道达尔将启用其在得州的两处太阳能站点，提供10亿瓦的发电能力——在15年内相当于280亿 千瓦时的可再生能源。这两个太阳能站点将在第二季度开始建设。 道达尔美国可再生能源业务副总裁马克-安托万·皮尼翁表示，此次协议是道达尔在美国签署的规 模最大的可再生电力购电协议。道达尔目前已通过其持有50%股份的加州可再生能源公司 Clearway，间接向谷歌供应电力。Clearway近期签署了总规模达1.2吉瓦的协议，向美国三个 电力市场的数据中心提供电力。 谷歌清洁能源与电力总监威尔·康克林在一份声明中表示："我们与道达尔的协议为当地电力系统 新增了必要的发电能力，提升了整个地区可获得的、价格可负担且可靠的电力供应水平。" 在多数石油巨头趋于收缩可再生能源投资的背景下，道达尔选择逆势而行，持续在天然气发电厂 之外加大对可再生能源的投入，并在电力市场放松管制、价格波动较大的地区扩展其电力业务， 这些地区包括得州的ERCOT电力市场——在那里价格波动能够创造颇具吸引力的交易机会。 法国油气巨头道达尔(TTE.US)周一签署了两项长期协议，将向谷歌(GOOGL.US)位于得克萨斯州的数 据中心供应太阳能电力，以把握人工智能推 ...

道达尔美国可再生能源业务副总裁马克-安托万.皮尼翁表示，此次协议是道达尔在美国签署的规模最大 的可再生电力购电协议。道达尔目前已通过其持有50%股份的加州可再生能源公司Clearway，间接向谷 歌供应电力。Clearway近期签署了总规模达1.2吉瓦的协议，向美国三个电力市场的数据中心提供电 力。 谷歌清洁能源与电力总监威尔.康克林在一份声明中表示："我们与道达尔的协议为当地电力系统新增了 必要的发电能力，提升了整个地区可获得的、价格可负担且可靠的电力供应水平。" 在多数石油巨头趋于收缩可再生能源投资的背景下，道达尔选择逆势而行，持续在天然气发电厂之外加 大对可再生能源的投入，并在电力市场放松管制、价格波动较大的地区扩展其电力业务，这些地区包括 得州的ERCOT电力市场——在那里价格波动能够创造颇具吸引力的交易机会。 法国油气巨头道达尔(TTE.US)周一签署了两项长期协议，将向谷歌(GOOGL.US)位于得克萨斯州的数据 中心供应太阳能电力，以把握人工智能推动的电力需求快速增长。道达尔将启用其在得州的两处太阳能 站点，提供10亿瓦的发电能力——在15年内相当于280亿千瓦时的可再生能源。这两个太阳能站点将 ...

Core Viewpoint - TotalEnergies has signed two long-term Power Purchase Agreements (PPA) to deliver 1 GW of solar capacity to supply Google's data centers in Texas, representing a significant commitment to renewable energy [1] Group 1: Agreements and Capacity - The new PPAs will provide 1 GW of solar capacity, equivalent to 28 TWh of renewable electricity over a 15-year period [1] - The solar power will be generated from TotalEnergies-owned sites currently under development in Texas, specifically Wichita (805 MWp) and Mustang Creek (195 MWp) [1] Group 2: Construction Timeline - Construction for the solar projects is scheduled to begin in Q2 2026, indicating a future commitment to expanding renewable energy infrastructure [1]

责任编辑：郭明煜 法国石油巨头道达尔能源于周一签署两项长期协议，将为谷歌位于美国得克萨斯州的数据中心供应太阳 能电力。此举也是道达尔能源为把握人工智能发展催生的电力需求增长机遇所做的布局。 法国石油巨头道达尔能源于周一签署两项长期协议，将为谷歌位于美国得克萨斯州的数据中心供应太阳 能电力。此举也是道达尔能源为把握人工智能发展催生的电力需求增长机遇所做的布局。 道达尔能源将从其位于得克萨斯州的两处光伏项目为谷歌供电，项目总装机容量达 100 万千瓦；未来 15 年间，这两处项目将为谷歌提供总计 28 太瓦时的可再生电力，相关项目定于今年第二季度开工建 设。 在一众石油巨头中，道达尔能源走出了差异化发展路径：该企业在布局燃气发电站的同时，持续加码可 再生能源领域投资，并在电力市场放松管制的地区拓展电力业务。这类市场的电价波动能催生可观的交 易机会，美国得克萨斯州的德州电力可靠性委员会管辖市场便是其中之一。 道达尔能源美国区可再生能源业务副总裁马克 - 安托万・皮尼翁表示，这两项协议创下了企业在美国签 署的可再生能源购电协议规模之最。 事实上，道达尔能源此前已通过间接方式为谷歌供电：企业持有美国加州可再生能源企业克 ...

Group 1 - TotalEnergies signed two long-term agreements to deliver 1 gigawatt of solar capacity [1] - The solar capacity will be used to supply Google's data centres located in Texas [1]

Core Insights - The global synthetic ester lubricants for the telecommunications market is projected to grow from USD 87.37 million in 2025 to USD 170.31 million by 2035, at a CAGR of 6.96% from 2026 to 2035 [1] - The U.S. market is expected to increase from USD 17.82 million in 2025 to USD 33.54 million by 2035, with a CAGR of 6.58% during the forecast period [3] Market Drivers - Rapid expansion of 5G networks and increased deployment of telecom towers and base stations are key factors driving market growth [5] - The demand for high-performance lubricants that ensure reliable thermal management in high-density equipment is rising due to the growth of data centers and telecom infrastructure [4][5] Product Type Analysis - Diester lubricants held a market share of 34.53% in 2025, attributed to their thermal stability and compatibility with telecom equipment [6] - Complex ester lubricants are anticipated to grow at the fastest CAGR of 7.62% from 2026 to 2035, driven by the need for higher-temperature operations and improved oxidative stability [7] Application Segmentation - Cooling systems and thermal management accounted for 36.12% of the market in 2025, expected to grow at a CAGR of 7.30% from 2026 to 2035 due to increasing heat loads from dense network equipment [8] Equipment Type Insights - Telecom towers and base transceiver stations (BTS) represented 34.23% of the market in 2025, driven by the expansion of mobile network coverage [9] - Data centers and network switching equipment are projected to grow at a CAGR of 7.32% from 2026 to 2035, reflecting the shift towards cloud computing and high-speed data traffic [9] End-User Analysis - Telecom network operators dominated the market with a share of 37.24% in 2025, responsible for maintaining extensive networks [10] - Data center operators are expected to grow at the fastest CAGR of 7.37% from 2026 to 2035, driven by global digital transformation [10] Regional Insights - Asia Pacific led the market with a 38.46% share in 2025, fueled by rapid telecom infrastructure expansion in countries like China and India [11] - North America accounted for 26.24% of the market in 2025, benefiting from the deployment of 5G networks and the expansion of data centers [12] Key Players - Major companies in the market include Exxon Mobil Corporation, Royal Dutch Shell plc, TotalEnergies SE, and Chevron Corporation among others [13] Recent Developments - ExxonMobil expanded its production capacity for synthetic lubricants in September 2025 to meet demand in Asia Pacific [14] - Shell launched a specialized cooling solution for data centers in June 2025 [14]

Economic Data - The People's Bank of China will release January CPI and PPI on February 11 [1] - The National Bureau of Statistics will publish the monthly report on January commodity residential sales price index on February 13 [1] - Financial data including January social financing and new RMB loans will also be released next week [1] - In the US, December retail sales month-on-month will be announced on February 10, followed by January unemployment rate and non-farm employment data on February 11 [1] Earnings Reports - The US earnings season continues with several notable companies reporting next week, including BP, Barclays, Marriott, Coca-Cola, and AstraZeneca on February 10 [2] - Other companies such as NetEase, Youdao, and Total will report on February 11, while TripAdvisor and Hyatt will report on February 12 [2] - In Hong Kong, SMIC will report earnings on February 10, followed by Budweiser APAC and NetEase Cloud Music on February 11 [2] New Stock Issuance - One new stock, Tongbao Optoelectronics, will be available for subscription on February 9, with Ai De Technology listing on the Beijing Stock Exchange on February 10 [2] - Several new stocks will list in Hong Kong, including Lanke Technology on February 9 and Aixin Yuanzhi on February 10 [2] Stock Unlocking - A total of 33 restricted stocks will be unlocked next week, with a total market value exceeding 36 billion yuan, led by Hunan YN with 24.096 billion yuan [3][10] Central Bank Operations - The central bank will have 4.055 billion yuan of reverse repos maturing next week, with specific amounts maturing each day [3][10] Government Bonds - The Ministry of Finance will issue the first phase of RMB government bonds in Hong Kong on February 11, with a scale of 14 billion yuan [13]

Core Viewpoint - Namibia expresses concern over TotalEnergies and Petrobras acquiring new offshore positions in the Luderitz Basin without notifying the energy ministry or obtaining necessary approvals [1] Group 1 - TotalEnergies and Petrobras have secured new offshore positions in the Luderitz Basin [1] - The Namibian energy ministry has not been informed about these acquisitions [1] - Necessary approvals for these acquisitions were not obtained by the companies [1]

Core Viewpoint - TotalEnergies has agreed to acquire a 42.5% operated interest in Namibia's PEL104 offshore exploration licence, enhancing its position in the region as an operator [1][2]. Group 1: Acquisition Details - The acquisition involves TotalEnergies purchasing a 42.5% interest from Eight Offshore Investments Holdings and Maravilla Oil & Gas, making it the operator of the PEL104 licence, which covers approximately 11,000 km² in the Lüderitz basin [1][2]. - Following the transaction, the ownership structure will be TotalEnergies (42.5%), Namcor (10%), and Eight (5%) [2]. Group 2: Strategic Importance - TotalEnergies aims to strengthen its position in Namibia, having previously acquired a 40% operated interest in the PEL83 licence in December [2]. - The company is focused on developing the Venus and Mopane discoveries while expanding its portfolio in Namibia to unlock further value for the country and stakeholders [3]. Group 3: Company Background - TotalEnergies has been operating in Namibia since 1964 and currently employs 55 people, being the fourth-largest fuel distributor in the country with 43 service stations [3]. - The company is also pursuing local opportunities for low-carbon energy projects as part of its multi-energy strategy, operating in approximately 120 countries globally [4].

2月6日，道达尔能源公司宣布，已从石油和天然气勘探公司Eight Offshore Investment和马拉维拉石油天 然气公司手中收购了纳米比亚近海的PEL104勘探许可证区块42.5%的作业者权益，以进一步扩大该公司 在非洲活跃石油勘探热点地区的业务布局。 ...