产业链供需及库存变化分析 美国在中东集结军力，地缘溢价提升 一、日度市场总结 供给端 ：乌克兰袭击俄罗斯炼油厂（克拉斯诺达尔地区）可能加剧地缘政 治风险，潜在减少俄罗斯成品油供应；哈萨克斯坦Tengiz油田准备恢复石 油产量，预计增加供应；OPEC+代表预计维持当前产量稳定（应对全球供应 过剩和地缘风险），减少政策不确定性；道达尔能源签署协议增加特许权 产量（日均约37万桶油当量），利比亚协议延长至2050年，可能提升长期 供应；俄罗斯能源部提议解除汽油出口禁令，潜在增加成品油出口；英国 石油公司对委内瑞拉跨境机遇感兴趣，暗示供应潜力。 原油期货市场数据变动分析 需求端 ：需求端存在分化迹象。三井住友银行航空资本CEO表示旅行需求 基本面强劲，支撑航空燃料油需求；但美国航班取消（近12000个航班，20 多个机场关闭）可能短期抑制成品油需求；燃料油价格上涨（日内涨幅超 5%）反映成品油需求增加。 主力合约与基差 ：2026-01-26，SC原油期货价格从441.9元/桶升至457.3 元/桶，涨幅3.48%，显著上扬；WTI原油期货价格维持在61.28美元/桶，无 变化；Brent原油期货价格维持在65.44 ...

Oil major TotalEnergies has signed an agreement to supply paper manufacturer SWM with 800 gigawatthours of renewable electricity over 10 years at three sites in France, it said on Tuesday. ...

潘彦磊透露，道达尔能源在多个炼油厂生产SAF，并有扩大产能的计划，但由于客户对购买超过满足欧 盟规定所需数量的产品持谨慎态度，因此决定搁置增加生产能力的投资。 中化新网讯 近日，法国能源巨头道达尔能源首席执行官潘彦磊表示，预计欧盟未来将放宽其对可持续 航空燃料(SAF)的要求。他预计此举将类似于欧盟撤销此前提议的从2035年起禁止销售新的内燃机汽车 的决定。 去年，欧盟强制规定机场使用的航空燃油中，SAF的比例必须达到2%。到2030年，这一比例将提高到 6%，到2035年将提高到20%。潘彦磊在世界经济论坛清洁燃料小组会议上表示："所有航空公司都反对 6%的SAF限制。欧洲的SAF规定会发生与汽车规定相同的情况。" ...

Accessible version The Oil Gusher Reporting season is outlook season Industry Overview Key takeaways 4Q25 earnings in rear view mirror: 2026 outlook ahead 4Q25 earnings season is just around the corner for Europe's Big Oils (kicking off with Equinor on February 4th). Alongside 2025 results, we believe fresh guidance for 2026 will be in focus (see our take in our Year Ahead 2026: Cushions for soft landing). We prefer Oil Services > Big Oils > E&Ps and highlight TTE as our top Big Oil pick. $60/bbl Brent need ...

Core Insights - TotalEnergies has signed an agreement to extend Libya's Waha oil concessions until the end of 2050, indicating a long-term commitment to the region [1] - The new financial terms are aimed at boosting output from the Waha oil fields, which suggests a strategic move to enhance production capacity [1] Company Summary - TotalEnergies is a French oil major that is actively involved in the Libyan oil sector through the Waha oil concessions [1] - The extension of the concessions reflects TotalEnergies' confidence in the potential of Libyan oil production and its strategic importance [1] Industry Summary - The agreement to extend oil concessions in Libya highlights the ongoing interest of major oil companies in North African oil resources [1] - The focus on boosting output aligns with broader industry trends of increasing production to meet global energy demands [1]

TotalEnergies has signed an agreement extending the Waha oil concessions in Libya through December 31, 2050, securing a long-term foothold in one of the country’s most important producing areas and setting the stage for a new investment cycle. The deal was signed on January 24 during the Libya Energy & Economy Summit in Tripoli by TotalEnergies Chairman and CEO Patrick Pouyanné, in the presence of Libyan Prime Minister Abdul Hamid Dbeiba. The extension introduces revised fiscal terms designed to support h ...

Core Insights - TotalEnergies has signed an agreement to extend the Waha Concessions in Libya until December 31, 2050, which will allow for increased production and new investments in the region [1][2][3] Group 1: Agreement Details - The new fiscal terms established by the agreement will facilitate an increase in production from the Waha Concessions, which currently produces approximately 370,000 barrels of oil equivalent per day (boe/d) [2] - The development of the North Gialo field is expected to add an additional 100,000 boe/d to production [2] Group 2: Company Commitment - TotalEnergies has been operating in Libya since 1956 and is committed to enhancing production in collaboration with local authorities and partners [3][4] - The company holds a 20.42% stake in the Waha concessions, which are primarily operated by the National Oil Corporation (NOC) [4] Group 3: Company Overview - TotalEnergies is a global integrated energy company involved in various energy sectors, including oil, natural gas, and renewables, with a workforce of over 100,000 employees [5]

India’s liquefied natural gas importers are holding up some deals spanning decades as they push to lock in cheaper prices, hoping that a surge in supply will tilt negotiations in their favor.Major buyers including Gail India Ltd. and Bharat Petroleum Corp. have been pushing for lower prices and more flexible long-term contracts, leaving discussions with LNG producers stalled for more than a year, according to people familiar with the matter. That approach could be rewarded if prices drop as new projects fr ...

Core Insights - Libya's National Unity Government Prime Minister Dbeibah announced a 25-year oil development agreement with France's TotalEnergies and the US's ConocoPhillips, with a total investment exceeding $20 billion [1] - The agreement is expected to increase the daily production capacity of Libya's Waha Oil Company by up to 850,000 barrels [1] - Over the duration of the agreement, Libya is projected to generate more than $376 billion in net revenue [1] Industry Overview - Libya is one of Africa's largest oil producers and a member of the Organization of the Petroleum Exporting Countries (OPEC) [1] - Oil and gas exports are the primary source of revenue for Libya [1] - The country's oil production and exports have been severely impacted by years of ongoing conflict and division [1]

Group 1 - Libya has signed a 25-year oil development agreement with French company TotalEnergies and American company ConocoPhillips, with a total investment exceeding $20 billion [1][3] - The agreement is expected to increase the daily production of Libya's Waha Oil Company by up to 850,000 barrels [3] - Over the duration of the agreement, Libya is projected to generate more than $376 billion in net revenue [3] Group 2 - Libya is one of Africa's largest oil producers and a member of the Organization of the Petroleum Exporting Countries (OPEC) [3] - Oil and gas exports are the primary source of revenue for Libya, which has been significantly affected by ongoing wars and divisions over the years [3]