欧洲石油股早盘下跌，受油价下滑影响。布伦特原油下跌1.1%，至每桶67.28美元；西得州中质油(WTI) 下跌1%，至每桶62.26美元。原油前景依然严峻。需求增长停滞，而供应依然充裕。周五，沙特阿拉伯 连续第四个月下调了其面向亚洲买家的原油价格。在伦敦，英国石油公司(BP)股价下跌0.5%，壳牌 (Shell)股价下跌0.1%。法国道达尔能源(TotalEnergies)和意大利埃尼(Eni)的股价均下跌0.5%。西班牙睿 烁能源(Repsol)股价下跌1%。 来源：视频滚动新闻 ...

Economic Data Releases - The upcoming week will feature significant US economic data releases, including the January employment report and the January CPI report, which are typically not released in the same week [1] - December retail sales and the Q4 employment cost index will also be released, alongside global inflation updates from China and several European economies [1] Employment Report Expectations - DB economists project a rise in headline and private payrolls by 75k, with the unemployment rate expected to remain at 4.4% [2] - Average hourly earnings are anticipated to increase by 0.3%, with hours worked remaining unchanged at 34.2, leading to a year-over-year growth rate of payroll-based nominal compensation rising to 4.5% from 4.3% [2] Inflation Report Expectations - The headline CPI is expected to increase by 0.26%, influenced by a projected 2.4% drop in motor fuel prices, while core CPI is anticipated to rise by 0.35% [4] - This would result in a year-over-year headline CPI slowing to 2.46% from 2.68%, and core CPI to approximately 2.55% [4] Corporate Earnings - Corporate earnings reports are ongoing, with six of the Magnificent Seven having reported, which may reduce volatility until Nvidia's report on February 25th [1] - The week will also see earnings from major tech companies and consumer firms, including Cisco, Coca-Cola, and McDonald's [8] Fed Communications - Fed officials will be actively communicating throughout the week, discussing regulatory topics and the balance sheet outlook, particularly in light of the nomination of Kevin Warsh for Fed Chair [6] - Discussions will include perspectives on the labor market and inflation, with various Fed governors scheduled to speak [6][20] Global Economic Indicators - In Europe, key indicators include the UK's Q4 GDP and CPI reports from Denmark, Norway, and Switzerland [7] - In Asia, China's January inflation report is due, with forecasts indicating a slowdown in CPI inflation to 0.4% year-over-year [8]

TotalEnergies has signed two long-term power purchase agreements (PPAs) with Google to supply a combined 1 gigawatt (GW) of solar capacity to the tech giant’s data centers in Texas. The agreements span 15 years and will deliver an estimated 28 terawatt-hours (TWh) of renewable electricity over their lifetime, reinforcing the growing link between hyperscale data centers and large-scale clean power development. The electricity will be generated from two TotalEnergies-owned solar projects currently under d ...

Google Signs Data Center Solar Energy Deal With This Unexpected Partner| Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---TotalEnergies (TTE) early Monday announced it has signed two new long-term power purchase agreements to deliver 1 gigawatts of solar capacity, equivalent to 28 terawatt hours of renewable electricity over 15 years, to supply Alphabet (GOOGL)- owned Google data centers in Texas. TTE stock edged slightly higher at the stock market open Monday ...

TotalEnergies has signed two long-term power purchase agreements (PPAs) with Google to provide 1GW of solar energy in Texas, US, over a period of 15 years. This energy, equivalent to 28TWh, will be generated from the Wichita and Mustang Creek sites currently under development by TotalEnergies in Texas, specifically for Google's data centres in the region. Construction on these sites is expected to commence in the second quarter (Q2) of 2026. Google director of clean energy and power Will Conkling said: ...

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 ...

研究所 液化气研发报告 赵若晨 期货从业证号： F03151390 液化气日报 2026 年 2 月 9 日 液化气日报 日度数据 | | | 液化气数据汇总表 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 2026/2/9 | 2026/2/6 | 涨跌 | | 国内期货 | PG2602 | 4194 | 4258 | -64.0 | | | 主力持仓 | 36863 | 44652 | -7789 | | | 仓单数量 | 6932 | 6902 | 30 | | 国内现货 | 华南炼厂气 | 4765 | 4835 | -70 | | | 华南进口气 | 4890 | 4915 | -25 | | | 华东炼厂气 | 4475 | 4475 | O | | | 华东进口气 | 2019 | 4979 | 40 | | | 山东炼厂气 | 4470 | 4440 | 30 | | | 山东醚后C4 | 4370 | 4240 | 130 | | 基差 | | 554.0 | 540.0 | J 4 | | 外盘价格 | BRENT | 67.5 | ...

原油现货市场日报 研究所 原油研发报告 原油日报 2026 年 2 月 9 日 本人具有中国期货业协会授予的期货从业资格证书，本人承诺以勤勉的职业态度，独立、客观地 出具本报告。本报告清晰准确地反映了本人的研究观点。本人不曾因，不因，也将不会因本报告中的 具体推荐意见或观点而直接或间接接收到任何形式的报酬。本报告也不涉及任何利益冲突问题。 研究员： 赵若晨 期货从业证号： F03151390 投资咨询从业证号： Z0023496 ： zhaoruochen_qh | | 美国总统唐纳德·特朗普授权其政府可对与伊朗有贸易往来的国家 加征关税， 但暂未立即实施任何新关税措施。 美国总统唐纳德·特朗普取消了因印度购买俄罗斯石油而加征的 | | --- | --- | | 贸易物流 | 25%额外关税， 此举为巩固双边贸易协议条款迈出第一步。 | | | 四名贸易消息人士向路透社透露， 由于巨型田吉兹油田正从1月电 | | | 力设施火灾中缓慢复产， 哈萨克斯坦本月通过俄罗斯主要管道的石 | | | 油出口量可能下降高达35%。 | | 国家战略 | 美国钢铁工人联合会周五通过了一项关于薪酬与福利的全国性协 议， | ...

Core Viewpoint - TotalEnergies has signed two long-term agreements to supply solar power to Google's data centers in Texas, capitalizing on the rapid growth in electricity demand driven by artificial intelligence [1] Group 1: Agreements and Capacity - TotalEnergies will utilize two solar sites in Texas to provide 1 billion watts of generating capacity, equivalent to 28 billion kilowatt-hours of renewable energy over 15 years [1] - This agreement represents TotalEnergies' largest renewable power purchase agreement signed in the U.S. [1] Group 2: Market Strategy - In contrast to many oil giants reducing investments in renewable energy, TotalEnergies is increasing its investments beyond natural gas power plants and expanding its electricity business in deregulated and price-volatile regions like Texas' ERCOT market [1] - The ERCOT market's price fluctuations create attractive trading opportunities for TotalEnergies [1] Group 3: Partnerships and Additional Agreements - TotalEnergies indirectly supplies power to Google through its 50% stake in California-based renewable energy company Clearway, which recently signed agreements totaling 1.2 gigawatts to supply power to data centers across three U.S. electricity markets [1] - Google's Clean Energy and Power Director stated that the agreement with TotalEnergies adds necessary generating capacity to the local power system, enhancing the availability of affordable and reliable electricity in the region [2]

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 ...