоже.
Короче, не дождетесь | https://t.me/gazmyaso/445?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 8,100 | 0 | 1,517,385,546 | 1,728,765,624 | 128,851 | 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| [{"ner":"Алексею Миллеру","lemma":"алексей миллер","label":"PER","start_pos":0,"end_pos":15},{"ner":"56","lemma":"56","label":"NUM","start_pos":36,"end_pos":38}] | NEUTRAL | rus | NOT SPAM | 13 | 0 | 0 | 1 | 0 | 0 | 2 | 2 | 0 | 1 | 2 | 3 | 4 |
10 | null | Россия определилась с объемом экспорта нефти в Белоруссию в 2019 году
https://goo.gl/j8C759 | https://t.me/ptneft/1941?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 380 | 0 | 1,547,542,108 | 1,728,765,624 | 128,852 | 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| [{"ner":"Россия","lemma":"россия","label":"LOC","start_pos":0,"end_pos":6},{"ner":"Белоруссию","lemma":"белоруссия","label":"LOC","start_pos":47,"end_pos":57},{"ner":"https://goo.gl/j8C759","lemma":"https://goo.gl/j8c759","label":"ORG","start_pos":70,"end_pos":91},{"ner":"2019","lemma":"2019","label":"NUM","start_pos":60,"end_pos":64},{"ner":"8","lemma":"8","label":"NUM","start_pos":86,"end_pos":87},{"ner":"759","lemma":"759","label":"NUM","start_pos":88,"end_pos":91}] | NEUTRAL | rus | SPAM | 12 | 0 | 0 | 0.923077 | 0.076923 | 0 | 1 | 1 | 0 | 0 | 4 | 0 | 0 |
10 | null | Во Франции продолжают работать над проектом глубокой реструктуризации деятельности EDF с разделением по направлениями ядерной, гидро
и возобновляемой энергетики
,
который был официально приостановлен после протеста профсоюзов.
Правительство отрицает подготовку к такому развитию событий, но в во внутренних документах, с которыми ознакомился и цитирует депутат Филипп Брун, говорится, что 100%-ная национализация EDF позволит подготовить предстоящие переговоры со всеми сторонами на новой основе, а делистинг с биржи позволит избежать негативного сигнала профсоюзным организациям: нет информации - сложнее мобилизоваться до принятия решения. | https://t.me/energytodaygroup/17055?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 5,000 | 0 | 1,667,978,281 | 1,728,765,624 | 128,852 | 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| [{"ner":"Франции","lemma":"франция","label":"LOC","start_pos":3,"end_pos":10},{"ner":"Филипп Брун","lemma":"филипп брун","label":"PER","start_pos":362,"end_pos":373},{"ner":"100","lemma":"100","label":"NUM","start_pos":390,"end_pos":393}] | NEUTRAL | rus | NOT SPAM | 80 | 0 | 2 | 0.978723 | 0.021277 | 0 | 7 | 14 | 2 | 1 | 26 | 3 | 10 |
10 | null | Как отказаться от российского газа: The New York Times дала совет
В статье «У Португалии есть решение для Европы, оказавшейся в заложниках от российского газа», автор рассуждает как Португалия, где нет «ни угольных шахт, ни нефтяных скважин, ни газовых месторождений», а из-за засухи сократилась и гидрогенерация, превратилась в "энергетический остров".
Рецепт от подобранных экспертов, как обычно прост: «вкладывать значительные средства в ВИЭ – энергии солнца, ветра и воды, – а также выстраивать сложную систему, которая теперь позволяем им импортировать газ с севера и запада Африки, из Соединенных Штатов и других стран».
Ну, т.е. зеленая повестка и СПГ из США.
Авторы, правда, забывают, что экономика Португалии вечно дотационная, потребление газа в стране на уровне 6 млрд м3 в год, а прибрежное положение и постоянное солнце позволяют более эффективно получать энергию из ВИЭ.
С Испанией сложнее (ее эксперты также приводят в пример). Ее потребление ок. 30 млрд м3 газа в год. Но даже в сумме у обоих потребление газа в три раза меньше Германии, и на полтора порядка Европы.
При этом в последние месяцы Россия была первым поставщиком газа в ту же Испанию (вытеснив Алжир). А в свете последних проблем Испании с Алжиром, который перекрыл основной газопровод, протестуя против признания Испанией территориального спора между Алжиром и Марокко за последним, государство стоит перед теми же проблемами, что и вся Европа. | https://t.me/needleraw/6565?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,500 | 0 | 1,662,109,587 | 1,728,765,624 | 128,852 | 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10 | null | ❗️
Власти США в частном порядке предлагают трейдерам не бояться российской нефти
Газета Financial Times со ссылкой на свои источники сообщила, что представители американского Министерства финансов предложили крупнейшим трейдерам заключать сделки по купле-продаже российской нефти в рамках ценового потолка.
Источники издания в компаниях Trafigura и Gunvor сообщили, что сотрудники Минфина предлагали "не опасаться" торговли российской нефтью по цене не выше потолка, так как у США есть задача сократить доходы Москвы, но сохранить на рынке российскую нефть для обеспечения ценовой стабильности.
#oil_capital | https://t.me/oil_capital/13183?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,400 | 0 | 1,678,398,651 | 1,728,765,624 | 128,852 | 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| [{"ner":"США","lemma":"сша","label":"LOC","start_pos":10,"end_pos":13},{"ner":"Financial Times","lemma":"financial times","label":"ORG","start_pos":88,"end_pos":103},{"ner":"Министерства финансов","lemma":"министерство финансов","label":"ORG","start_pos":175,"end_pos":196},{"ner":"Trafigura","lemma":"trafigura","label":"ORG","start_pos":337,"end_pos":346},{"ner":"Gunvor","lemma":"gunvor","label":"ORG","start_pos":349,"end_pos":355},{"ner":"Минфина","lemma":"минфин","label":"ORG","start_pos":381,"end_pos":388},{"ner":"США","lemma":"сша","label":"LOC","start_pos":477,"end_pos":480},{"ner":"Москвы","lemma":"москва","label":"LOC","start_pos":510,"end_pos":516}] | NEUTRAL | rus | NOT SPAM | 81 | 0 | 2 | 0.948454 | 0.051546 | 0 | 10 | 11 | 0 | 0 | 31 | 1 | 9 |
10 | null | ЕК готовит экстренную структурную реформу рынка электроэнергии в ЕС
«Взлет цен на электроэнергию в ЕС до космических высот продемонстрировал все недостатки рынка электроэнергии в ЕС, создававшегося для совершенно других условий. Поэтому Еврокомиссия работает над планом экстренной структурной реформы нашего рынка электроэнергии в ЕС, нам нужна новая рыночная модель для электричества, которая будет работать и вернет баланс европейской экономике». Такое заявление глава Еврокомиссии Урсула Фон Дер Ляйен.
Природный газ в ЕС удовлетворяет лишь 23% спроса на энергию. Сейчас Евросоюз хочет избавиться от влияния цены на газ при ценообразовании на электроэнергию. На фоне многочисленных сообщений об очередных ценовых рекордах на электричество, данное желание Брюсселя выглядит логичным. Посмотрим, как у них это выйдет. | https://t.me/papagaz/11297?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,500 | 0 | 1,661,787,207 | 1,728,765,624 | 128,852 | 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| 4 | 1 | 34 | 4 | 14 |
10 | null | Новые санкционные решения Минфина США по России могут появиться через две недели после слушаний в Конгрессе, в которых примут участие работники Госдепа. | https://t.me/gazmyaso/444?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 7 | 0 | 1,517,300,888 | 1,728,765,624 | 128,851 | 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| [{"ner":"Минфина","lemma":"минфин","label":"ORG","start_pos":26,"end_pos":33},{"ner":"США","lemma":"сша","label":"LOC","start_pos":34,"end_pos":37},{"ner":"России","lemma":"россия","label":"LOC","start_pos":41,"end_pos":47},{"ner":"Конгрессе","lemma":"конгресс","label":"ORG","start_pos":98,"end_pos":107},{"ner":"Госдепа","lemma":"госдеп","label":"ORG","start_pos":144,"end_pos":151}] | NEUTRAL | rus | NOT SPAM | 22 | 0 | 1 | 1 | 0 | 0 | 2 | 3 | 1 | 1 | 5 | 0 | 2 |
10 | null | Расширение налога на сверхдоходы будет «катастрофой» для нефтегазового сектора Северного моря
Brindex (Ассоциация британских независимых компаний по разведке и добыче) назвала Великобританию одним из самых «финансово нестабильных и сложных режимов для ведения бизнеса» и заявил, что увеличение налогов подорвет ее способность повышать энергетическую безопасность за счет развития добычи.
В письме канцлеру казначейства UK Джереми Ханту ассоциация разумно отмечает, что новые, непрогнозируемые ранее налоги только увеличивают неопределенность для инвесторов и делают регион слишком рискованным для инвестиций, которые и так уже сопряжены с высоким риском, стоимостью и технически сложностями из-за зрелости и геологии бассейна.
Тем не менее, ожидается, что кабмин Сунака, в попытке заткнуть бюджетную дыру после решений Трасс о заморозке счетов за энергоресурсы, примет такое решение, что однозначно усугубит положение страны. Трасс, при всей её дури, это понимала, но выбрала другое зло. Хотя там давно цугцванг в экономике. | https://t.me/energytodaygroup/17054?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,600 | 0 | 1,667,975,222 | 1,728,765,624 | 128,852 | 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10 | null | «Газпром нефть» последней из крупных компаний повысила цены на бензин
https://goo.gl/rYMLzQ | https://t.me/ptneft/1940?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 401 | 0 | 1,547,535,610 | 1,728,765,624 | 128,853 | 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| [{"ner":"Газпром нефть","lemma":"газпром нефть","label":"ORG","start_pos":1,"end_pos":14}] | NEUTRAL | rus | NOT SPAM | 11 | 0 | 0 | 0.928571 | 0.071429 | 0 | 2 | 1 | 0 | 0 | 5 | 0 | 2 |
10 | null | В Великобритании поспорили про экономию электричества. Уходящий премьер Борис Джонсон посоветовал британцам потратить £20 ($23) на новый электрический чайник, чтобы сэкономить в год электричество на £10 ($11,6).
The Independent отреагировала статьей писателя Эдвина Хейуорда, который сказал, что предлагать такое британцам, чей средний счет за электричество возрастет в октябре на £1 578 ($1 930) в год - "это как предложить вычерпывать наперстком воду с "Титаника" после того, как он столкнулся с айсбергом".
Теневой министр по делам бизнеса, энергетики и промышленной стратегии Великобритании Билл Эстерсон высказал все, что он думает про премьера: "Он на самом деле потерял связь с реальностью, или ему просто все равно? Или и то, и другое?". | https://t.me/needleraw/6564?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 21,300 | 0 | 1,662,107,333 | 1,728,765,624 | 128,852 | 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10 | null | Нефтяники тратят деньги на дивиденды, а не на инвестиции
По данным Центра глобальной энергетической политики Колумбийского университета (CGEP), крупнейшие нефтегазовые компании использовали свою рекордную прибыль в 2022 году для выплат дивидендов на сумму $170 млрд и выкупа акций на $140 млрд.
Это сильно превышает средние показатели за 10 лет.
При этом инвестиционные расходы снижаются. Если бы эти сверхприбыли были реинвестированы, отрасль потратила бы на вложения в развитие до $580 млрд в 2022-м. Увы, вместо этого инвестиций нефтегаз получил лишь $310 млрд.
Откуда такая растерянность и транжирство? Спрос на ископаемое топливо не падает, а политики в странах, включая США, давят своей стратегией энергоперехода… при этом требуя бурить все больше скважин.
«Компании могли бы инвестировать в ВИЭ. Но чтобы достичь нулевых показателей по выбросам , инвестиции в «зелень» должны быть примерно в 9 раз больше, чем в ископаемое топливо к 2030 году, по сравнению с сегодняшними показателями», – говорят в CGEP.
Только вот нет 100% уверенности в прибыльности какого-то определенного типа ВИЭ. К примеру, BP заявила, что ВИЭ-проекты вернут компании 8% инвестиций. Для сравнения: в случае с проектами ископаемого топлива компании возврат инвестиций составляет 20%. | https://t.me/oil_capital/13182?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 4,200 | 0 | 1,678,378,857 | 1,728,765,624 | 128,853 | 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10 | null | Еще из забавного в "кремлевском списке" - попадание в него представителя Президента РФ по климату Александра Бедрицкого, который известен активным лоббированием американских интересов. Но программу ему загрузили еще при Обаме, а у Трампа, как известно, иная позиция по вопросам климата. | https://t.me/gazmyaso/443?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 11,500 | 0 | 1,517,300,522 | 1,728,765,624 | 128,852 | 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| [{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":84,"end_pos":86},{"ner":"Александра Бедрицкого","lemma":"александр бедрицкий","label":"PER","start_pos":98,"end_pos":119},{"ner":"Обаме","lemma":"обама","label":"PER","start_pos":220,"end_pos":225},{"ner":"Трампа","lemma":"трамп","label":"PER","start_pos":231,"end_pos":237}] | NEUTRAL | rus | NOT SPAM | 40 | 0 | 1 | 1 | 0 | 0 | 7 | 1 | 3 | 0 | 11 | 2 | 8 |
10 | null | «
В краткосрочной перспективе человечеству всё ещё нужны нефть и газ, иначе цивилизация рухнет. Особенно сегодня, когда введены санкции против России, нам нужны нефть и газ, чтобы поддержать существование нашей цивилизации. Такой вывод может сделать любой здравомыслящий человек
», — Илон Маск, американский предприниматель на международной конференции по энергетике и технологиям ONS-2022. #ЦИТАТАДНЯ | https://t.me/papagaz/11296?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,700 | 0 | 1,661,780,575 | 1,728,765,624 | 128,854 | 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| [{"ner":"России","lemma":"россия","label":"LOC","start_pos":143,"end_pos":149},{"ner":"Илон Маск","lemma":"илон маск","label":"PER","start_pos":284,"end_pos":293},{"ner":"ЦИТАТАДНЯ","lemma":"цитатадня","label":"ORG","start_pos":392,"end_pos":401},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":385,"end_pos":389}] | NEUTRAL | rus | NOT SPAM | 53 | 0 | 3 | 0.985075 | 0.014925 | 0 | 5 | 6 | 1 | 0 | 17 | 4 | 13 |
10 | null | В США ожидается рост расходов на отопление
Этой зимой расходы домохозяйств на отопление в среднем составят около $2350, что будет самым высоким показателем с 2013-2014 годов с поправкой на инфляцию.
В прошлом месяце правительство прогнозировало, что расходы на отопление в США будут на 27% выше по сравнению с предыдущей зимой. | https://t.me/energytodaygroup/17053?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,400 | 0 | 1,667,972,641 | 1,728,765,624 | 128,854 | 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| [{"ner":"США","lemma":"сша","label":"LOC","start_pos":2,"end_pos":5},{"ner":"США","lemma":"сша","label":"LOC","start_pos":273,"end_pos":276},{"ner":"13-20","lemma":"13-20","label":"DATE","start_pos":160,"end_pos":165},{"ner":"2350","lemma":"2350","label":"NUM","start_pos":114,"end_pos":118},{"ner":"2013","lemma":"2013","label":"NUM","start_pos":158,"end_pos":162},{"ner":"2014","lemma":"2014","label":"NUM","start_pos":163,"end_pos":167},{"ner":"27","lemma":"27","label":"NUM","start_pos":286,"end_pos":288},{"ner":"$2350, ","lemma":"$2350, ","label":"DATE","start_pos":113,"end_pos":120}] | NEUTRAL | rus | NOT SPAM | 50 | 0 | 4 | 1 | 0 | 0 | 8 | 3 | 1 | 2 | 18 | 0 | 4 |
10 | null | Молдавия переходит на уголь
Правительство Молдавии приняло решение купить в государственный резерв более 3 тыс. тонн угля для обеспечения энергетической безопасности.
Минфин выделит из резервного фонда правительства 35,7 млн леев ($1,8 млн) для пополнения углем госрезервов. На эти деньги будет закуплено 3,155 тыс. тонн угля, исходя из цены 11,2 тыс. леев (около $580) за тонну.
Переход на уголь является альтернативой в случае ограничения поставок природного газа. Ранее правительство также выделило средства для закупки мазута.
Предполагается, что в случае сохранения высоких цен на газ предстоящей зимой система централизованного отопления в Кишиневе будет переведена на альтернативные виды топлива. | https://t.me/needleraw/6563?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 6,200 | 0 | 1,662,105,513 | 1,728,765,624 | 128,853 | 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| [{"ner":"Молдавия","lemma":"молдавия","label":"LOC","start_pos":0,"end_pos":8},{"ner":"Молдавии","lemma":"молдавия","label":"LOC","start_pos":42,"end_pos":50},{"ner":"Минфин","lemma":"минфин","label":"ORG","start_pos":167,"end_pos":173},{"ner":"млн леев","lemma":"млн 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SPAM | 96 | 0 | 0 | 1 | 0 | 0 | 8 | 10 | 0 | 7 | 45 | 3 | 12 |
10 | null | Ливинский не попал в "кремлевский список", потому что американцы считают, что Бударгин до сих пор возглавляет "Россети".
Как там покойный Задорнов говорил? | https://t.me/gazmyaso/442?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 4,300 | 0 | 1,517,298,650 | 1,728,765,624 | 128,855 | 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| [{"ner":"Ливинский","lemma":"ливинский","label":"PER","start_pos":0,"end_pos":9},{"ner":"Бударгин","lemma":"бударгин","label":"PER","start_pos":78,"end_pos":86},{"ner":"Россети","lemma":"россети","label":"ORG","start_pos":111,"end_pos":118},{"ner":"Задорнов","lemma":"задорнов","label":"PER","start_pos":138,"end_pos":146}] | NEUTRAL | rus | NOT SPAM | 22 | 0 | 0 | 1 | 0 | 0 | 2 | 4 | 0 | 0 | 3 | 3 | 8 |
10 | null | SOCAR Energy Ukraine в 2019 году построит на Украине восемь новых АЗС
https://goo.gl/17Wws6 | https://t.me/ptneft/1939?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 431 | 0 | 1,547,462,453 | 1,728,765,624 | 128,853 | 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| [{"ner":"Ukraine","lemma":"Ukraine","label":"LOC","start_pos":13,"end_pos":20},{"ner":"2019","lemma":"2019","label":"DATE","start_pos":23,"end_pos":27},{"ner":"Украине","lemma":"Украине","label":"ORG","start_pos":45,"end_pos":52},{"ner":"АЗС","lemma":"АЗС","label":"ORG","start_pos":66,"end_pos":69},{"ner":"https://goo.gl/17Wws6","lemma":"https://goo.gl/17wws6","label":"ORG","start_pos":70,"end_pos":91},{"ner":"17","lemma":"17","label":"NUM","start_pos":85,"end_pos":87},{"ner":"6","lemma":"6","label":"NUM","start_pos":90,"end_pos":91}] | NEUTRAL | other | SPAM | 13 | 0 | 2 | 0.714286 | 0.285714 | 0 | 2 | 1 | 0 | 1 | 1 | 0 | 0 |
10 | null | Нидерланды могут разрешить Гааге временно закупать газ у "Газпрома"
Власти Нидерландов могут в качестве исключения временно разрешить Гааге закупки газа у "Газпрома", попадающие под санкции ЕС с 10 октября. Об этом стало известно со слов источника в Европейской комиссии.
Евросоюз не вводил ограничения на поставки газа из России, но пятый пакет санкций предусматривает запрет на участие россиян и российских компаний в осуществлении госзакупок в ЕС с 10 октября.
По словам источника, "в случае с контрактами на поставки в Нидерландах, которые могут попасть под этот запрет, нидерландские компетентные органы отвечают за предоставление возможного исключения".
Похоже, что в Евросоюзе постепенно начинают реально оценивать экономические последствия от собственных санкций. Если Гааге разрешат закупать газ у «Газпрома» в качестве временной меры, то наверняка голубое топливо захотят покупать и другие - если Гааге можно, почему и остальным нельзя. Так весь санкционный режим может развалиться. | https://t.me/papagaz/11295?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,900 | 0 | 1,661,778,080 | 1,728,765,624 | 128,853 | 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| [{"ner":"Нидерланды","lemma":"нидерланды","label":"LOC","start_pos":0,"end_pos":10},{"ner":"Гааге","lemma":"гаага","label":"LOC","start_pos":27,"end_pos":32},{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":58,"end_pos":66},{"ner":"Нидерландов","lemma":"нидерландов","label":"LOC","start_pos":75,"end_pos":86},{"ner":"Гааге","lemma":"гаага","label":"LOC","start_pos":134,"end_pos":139},{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":156,"end_pos":164},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":190,"end_pos":192},{"ner":"Европейской комиссии","lemma":"европейский комиссия","label":"ORG","start_pos":250,"end_pos":270},{"ner":"Евросоюз","lemma":"евросоюз","label":"LOC","start_pos":272,"end_pos":280},{"ner":"России","lemma":"россия","label":"LOC","start_pos":323,"end_pos":329},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":447,"end_pos":449},{"ner":"Нидерландах","lemma":"нидерландах","label":"LOC","start_pos":523,"end_pos":534},{"ner":"Евросоюзе","lemma":"евросоюз","label":"LOC","start_pos":674,"end_pos":683},{"ner":"Гааге","lemma":"гааге","label":"LOC","start_pos":777,"end_pos":782},{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":808,"end_pos":816},{"ner":"Гааге","lemma":"гаага","label":"LOC","start_pos":907,"end_pos":912},{"ner":"10 октября","lemma":"10 октября","label":"DATE","start_pos":195,"end_pos":205},{"ner":"10","lemma":"10","label":"NUM","start_pos":452,"end_pos":454}] | NEUTRAL | rus | NOT SPAM | 139 | 0 | 2 | 1 | 0 | 0 | 18 | 20 | 2 | 0 | 39 | 9 | 23 |
10 | null | «Быки» ушли во «второй эшелон»
Ежедневный обзор рынка нефтегазовых акций от «Нефти и Капитала»
Сегодня, 9 марта, российский фондовый рынок снижался, хотя довольно вяло, а в нефтегазовом секторе «быки» проявляли активность во «втором эшелоне». Индекс Мосбиржи снизился к вечеру на 0,38%, акции нефтегазовых компаний показывали неоднозначную динамику, как и перед праздниками, однако сегодняшние торги отличаются от предпраздничных тем, что сегодня появились ярко выраженные лидеры роста, были также и лидеры падения. В США группа конгрессменов в очередной раз инициировала законопроект NOPEC, предполагающий санкции против стран, входящих в ОПЕК, в данном случае — в ответ на отказ ОПЕК увеличивать добычу нефти в противовес сокращению добычи нефти Россией. Вероятнее всего, эту попытку инициировать законопроект постигнет такая же неудача, как и предыдущие, а цена нефти Brent растёт сегодня на 1,04%, превысив $83,5 за баррель.
На сегодняшних биржевых торгах лидерами роста стали обыкновенные акции «Башнефти» (+3,93%), возможно, в связи с появившимися в социальных сетях прогнозами о том, что компания может выплатить высокие дивиденды за 2022 год, а также акции «Русснефти» (+2,24%), скорее всего, в связи с сообщением компании, что все действующие члены совета директоров компании снов выдвинули свои кандидатуры и будут переизбираться на годовом общем собрании акционеров. Лидером понижения в нефтегазовом секторе оказались обыкновенные акции «Сургутнефтегаза» (-0,69%), причину снижения установить пока трудно.
«Газпром нефть» сообщила, что выкупила у Shell не только активы Salym Petroleum Development, но ещё и 50-процентную долю Shell в СП «Ханты-Мансийский нефтегазовый союз». Теперь «Газпром нефть» станет единственным владельцем этих перспективных активов, и акции компании отреагировали на это событие ростом на 0,79%, оказавшись сегодня лидерами роста среди нефтегазовых «голубых фишек».
В Еврокомиссии сообщили, что по итогам 2022 года экспорт российского газа в страны ЕС упал на 80%, и в первую очередь, речь идёт о трубопроводном газе. Причины сокращения экспорта понятны всем — санкции против России и взрывы на газопроводах «Северный поток» и «Северный поток-2», но о восстановлении поставок российского газа в полном объёме речи в ближайшем будущем не идёт. Акции «Газпрома» сегодня снизились на 0,54%.
Мы снова подтверждаем прогноз целевой цены акций «Газпром нефти» в 455-460 руб. в течение 1 полугодия 2023 года. | https://t.me/oil_capital/13181?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 2,000 | 0 | 1,678,375,744 | 1,728,765,624 | 128,853 | 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10 | null | Словения подпишет контракт на закупку газа у Алжира
15 ноября документ подпишут крупнейший газовый трейдер Словении Geoplin и национальная государственная нефтяная компания Алжира Sonatrach. Официально объёмы не раскрываются, но местные СМИ пишут про 300 миллионов кубометров газа в год в течение следующих трех лет. Также планируется подписать межправительственный меморандум о энергетическом сотрудничестве. | https://t.me/energytodaygroup/17052?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,600 | 0 | 1,667,971,081 | 1,728,765,624 | 128,853 | 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| [{"ner":"Словения","lemma":"словения","label":"LOC","start_pos":0,"end_pos":8},{"ner":"Алжира","lemma":"алжир","label":"LOC","start_pos":45,"end_pos":51},{"ner":"Словении Geoplin","lemma":"словения geoplin","label":"PER","start_pos":107,"end_pos":123},{"ner":"Алжира","lemma":"алжира","label":"LOC","start_pos":173,"end_pos":179},{"ner":"Sonatrach","lemma":"sonatrach","label":"ORG","start_pos":180,"end_pos":189},{"ner":"СМИ","lemma":"сми","label":"ORG","start_pos":237,"end_pos":240},{"ner":"15 ноября","lemma":"15 ноября","label":"DATE","start_pos":52,"end_pos":61},{"ner":"300","lemma":"300","label":"NUM","start_pos":251,"end_pos":254}] | NEUTRAL | rus | NOT SPAM | 52 | 0 | 1 | 0.964912 | 0.035088 | 0 | 10 | 6 | 0 | 2 | 17 | 2 | 4 |
10 | null | Общая ситуация с ТЭК Европы
После остановки «Северного потока» Европа начала тратить накопленный в ПХГ газ, транзит через Украину без изменений.
"Оператор ГТС Украины" принял от "Газпрома" заявку на транзит газа на пятницу в объеме 42,4 млн м3, свидетельствуют данные ОГТСУ. Показатель четверга был на уровне 42,3 млн м3, данные объемы держатся с конца мая.
Мощности заявлены только по одной из двух точек входа в ГТС Украины - газоизмерительной станции "Суджа", пишет Интерфакс. По коридору через ГИС "Сохрановка" заявка не принята.
Закачка газа в ПХГ Европы в последний день августа упала до минимума. По данным Gas Infrastructure Europe (GIE), на газовые сутки 31 августа в среднем они заполнены на 80,65%, рост за последние отчетные сутки на 0,19%. После остановки СП, Венгрия перешла к нетто-отбору газа из ПХГ, заметно нарастила отбор Германия.
Из-за остановленного «Северного потока», Европа замещает недостающее в основном СПГ. По сравнению с предыдущими месяцами терминалы по регазификации СПГ загружены в августе меньше, в среднем на 59% (июль было 69%, на максимуме - 77%). По данные GIE, основная причина в остановке не профилактику на весь месяц крупного итальянского терминала Adriatic LNG. Также замедлили импорт СПГ Испания, Греция, Бельгия, Португалия и Польша. Среднесуточные поставки СПГ в августе снижаются на 14% месяц к месяцу.
После заполнения ПХГ до нормативных, европейский рынок СПГ скорректировался. Стоимость газа на открытии 2 сентября держится на уровне $2400 тыс м3, аналогичная ситуация на рынках АТР - зимний январский фьючерс на спотовый индекс JKM Platts чуть подрос до уровня $2181.
Объем производства электроэнергии из ветра в регионе составил 9,2%, при средних показателях за прошлую неделю в 9,5% от энергобаланса ЕС, свидетельствуют данные WindEurope.
Поставки по газопроводу "Северный поток" остановлены до утра 3 сентября. | https://t.me/needleraw/6562?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,700 | 0 | 1,662,104,884 | 1,728,765,624 | 128,853 | 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10 | null | Из «госолигархов» в список не попали:
Чубайс («Роснано»)
Комаров («Роскосмос»)
Муров (ФСК)
Ливинский («Россети») | https://t.me/gazmyaso/441?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 10 | 0 | 1,517,293,770 | 1,728,765,624 | 128,855 | 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| [{"ner":"Чубайс","lemma":"чубайс","label":"PER","start_pos":38,"end_pos":44},{"ner":"Роснано","lemma":"роснано","label":"ORG","start_pos":47,"end_pos":54},{"ner":"Комаров","lemma":"комаров","label":"PER","start_pos":57,"end_pos":64},{"ner":"Роскосмос","lemma":"роскосмос","label":"ORG","start_pos":67,"end_pos":76},{"ner":"Муров (ФСК)","lemma":"муров (фск)","label":"ORG","start_pos":79,"end_pos":90},{"ner":"Ливинский","lemma":"ливинский","label":"LOC","start_pos":91,"end_pos":100},{"ner":"Россети","lemma":"россети","label":"ORG","start_pos":103,"end_pos":110}] | NEUTRAL | rus | NOT SPAM | 14 | 0 | 1 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 2 | 0 | 17 |
10 | null | Судя по запаху гари и дымке в Московском и близлежащих регионов на прошедших выходных, ситуация с пожарами становится хуже. Загрязняющие вещества от пожаров 28 августа зафиксировали в воздухе 20 подмосковных городов, среди которых Люберцы, Щелково и Красногорск.
В целом по России за последнее десятилетие лесные пожары стали только масштабнее. В этом году среди в рейтинге «горевших» регионов - Рязанская область, граничащая с Москвой, Якутия и ХМАО.
Минприроды в лице замминистра Сергей Аноприенко заявили, что ситуация с лесными пожарами в Рязанской области находится под контролем, но факт остаётся фактом, что леса продолжают гореть, а жители Москвы и областей уже ходят в масках - дышать в некоторых частях региона становится практически невозможно. Ведомство и его подконтрольный Россельхоз не справляются с ситуацией.
К слову, в 2022 году увеличено финансирование регионов на охрану лесов от пожаров - 14,2 млрд руб. из федерального бюджета (на 8,2 млрд руб. больше прошлогодних показателей).
Похоже, что чем больше денег, тем активнее горят леса… Каков будет ущерб в этом году от пожаров - вопрос, но компенсировать его будет федеральный бюджет.
В Рязани вместе с мэром Москвы Собяниным «решает» вопрос пожаров министр природы Козлов. Но зачем там нужен Козлов - вопрос. Именно по вине его ведомства ситуация с пожарами в этом году - запредельная.
26 августа площадь лесных пожаров в России увеличилась более чем на 12 тыс. га и составила 122,5 тыс. га. Самые масштабные пожары — в Якутии, где огнём пройдено 74 667 га, Коми (15 722 га), Рязанской области (14 000 га), Ханты-Мансийском автономном округе (6992 га), Нижегородской области (6500 га).
Зато пиар-служба Минприроды, в отличие от её административного функционала работает исправно: рапорты об отличной работе по борьбе с пожарами расходятся с реальной ситуацией.
https://t.me/antiskrepa/13873 | https://t.me/papagaz/11294?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,800 | 0 | 1,661,775,970 | 1,728,765,624 | 128,852 | 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10 | null | Россия сократила добычу нефти в начале января до 11,38 млн баррелей в сутки
https://goo.gl/8tPqPR | https://t.me/ptneft/1938?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 412 | 0 | 1,547,457,937 | 1,728,765,624 | 128,853 | 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10 | null | Keystone снижает прокачку нефти из Канады
...американские НПЗ опять напряглись из-за риска уменьшения поставок.
Регулирующие органы США приказали компании TC Energy снизить рабочее давление по всей системе трубопровода Keystone, простирающейся от Хардисти (Канада) до Кушинга (штат Оклахома, США) до момента полного разбирательства с аварией (в декабре прошлого года произошел разлив 13 000 баррелей нефти).
В TC Energy заявили, что компания выполнит обязательства по поставкам канадской нефти в США, но вот спотовые продажи (6% объемов прокачки) обеспечить уже не сможет.
В марте средний объем прокачки составил 594 000 б/с (в среднем в это время года – 597 000 б/с) и, похоже, что он вскоре уменьшится еще сильнее.
Это не смертельная, но все же плохая новость для топливного рынка США.
В декабре, когда произошла авария, американским НПЗ пришлось бороться за сырье, чтобы не снижать объемы производства топлива.
Вскоре сценарий повторится, поскольку НПЗ придется искать замену «выпавшим» объемам, а как скоро закончится расследование, неизвестно.
Увы, даже скидка на Heavy Western Canadian Select по отношению к WTI на $0,35 ничего не меняет.
#oil_capital | https://t.me/oil_capital/13180?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 1,800 | 0 | 1,678,372,272 | 1,728,765,624 | 128,853 | 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10 | null | Поляки готовятся к зиме как могут.
Дирекция государственных лесов в Познани сообщила об увеличении числа случаев
незаконной
рубки лесных насаждений - зафиксировано уже более 150 случаев хищения древесины. Штрафы, похоже, не особо пугают. Цена на дрова в Польше взлетела до 700 злотых (больше ₽9 тыс) за куб. Да, пишут, что если в прошлом году дрова предлагали, то сегодня еще нужно найти. | https://t.me/energytodaygroup/17051?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 4,900 | 0 | 1,667,968,381 | 1,728,765,624 | 128,852 | 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| [{"ner":"Познани","lemma":"познань","label":"LOC","start_pos":68,"end_pos":75},{"ner":"Польше","lemma":"польша","label":"LOC","start_pos":254,"end_pos":260},{"ner":"150","lemma":"150","label":"NUM","start_pos":174,"end_pos":177},{"ner":"700","lemma":"700","label":"NUM","start_pos":273,"end_pos":276},{"ner":"9","lemma":"9","label":"NUM","start_pos":293,"end_pos":294}] | NEUTRAL | rus | NOT SPAM | 61 | 0 | 0 | 1 | 0 | 0 | 6 | 9 | 0 | 4 | 19 | 6 | 14 |
10 | null | Equinor полностью вышла из России
Норвержская компания Equinor сообщила о завершении выхода из Харьягинского соглашения о разделе продукции (СРП) в России, говорится в сообщении компании. Таким образом, Equinor вслед за французской Total Energies покинула последний совместный с Россией проект.
«Equinor подтверждает, что полный выход из Харьяги завершен. В рамках выхода Equinor в соответствии с применимыми санкциями покрыла обязательства по выводу из эксплуатации, накопленные и задолженные Equinor за эти годы. После выхода из Харьяги у Equinor не осталось ни активов, ни проектов в России»,— сообщила Equinor.
В СРП работала «дочка» Equinor «Статойл Харьяга АС» с долей 30%.
20% было у «Тоталь Разведка Россия», «дочки» французской Total Energies. Французская компания завершила передачу своей доли в СРП Харьяга «Зарубежнефти» 26 августа.
Ранее «Зарубежнефти» принадлежало 20% в Харьягинском СРП. Теперь ее доля составляет 90%. 10% принадлежит Ненецкой нефтяной компании. | https://t.me/needleraw/6561?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 4,500 | 0 | 1,662,102,352 | 1,728,765,624 | 128,853 | 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| [{"ner":"Норвержская","lemma":"Норвержская","label":"ORG","start_pos":34,"end_pos":45},{"ner":"Equinor","lemma":"Equinor","label":"PER","start_pos":55,"end_pos":62},{"ner":"Харьягинского","lemma":"Харьягинского","label":"ORG","start_pos":95,"end_pos":108},{"ner":"о","lemma":"о","label":"ORG","start_pos":110,"end_pos":111},{"ner":"России","lemma":"России","label":"NORP","start_pos":148,"end_pos":154},{"ner":"Таким образом","lemma":"таким образом","label":"DATE","start_pos":188,"end_pos":201},{"ner":"Equinor вслед","lemma":"Equinor вслед","label":"PER","start_pos":203,"end_pos":216},{"ner":"Россией","lemma":"россией","label":"NORP","start_pos":279,"end_pos":286},{"ner":"Equinor","lemma":"Equinor","label":"PER","start_pos":296,"end_pos":303},{"ner":"Харьяги у Equinor","lemma":"Харьяги у Equinor","label":"WORK_OF_ART","start_pos":531,"end_pos":548},{"ner":"ни активов","lemma":"ни активов","label":"PER","start_pos":561,"end_pos":571},{"ner":"России","lemma":"России","label":"LANGUAGE","start_pos":587,"end_pos":593},{"ner":"СРП","lemma":"СРП","label":"ORG","start_pos":617,"end_pos":620},{"ner":"Статойл Харьяга","lemma":"Статойл Харьяга","label":"WORK_OF_ART","start_pos":647,"end_pos":662},{"ner":"30%","lemma":"30%","label":"PERCENT","start_pos":675,"end_pos":678},{"ner":"20%","lemma":"20%","label":"PERCENT","start_pos":680,"end_pos":683},{"ner":"Total Energies","lemma":"Total Energies","label":"ORG","start_pos":737,"end_pos":751},{"ner":"СРП Харьяга","lemma":"СРП Харьяга","label":"ORG","start_pos":806,"end_pos":817},{"ner":"26","lemma":"26","label":"CARDINAL","start_pos":833,"end_pos":835},{"ner":"20%","lemma":"20%","label":"PERCENT","start_pos":879,"end_pos":882},{"ner":"Харьягинском СРП","lemma":"Харьягинском СРП","label":"ORG","start_pos":885,"end_pos":901},{"ner":"90%","lemma":"90%","label":"PERCENT","start_pos":929,"end_pos":932},{"ner":"10%","lemma":"10%","label":"PERCENT","start_pos":934,"end_pos":937},{"ner":"Ненецкой","lemma":"Ненецкой","label":"LOC","start_pos":950,"end_pos":958}] | NEUTRAL | rus | NOT SPAM | 135 | 0 | 7 | 0.927778 | 0.072222 | 0 | 13 | 16 | 0 | 5 | 32 | 4 | 35 |
10 | null | "Кремлевский доклад" сюрпризов не принес. Создан исключительно по формальным признакам. Перечислены высшие чиновники администрации президента и правительства, спикеры обеих палат парламента, руководители крупных госкомпаний и весь крупный бизнес.
http://prod-upp-image-read.ft.com/40911a30-057c-11e8-9650-9c0ad2d7c5b5 | https://t.me/gazmyaso/440?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 8 | 0 | 1,517,293,758 | 1,728,765,624 | 128,852 | 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| [{"ner":"40911","lemma":"40911","label":"DATE","start_pos":281,"end_pos":286},{"ner":"30-05","lemma":"30-05","label":"DATE","start_pos":287,"end_pos":292},{"ner":"057","lemma":"057","label":"NUM","start_pos":290,"end_pos":293},{"ner":"11","lemma":"11","label":"NUM","start_pos":295,"end_pos":297},{"ner":"8","lemma":"8","label":"NUM","start_pos":298,"end_pos":299},{"ner":"9650","lemma":"9650","label":"NUM","start_pos":300,"end_pos":304},{"ner":"9","lemma":"9","label":"NUM","start_pos":305,"end_pos":306},{"ner":"0","lemma":"0","label":"NUM","start_pos":307,"end_pos":308},{"ner":"2","lemma":"2","label":"NUM","start_pos":310,"end_pos":311},{"ner":"7","lemma":"7","label":"NUM","start_pos":312,"end_pos":313},{"ner":"5","lemma":"5","label":"NUM","start_pos":314,"end_pos":315},{"ner":"5","lemma":"5","label":"NUM","start_pos":316,"end_pos":317}] | NEUTRAL | rus | SPAM | 29 | 0 | 0 | 0.972973 | 0.027027 | 0 | 5 | 3 | 0 | 1 | 13 | 1 | 7 |
10 | null | Поставки российской нефти в Индию пробивают “потолок”
Советник по энергетической безопасности администрации президента США Амос Хохштейн заявил, что потолок цен на российскую нефть работает хорошо.
Однако, похоже, не все хорошо, судя беспокойству, которое вызывает рост поставок российского нефтяного сырья в Индию.
Напомним, Индия сейчас является одним из крупнейших покупателей российской нефти - объем закупок увеличился в прошлом году в шестнадцать раз по сравнению с предыдущим.
Причем часть сделок заключается в рублях и дирхамах, а не в долларах, что позволило Reuters предположить, что нефтяные сделки России и Индии угрожают доллару как мировой валюте.
Для общего понимания ситуации агентство Argus разработало котировку для нефти Urals в Индии.
Как сообщает “Интерфакс”, расчет осуществляется на условиях DAP Западное побережье Индии (delivered at place - gродавец выполнил своё обязательство по поставке, когда он предоставил покупателю товар, выпущенный в таможенном режиме экспорта и готовый к разгрузке с транспортного средства, прибывшего в указанное место назначения).
Согласно данным Argus, Urals в Индии продается с дисконтом в $16-17 к Brent.
Что же касается сорта ВСТО, то скидка на него составляет примерно $6,5-7 за баррель относительно Brent.
#oil_capital | https://t.me/oil_capital/13179?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 1,800 | 0 | 1,678,369,195 | 1,728,765,624 | 128,853 | 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10 | null | Роберт Хабек ожидает скорого падения цен на газ
Вице-канцлер ФРГ и министр экономики Роберт Хабек, по его собственным словам, ожидает, что рынки газа скоро успокоятся, и, следовательно, цены снизятся. По словам Хабека, причиной этого является быстрое заполнение газовых хранилищ. Кроме того, Германия тогда больше не будет покупать по любой цене. Об этом пишет Die Zeit.
«Цены в последнее время взлетели вверх не только из-за сильного спроса, но и из-за спекуляций на рынках, которые постоянно невозможно нести», - пишет издание.
Про словам Хабека, газовые хранилища в Германии в настоящее время заполнены чуть менее чем на 83%. В начале сентября он должен был достичь отметки в 85%, которая фактически была запланирована только на начало октября. #ТАМПИШУТ | https://t.me/papagaz/11293?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,700 | 0 | 1,661,773,165 | 1,728,765,624 | 128,853 | 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| [{"ner":"Роберт Хабек","lemma":"роберт хабек","label":"PER","start_pos":0,"end_pos":12},{"ner":"ФРГ","lemma":"фрг","label":"LOC","start_pos":61,"end_pos":64},{"ner":"Роберт Хабек","lemma":"роберт хабек","label":"PER","start_pos":85,"end_pos":97},{"ner":"Хабека","lemma":"хабека","label":"PER","start_pos":211,"end_pos":217},{"ner":"Германия","lemma":"германия","label":"LOC","start_pos":292,"end_pos":300},{"ner":"Die Zeit","lemma":"die zeit","label":"ORG","start_pos":361,"end_pos":369},{"ner":"Хабека","lemma":"хабека","label":"PER","start_pos":541,"end_pos":547},{"ner":"Германии","lemma":"германия","label":"LOC","start_pos":569,"end_pos":577},{"ner":"83","lemma":"83","label":"NUM","start_pos":624,"end_pos":626},{"ner":"85","lemma":"85","label":"NUM","start_pos":679,"end_pos":681}] | NEUTRAL | rus | NOT SPAM | 114 | 0 | 3 | 0.986487 | 0.013514 | 0 | 10 | 13 | 6 | 2 | 32 | 10 | 24 |
10 | null | Дополнительные расходы населения РФ на услуги ЖКХ из-за переноса сроков индексации тарифов и увеличения ее масштабов в 2023 году составят до 0,3 трлн рублей, говорится в
докладе
о денежно-кредитной политике, опубликованном на сайте Банка России. Повышение тарифов с 1 декабря в среднем составит 9%, а дополнительный вклад в инфляцию в 2022 году оценивается в 0,55 процентного пункта. Инфляция по итогам 2022 г. составит 12–13%. | https://t.me/energytodaygroup/17050?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 12,500 | 0 | 1,667,929,472 | 1,728,765,624 | 128,854 | 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| 4 | 26 | 0 | 6 |
10 | null | Казахстан планирует ввести трехмесячный запрет на ввоз бензина из России
https://goo.gl/VvVQ1H | https://t.me/ptneft/1937?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 410 | 0 | 1,547,453,363 | 1,728,765,624 | 128,853 | 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| [{"ner":"Казахстан","lemma":"казахстан","label":"LOC","start_pos":0,"end_pos":9},{"ner":"России","lemma":"россия","label":"LOC","start_pos":66,"end_pos":72},{"ner":"1","lemma":"1","label":"NUM","start_pos":92,"end_pos":93}] | NEUTRAL | rus | NOT SPAM | 11 | 0 | 0 | 0.916667 | 0.083333 | 0 | 1 | 2 | 0 | 0 | 3 | 0 | 0 |
10 | null | Добыча и экспорт «Газпрома» упали, доходы выросли в два раза
«Газпром» поделился предварительной статистикой. В январе-августе 2022 года «Газпром», по предварительным данным, добыл 288,1 млрд м3 газа. Это на 14,6% меньше, чем в прошлом году.
Экспорт в страны дальнего зарубежья составил 82,2 млрд м3 – на 37,4% меньше, чем за тот же период 2021 года.
При этом показатель чистой прибыли по МСФО за первое полугодие 2022 года составил рекордные 2,5 триллиона рублей.
Это ровно столько же сколько было за весь 2021 год.
Граждане ждут рекордных дивидендов. В июне акционеры отказали в выплатах - попытка номер два. Совет директоров вновь рекомендовал выплатить промежуточные дивиденды в размере 51,03 рубля на акцию. Второй раз народ не поймет. | https://t.me/needleraw/6560?embed=1&mode=tme | https://t.me/ | https://t.me/s/needleraw | 5,100 | 0 | 1,662,048,684 | 1,728,765,624 | 128,853 | 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| NEUTRAL | rus | SPAM | 114 | 0 | 3 | 1 | 0 | 0 | 14 | 11 | 3 | 13 | 41 | 3 | 22 |
10 | null | Бенефис Россетей в Совфеде
Коллеги хотят установить ТСО центром ответственности за организацию интеллектуальной системы учёта электроэнергии с одновременным запретом неинтеллектуального учёта.
Против такой позиции, на наш взгляд абсолютно справедливо, выступил глава "Интер РАО" Борис Ковальчук. Правда не лично, но на мероприятии раздали письмо на имя председателя Комитета по экономической политике СФ Мезенцева, в котором коллеги указывают, что монополия сетевой организации по созданию интеллектуального учёта содержит в себе потенциальные риски для завышения расходов на её создание и обслуживание, повторного включения потребителю в тариф если услуги по передаче уже понесённых расходов на установку приборов учёта.
Напомним, мы ранее писали, что затраты на интеллектуальной учёт могут составить порядка 2,4 триллиона рублей. | https://t.me/gazmyaso/439?embed=1&mode=tme | https://t.me/ | https://t.me/s/gazmyaso | 5 | 0 | 1,516,974,540 | 1,728,765,625 | 128,852 | 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| [{"ner":"Россетей","lemma":"россетей","label":"PER","start_pos":8,"end_pos":16},{"ner":"Совфеде","lemma":"совфеде","label":"ORG","start_pos":19,"end_pos":26},{"ner":"ТСО","lemma":"тсо","label":"ORG","start_pos":52,"end_pos":55},{"ner":"Интер РАО","lemma":"интер рао","label":"ORG","start_pos":268,"end_pos":277},{"ner":"Борис Ковальчук","lemma":"борис ковальчук","label":"PER","start_pos":279,"end_pos":294},{"ner":"Комитета по экономической политике","lemma":"комитет по экономический политика","label":"ORG","start_pos":366,"end_pos":400},{"ner":"СФ","lemma":"сф","label":"ORG","start_pos":401,"end_pos":403},{"ner":"Мезенцева","lemma":"мезенцев","label":"PER","start_pos":404,"end_pos":413},{"ner":"2","lemma":"2","label":"NUM","start_pos":810,"end_pos":811},{"ner":"4","lemma":"4","label":"NUM","start_pos":812,"end_pos":813}] | NEUTRAL | rus | NOT SPAM | 108 | 0 | 3 | 1 | 0 | 0 | 10 | 11 | 3 | 1 | 39 | 5 | 14 |
10 | null | 29 марта 2023 года состоится VII Ежегодный Международный Форум «Биржевой товарный рынок-2023»! Он станет частью мероприятий, посвященных 15-летнему юбилею Биржи.
В рамках деловой программы форума выступят более 50 спикеров - руководители федеральных органов исполнительной и законодательной власти, главы субъектов Российской Федерации, руководители крупнейших компаний, ведущих бирж и инфраструктурных организаций рынков ЕАЭС.
Ключевыми темами Форума станут:
🔹
реализация дорожной карты развития биржевой торговли на отдельных товарных рынках на 2023-2025 годы
🔹
развитие национальных ценовых индикаторов
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государственная политика в сфере развития конкуренции и повышения прозрачности отраслей
🔹
развитие инфраструктуры биржевой торговли, в том числе ОТП
🔹
ценовая аналитика товарных рынков.
Для участия в Форуме необходимо заполнить форму регистрации на официальном сайте мероприятия
forum.spimex.com
. | https://t.me/oil_capital/13178?embed=1&mode=tme | https://t.me/ | https://t.me/s/oil_capital | 1,800 | 0 | 1,678,367,265 | 1,728,765,625 | 128,852 | 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10 | null | Новак предупредил о дальнейшем повышении цен на бензин
https://goo.gl/62UmBj | https://t.me/ptneft/1936?embed=1&mode=tme | https://t.me/ | https://t.me/s/ptneft | 406 | 0 | 1,547,449,409 | 1,728,765,625 | 128,853 | 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| [{"ner":"Новак","lemma":"новак","label":"PER","start_pos":0,"end_pos":5},{"ner":"https://goo.gl/62UmBj","lemma":"https://goo.gl/62umbj","label":"ORG","start_pos":55,"end_pos":76},{"ner":"62","lemma":"62","label":"NUM","start_pos":70,"end_pos":72}] | NEUTRAL | rus | NOT SPAM | 9 | 0 | 0 | 0.9 | 0.1 | 0 | 1 | 1 | 0 | 0 | 3 | 0 | 0 |
10 | null | Эксперты ООН считают, что компании не могут заявлять, что работают над нулевым уровнем выбросов, если продолжают инвестировать в ископаемые источники энергии.
Т.е. чтобы называться компанией, работающей над климатической нейтральностью, нужно отказаться от инвестиций в ископаемое топливо? А знаете к чему это всё приведёт? Все нефтегазовые и угольные компании выделят инвестиции у ископаемые источники в отдельные структуры, которым ограничат финансирование критериями "зелёности", к примеру увеличив ставки и сделав проекты менее рентабельными, а инвестирующие в ВИЭ, возобновляемый водород, улавливание и хранение СО2 и т.д. наоборот получат лучшие ставки через "зелёное" финансирование. Как это повлияет на рынок нефти / газа и электроэнергии легко догадаться. Спрос то растёт, а предложение будет сокращаться. При этом все понимают, что ВИЭ без традиционных источников летают не высоко. Вспомните Гейтса и его тезис, что достижение климатической нейтральности с текущим уровнем технологического развития невозможно. А значит энергокризис растянется не на года, а на десятилетия. | https://t.me/energytodaygroup/17049?embed=1&mode=tme | https://t.me/ | https://t.me/s/energytodaygroup | 11,100 | 0 | 1,667,925,810 | 1,728,765,625 | 128,853 | 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| [{"ner":"ООН","lemma":"оон","label":"ORG","start_pos":9,"end_pos":12},{"ner":"ВИЭ","lemma":"виэ","label":"ORG","start_pos":565,"end_pos":568},{"ner":"Гейтса","lemma":"гейтс","label":"PER","start_pos":902,"end_pos":908},{"ner":"2","lemma":"2","label":"NUM","start_pos":619,"end_pos":620}] | NEUTRAL | rus | NOT SPAM | 145 | 0 | 6 | 1 | 0 | 0 | 18 | 26 | 7 | 0 | 41 | 5 | 30 |
10 | null | Где то, в дали от цивилизации… в таежных краях и бескрайних просторах мы работаем на благо страны! #ЗАНЕФТЬИГАЗ | https://t.me/papagaz/11292?embed=1&mode=tme | https://t.me/ | https://t.me/s/papagaz | 17,500 | 0 | 1,661,769,789 | 1,728,765,625 | 128,852 | 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| null | NEUTRAL | rus | NOT SPAM | 18 | 0 | 1 | 1 | 0 | 0 | 2 | 2 | 2 | 0 | 6 | 1 | 4 |