责任编辑：山上 美股频道更多独家策划、专家专栏，免费查阅>> 美股油气股盘前普涨，英国石油涨超2%，壳牌、道达尔、埃尼石油涨超1%，埃克森美孚、雪佛龙涨超0.7%。消息面上，在美国总统特朗普以封锁油轮的方 式加大对委内瑞拉施压后，油价从2021年以来的最低水平反弹。 | 代码 | 名称 | 盘前涨跌 √ | 涨跌幅 | 最新价 | 总市值 | 年初至今涨 | | --- | --- | --- | --- | --- | --- | --- | | BP | 英国石油(5) | 2.67% | -4.23% | 33.760 | 860.99亿 | 21.07% | | PBR.A | 巴西石油公 | 1.96% | -3.60% | 11.250 | 724.99亿 | 2.60% | | SHEL | 売牌 | 1.75% | -2.45% | 70.460 | 2009.24亿 | 17.14% | | TTE | 道达尔 | 1.53% | -2.16% | 63.850 | 1370.95亿 | 22.63% | | E | 埃尼石油 | 1.37% | -2.74% | 36.500 | 542. ...

| 代码 | 名称 | 盘前涨跌 √ | 涨跌幅 | 最新价 | 总市值 | 年初至今涨 | | --- | --- | --- | --- | --- | --- | --- | | BP | 英国石油( | 2.67% | -4.23% | 33.760 | 860.99亿 | 21.07% | | PBR.A | 巴西石油公 | 1.96% | -3.60% | 11.250 | 724.99亿 | 2.60% | | SHEL | 壳牌 | 1.75% | -2.45% | 70.460 | 2009.24亿 | 17.14% | | TTE | 道达尔 | 1.53% | -2.16% | 63.850 | 1370.95亿 | 22.63% | | E | 埃尼石油 | 1.37% | -2.74% | 36.500 | 542.39亿 | 43.18% | | PBR | 巴西石油公 | 1.19% | -3.20% | 11.790 | 759.79亿 | -1.38% | | XOM | 埃克森美孚 | 0.76% | -2.62% | 114.680 | 4836.25亿 | 10.52% ...

Italy's competition authority (AGCM) has closed an investigation into alleged unfair commercial practices concerning energy group Eni's unit Plenitude and will take no further action, the regulator sa... ...

Core Insights - Eni S.p.A. has discovered significant gas reserves in the Kutei Basin, offshore Indonesia, specifically in the Konta-1 exploration well, drilled to a depth of 4,575 meters [1][9] - The discovery includes 600 billion cubic feet (Bcf) of gas initially in place, with potential resources exceeding 1 trillion cubic feet (Tcf) [2][9] - The proximity of the discovery to existing Eni facilities allows for development synergies and faster execution of production [3][9] Exploration and Development - The Konta-1 well has identified gas in high-quality sandstone reservoirs from the Miocene period, exhibiting excellent petrophysical properties [2] - Eni plans to drill four additional wells in the Kutei Basin in 2026 as part of its ongoing exploration campaign [4] - Eni holds an 88.334% participating interest in the Muara Bakau Production Sharing Contract (PSC), with Saka Energi holding the remaining 11.666% [4] Strategic Implications - The successful discovery enhances Eni's confidence in continuing its exploration efforts in the Kutei Basin [4] - Fast-track development options are being explored to efficiently utilize the newly discovered gas resources [3]

Core Insights - Eni has made a significant gas discovery at the Konta-1 exploration well, estimating initial gas reserves of 600 billion cubic feet (bcf) with potential to exceed 1 trillion cubic feet (tcf) [1][3] Exploration Details - The Konta-1 well was drilled to a depth of 4,575 meters in water depths of 570 meters, encountering gas in four separate Miocene-age sandstone reservoirs [2] - A well production test recorded a flow rate of up to 31 million standard cubic feet per day (mscf/d) of gas and approximately 700 barrels per day (bpd) of condensate [2] - Based on data from the production test, the well has a potential multi-pool gas rate of up to 80 mscf/d and around 1,600 bpd of condensate [3] Strategic Implications - Eni's discovery supports its near-field exploration strategy in the Kutei basin, leveraging geological knowledge and advanced geophysical technologies [4] - The company plans to drill four additional wells in the Kutei basin in 2026, indicating a commitment to further exploration and development in the area [4] Operational Context - The Konta-1 well is part of the Muara Bakau production sharing contract (PSC), where Eni holds an 88.33% interest, with Saka Energi holding 11.66% [5] - Muara Bakau is one of 19 blocks managed by a joint company established by Eni and Petronas, with recent long-term liquefied natural gas sales agreements signed with Gulf Development Company and BOTAŞ [5]

该综合性项目整合天然气上下游业务，核心开发内乌肯省瓦卡穆尔塔页岩盆地的海量非常规天然气资 源，分阶段进军国际市场。今年10月，埃尼集团与YPF已签署技术协议，规划部署两座单座年处理600 万吨的浮式液化装置(FLNG);上月三方再签合作协议，XRG将参与年产能1200万吨的ARGLNG项目，首 批LNG出口预计于2030年前后启动。 中化新网讯 近日，阿根廷国有能源公司YPF首席执行官奥拉西奥・马林披露，YPF将联合意大利埃尼集 团、阿布扎比国家石油公司(ADNOC)旗下XRG，于2026年年中就价值200亿美元的阿根廷液化天然气 (ARGLNG)项目作出最终投资决策。 据透露，YPF计划2026年初委托摩根大通筹措融资，此类大型项目融资通常可覆盖70%~80%资金需 求。作为南美第二大经济体，阿根廷凭借丰富的页岩气储量，有望跻身全球天然气供应核心力量，但仍 需强化基础设施建设以保障资源高效输送。据伍德麦肯兹报告，基准情景下2040年阿根廷天然气日产量 峰值可达1.8亿立方英尺，若所有LNG项目落地，峰值产量将升至2.7亿立方英尺/日。 ...

此举紧随埃尼近期在亚洲及地中海地区达成的一系列供应协议，显示出在亚洲买家因远期供需趋紧而积 极锁定气量的市场环境下，埃尼正加速其LNG营销业务的商业布局。 此次长期协议基于双方2024年达成的一项为期两年、年供应50万吨的较小规模合同，反映出泰国国内天 然气产量下滑背景下，作为该国最大私营电力生产商之一的海湾发展公司对进口天然气日益增长的需 求。对埃尼而言，这是其首次在泰国达成长期LNG供应合同，标志着公司成功将LNG市场版图拓展至 泰国这一关键亚洲市场。 该协议是埃尼锁定亚洲高增长市场长期需求、扩大客户基础的战略体现。埃尼计划到2030年将其全球 LNG组合规模提升至约2000万吨/年，其供应资源将来自刚果、莫桑比克、美国、印度尼西亚等多个正 在推进的上游及液化项目。 中化新网讯 近日，意大利能源巨头埃尼公司宣布与泰国海湾发展公司达成一项为期十年的液化天然气 销售协议，以进一步拓展亚洲市场。根据协议，埃尼自2027年起，每年将向泰国供应80万吨LNG，货 物将通过泰国再气化终端接收。 ...

Group 1 - Eni has made a significant gas discovery in an exploration well located approximately 50 kilometers (31 miles) off the eastern coast of Indonesia's part of Borneo island [1]

Core Insights - The Konta-1 exploration well has demonstrated an estimated potential gas production rate of up to 80 million standard cubic feet per day [1] Company and Industry Summary - The exploration well's gas rate potential indicates significant resource availability, which could impact future production strategies and market positioning [1]

Core Insights - Eni S.p.A has signed a long-term LNG sales and purchase agreement with Gulf Development Company for 0.8 MTPA over 10 years starting in 2027, enhancing its global LNG portfolio and commercial relationships in high-potential markets [1][8] - The LNG will be delivered to Thailand's domestic regasification terminals, which convert LNG back into gas for the power sector, following a previous agreement for 0.5 MTPA starting in 2025 [2][3] - This agreement marks Eni's first long-term supply arrangement with Thailand, aligning with its strategy to expand in Asian markets and grow its LNG capacity to 20 MTPA by 2030 from projects in various countries [3][8] Company Overview - Eni currently holds a Zacks Rank 3 (Hold), indicating a neutral outlook in the market [4] - Other notable companies in the energy sector include Oceaneering International, Canadian Natural Resources, and FuelCell Energy, with varying Zacks Ranks indicating their market performance [4][5][6][7] Strategic Goals - Eni aims to expand its global LNG capacity to 20 MTPA by 2030, leveraging projects in Congo, Mozambique, Indonesia, and other regions to meet growing natural gas demand [3][8] - The company is focused on building long-term commercial ties in international markets, particularly in Asia, where demand for natural gas is expected to remain strong [3][8]