受原油折价幅度扩大与全球油价疲软双重冲击，俄罗斯2025年能源收入较2024年大幅下跌约五分之一，克里姆林宫的战时经济压力进一步加剧。 在美国对俄罗斯石油巨头俄罗斯石油公司（Rosneft）和卢克石油公司（Lukoil）实施制裁后，去年11月俄罗斯主力乌拉尔原油与布伦特原油的价差较上月 近乎翻倍。 自从额外的制裁措施实施以来，俄罗斯原油的折扣幅度已经翻倍 英国《金融时报》根据阿格斯媒体（Argus）数据测算，乌拉尔原油的折价幅度从过去两年的每桶约15美元扩大至逾24美元。折价扩大叠加油价低迷，导致 俄罗斯2025年能源收入同比锐减约五分之一。 这一变化凸显出特朗普政府实施的制裁正持续侵蚀俄罗斯的石油收入这一普京执政的经济支柱，也表明在俄乌冲突爆发近四年后，西方仍能对俄罗斯经济 造成实质性打击。 尽管财政压力不太可能改变普京的军事行动目标，但相关影响已开始显现。德国国际和安全事务研究所的俄罗斯问题专家亚尼斯・克卢格（Janis Kluge） 表示："财政赤字如今无疑是普京关注的重要议题。" 长期以来，石油在俄罗斯能源收入中的占比一直高于天然气，2022年俄罗斯失去欧洲天然气市场后，这一差距进一步扩大，使得其能源 ...

Carlyle Group is poised to acquire most of Russian oil producer Lukoil's foreign assets, initially valued at $22 billion by analysts. ...

格隆汇1月29日｜克里姆林宫：对俄罗斯和乌克兰就能源基础设施达成停火协议的报道不予置评。对我 们来说，最重要的是卢克石油的利益必须得到尊重。仍在等待美国就俄罗斯总统普京延长到期核条约限 制的提议作出回应。对凯雷集团收购卢克石油大部分海外资产的协议不予置评。这些是企业间的协议。 敦促伊朗危机各方保持克制，避免使用武力。核条约到期可能导致法律框架出现严重缺口。（就卢克石 油发表声明）我们认为这些制裁是非法且不可接受的。对伊朗使用武力可能在该地区引发混乱，并导致 极其危险的后果。仍有潜力就伊朗问题进行谈判。普京与叙利亚总统阿萨德的会谈中讨论了俄罗斯军事 基地问题。 ...

Core Viewpoint - Russia's second-largest oil producer, Lukoil, has agreed to sell its foreign asset management unit, LUKOIL International GmbH, to the U.S. private equity firm Carlyle Group [1] Company Summary - Lukoil is a major player in the Russian oil industry, being the second-largest oil producer in the country [1] - The sale involves LUKOIL International GmbH, which is responsible for overseeing Lukoil's foreign assets [1] Industry Summary - The transaction highlights ongoing trends in the oil and gas sector, particularly the involvement of private equity firms in acquiring foreign assets from major oil producers [1]

Following the U.S. sanctions on Russia’s Lukoil, which operated one of Iraq’s largest oilfields, Baghdad temporarily took control over the West Qurna 2 project, which accounts for 10% of all Iraqi oil production and 0.5% of global crude supply. Lukoil had a 75% equity stake in West Qurna 2, which produces more than 400,000 barrels per day (bpd) of crude oil. The U.S. sanctions made it impossible for Lukoil to continue operating the huge field. Following the U.S. sanctions on Lukoil and Rosneft, “as a r ...

U.S. oil major Chevron is pushing Iraq to improve returns on the giant West Qurna 2 oil field as a condition for buying the project from Russia's Lukoil , three sources familiar with the matter said. ...

夜幕低垂，里海海面骤然被冲天火光撕裂。乌克兰特种作战部队操控员紧盯着屏幕，指尖轻点，远在千里之外的三座俄罗斯卢克石油公司海上钻井平台，几 乎在同一时刻遭遇灭顶之灾，剧烈的爆炸声响彻云霄。乌方随后公布的袭击视频，如同精准的手术刀，将FP-1无人机撞击菲拉诺夫斯基、科尔恰金和格赖费 尔平台关键设施的瞬间，纤毫毕现地呈现在世人面前。 乌克兰军方总参谋部在社交媒体上毫不掩饰其战略意图，直言这些平台是"俄军前线燃料补给的命脉"，摧毁它们，无疑是釜底抽薪，切断战争经费的"输油 管道"。而就在这雷霆一击的两天前，俄罗斯对基辅发动了一场大规模空袭，导致成千上万的居民在寒冬中失去电力和暖气，乌方的此次行动，无疑是对莫 斯科的一次针锋相对的报复。 这三座平台绝非寻常的油气井。 菲拉诺夫斯基油气田，作为俄罗斯在里海地区勘探的最大油田之一，蕴藏着约1.29亿吨的石油和高达3000亿立方米的天然 气；而科尔恰金油田，与菲拉诺夫斯基并驾齐驱，日产量合计可达5600吨，堪称卢克石油公司在里海业务的基石。 它们源源不断地将油气输往俄罗斯本 土，最终转化为支撑战争机器运转的资金。 乌克兰军方发言人明确表示，此次行动旨在"系统性地削弱俄罗斯的军 ...

Core Insights - The recent sanctions targeting Russia's top oil firms, Lukoil and Rosneft, indicate a significant escalation in U.S. and E.U. efforts to curb Russian influence in Iraq and the broader Middle East [1][2][3] - The exit of Lukoil from Iraq's West Qurna 2 field and Rosneft's reduction of its stake in the Kurdistan Pipeline Company mark a pivotal shift in the geopolitical landscape, allowing Western firms like Chevron to re-enter the market [2][3] - The U.S. and its allies aim to weaken the ties between Iraq and Iran, while also countering the influence of Russia and China in the region [5][6] Sanctions and Their Impact - The U.S. sanctions introduced on October 22 specifically target Lukoil and Rosneft, which together export approximately 3.1 million barrels of oil per day, crucial for funding Russia's military actions [2] - The E.U. has mirrored these sanctions, including measures against Russia's liquefied natural gas sector, with a commitment to halt all Russian gas imports by January 1, 2027 [1][2] Opportunities for Western Firms - Following Lukoil's exit, Chevron is positioned as a leading contender to develop the West Qurna 2 oilfield, alongside plans for the Nasiriyah project and Balad oil field [3][6] - TotalEnergies and BP are also making significant investments in Iraq, with TotalEnergies leading a $27 billion deal and BP agreeing to a $25 billion deal, indicating a renewed Western interest in Iraq's oil sector [6] Geopolitical Shifts - The sanctions and subsequent withdrawal of Russian firms are seen as a strategic move to re-establish U.S. influence in Iraq, countering the previous boldness of Moscow and Beijing in the region [3][4] - The ongoing military presence of the U.S. and its allies in Iraq is under pressure from Iran-backed militias, which are supported by Russia and China, highlighting the complex geopolitical dynamics at play [3][5] Production Potential - The West Qurna 2 field has an estimated recoverable oil reserve of around 13 billion barrels, with the potential to produce up to 1.2 million barrels per day under revised development plans [6] - The Nasiriyah project aims for an initial capacity of 600,000 barrels per day, further emphasizing the potential for increased oil production in Iraq as Western firms re-engage [6]

据报道，乌克兰武装部队总参谋部还称，相关钻井平台分别位于菲拉诺夫斯基油气田、科尔恰金油气田 和格赖费尔油气田，用于向俄军提供补给。声明称，"已确认击中目标，正在核实损失规模"。 报道称，乌克兰特种作战部队还公布了据称是袭击行动的视频片段。 中新网1月12日电据《基辅独立报》报道，乌克兰武装部队总参谋部当地时间11日称，乌军袭击了里海 海域由俄能源企业卢克石油公司运营的三座钻井平台。 （文章来源：中国新闻网） ...

（文章来源：央视新闻） 人民财讯1月11日电，乌克兰武装部队总参谋部11日在社交媒体发文称，乌克兰国防军袭击了里海海域 由俄能源企业卢克石油公司运营的三座钻井平台。 ...