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russian_oil_gas_news_telegram_dataset

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Европейские активисты в шоке. На континенте растёт число "гигантских" Ram 1500 , а также Ford F-150 и Chevrolet Silverado. Пишут, что в 2023 году на континент прибыло на 20% больше автомобилей Ram, чем годом ранее. Смотрите, и мощные двигатели и цены на бензин не пугают. На данный момент "гигантские" транспортные средства не соответствуют экологическим нормам ЕС, но их можно импортировать через менее щепетильное индивидуальное одобрение транспортного средства (IVA). В прошлом году на Ram пришлось около 60% одобрений IVA в ЕС, Норвегии и Исландии. Теперь активисты требуют запретить Ram. Топливо вёдрами и выбросы, но наказать хотят за опасность для пешеходов и других участников движения. В августе институт Vias в Бельгии сообщил, что пешеход или велосипедист, сбитый пикапом, на 90% чаще получал серьезные травмы, чем тот, кого сбила обычная машина, и почти на 200% чаще погибал.

https://t.me/energytodaygroup/23549?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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[{"ner":"Ram","lemma":"ram","label":"ORG","start_pos":70,"end_pos":73},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":362,"end_pos":364},{"ner":"Ram","lemma":"ram","label":"ORG","start_pos":489,"end_pos":492},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":528,"end_pos":530},{"ner":"Норвегии","lemma":"норвегия","label":"LOC","start_pos":532,"end_pos":540},{"ner":"Исландии","lemma":"исландия","label":"LOC","start_pos":543,"end_pos":551},{"ner":"Ram","lemma":"ram","label":"ORG","start_pos":588,"end_pos":591},{"ner":"Vias","lemma":"vias","label":"ORG","start_pos":714,"end_pos":718},{"ner":"Бельгии","lemma":"бельгия","label":"LOC","start_pos":721,"end_pos":728},{"ner":"1500","lemma":"1500","label":"NUM","start_pos":74,"end_pos":78},{"ner":"150","lemma":"150","label":"NUM","start_pos":96,"end_pos":99},{"ner":"2023","lemma":"2023","label":"NUM","start_pos":136,"end_pos":140},{"ner":"20","lemma":"20","label":"NUM","start_pos":170,"end_pos":172},{"ner":"60","lemma":"60","label":"NUM","start_pos":508,"end_pos":510},{"ner":"90","lemma":"90","label":"NUM","start_pos":787,"end_pos":789},{"ner":"200","lemma":"200","label":"NUM","start_pos":869,"end_pos":872}]

NEUTRAL

rus

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Aramco строит самый крупный инференс-центр вместе с Groq. https://groq.com/news_press/aramco-digital-and-groq-announce-progress-in-building-the-worlds-largest-inferencing-data-center-in-saudi-arabia-following-leap-mou-signing/ Groq это поставщик чипов, которые специально заточены под инференс LLM. У них довольно старое железо, но благодаря умному инжинирингу они могут похвастаться нереально быстрым инференсом на опен-сорсных моделях. За это их очень любит Мета вместе с Цукербергом. Aramco - в данной новости это Aramco Digital - дочка того самого Saudi Aramco, самой крупной нефтегазовой компании мира. То есть когда у вас есть деньги - можно побаловать себя и потратиться на что-то дорогое и интересное. Особенно, когда это соответствует стратегическому видению Королевства. Ценность для основного бизнеса Saudi Aramco сомнительна. До сих пор не видел ни одного убедительного кейса использования LLM в нефтегазе.

https://t.me/delopahnetkerosinom/590?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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[{"ner":"Groq","lemma":"Groq","label":"ORG","start_pos":52,"end_pos":56},{"ner":"Groq","lemma":"Groq","label":"ORG","start_pos":227,"end_pos":231},{"ner":"благодаря умному","lemma":"благодаря умному","label":"PER","start_pos":332,"end_pos":348},{"ner":"они могут похвастаться","lemma":"они могут похвастаться","label":"PER","start_pos":361,"end_pos":383},{"ner":"Цукербергом","lemma":"Цукербергом","label":"ORG","start_pos":474,"end_pos":485},{"ner":"Digital","lemma":"Digital","label":"ORG","start_pos":524,"end_pos":531},{"ner":"Saudi Aramco","lemma":"Saudi Aramco","label":"NORP","start_pos":552,"end_pos":564},{"ner":"Королевства","lemma":"Королевства","label":"LOC","start_pos":768,"end_pos":779},{"ner":"Saudi Aramco","lemma":"Saudi Aramco","label":"ORG","start_pos":812,"end_pos":824},{"ner":"пор не видел","lemma":"пор не видел","label":"ORG","start_pos":845,"end_pos":857},{"ner":"одного убедительного кейса использования","lemma":"одного убедительного кейса использования","label":"ORG","start_pos":861,"end_pos":901},{"ner":"LLM","lemma":"LLM","label":"PRODUCT","start_pos":902,"end_pos":905}]

NEUTRAL

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https://t.me/s/nefte_baza

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#НОВОСТИКОРОТКО 11.10.2024 Газ — $450,40 за тыс куб м ⬇️ Нефть — $79,20 за баррель ⬇️ ➖ Мадрид сохраняет позицию лидера по импорту российского СПГ - Enagás ➖ Экспорт поставок иранской нефти продолжает снижаться - S&P Global Commodities ➖ ПХГ в Европе заполнены более 94,7 процентов - GIE ➖ Цены на бензин ведут себя разнонаправленно - СПбМТСБ ➖ Экспорт американского СПГ в Евросоюз сокращается второй месяц подряд - Статслужба ➖ Япония нарастит закупки СПГ для периодов повышенного спроса - Reuter ➖ С начала программы догазификации было подано более 1,85 млн заявок от домохозяйств на проведение газа - Минэнерго

https://t.me/papagaz/17808?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

SPAM

Cпецпредставитель Южной Кореи в США заявил в пятницу, что Сеул будет настаивать на праве Южной Кореи построить завод по переработке отработанного ядерного топлива. Пишут, что Вашингтон должен разрешить Сеулу владеть перерабатывающим заводом, который запрещен двусторонним пактом о сотрудничестве в области ядерной энергетики из-за опасений США по поводу распространения ядерного оружия. Предполагается, что завод по переработке ядерного топлива нужен для снижения воздействия на окружающую среду, но установки предприятия также можно использовать для извлечения плутония, используемого для создания ядерного оружия. Речь может идти о пересмотре двухстороннего соглашения после выборов в США. При этом Сеул подчёркивает свою позицию в отказе от попыток получить ядерное оружие, но убедить Штаты и остальные страны будет проблематично. Особенно на фоне обострения взаимоотношений в Кореей Северной.

https://t.me/energytodaygroup/23546?embed=1&mode=tme

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https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Италия двигается по пути возврата к атомной энергетике. Пишут, что Италия рассматривает американскую Westinghouse или французскую EDF в качестве потенциальных международных партнеров для государственной компании, которая будет строить в стране современные ядерные реакторы. Не лучший выбор, конечно. Минэнерго страны планирует снять запрет, введенный после референдума 2011 года. Да, в Италии речь не о полноценных АЭС, а о малых модульных реакторах. С этим у французов и американцев пока совсем никак. Кроме того, французы отказались от разработки собственного проекта ММР и что дальше пока совсем непонятно.

https://t.me/lngchannel/6305?embed=1&mode=tme

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https://t.me/

https://t.me/s/ptneft

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NEUTRAL

rus

SPAM

По данным экстренных служб, пострадали также несколько автомобилей и жилой дом

https://t.me/oil_capital/19761?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Не совсем в тему нашего канала, но тоже интересно. Потому что - наука! Ученые обнаружили накопление некой липкой субстанции вокруг мозгового центра, ответственного за чувствительность к инсулину. И блокирование выработки этой субстанции привело к восстановлению восприимчивости к инсулину. Вслед за этим вес испытуемых снижался. То есть они худели. Они, в данном случае - мыши. https://www.nature.com/articles/d41586-024-03025-w Вообще, судя по всему, ученые решили дать ожирению и пищевому комплексу бой. Сначала оземпик, теперь новые открытия. Мы поддерживаем такое рвение наших коллег в белых халатах и всячески надеемся на скорейшее появление новых чудо-таблеток от неуемного аппетита, разогнанного вахтовой столовской едой.

https://t.me/delopahnetkerosinom/589?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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NEUTRAL

rus

NOT SPAM

Сентябрьский экспорт российской нефти восстановился до трехмесячных максимумов Российский экспорт нефти вырос в сентябре, достигнув трехмесячного максимума. По данным S&P Global Commodities at Sea, поставки сырой нефти из российских портов в среднем составили 3,48 млн баррелей в день в сентябре, что на 165 000 баррелей в день или на 5% больше, чем в августе, и с одиннадцатимесячного минимума в 3,24 млн баррелей в день в июле. Также российский экспорт нефтепродуктов восстановился с постпандемического минимума, пиковый летний сезон спроса закончился, но продолжающийся запрет Москвы на экспорт бензина пока еще ограничивает полное восстановление поставок. По мнению S&P Global Commodities, после достижения рекордных максимумов российские доходы от продажи нефти также могут продолжить расти, чему способствует сокращение скидки на нефть марки Urals по отношению к Brent и рост средней экспортной цены.

https://t.me/needleraw/13029?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

⛽️ В Газпромбанке может стать доступна «газовая ипотека» «Газовая ипотека» может стать доступной в Газпромбанке для получения льготных средств на покупку газового оборудования, сообщил гендиректор «Газпром межрегионгаза» Сергей Густов на Петербургском международном газовом форуме. По его словам, программа уже реализована в Россельхозбанке и предполагает субсидирование государством разницы между фактической ставкой ЦБ и ставкой 3-4%, которую платит заемщик. Благодаря экономии на топливе, отапливаться газом дешевле, что позволяет погасить кредит за несколько лет. @gazmyaso

https://t.me/gazmyaso/7021?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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[{"ner":"Газпромбанке","lemma":"газпромбанк","label":"ORG","start_pos":5,"end_pos":17},{"ner":"Газпромбанке","lemma":"газпромбанке","label":"ORG","start_pos":99,"end_pos":111},{"ner":"Газпром межрегионгаза","lemma":"газпром межрегионгаза","label":"ORG","start_pos":198,"end_pos":219},{"ner":"Сергей Густов","lemma":"сергей густов","label":"PER","start_pos":221,"end_pos":234},{"ner":"Россельхозбанке","lemma":"россельхозбанк","label":"ORG","start_pos":325,"end_pos":340},{"ner":"ЦБ","lemma":"цб","label":"ORG","start_pos":418,"end_pos":420},{"ner":"3","lemma":"3","label":"NUM","start_pos":431,"end_pos":432},{"ner":"4","lemma":"4","label":"NUM","start_pos":433,"end_pos":434}]

NEUTRAL

rus

SPAM

Есть дешевая первичная энергия — есть экономический рост, нет — нет. Единственный макрорегион в мире, снижающий потребление природного газа , — страны Европы, и этот же регион сталкивается со стагнацией. Остальные регионы не отличаются стабильностью, но все же растут, вместе с тем наращивают потребление этого топлива . С начала СВО прошло уже почти три года. За это время базовую истину современной экономики уже можно было постичь. Однако европейские лидеры по-прежнему пытаются придумать perpetuum mobile, отказываясь даже от газа из «Северного потока-2», не говоря уж о польской или украинской трубе . Время играет против европейских экономик. Если в 2022 году загибались лишь отрасли, напрямую зависящие от дешевого газа — энергетика, удобрения, металлургия, то теперь в расход пошли отрасли 2–3-го переделов — полимеры , стройка, автомобилестроение. Не далек день, когда загибаться начнут банки и страховщики, в залоге у которых находится все это разваливающееся хозяйство — от квартир и домов до судов и заводов.

https://t.me/teckteck/2725?embed=1&mode=tme

https://t.me/

https://t.me/s/teckteck

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NEUTRAL

rus

NOT SPAM

Eni планирует построить СПГ-завод в Мозамбике Итальянская компания Eni SpA намерена развернуть новый проект по производству сжиженного природного газа в Мозамбике. Директор по разведке и добыче подчеркнул в интервью Bloomberg, что стоимость предполагаемого завода будет сопоставима с уже запущенным проектом Coral South, достигая около $7 млрд. Инвестиционные решения по новому объекту могут быть приняты в этом квартале, в связи с чем Eni уже действует оперативно, забронировав место на верфи и заказав длительную поставку оборудования. По словам Виньяти, стабильная работа Coral South послужила ключевым фактором в решении о расширении производства. Планируемое судно будет моделью Coral South, однако Eni сможет увеличить производительность на 5 процентов, что позволит достичь объёма в 3,6 млн тонн СПГ в год. Участие Экспортно-импортного банка США в финансировании проекта Coral North также говорит о его значительной перспективности. Ответ Правительства Мозамбика ожидается получить в ближайшие недели.

https://t.me/papagaz/17807?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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👷 #РаботаТЭК — интересные вакансии за неделю • Главный специалист департамента по развитию рынка моторного топлива в ФБГУ РЭА Минэнерго • Мастер по добыче нефти и газового конденсата в «Татнефть» • Руководитель по направлению энергетика в «Газпром нефть» • Ведущий специалист отдела подготовки производства в «Новатэк» • Менеджер проекта на Запсибнефтехим

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https://t.me/s/teckteck

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[{"ner":"ФБГУ","lemma":"фбгу","label":"ORG","start_pos":117,"end_pos":121},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":126,"end_pos":135},{"ner":"Татнефть","lemma":"татнефть","label":"ORG","start_pos":186,"end_pos":194},{"ner":"Газпром нефть","lemma":"газпром нефть","label":"ORG","start_pos":240,"end_pos":253},{"ner":"Новатэк","lemma":"новатэк","label":"ORG","start_pos":310,"end_pos":317},{"ner":"Запсибнефтехим","lemma":"запсибнефтехим","label":"LOC","start_pos":341,"end_pos":355}]

NEUTRAL

rus

NOT SPAM

Нагнетают. США полагают, что Израиль сузил круг потенциальных целей для своего ответа на недавнюю ракетную атаку Ирана , ограничив их военной и энергетической инфраструктурой. Об этом сообщает NBC со ссылкой на неназванных официальных лиц Штатов. По данным телеканала, никаких признаков того, что Израиль будет атаковать иранские ядерные объекты нет, как нет и признаков целенаправленной атаки на конкретных лиц. При этом, отмечают, что окончательного решения нет. Т.е. сомневаются, что Израиль будет соблюдать договорённости .

https://t.me/energytodaygroup/23548?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Грозный… https://t.me/mosregiongaz/11132

https://t.me/ptneft/8605?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"11132","lemma":"11132","label":"DATE","start_pos":35,"end_pos":40}]

NEUTRAL

other

SPAM

Представьте себе социальную сеть, где все ваши фоловеры - боты с прикрученными LLM? SocialAI (есть в аппсторе) - это именно такое приложение. Выглядит как твиттер. В нем можно выбрать характер ботов фоловеров - веселый, поддерживающий, скептик, критик и т.п. На скриншоте пример. Я выбрал всех возможных ботов и закинул первое что пришло в голову про канал. Дальше скроллишь вниз и читаешь ответы и реакции. Если прикрутить к этой теме какой-нибудь GPT4o (сейчас там судя по всему бесплатный 3.5), то можно об скептиков и мыслителей брейнстормить в таком формате идеи. Или получать поддержку в трудные минуты. Или для чего там еще люди соц сети используют. И, конечно, даже в существующих обычных соц сетях куча ботов. Откуда нам знать, что все ответы и реакции на наши посты настоящие? Особенно если ненастоящие звучат так убедительно.

https://t.me/delopahnetkerosinom/591?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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NEUTRAL

rus

NOT SPAM

⚡️ В Грозном возник пожар на заправке. Предварительно причиной пожара в экстренных службах назвали детонацию бензовоза или цистерны с топливом. Официально о пострадавших не сообщалось, но, судя по масштабу взрыва, они явно будут. UPD: По данным МЧС, погибло четыре человека.

https://t.me/nefte_baza/5636?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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[{"ner":"Грозном","lemma":"грозный","label":"LOC","start_pos":5,"end_pos":12},{"ner":"UPD","lemma":"upd","label":"ORG","start_pos":230,"end_pos":233},{"ner":"МЧС","lemma":"мчс","label":"ORG","start_pos":245,"end_pos":248}]

NEUTRAL

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TotalEnergies нужен бункеровщик для СПГ Французская компания TotalEnergies заключила соглашение с испанским судовладельцем Ibaizabal на строительство и доставку нового судна-бункеровщика для перевозки СПГ в рамках проекта Marsa LNG в Омане. Судно вместимостью 18,6 тыс куб м будет присоединено к текущему флоту TotalEnergies к концу 2026 года и будет использоваться для поставок СПГ в Персидский залив. Новое судно, строящееся на верфи Hudong–Zhonghua Shipbuilding в Китае, станет четвёртым в флоте компании, включая Gas Agility, Gas Vitality и Brassavola, находящиеся в портах Роттердама, Марселя и Сингапура соответственно. Цель TotalEnergies - увеличить долю природного газа в своем ассортименте продаж до почти 50 процентов к 2030 году, сокращая выбросы углерода и устраняя выбросы метана во всех этапах цепочки по созданию стоимости газа. Французская компания, стремится удовлетворить растущий спрос на СПГ в судоходстве, вкладывая в эту сферу значительные усилия.

https://t.me/papagaz/17809?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

SPAM

✋ Курдистан сократил добычу нефти вдвое Иракский Курдистан сократил добычу нефти вдвое по требованию центрального правительства. Это сделано для того, чтобы Ирак, являющийся вторым по величине производителем нефти в ОПЕК, выполнил свою квоту на добычу. По заявлению министр энергетики региона Камаля Мохаммад Салиха, со 2 сентября Курдистан сократил добычу нефти до 140 тыс. баррелей в день. Об этом пишет Bloomberg. ☑️ Отношения между Курдистаном и Ираком напряженные с марта 2023 года. Турция перекрыла нефтепроводы после решения суда о выплате компенсации Ираку за незаконную транспортировку нефти. Из-за этого Курдистан потерял миллиарды долларов, а Ирак - более 16 миллиардов долларов. До закрытия трубопровода Курдистан экспортировал через Турцию 400 тыс. баррелей нефти в сутки. ☑️ В октябре 2023 года турецкое правительство заявило, что нефтепровод может возобновить работу, и ожидает, что Багдад возобновит прокачку нефти по нему. «Турция и США также разделяют сильное желание вновь наладить поставки нефти из Ирака по иракско-турецкому трубопроводу, — сказал помощник госсекретаря США по энергетическим ресурсам Джеффри Пайаттом в кулуарах конференции Атлантического совета по чистой и безопасной энергетике. — Это послание, которое США передали на самом высоком уровне нашим друзьям в Багдаде, и мы продолжим это делать».

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https://t.me/s/teckteck

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NEUTRAL

rus

NOT SPAM

В 2024 году через Красное море пройдет в два раза меньше танкеров Объем сырой нефти и нефтепродуктов, проходящих через Баб-эль-Мандебский пролив, южную точку устья Красного моря, сократился более чем на 50% за первые восемь месяцев 2024 года. По данным Vortexa, потоки торговли нефтью через Баб-эль-Мандебский пролив в среднем составляли 4,0 млн баррелей в день (б/д) в период с 2024 по август по сравнению с 8,7 млн баррелей в день за весь 2023 год. Суэцкий канал, трубопровод SUMED и Баб-эль-Мандебский пролив являются стратегическими маршрутами поставок нефти и природного газа из Персидского залива в Европу и Северную Америку. Суэцкий канал и трубопровод SUMED расположены в Египте и соединяют Красное море со Средиземным морем. Объем сырой нефти и нефтепродуктов, проходящих вокруг мыса Доброй Надежды, увеличился до 9,2 млн баррелей в сутки за первые восемь месяцев 2024 года со среднего показателя в 6,0 млн баррелей в сутки в 2023 году, согласно данным Vortexa. Ормузский пролив, расположенный между Оманом и Ираном,является важнейшим в мире нефтяным перевалочным пунктом, поскольку через пролив протекают большие объемы нефти, остается под потенциальной угрозой перекрытия Ираном, пока исправно поставляет нефть и газ. В 2023 году средний объем транспортировки нефти через Ормузский пролив составил 20,9 млн баррелей в день (б/д), что эквивалентно примерно 20% мирового потребления жидких нефтепродуктов. Кроме того, в 2023 году через Ормузский пролив также прошло около одной пятой мировой торговли сжиженным природным газом (СПГ).

https://t.me/needleraw/13031?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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₽ еще ослабнет. https://t.me/reuters_ru/42139

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https://t.me/

https://t.me/s/ptneft

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[{"ner":"42139","lemma":"42139","label":"DATE","start_pos":40,"end_pos":45}]

NEUTRAL

other

SPAM

Четыре человека, включая двоих детей, погибли из-за взрыва на АЗС в Грозном, сообщили в МЧС.

https://t.me/oil_capital/19762?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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[{"ner":"Грозном","lemma":"грозный","label":"LOC","start_pos":68,"end_pos":75},{"ner":"МЧС","lemma":"мчс","label":"ORG","start_pos":88,"end_pos":91}]

NEUTRAL

rus

NOT SPAM

В Кении организовали протест против планов властей страны построить первую АЭС (1000 МВт) в округе Килифи, примерно в 522 километрах от столицы Найроби. Местные жители обеспокоены влиянием АЭС на окружающую среду, туристический и рыболовный бизнес. Вчера движение «Мусульмане за права человека» (MUHURI) вручили губернатору региона петицию против стройки. По планам, работы должны начаться в 2027 году и закончены к 2034 году. Местное Агентство по ядерной энергетике (Nupea) пытается убедить граждан в безопасности проекта и отсутствии влияния на окружающую среду, но, видимо, кто-то настроен против замысла руководства страны. «Sitaki Nuclear» на суахили означает «Я не хочу ядерного оружия»

https://t.me/energytodaygroup/23547?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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[{"ner":"Кении","lemma":"кения","label":"LOC","start_pos":2,"end_pos":7},{"ner":"Килифи","lemma":"килифи","label":"LOC","start_pos":99,"end_pos":105},{"ner":"Найроби","lemma":"найроби","label":"LOC","start_pos":144,"end_pos":151},{"ner":"Мусульмане за права человека» (MUHURI)","lemma":"мусульманин за право человек\" (muhuri)","label":"ORG","start_pos":265,"end_pos":303},{"ner":"Агентство по ядерной энергетике (Nupea)","lemma":"агентство по ядерный энергетика (nupea)","label":"ORG","start_pos":436,"end_pos":475},{"ner":"Sitaki Nuclear","lemma":"sitaki nuclear","label":"ORG","start_pos":630,"end_pos":644},{"ner":"1000","lemma":"1000","label":"NUM","start_pos":80,"end_pos":84},{"ner":"522","lemma":"522","label":"NUM","start_pos":118,"end_pos":121},{"ner":"2027","lemma":"2027","label":"NUM","start_pos":393,"end_pos":397},{"ner":"2034","lemma":"2034","label":"NUM","start_pos":417,"end_pos":421}]

NEUTRAL

rus

NOT SPAM

Этот стремный рендер гуляет по интернету уже несколько дней. Это LNG танкер Chevron с жесткими парусами из композитных материалов, который прям сейчас этими самыми парусами дооснащается. Такие уже ставили на сухогруз, который гонял уголь. В итоге достигли 5-8% экономии на топливе за рейс. Теперь идею масштабируют. Но видно, что все деньги пошли на верфь. Крутой рендер делать для прессы не стали. Только этот 😐 https://maritime-executive.com/article/first-lng-carrier-to-be-fitted-with-wind-propulsion-by-mol-and-chevron

https://t.me/delopahnetkerosinom/585?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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NEUTRAL

rus

NOT SPAM

Эффект Новака - убедил производителей?

https://t.me/ptneft/8599?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Эффект Новака - убедил","lemma":"эффект новака - убедить","label":"PER","start_pos":0,"end_pos":22}]

NEUTRAL

rus

NOT SPAM

Греция хочет больше ВИЭ. По новому плану, Афины будут стремиться к тому, чтобы к 2030 году доля возобновляемых источников энергии в производстве электроэнергии составила 82% по сравнению с 66%, запланированными в предыдущем плане на 2019 год. «В данный момент страна уже перевыполнила свои цели по внедрению возобновляемых источников энергии, а также по сокращению выбросов парниковых газов», — заявил министр энергетики и окружающей среды Греции Теодор Скилакакис Власти подсчитали, что к 2030 году им потребуются дополнительные инвестиции в размере €95 млрд на повышение энергоэффективности зданий, установке солнечных и ветровых электростанций и строительству накопителей энергии. При этом министр отметил, что даже пересмотренный план не решает проблему адаптации к уже происходящим изменениям климата. По его словам, общее мнение заключается в том, что мы сможем предотвратить климатический кризис до того, как он произойдет... но климатический кризис уже наступил....

https://t.me/energytodaygroup/23542?embed=1&mode=tme

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https://t.me/s/energytodaygroup

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Минэнерго США снизило прогноз по нефти на $7 Минэнерго США понизило прогноз стоимости нефти марки Brent в 2024 году на 2,4% — до $80,89 с $82,8 за баррель, следует из отчета Управления энергетической информации (EIA) министерства. В ведомстве отметило, что прогноз стоимости нефти снижен на фоне прогнозируемого уменьшения спроса в 2025 году. Минэнерго США ожидает, что в 2025 году котировки снизятся из-за сокращения спроса в среднем на $7, до $78 за баррель. Минэнерго США подчеркивает, что эскалация конфликта на Ближнем Востоке не повлияла на поставки нефти в мире, поэтому в прогнозе не отражены риски нарушения поставок. Однако ведомство признает, что дальнейшая эскалация ближневосточного конфликта увеличивает риски нарушения поставок нефти и ценовой волатильности. Подробнее по ссылке: https://gasandmoney.ru/novosti/minenergo-ssha-snizilo-prognoz-po-nefti-na-7/

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NEUTRAL

rus

SPAM

«Полюс» переводит карьерную технику на СПГ Золотодобытчик «Полюс» и «Газпром гелий сервис» подписали соглашение о сотрудничестве. Стороны проработают возможность реализации пилотного проекта по переводу на сжиженный природный газ (СПГ) карьерной техники, а также автономной газификации котельных «Полюс Алдан» в Республике Саха (Якутия). Об этом сообщила пресс-служба «Полюса». В начале 2024 года «Полюс Алдан» принял решение о переводе всех трех действующих на предприятии угольных котельных на менее углеродоемкое топливо. В результате реализации проекта к 2027 году компания планирует сократить выбросы более чем на 50 тыс. тонн СО2 в год, отметили в «Полюсе». Директор департамента развития энергетики «Полюса» Алексей Каплун отметил, что основными источниками СО2 в горнодобывающей промышленности являются дизельное и угольное топливо, используемые для работы карьерной техники и выработки тепловой и электроэнергии. Подробнее по ссылке: https://gasandmoney.ru/novosti/polyus-perevodit-karernuyu-tehniku-na-spg/

https://t.me/lngchannel/6304?embed=1&mode=tme

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NEUTRAL

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Байден оценил ущерб от урагана "Милтон" примерно в $50 млрд Duke Energy заявила, что ей потребуется не менее четырех дней, чтобы восстановить подачу электроэнергии своим клиентам во Флориде. К утру субботы без электричества оставалось чуть менее 2 миллионов человек. Большинство отключений во Флориде пришлось именно на Duke Energy, за ней следует Florida Power & Light Company, у которой без электроэнергии остались 677 681 клиентов. Также продолжаются проблемы с топливом. Вчера более трех из четырех заправочных станций в районе залива Тампа были закрыты. По всей Флориде почти 30% АЗС оказались без топлива.

https://t.me/energytodaygroup/23545?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

NOT SPAM

Взрыв произошел на АЗС в городе Грозный. Как сообщили в МЧС, взорвалась цистерна с газом. По предварительным данным пострадали 5 человек, в том числе ребёнок.

https://t.me/oil_capital/19760?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Станцию Омск - Восточный уже закрыли для отгрузок с ОНПЗ, как думаете поможет? https://www.kommersant.ru/doc/7215267

https://t.me/ptneft/8602?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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[{"ner":"Омск - Восточный","lemma":"омск - восточный","label":"LOC","start_pos":8,"end_pos":24},{"ner":"ОНПЗ","lemma":"онпз","label":"ORG","start_pos":52,"end_pos":56},{"ner":"72152","lemma":"72152","label":"DATE","start_pos":109,"end_pos":114}]

NEUTRAL

other

NOT SPAM

▪️ На Балтике горит немецкий танкер. Судно с собственным именем Annika перевозило около 640 тонн сырой нефти. Весь экипаж из семи человек эвакуировали, об утечке груза пока не сообщалось. Гораздо интереснее авария смотрится в контексте постоянных заявлений западных СМИ о том, что российский теневой флот представляет угрозу экологии из-за возраста кораблей, входящих в него. Annika – весьма молодой танкер, в строй он вошел всего 12 лет назад. Средний якобы значительный возраст кораблей в теневом флоте – 20 лет. При этом, по данным ООН, средний возраст грузового корабля в мире перевалил за 22 года. Об аварии у теневого флота мы пока ни разу не слышали. Так что, выходит, угроза экологии исходит не от возраста корабля, а от качества обслуживания и выучки экипажа.

https://t.me/nefte_baza/5634?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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NEUTRAL

rus

NOT SPAM

Неделю начнем с ИИ, коллеги. http://arxiv.org/pdf/2305.05862 Правило чем больше модель - тем она умнее работает, но только не всегда. Если взять все данные, новости, датасеты, которые доступны такому финансовому дата-монстру как Bloomberg, обучить на всем этом модель, то будет ли она лучше в финансовых задачах, чем GPT-4 от OpenAI? Все завивисит от задачи. Исследование на скрине изучало точность GPT-4 против специальных моделей, которые тренировались на не всем интернете, а отдельно на качественных данных, которые доступны, например упомянотому Bloomberg'у. Оказывается, что GPT-4, не обладая особенно качественным исходным материалом смог обойти специальные модели почти во всех задачах. Проблемы возникли в relation extraction - но это уже отходит от того, что происходит в естественном языке. Если интересно как-нибудь расскажу в чем суть проблемы. Вопрос нужно ли делать свою модель, если модель от OpenAI справляется не хуже? Блумберг зря потратился на 2*10^23 флопов на обучение?

https://t.me/delopahnetkerosinom/588?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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NEUTRAL

rus

NOT SPAM

Япония намерена увеличить закупки СПГ для своего стратегического резерва до 1 млн тонн в год Власти страны рассматривают возможность увеличения закупок СПГ в стратегические хранилища по меньшей мере до 12 партий в год с нынешних трех, чтобы защититься от неожиданных перебоев с поставками, - сообщил представитель Минпрома Японии. План по увеличению запасов подразумевает дополнительные закупки вторым по величине в мире покупателем СПГ после Китая, в результате чего его закупки возрастут как минимум до 0,84 млн тонн СПГ в год с нынешних 0,21 млн тонн. Японские энергетические компании призывают к созданию более крупного резерва (SBL), предназначенного для крупнейшего производителя электроэнергии в Японии JERA, чтобы обеспечить поставку груза коммунальным предприятиям, остро нуждающимся в нем, а также застраховаться от непредвиденных перебоев с поставками, вызванных, среди прочего, военными конфликтами или остановками ядерных реакторов. По данным японской таможни, Австралия является крупнейшим поставщиком СПГ в Японию, страны Ближнего Востока, включая Катар и Оман, обеспечили 14% потребностей Японии в СПГ в августе, Россия поставила еще десятую часть.

https://t.me/needleraw/13028?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

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Тезисы Минэнерго: 📍 С начала программы догазификации было подано более 1,85 млн заявок от домохозяйств на проведение газа 📍 Было заключено 1,32 млн договоров, что составляет более 95 процентов от числа принятых заявок 📍 Темпы заключения договоров в III квартале по сравнению с II кварталом выросли на 6 процентов, а по сравнению с I кварталом рост составил более 35 процентов 📍 По более чем 1 млн договоров газ доведен до границ участков 📍 656 тыс домовладений получили газ в дома, причем 174 тыс. из них с начала 2024 года. 📍 Продолжается работа по подключению газа к социальным, образовательным и медицинским учреждениям. На данный момент принято 944 заявки от этих учреждений, заключено 820 договоров. Из них 459 уже доведены до границ участка

https://t.me/papagaz/17806?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

SPAM

🕵️‍♀️ «Газпром нефть» ищет конечных покупателей топлива На фоне беспокойства по поводу роста биржевых цен на дизтопливо до уровня, который остановит компенсации нефтяникам в рамках демпферного механизма, «Газпром нефть» потребовала от покупателей своего горючего на СПбМТСБ раскрытия информации о всей цепочке поставок до конечного получателя. ☑️ По данным «Коммерсанта», компания хочет до 11:00 14 октября получить все данные по сделкам с бензином и дизельным топливом с 3 июня по 30 сентября, отгруженным на станцию «Омск-Восточный» с Омского НПЗ. В противном случае поставщик пригрозил отказаться от выполнения договора на поставку, потребовать возмещения убытков и уплаты неустойки в размере 50 процентов от суммы договора. Есть вероятность, что покупатели не смогут выполнить требования производителя по причине коммерческой тайны. ☑️ Руководитель направления консалтинга NEFT Research Александ Котов предположил, что «Газпром нефть» опасается вымывания с рынка зимнего дизельного топлива, по которому в середине осени складывается наиболее сложная ситуация. По мнению эксперта, серый экспорт может повлиять на цены, но оценить величину этого эффекта довольно сложно.

https://t.me/teckteck/2724?embed=1&mode=tme

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https://t.me/s/teckteck

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🏛 Концепцию развития рынка газомоторного топлива могут принять в 2024 году Концепцию развития рынка газомоторного топлива в России планируют утвердить до конца 2024 года. Минэнерго уже подготовило основные параметры и целевые показатели, и документ в ближайшие месяцы рассмотрит правительство. Об этом сообщил директор департамента развития газовой отрасли Артем Верхов на Петербургском международном газовом форуме. Концепция включает два сценария развития: целевой — с увеличением потребления до 15,4 млрд куб. м к 2035 году, и базовый — до 10,7 млрд куб. м. Основную роль в обоих сценариях займет СПГ. @gazmyaso

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https://t.me/s/gazmyaso

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[{"ner":"России","lemma":"россия","label":"LOC","start_pos":124,"end_pos":130},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":171,"end_pos":180},{"ner":"Артем Верхов","lemma":"артём верхов","label":"PER","start_pos":357,"end_pos":369},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":65,"end_pos":69},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":160,"end_pos":164},{"ner":"15","lemma":"15","label":"NUM","start_pos":498,"end_pos":500},{"ner":"4","lemma":"4","label":"NUM","start_pos":501,"end_pos":502},{"ner":"2035","lemma":"2035","label":"NUM","start_pos":517,"end_pos":521},{"ner":"10","lemma":"10","label":"NUM","start_pos":543,"end_pos":545},{"ner":"7","lemma":"7","label":"NUM","start_pos":546,"end_pos":547}]

NEUTRAL

rus

SPAM

Несмотря на пожар на нефтебазе, дефицита топлива нет Сегодня ночью украинские дроны атаковали нефтебазу в Ровеньках Луганской народной республики. Несмотря на то, что восемь из десяти летательных аппаратов были сбиты, один из резервуаров загорелся Как сообщают местные власти, пожар на нефтебазе уже потушен. Причем, по данным местного МЧС, атаки возобновились во время работ пожарных на месте возгорания. В результате никто не пострадал. Как заявило Минэнерго ЛНР, пожар на нефтебазе не повлиял на обеспечение региона топливом. Представители ведомства заявили, что запасы топлива в Республике соответствуют плановым, АЗС работают, как обычно, поставки топлив происходят без сбоев.

https://t.me/oil_capital/19759?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

▪️ На ПМГФ-2024 представили импортозамещенную АСУ ТП для промышленности . Холдинг Т1 продемонстрировал возможности автоматизированной системы управления технологическими процессами (АСУ ТП) "СИЛАРОН". ПАК, в компонентной базе которого использованы российские комплектующие, займет нишу комплексных программно-аппаратных решений – ранее её занимали продукты зарубежных вендоров. В ИТ-компании отмечают, что "СИЛАРОН" предназначен для предприятий с непрерывным производством в нефтехимии, нефтепереработке, тепловой электроэнергетике, химической промышленности, металлургии и горно-обогатительной промышленности. По данным аналитиков агентства НОТА, финансовые вложения нефтегазовых компаний в цифровизацию в 2023 г. увеличились на 13% в сравнении с 2022 г. и составили 53 млрд руб. Отрасль лидирует по показателю применения российских систем в области ИБ, также востребован софт для проектирования и моделирования (CAD/CAE/CAM/CAO).

https://t.me/nefte_baza/5633?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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NEUTRAL

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Блок "В" АЭС "Пикеринг" в Онтарио получил одобрение Канадской комиссии по ядерной безопасности на продление работы до декабря 2026 года. В январе этого года власти провинции Онтарио поддержали план Ontario Power Generation с инвестициями в C$2 на продление работы блока "В" (блоки 5-8) на 30 лет. ПРи этом, согласно предварительному графику OPG, ожидается, что реконструкция АЭС будет завершена к середине 2030-х годов.

https://t.me/energytodaygroup/23544?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

rus

SPAM

Все, наверное слышали про то, что Китай дает сумасшедшии субсидии производителям и покупателям электромобилей. На картинке пример того, как машина за 22 тысячи долларов покупается за 11 тысяч. Единственное модель я такую в интернете не нашел, поэтому фактчек не могу дать. Но вероятно - это эконом вариант для местного рынка.

https://t.me/delopahnetkerosinom/587?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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NEUTRAL

rus

NOT SPAM

Горит… https://eadaily.com/ru/news/2024/10/10/neftebaza-v-feodosii-polyhnula-vo-vremya-pozhara-proizoshel-novyy-vybros-topliva

https://t.me/ptneft/8601?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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NEUTRAL

eng

NOT SPAM

Индия стала вторым после Китая поставщиком ограниченных технологий для России Индия резко нарастила экспорт «ограниченных технологий» и стала вторым по величине поставщиком в Россию. По словам неназванных индийских чиновников, экспорт ограниченных товаров из страны, таких как микрочипы, схемы и станки, превысил $60 млн в апреле и мае, что примерно вдвое больше, чем в предыдущие месяцы этого года, и подскочил до $95 млн в июле. Индию превосходит только Китай. По словам чиновников, последние данные свидетельствуют о том, что почти пятая часть чувствительных технологий, поступающих в российский ВПК, попадает туда через Индию. Новые данные подчеркивают трудности, с которыми столкнулись США и их союзники, пытаясь ограничить способность России вести войну на Украине, - сетует Bloomberg. Представитель Госдепа заявил в пятницу, что «ведомство вновь выразит растущую обеспокоенность индийским правительственным чиновникам и компаниям». Поскольку G7 и ЕС работает над ограничением маршрутов поставок таких технологий — Турция и Объединенные Арабские Эмираты были двумя крупными перевалочными пунктами — появились новые хабы. По словам источников, они включают Индию, Малайзию и Таиланд.

https://t.me/needleraw/13027?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

Токио планирует пополнить стратегический резерв Япония планирует значительно нарастить закупки сжиженного газа, уделяя повышенное внимание обеспечению надежного и постоянного энергетического обеспечения, особенно в периоды повышенного спроса, таких как зимние месяцы, пишет Reuters. Для этих нужд планируется закупать до 12 партий в год, что в 4 раза превысит текущие объёмы. Активные действия крупнейшего производителя электроэнергии, JERA, по закупке значительных объемов СПГ свидетельствуют о стремлении страны обеспечить стабильность и независимость в энергетическом секторе, разнообразив и обеспечив себя необходимыми ресурсами. В результате, Токио рассчитывает на рост обеспеченности газом и гарантированное перемещение поставок, даже в случае потенциальных ситуаций нестабильности, таких как военные конфликты. В Японии отсутствуют подземные газовые хранилища, однако у них имеются запасы сжиженного природного газа на терминалах JERA предпочитает краткосрочные поставки СПГ и имеет право перепродавать газ при его избытке на внутреннем рынке.

https://t.me/papagaz/17805?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

Пока мы спали, в Китае почти 40% продаваемых автомобилей - электромобили. Теперь понятно, почему там спрос на нефть снижается 😭

https://t.me/delopahnetkerosinom/586?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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[{"ner":"Китае","lemma":"китай","label":"LOC","start_pos":17,"end_pos":22},{"ner":"40","lemma":"40","label":"NUM","start_pos":29,"end_pos":31}]

NEUTRAL

rus

NOT SPAM

▪️ СПГ снова обвиняют в глобальном потеплении. И снова сравнивают с углем, якобы более экологичным топливом. Предыдущую попытку очернить сжиженный газ мы видели почти ровно год назад, аргументы с тех пор особенно не поменялись. Иронично, что исследование снова выпустили ученые из Корнеллского университета, которым СПГ явно чем-то не угодил. Исследователи заявляют, что за 20 последних лет углеродный след от производства и транспортировки СПГ обогнал уголь на треть . Если считать за 100 лет, то показатели сравняются, но век назад никто природный газ и не сжижал. Главной проблемой ученые считают выбросы метана при его добыче, сжижении и транспортировке. Выбросы метана с танкеров варьируются от 3,9 до 8,1% в зависимости от судна. Непосредственную долю поступления CO2 в атмосферу от сжигания оценивают всего в 34% от общих выбросов по всей цепочке потребления и производства. Спорить с расчетами ученых мы, конечно, не станем, зато можно поспорить с выводом. Исследователи призывают отказаться от использования СПГ в качестве "промежуточного источника энергии" и в целом приступить к сокращению его потребления. Звучит хорошо, вот только "экологически чистые источники" пока не могут обеспечить достаточного производства энергии, не говоря уже о транспорте. Идея отправлять баржу с более экологически чистым углем через половину земного шара пока никто не рассматривает по причине банальной неэффективности.

https://t.me/nefte_baza/5632?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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NEUTRAL

rus

NOT SPAM

Размен на израильский удар по иранской нефти? США внесли в санкционные списки 16 юридических лиц и 23 танкера, которые, по их версии, занимались торговлей иранской нефти и ее перевозками. Санкции, кстати, экстерриториальные. Под удар Штатов попали компании из КНР, Индии, ОАЭ, Малайзии, Панамы, Либерии, Суринама и Маршалловых Островов. В черные списки попали суда под флагами Малайзии, Барбадоса, Белиза, Камеруна, Островов Кука, Палау, Панамы, Сент-Китс и Невис, Сан-Томе и Принсипи, а также Эсватини.

https://t.me/energytodaygroup/23543?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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☀️ Достижение цели по ВИЭ к 2030 году под вопросом К 2030 году примерно половина выработки электричества в мире будет обеспечиваться за счет возобновляемых источников энергии (ВИЭ), прогнозирует МЭА. ☑️ При этом в агентстве полагают, что нынешняя траектория развития этого сектора не полностью соответствует цели утроения ВИЭ-мощностей, поставленной ООН. Ожидается, что к 2030 году в эксплуатацию будут введены мощности, обеспечивающие генерацию более 5,5 тыс. ГВт, что почти втрое превышает прирост, зафиксированный с 2017-го по 2023 год. ☑️ В МЭА при этом отмечают, что правительствам необходимо наращивать усилия по интеграции ВИЭ в энергосистемы и модернизировать электросети, чтобы достичь поставленных на международном уровне целей. ☑️ Как ожидается, на долю Китая придется почти 60% всех ВИЭ-мощностей, которые будут введены в период с текущего момента по 2030 год. К концу десятилетия в КНР будет находиться почти половина всех глобальных ВИЭ-мощностей против трети в 2010 году, прогнозирует МЭА.

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https://t.me/s/teckteck

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NEUTRAL

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Такими темпами нужно расти еще хотя бы 3-4 года. https://t.me/mosregiongaz/11110

https://t.me/ptneft/8600?embed=1&mode=tme

https://t.me/

https://t.me/s/ptneft

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NEUTRAL

other

SPAM

Петербургский международный газовый форум: старт дан! Важное событие в мире газовой индустрии началось! С 8 по 11 октября в Санкт-Петербурге проходит Петербургский международный газовый форум. Что ждет участников: 🔷 Насыщенная деловая программа 🔷 Масштабная экспозиция 🔷 Спортивные мероприятия для активных гостей Форум продлится четыре дня, предоставляя отличную возможность для нетворкинга, обмена опытом и знакомства с последними инновациями отрасли. Приглашаем всех заинтересованных специалистов посетить это значимое мероприятие. Будем рады встрече на площадке Форума! @lngchannel

https://t.me/lngchannel/6302?embed=1&mode=tme

https://t.me/

https://t.me/s/lngchannel

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[{"ner":"Санкт-Петербурге","lemma":"санкт-петербург","label":"LOC","start_pos":124,"end_pos":140},{"ner":"11 октября","lemma":"11 октября","label":"DATE","start_pos":111,"end_pos":121},{"ner":"8","lemma":"8","label":"NUM","start_pos":106,"end_pos":107}]

NEUTRAL

rus

NOT SPAM

США расширяет санкции против нефтяного сектора Ирана Вашингтон расширил сферу санкций в отношении нефтегазового сектора Ирана в ответ на удар иранских баллистических ракет по Израилю. В рамках объявленного решения, Минфин вернулся к старому указу администрации Трампа, который позволял вводить санкции в отношении любой сферы иранской экономики, чтобы лишить ее финансирования. Пятничный шаг, по сути, объявляет нефтяной и нефтехимический сектор страны закрытым. Санкциям подверглись 17 судов и 10 организаций, связанных с флотом танкеров, перевозящих иранскую нефть, в том числе в Китай. Данные суда и компании базируются в Гонконге, ОАЭ, Малайзии и других местах. В отдельном заявлении Минфин отметил, что этот шаг позволяет ему «вводить санкции в отношении любого лица, намеренного работать в нефтяном и нефтехимическом секторах иранской экономики». На этом фоне показательна встреча президентов России и Ирана накануне в Туркменистане. Одним из основных вопросов обсуждения был реализация совместных проектов в нефтегазовой сфере.

https://t.me/needleraw/13026?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

NOT SPAM

Цены на бензин сегодня ведут себя разнонаправленно. АИ-92 вырос на 0,08 процента и торгуется по цене 58 901 рубля за тонну. АИ-95 снизился на 0,34 процента и торгуется по 65 243 рубля за тонну. Мазут сегодня снижается и торгуется по 31 808 рубля за тонну. Цена на СУГ сегодня снизилась и составляет 27 265 рублей. Цена на ДТ летнее снизилась и составляет 60 869 рублей за тонну. Цена на ДТ зимнее снизилась и составляет 78 382 рубля за тонну. Резких колебаний сегодня нет. К концу этой недели цены на бензин практически остались на тех же отметках, что и в начале.

https://t.me/papagaz/17804?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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🖥 Новые возможности для клиентов Yandex Cloud: обучение ИИ-моделей на собственных серверах Центр технологий для общества Yandex Cloud в сотрудничестве с ИСП РАН и Сеченовским Университетом протестировал метод федеративного обучения нейросетей Yandex Cloud провел обучение ИИ-модели на двух независимых наборах электрокардиограмм — от ИСП РАН и Сеченовского Университета. Общее количество кардиограмм составило 47 тыс. 🟡 Как это работает: Федеративное обучение позволяет тренировать нейросети непосредственно на серверах владельцев данных, исключая необходимость передачи информации разработчикам. Это особенно актуально для таких секторов, как финансы, медицина и промышленность. 🟡 Практическое применение: Yandex Cloud провел обучение ИИ-модели на двух независимых наборах электрокардиограмм — от ИСП РАН и Сеченовского Университета. Общее количество кардиограмм составило 43,5 тыс. Сначала модель проходила обучение на каждом из наборов данных, после чего результаты обработки передавались на центральный сервер для создания глобальной модели.Показатели точности нейросети, полученной в результате эксперимента, составили 95%. 🟡 Значимость для бизнеса : Технология открывает новые горизонты для использования искусственного интеллекта. Теперь банки, медицинские учреждения и государственные организации смогут внедрять ИИ, не опасаясь утечек конфиденциальной информации.

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https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

Иран собирается перепродавать российский газ Этим летом Россия и Иран сообщили о подписании меморандума о взаимопонимании по поставкам природного газа в северный Иран. Причем в перспективе Иран видит поставки в объеме «Северного потока» и не введенного в эксплуатацию «Северного потока-2» вместе взятых. Однако, как отмечает Станислав Рогинский , к таким блестящим планам заменить Ираном весь европейский рынок есть вопросики. Во-первых, если брать газ на юге, то есть на Астраханском ГКМ, то и качество, и себестоимость будут высоки. А если брять газ в Западной Сибири, то как такие объемы доставить на юг РФ, а потом еще и через транзитные страны? «На сегодняшний день поставки российского газа в Иран выглядят убыточными вследствие того, что Иран объективно не сможет оплачивать российский газ по цене, необходимой для эффективности поставок, если этот газ будет идти исключительно на внутреннее потребление в стране. А вот спекулятивная игра, при которой Иран мог бы зарабатывать на перепродаже и этим субсидировать поставки российского газа на внутренний рынок или вообще перепродавать весь газ при наличии свободных транспортных мощностей из Азербайджана в Европу, выглядит вполне реальным результатом», — делает вывод эксперт. @oil_capital

https://t.me/oil_capital/19757?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

rus

NOT SPAM

Крупные компании застряли на переходе. 🖥️ Крупнейшие промышленные компании снова не смогли перевести критическую инфраструктуру на отечественное ПО и просят очередную отсрочку. С письмом к министру цифрового развития Максуту Шадаеву и председателю комитета Госдумы по информполитике Александру Хинштейну обратилась АКП ПОО ( "Росатом", "Газпром нефть", "Транснефть", РЖД, Дом.РФ , "Роскосмос", "Ростех" и "Ростелеком" ). C 1 января 2025 года госорганам и госкомпаниям будет запрещено использовать иностранный софт на объектах КИИ , при этом пока что компании имеют право самостоятельно определять, какие элементы их инфраструктуры относятся к критическим. В итоге предприятия минимизируют количество систем, которые определяются как значимые объекты КИИ. ⚙️ В АКП ПОО ссылаются на проблемы из-за сложившейся практики реорганизации и присоединения юрлиц, в результате которой требования для различных структур внутри одной компании могут различаться. При слиянии двух юрлиц из разных сфер, для которых установлен разный срок перехода на отечественное ПО, срок перехода вновь созданного юрлица не начинает исчисляться заново. Но это скорее похоже на уловку крупных компаний, которые не желают заниматься замещением софта. Как пишут "Ведомости" , еще в 2015–2017 годах крупные компании с госучастием представляли регулятору обоснования для переноса сроков импортозамещение зарубежных ERP-решений. И если на них не давить, они будут придумывать всё новые и новые оправдания еще десятки лет. 🖥 При этом проблемы действительно существуют. Во-первых, отечественный софт пока не достиг "требуемого уровня зрелости по функциональности и совместимости" . То есть он просто уступает импортному ПО. А во-вторых, многие объекты критической инфраструктуры используют импортное оборудование, которое не может работать с отечественным ПО. И нужно либо менять его, либо создавать "мосты" для интеграции.

https://t.me/nefte_baza/5631?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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[{"ner":"Максуту Шадаеву","lemma":"максут шадаеву","label":"PER","start_pos":217,"end_pos":232},{"ner":"Госдумы","lemma":"госдума","label":"ORG","start_pos":257,"end_pos":264},{"ner":"Александру Хинштейну","lemma":"александр хинштейну","label":"PER","start_pos":283,"end_pos":303},{"ner":"Росатом","lemma":"росатом","label":"ORG","start_pos":326,"end_pos":333},{"ner":"Газпром нефть","lemma":"газпром нефть","label":"ORG","start_pos":337,"end_pos":350},{"ner":"Транснефть","lemma":"транснефть","label":"ORG","start_pos":354,"end_pos":364},{"ner":"РЖД","lemma":"ржд","label":"ORG","start_pos":367,"end_pos":370},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":376,"end_pos":378},{"ner":"Роскосмос","lemma":"роскосмос","label":"ORG","start_pos":382,"end_pos":391},{"ner":"Ростех","lemma":"ростех","label":"ORG","start_pos":395,"end_pos":401},{"ner":"Ростелеком","lemma":"ростелеком","label":"ORG","start_pos":406,"end_pos":416},{"ner":"ПОО","lemma":"поо","label":"ORG","start_pos":764,"end_pos":767},{"ner":"Ведомости","lemma":"ведомость","label":"ORG","start_pos":1231,"end_pos":1240},{"ner":"15–20","lemma":"15–20","label":"DATE","start_pos":1252,"end_pos":1257},{"ner":"1","lemma":"1","label":"NUM","start_pos":423,"end_pos":424},{"ner":"2025","lemma":"2025","label":"NUM","start_pos":432,"end_pos":436},{"ner":"2015","lemma":"2015","label":"NUM","start_pos":1250,"end_pos":1254},{"ner":"2017","lemma":"2017","label":"NUM","start_pos":1255,"end_pos":1259}]

NEUTRAL

rus

NOT SPAM

В дополнение к вчерашнему посту, вспоминается вот этот слайд из прогноза IEA по спросу до 2028 года. Обратите внимание, как в 2024 общий рост спроса резко замедляется и продолжает замедляться вплоть до 2028 года. Вопрос прогнозов о росте спроса на нефть вообще не праздный и имеет вполне себе прикладной характер. В мире, в котором все себя убедили в том, что спрос не будет увеличиваться - нефтегазовые мейджеры перестают инвестировать в будущие проекты. И если прогноз не сбывается, и рост спроса продолжается - возникают сумасшедшие цены на нефть и страдают от этого все. Поэтому IEA можно похвалить за то, как они не справляются со своей работой даже в 2024 году. То есть на год вперед. Печально.

https://t.me/delopahnetkerosinom/584?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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[{"ner":"IEA","lemma":"iea","label":"ORG","start_pos":73,"end_pos":76},{"ner":"2028","lemma":"2028","label":"NUM","start_pos":90,"end_pos":94},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":126,"end_pos":130},{"ner":"2028","lemma":"2028","label":"NUM","start_pos":202,"end_pos":206},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":657,"end_pos":661}]

NEGATIVE

rus

NOT SPAM

Госдума предлагает рассчитывать налоги по фактической стоимости Urals Комитет Госдумы по энергетике предлагает свою версию нефтяных котировок для расчета бюджетных поступлений. Депутаты считают необходимым рассчитывать фискальную нагрузку на компании на основе фактических цен на российские сорта без внедрения искусственно заданные показатели. Такая идея была высказана в отзыве комитета на проект трехлетнего бюджета на 2025-2027 годы. Профильные депутаты также предлагают сделать стоимость черного золота для сбора налогов постоянным показателем ежегодного прогноза Минэкономразвития. Кроме того, они хотели бы отказаться от привязки к цене Brent, поскольку этот сорт не имеет отношение к российскому экспорту, а делать прогнозы на основании стоимость сортов из РФ. При этом комитет в своем заключении также отметил слишком оптимистичный прогноз Минэкономразвития на рост стоимости Brent. Поскольку банки и инвестфонды рассчитывают на стоимость североморского сорта в пределах $73,5 за баррель в 2025 году. Минэкономразвития прогнозирует цену Brent на 2025 год в $81,7 за баррель.

https://t.me/oil_capital/19756?embed=1&mode=tme

https://t.me/

https://t.me/s/oil_capital

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NEUTRAL

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👌🏻 НДПИ на редкоземельные металлы хотят обнулить «Росатом недра» предлагает обнулить не менее чем на 10 лет НДПИ на добычу руд редкоземельных металлов для действующих предприятий, сообщил в ходе форума «Майнекс» первый заместитель генерального директора компании «Росатом недра» Алексей Шеметов. ☑️ Из его презентации следует, что компания предлагает обнулить не менее чем на 10 лет НДПИ на добычу руд редкоземельных металлов для действующих предприятий, а также применять коэффициенты к НДПИ Крента равный единице и коэффициент Крм равный 0,1 к добыче титана и циркония с временным интервалом не менее 10 лет. ☑️ В 2020 году был введен повышающий рентный коэффициент Крента к ставке НДПИ равный 3,5, под действие которого попали также редкие и редкоземельные металлы. По его словам, смысл, который закладывался в 2020 году, когда вводился коэффициент, — изъятие сверхприбыли по доходам горно-металлургических компаний в результате благоприятной рыночной конъюнктуры, которой сейчас нет. ☑️ Также отмечается, что для Туганского ГОКа, который осуществляет добычу титановых и циркониевых концентратов в Томской области, и Ловозерского ГОКа снижение НДПИ — крайне необходимая мера, которая простимулирует недропользователей к масштабированию производства.

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[{"ner":"России - ЮГом","lemma":"россия - югом","label":"LOC","start_pos":31,"end_pos":44},{"ner":"85841","lemma":"85841","label":"DATE","start_pos":98,"end_pos":103}]

NEUTRAL

other

NOT SPAM

Горящий немецкий танкер «Анника» с 640 тоннами нефти не борту хотят отбуксировать в гавань порта Росток для тушения пожара. По данным немецких СМИ, несмотря на все усилия пожарных, машинное отделение судна все еще горит. Экипаж эвакуирован, судно удерживает буксир. Во время возгорания танкер находится в Мекленбургском заливе примерно в 4,5 километрах от берега. Корабль следовал из Ростока в Травемюнде. Вокруг танкера установлена ​​запретная зона в три морских мили. В настоящее время неясно, произошла ли утечка. История продолжается.

https://t.me/energytodaygroup/23541?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

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Для "Газпрома" предложили установить норматив продаж газа на бирже в 10% Федеральная антимонопольная служба и Минэнерго РФ опубликовали проект совместного приказа "Об утверждении минимальной величины продаваемого на бирже природного газа и требований к биржевым торгам, в ходе которых заключаются сделки с природным газом хозяйствующим субъектом, занимающим доминирующее положение на соответствующем товарном рынке", говорится на сайте размещения правовой информации. В проекте совместного приказа предусматривается установление минимальных величин реализации природного газа (при достижении которых цена будет признаваться рыночной) в размере 10% от общего объема природного газа, добытого и реализуемого третьим лицам на внутреннем рынке и подлежащего транспортировке по Единой системе газоснабжения - для собственника ЕСГ, 2% - для иных хозяйствующих субъектов, занимающих доминирующее положение. @lngchannel

https://t.me/lngchannel/6298?embed=1&mode=tme

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https://t.me/s/lngchannel

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NEUTRAL

rus

NOT SPAM

Подземные хранилища в Европе Согласно данным GIE, подземные хранилища газа заполнены более 94,7 процентов, что на 0,09 процента выше, чем днём ранее. Всего в хранилищах находится более 104,5 млрд куб м газа, что является рекордом для данного времени года, но меньше, чем в 2019 году, когда ПХГ были заполнены более 97 процентов. Отбор газа составил более 120 млн куб м, а закачка газа составила более 60 млн куб м. В Австрии заполненность ПХГ составляет более 93 процентов, Франции более 93 процентов, в Германии более 96,5 процентов, а в Италии более 97 процентов. Нидерланды и Венгрия за отчётный день превысили отбор над закачкой. Мощности регазификации сжиженного газа составляет 40 процентов. Погода на текущей неделе на большей территории Европы будет теплее, чем на предыдущей. Средняя цена в сентябре составила около $416 за тыс куб, а в октябре составила около $451 за тыс куб.

https://t.me/papagaz/17802?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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Общая ситуация с ТЭК Европы Европейский газовый закрыл неделю общим падением, котировки TTF на закрытии пятницы на уровне в $448 тыс м3, снижение на 0,74%. По данным Gas Infrastructure Europe, европейские ПХГ чередуют режим минимальной закачки и отбора (0,08%). Запасы в хранилищах на уровне 94,82%, транзит через Украину – 42,3 млн м3, рынок нефти закрыл неделю общим ростом, объемы ветрогенерации в ЕС на уровне 17,2% от общей энерговыработки в регионе. "Газпром" подает газ транзитом через УГТС в субботу в объеме 42,3 млн м3. Показатели накануне были на таком же уровне. Мощности заявлены только по одной из двух точек входа в украинскую ГТС - на ГИС "Суджа". По коридору через ГИС "Сохрановка" заявка не принимается. Транзитная ветка через Украину остается единственным маршрутом поставок российского газа в страны Западной и Центральной Европы. Поставки газа по "Турецкому потоку" и "Голубому потоку" предназначены для Турции и стран Южной и Юго-Восточной Европы. Прокачка по "Северному потоку" полностью остановлена. Объемы подачи газа по европейской ветке «Турецкого потока» по последним данным ENTSOG на сутки 11 октября на уровне 43,4 млн м3. Предыдущие показатели были на уровне 45,4 млн м3. По данным Gas Infrastructure Europe европейские энергокомпании постепенно начинают переходить от закачки к отбору газа в ПХГ. На газовые сутки 11 октября подземные хранилища газа в Европе в среднем заполнены на 94,82% объем увеличился на 0,08%. Уровень заполненности хранилищ газом на территории ФРГ составляет 96.93%, за минувшие сутки этот показатель увеличился на 0.16%. Активная закачка газа происходила в Болгарии (0.35%, 96%) и Дании (0.82%, 69.07%). В ЕС объем регазификации СПГ в портовых хранилищах по состоянию на утро 12 октября на уровне 52,4% (в сентябре средняя производительность составила 52,8%, на максимуме - 77%). Европейский газовый рынок при всей волатильности закончил неделю небольшим общим падением. По состоянию на закрытие пятницы на бирже TTF в Нидерландах торги остановились на уровне $448,19 тыс м3, снижение на 0,74% к закрытию предыдущей сессии. Контракт с поставкой "на день вперед" на хабе TTF завершил торги на отметке $458,1 тыс м3, ниже азиатского рынка. Ноябрьский фьючерс на индекс JKM Platts (Japan Korea Marker; отражает спотовую рыночную стоимость грузов, поставляемых в Японию, Южную Корею, Китай и Тайвань) - завершил торги на уровне $468,2 тыс м3. Рынок нефти закончил неделю общим ростом. Стоимость ноябрьских фьючерсов на Brent на лондонской ICE Futures по состоянию на закрытие пятницы составила $78,88 за баррель, что на 0,65% ниже цены окончания предыдущей сессии. Объем производства электроэнергии из ветра в регионе на утро 12 октября на уровне 17,2%, при средних показателях за семидневку в 20,0% от энергобаланса ЕС, свидетельствуют данные WindEurope.

https://t.me/needleraw/13025?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

Выручка США от экспорта СПГ в ЕС в августе обновила минимум В августе выручка США от экспорта сжиженного природного газа в Евросоюзе продолжала сокращаться второй месяц подряд, достигнув минимума с ноября 2021 года. Тогда Соединённые Штаты заработали более $691 млн. Страны ЕС увеличивали закупки СПГ у американских компаний на 18 процентов по сравнению с июлем, но доходы от продаж уменьшились на 5 процентов, опустившись до $753,5 млн. Нидерланды остаются основным европейским покупателем газа у США, на которую пришлось четверть всех поставок. Испания замыкают тройку лидеров вместе с долей в $126,5 млн и $108 млн соответственно. К концу лета, в отличие от предыдущих месяцев, США увидели снижение выручки во всех регионах, куда поставляют СПГ. Наиболее существенное падение произошло в Африке, где продажи упали в 3,2 раза, достигнув $51,2 млн. Азиатские потребители, имеющие решающее значение для американских компаний, сократили закупки в августе на 5 процентов, составив почти $990 млн. В целом экспорт американского СПГ за месяц сократился почти на 10 процентов, составив $2,14 млрд.

https://t.me/papagaz/17803?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

SPAM

⚡️ В энергосистему России из Сибири поступило почти 6 млрд кВт.ч Электростанции Сибирской генерирующей компании в сентябре повысили выработку электроэнергии на 31% по сравнению с аналогичным периодом прошлого года, поставив в энергосистему РФ 5,925 миллиарда кВт·ч. Вторичная ценовая зона (Сибирь) продемонстрировала рост выработки на 31%, а в целом по компании (включая Рефтинскую и Приморскую ГРЭС) увеличение составило 14%. Этот рост частично обусловлен снижением выработки гидроэлектростанциями Сибири на 14%. В частности, Саяно-Шушенская ГЭС сократила объем генерации на 39% из-за низкого уровня осадков летом. Вторая причина роста выработки тепловой генерации связана с увеличением потребления электроэнергии в Сибири на фоне снижения температуры воздуха по сравнению с сентябрем прошлого года на 2,6°C, сообщили в компании со ссылкой на руководителя управления дирекции СГК по работе на энергорынках Александра Резюкова. Также отмечается, что возросшая нагрузка на Тайшетском алюминиевом заводе и рост потребления в горнодобывающем секторе способствовали повышению общего спроса на электроэнергию во второй ценовой зоне. @gazmyaso

https://t.me/gazmyaso/7014?embed=1&mode=tme

https://t.me/

https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

⚡️ В Феодосии продолжается пожар на нефтебазе. Глава Крыма Сергей Аксенов заявил, что произошел выброс горючих материалов на одном из терминалов. На данный момент зона эвакуации для населения не увеличивается, дополнительную опасность местные власти опровергли. Пожар на нефтебазе продолжается уже четвертый день. Официально причину возгорания не называли, но местные жители сообщали об ударе БПЛА.

https://t.me/nefte_baza/5630?embed=1&mode=tme

https://t.me/

https://t.me/s/nefte_baza

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[{"ner":"Феодосии","lemma":"феодосия","label":"LOC","start_pos":5,"end_pos":13},{"ner":"Крыма","lemma":"крым","label":"LOC","start_pos":53,"end_pos":58},{"ner":"Сергей Аксенов","lemma":"сергей аксёнов","label":"PER","start_pos":59,"end_pos":73}]

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https://t.me/

https://t.me/s/needleraw

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[{"ner":"Глобальной энергии","lemma":"глобальный энергия","label":"ORG","start_pos":50,"end_pos":68},{"ner":"Россия","lemma":"россия","label":"LOC","start_pos":111,"end_pos":117},{"ner":"Сургутнефтегаз","lemma":"сургутнефтегаз","label":"ORG","start_pos":188,"end_pos":202},{"ner":"Якутии","lemma":"якутия","label":"LOC","start_pos":263,"end_pos":269},{"ner":"CNPC","lemma":"cnpc","label":"ORG","start_pos":289,"end_pos":293},{"ner":"Китай","lemma":"китай","label":"LOC","start_pos":295,"end_pos":300},{"ner":"Азии","lemma":"азия","label":"LOC","start_pos":491,"end_pos":495},{"ner":"Индии","lemma":"индия","label":"LOC","start_pos":499,"end_pos":504},{"ner":"России","lemma":"россия","label":"LOC","start_pos":615,"end_pos":621},{"ner":"Tesla","lemma":"tesla","label":"ORG","start_pos":727,"end_pos":732},{"ner":"Глобальной энергии","lemma":"глобальный энергия","label":"ORG","start_pos":894,"end_pos":912},{"ner":"ИТЭР","lemma":"итэр","label":"ORG","start_pos":964,"end_pos":968},{"ner":"10","lemma":"10","label":"NUM","start_pos":304,"end_pos":306},{"ner":"650","lemma":"650","label":"NUM","start_pos":347,"end_pos":350},{"ner":"400","lemma":"400","label":"NUM","start_pos":455,"end_pos":458},{"ner":"2030","lemma":"2030","label":"NUM","start_pos":462,"end_pos":466},{"ner":"25","lemma":"25","label":"NUM","start_pos":530,"end_pos":532},{"ner":"2","lemma":"2","label":"NUM","start_pos":745,"end_pos":746}]

NEUTRAL

rus

SPAM

2й квартал 2024 года отметился самым низким ростом спроса на нефть за последние пару лет. Первую скрипку в росте спроса последние несколько лет играет Китай. Несмотря на то, что в будущее пока мы смотрим все еще с оптимизмом, по Китаю есть вопросы. Во-первых экономика Китая уже несколько лет, судя по новостям, замедляется. А раз экономика замедляется, то и спрос тоже должен хотябы не увеличиваться. Во-вторых Китай развивает и активно субсидирует электромобили и высокоскоростной жд транспорт. Это все тоже находит свою отражение в спросе. Остается надеятся, что нефть в таких же сумасшедших количествах будет идти на обивку салона китайских электромобилей. Потому что коров не напасемся 🐄

https://t.me/delopahnetkerosinom/583?embed=1&mode=tme

https://t.me/

https://t.me/s/delopahnetkerosinom

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Петербургский международный газовый форум: старт дан! Важное событие в мире газовой индустрии началось! 🎉 С 8 по 11 октября в Санкт-Петербурге проходит Петербургский международный газовый форум. Что ждет участников: • Насыщенная деловая программа 💼 • Масштабная экспозиция 🏭 • Спортивные мероприятия для активных гостей 🏃‍♂️ ❗️ Форум продлится четыре дня, предоставляя отличную возможность для нетворкинга, обмена опытом и знакомства с последними инновациями отрасли. Приглашаем всех заинтересованных специалистов посетить это значимое мероприятие. Будем рады встрече на площадке Форума! 👋 @gazmyaso

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https://t.me/s/gazmyaso

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NEUTRAL

rus

NOT SPAM

🐾 Российское подразделение Shell ликвидируется «Шелл Нефтегаз Девелопмент» (ШНД), единственный российский ответчик по иску Генпрокуратуры России, поданному в арбитражный суд Москвы 2 октября, принял решение о ликвидации. Об этом свидетельствуют данные ЕГРЮЛ. ☑️ ШНД было образовано в 2005 году и принадлежало голландской компании «Шелл ЕП Россия Инвестментс (V) Б.В.», которая не фигурирует в числе ответчиков по иску. Эта же компания владеет другим ООО в России - «Шелл НефтеГаз Девелопмент (V)», оно тоже не в числе ответчиков. Подразделение занимается поиском, разведкой и добычей нефти, природного газа, конденсата и других полезных ископаемых. В Shell не комментируют подачу иска Генпрокуратуры. По данным «Интерфакса», компания закрывает офис в Москве. ☑️ 2 октября Генпрокуратура подала в суд на Shell, требуя компенсации за невыполненные обязательства. В иске фигурируют несколько подразделений компании. Сумма иска пока не разглашается. Третьи лица — «Газпром экспорт», Минэнерго России, «Сахалинская энергия», «Сахалин Энерджи Инвестмент Компани, Лтд», правительство Сахалинской области. ☑️ В 2022 году оператор проекта Sakhalin Energy был заменен на российское ООО «Сахалинская энергия». «Газпром» получил контрольный пакет акций, а японские компании Mitsui и Mitsubishi остались в проекте. Shell отказалась от участия и не получит компенсацию за свою долю, пока не будут определены и зачтены убытки, связанные с проектом и отказом от новой системы оплаты газа.

https://t.me/teckteck/2718?embed=1&mode=tme

https://t.me/

https://t.me/s/teckteck

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NEUTRAL

rus

NOT SPAM

"Сургутнефтегаз" подал заявку на регистрацию в Роспатенте технологии извлечения лития из подтоварных вод при добыче углеводородов в Восточной Сибири. Пишут, что по результатам экспериментов компания выбрала наиболее подходящий метод извлечения карбоната лития из пластовых вод Восточной Сибири и внесла в него изменения, опирающиеся на специфику исследуемых рассолов. "Метод с изменениями был удачно опробован, степень извлечения составила 20,37 и 85,55% с массовым содержанием карбоната лития в итоговом продукте более 99,4%".

https://t.me/energytodaygroup/23540?embed=1&mode=tme

https://t.me/

https://t.me/s/energytodaygroup

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NEUTRAL

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Половина нового спроса на природный газ формируется в Юго-Восточной Азии — и в первую очередь в Индии и Китае. Такие данные дает МЭА. Основной д райвер спроса — промышленность . Отопление и электрогенерация формируют около четверти нового спроса, соответственно. Ни о каком замещении дорогим импортным газом дешевого местного угля речи не идёт. Скорее, газовая генерация периодически компенсирует провалы в ВИЭ-генерации или покрывает пиковый спрос, например во время летней жары в Индии. То есть к газовым ТЭС Индия и Китай прибегают вынужденно, как, впрочем, и европейские страны . Массово сжигать газ в топках ТЭС могут позволить себе лишь богатые энергетическими ресурсами страны — Россия, США , Иран и т. п. Когда практически весь новый спрос на газ формирует нефтехимия и металлообработка, рост спроса на этот ресурс остаётся крайне ограниченным — на 2–3% в год. И хотя промышленный спрос наименее эластичен к цене природного газа, но американские поставщики этого товара явно мечтают о более агрессивном росте рынка.

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https://t.me/s/ptneft

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NEUTRAL

other

SPAM

Конфликт на Ближнем Востоке может повысить цены на нефть до $20 за бар Экспорт поставок сырой нефти из Ирана продолжает снижаться из-за напряженной обстановки на Ближнем Востоке. Ожидания возможного ответного удара Израиля могут нарушить нормальное функционирование нефтяной инфраструктуры Ирана, вызвав перерыв в поставках. По последним данным, объём загрузки сырой нефти из Ирана составил 816 тыс бар в сутки за неделю до 9 октября, сообщает S&P Global Commodities at Sea. Наблюдается снижение экспортных потоков, и встречным действиям страны требуется внимание для обеспечения стабильности на рынке нефти. Иран регулярно отправляет от семи до десяти партий сырой нефти в неделю, увеличивая экспортные потоки до 1,7 млн бар в сутки в этом году, что превышает уровень в 1,1 млн бар в сутки в 2022 году. Напомним, что основная часть иранских потоков сырой нефти направляется покупателям в Сингапуре и Китае. Аналитики Goldman Sachs предполагают, что цены на нефть марки Brent могут вырасти на $10 - $20 за бар в случае возникновения проблем в добыче нефти в Иране.

https://t.me/papagaz/17801?embed=1&mode=tme

https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

Цены на бункерное СПГ-топливо в Европе растут из-за геополитики и «зимних беспокойств» Европейские цены на бункерное СПГ-топливо (топливо для заправки морских и речных судов) достигли пятинедельных максимумов на прошлой неделе, что резко снизило премию на рынке грузовых перевозок. Основная причина - беспокойство по поводу эскалации на Ближнем Востоке и зимней неопределенности. Platts оценило цены на бункерное топливо СПГ в Роттердаме и Барселоне в $14,804/MMBtu и $14,905/MMBtu соответственно 4 октября, обе цены выросли на 46 центов/MMBtu за неделю. Это также доводит премию на бункерное топливо СПГ Роттердам до DES Northwest Europe до $1,938/MMBtu, самого низкого уровня с 9 августа в $1,884/MMBtu, согласно данным Commodity Insights. Несмотря на то, что сейчас более широкий рынок СПГ в структурном отношении является медвежьим, а уровень запасов газа в Европе составляет 94,42%, согласно данным Aggregated Gas Storage Inventory Data, неопределенность относительно предстоящего зимнего отопительного сезона, усиливает негативные настроения брокеров.

https://t.me/needleraw/13023?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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