Core Viewpoint - Chevron is urging Iraq to enhance returns on the West Qurna 2 oil field as a prerequisite for acquiring the project from Lukoil [1] Group 1 - Chevron is a major U.S. oil company involved in negotiations regarding the West Qurna 2 oil field [1] - The acquisition of the project from Russia's Lukoil is contingent upon improved financial returns from the oil field [1]

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。 ...

Core Viewpoint - The Iraqi government has approved a plan for the short-term nationalization of the West Qurna-2 oil field to mitigate production disruption risks due to U.S. sanctions on Russian shareholder Lukoil [1][3]. Group 1: Nationalization Plan - The Iraqi cabinet has decided to take over the operation of the West Qurna-2 oil field for 12 months, with funding support from associated accounts of the Majnoon oil field [1][3]. - Basra Oil Company will manage the oil field operations, ensuring stable production amid uncertainties caused by U.S. sanctions [1][3]. Group 2: Oil Field Significance - West Qurna-2 is one of the largest oil fields globally, contributing approximately 0.5% to global oil supply and 9% to Iraq's total oil production, with a daily output of 465,000 to 480,000 barrels [3][4]. - Lukoil holds a 75% operational stake in the West Qurna-2 oil field, which is its largest overseas asset [3][4]. Group 3: Impact of U.S. Sanctions - The U.S. announced comprehensive sanctions against Lukoil and another Russian energy giant, effective November 21, 2025, due to geopolitical tensions [3][4]. - Lukoil has invoked force majeure in its operations at West Qurna-2, citing inability to fulfill contractual obligations due to sanctions [4]. Group 4: Asset Sale and Acquisition Interest - Lukoil must sell its overseas assets by January 17, 2026, with potential buyers including ExxonMobil, Chevron, and Carlyle Group [4]. - Previous attempts to sell Lukoil's assets to Gunvor Group were blocked by the U.S. government, labeling Gunvor as a "puppet of the Kremlin" [4].

这笔估值高达220亿美元的交易已获得特朗普政府的明确支持。 此次竞购的背景源于美国对俄实施的严厉制裁，事件脉络可追溯至2025年10月。 2025年10月22日，美国财政部以俄乌冲突为由，宣布对卢克石油及俄罗斯石油公司实施制裁，涵盖两家 企业及其34家子公司，禁止美国公民及企业与其开展交易，相关制裁于当年11月21日正式生效。 作为俄罗斯第二大石油生产商、最大私营石油企业，卢克石油的海外业务因此陷入停滞，被迫启动资产 剥离计划以维持运营。 由于制裁限制，任何涉及卢克石油海外资产的交易都必须获得美国财政部专项许可，原本限定的谈判有 效期已延长至2026年1月17日，为各方竞标留出了有限时间窗口。 据悉，雪佛龙与量子资本集团计划联手拿下卢克石油的全部海外资产组合，双方已达成初步共识，后续 将对资产进行拆分运营。 这些资产覆盖范围广泛，包括三家欧洲炼油厂、伊拉克西古尔纳-2油田等多国油气田股权，以及遍布全 球的2000多个加油站零售网络。 其中，欧洲炼油厂涵盖罗马尼亚、保加利亚的产能设施及荷兰一家炼油厂45%的权益，油气田业务则延 伸至哈萨克斯坦、非洲多国及墨西哥，形成了完整的上下游产业链布局。 据外媒报道，美国能 ...

Chevron and private equity group Quantum Energy Partners are teaming up on a bid to acquire the international assets of sanctioned Russian oil producer Lukoil, Financial Times reported, citing people ... ...

Group 1 - Chevron and private equity group Quantum Energy Partners are collaborating on a bid to acquire the international assets of the sanctioned Russian oil company Lukoil, which are valued at $22 billion [1]

Core Viewpoint - The recent sanctions imposed by the Trump administration on Russian oil companies, particularly Lukoil PJSC, have significant implications not only for Moscow but also for small American business owners operating Lukoil-branded gas stations in the US, leading to financial uncertainty and operational challenges [1][2]. Group 1: Impact of Sanctions - The sanctions on Lukoil PJSC are affecting small business owners in the US, who are now facing operational difficulties due to banks and credit-card companies being hesitant to engage with them, resulting in some stations being forced to accept cash only [3][4]. - Franchise owners expressed their concerns during a meeting, highlighting feelings of abandonment by the US government and the potential destruction of their businesses [4][5]. Group 2: Business Background - Lukoil entered the US market in 2000 by acquiring Getty Petroleum Marketing, marking the first purchase of a publicly traded US company by a Russian corporation [6]. - The company expanded its presence by acquiring and rebranding Mobil stations from ConocoPhillips, at one point owning over 1,000 sites, but has since reduced that number to fewer than 200 [6].