伊拉克准了：俄资油田，国有化

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].