"一旦MOL完成对这家塞尔维亚石油公司的收购，这三个内陆国家——斯洛伐克、匈牙利和塞尔维亚的 石油市场将协调运作，我们将更能抵御来自乌克兰的政治勒索。当然，为此我们将向MOL提供一切必 要支持，"这位外交部长在其社交媒体页面上写道。 匈牙利外交与对外经济部长彼得·西雅尔多在与塞尔维亚矿业和能源部长杜布拉夫卡·杰多维奇·汉达诺维 奇会晤后表示，匈牙利MOL公司收购俄罗斯天然气工业股份公司持有的塞尔维亚石油工业公司（NIS） 控股权，将有助于匈牙利、塞尔维亚和斯洛伐克抵御来自乌克兰的能源勒索。 随着2月23日西雅尔多作出上述表态，围绕塞尔维亚石油工业公司（NIS）股权变更的地缘能源博弈正 进入关键阶段。 菲佐指认乌方迟迟不恢复管道供油是"纯粹出于政治动机"，是对斯方进行"勒索"。匈牙利方面也指认乌 方搞"政治勒索"，目的是抬高匈国内能源价格，影响匈牙利4月国会选举的结果。 面对乌克兰的"断油"行动，斯洛伐克和匈牙利已采取多项反制措施。2月23日，斯洛伐克总理菲佐下令 暂停向乌克兰提供应急电力，乌方"将不会获得任何这方面援助"。同时，如果乌方继续阻止斯洛伐克获 取来自俄罗斯的原油，斯洛伐克方面将"重新考虑"对于乌方 ...

当地时间2月20日，美国财政部外国资产控制办公室宣布将塞尔维亚石油公司的运营许可证延长至3月20 日。 2025年1月10日，美国对塞尔维亚石油公司实施制裁，要求俄方股东退出该公司，后制裁多次被推迟， 直至10月9日，美方制裁正式生效。此后，塞尔维亚石油公司旗下唯一活跃的潘切沃炼油厂一度停产， 给塞能源市场带来巨大压力。12月31日，美国决定将塞尔维亚石油公司的运营许可证延长至2026年1月 23日。此前一周，美国向塞石油公司颁发特别许可，允许该公司将出售俄罗斯股份的谈判期限延长至 2026年3月24日。 匈牙利石油和天然气公司与俄罗斯天然气工业股份公司在1月19日就塞尔维亚石油公司俄方股份收购达 成初步协议。此次交易需获得美国财政部外国资产控制办公室以及塞尔维亚国家监管机构的批准。双方 计划在3月31日前正式签署买卖协议。 美方曾于2025年12月31日、2026年1月23日两次延长塞石油公司运营许可。 （文章来源：央视新闻） ...

格隆汇1月24日｜据匈牙利油气集团（Mol）的一位高管表示，这家匈牙利炼油商收购塞尔维亚石油工 业公司（NIS）股份的投标已获得俄罗斯天然气工业股份公司的同意。"卖方已接受了报价"，Mol首席 战略官Gyorgy Bacsa在周六发布的一档播客节目中表示。他补充称，双方目前正在敲定交易条款，但未 披露收购价格或其他财务条件。Bacsa指出，在进行监管咨询并获得批准后，Mol的目标是在3月底前签 署合同。该交易尚需获得美国财政部外国资产控制办公室和塞尔维亚政府的批准。此外，Bacsa表示， Mol计划通过合资结构引入阿联酋阿布扎比国家石油公司（ADNOC）作为战略合作伙伴。在该结构 中，Mol将保持控股股东地位，而ADNOC则持有少数股权。 ...

Group 1 - The U.S. Department of the Treasury extended the operating license of the Serbian Oil Company until February 20, 2026 [1] - On January 10, 2025, the U.S. imposed sanctions on the Serbian Oil Company, requiring Russian shareholders to exit, with sanctions officially taking effect on October 9, 2025 [3] - The only active refinery under the Serbian Oil Company, the Pancevo Refinery, temporarily halted production, causing significant pressure on the Serbian energy market [3] Group 2 - On December 31, the U.S. decided to extend the operating license of the Serbian Oil Company until January 23, 2026, and allowed negotiations for the sale of Russian shares to be extended until March 24, 2026 [3] - Hungarian Oil and Gas Company reached a preliminary agreement on January 19 to acquire 56.15% of the Serbian Oil Company’s Russian shares [3] - The Serbian stake will increase by 5 percentage points from the existing 29.87%, and negotiations are ongoing with the Abu Dhabi National Oil Company for minority shareholder participation [3]

Group 1: Government Policies and Support - The Ministry of Finance supports key industrial chains and upstream and downstream industries related to new energy vehicles, industrial mother machines, and pharmaceuticals, among others [2] - The Ministry of Finance announced the cancellation of export tax rebates for photovoltaic products starting April 1, 2026, to promote efficient resource utilization and reduce environmental pollution [2] Group 2: Energy and Environmental Initiatives - The National Development and Reform Commission (NDRC) reported that the implementation of the "Two New" policy has resulted in energy savings of over 69 million tons of standard coal and a reduction of over 170 million tons of carbon emissions [3] - The NDRC aims to promote new clean energy generation to gradually meet the increasing electricity demand across society [3] Group 3: Energy Production and Capacity - The Zhejiang Anji Power Plant, the largest gas-fired power plant in China, has officially commenced full-capacity operation, providing stable support for peak electricity demand in East China [5][6] - In Jilin Province, the installed capacity of new energy sources has surpassed 50% of the total installed capacity, with significant increases in wind and solar power generation [6] Group 4: International Developments - Germany has reintroduced subsidies for electric vehicle purchases, offering up to €6,000 to households buying new electric vehicles, aiming to boost its domestic electric vehicle industry [7] - Hungarian oil and gas company MOL has reached an agreement with Russian shareholders regarding the transfer of shares in the Serbian Oil Company [7] Group 5: Corporate News - Jilin Electric Power Company announced the resignation of its Deputy General Manager due to work changes, with no outstanding commitments remaining [8]

汉达诺维奇强调，MOL已承诺不会关闭潘切沃炼油厂，将维持原有的产量水平，并根据实际需求 逐步提高产量。 塞尔维亚南通社1月19日报道，在经历为期数月的美国政府制裁以及关于未来所有权结构的谈判 后，俄罗斯天然气工业股份公司（Gazprom）持有的塞尔维亚石油工业公司（NIS）股份于今日售出， NIS将迎来新的控股股东。 塞尔维亚矿业和能源部长杰多维奇•汉达诺维奇表示， Gazprom已与匈牙利石油天然气公共有限公 司（MOL）就股权销售协议基本条款达成一致，该协议将提交至美国财政部海外资产控制办公室 （OFAC）审批。根据该协议，塞尔维亚政府计划增持5%的股份，未来将拥有更大决策权，从而更好维 护塞公民利益，此外，阿联酋合作伙伴也有望收购部分股权，收购谈判截止日期为3月24日。 （原标题：俄气与匈牙利石油天然气公司就出售塞石油工业公司俄方股份基本达成一致） ...

Core Viewpoint - Serbia's Minister of Mining and Energy, Andrija Handa Novic, announced an agreement between Hungary's MOL and Russia's Gazprom regarding the transfer of Russian shares in the Serbian Oil Company, which will be submitted to the U.S. Treasury's Office of Foreign Assets Control [2] Group 1: Share Acquisition - Serbia will acquire an additional 5% stake in the Serbian Oil Company, increasing its ownership from 29.87% to 34.87% [2] - Currently, Gazprom and its subsidiary hold a combined 56.2% stake in the Serbian Oil Company [2] - The increase in ownership will enhance Serbia's influence and control over the company's decision-making [2] Group 2: U.S. Sanctions - The U.S. Treasury's Office of Foreign Assets Control will impose sanctions on the Russian oil industry effective January 2025, affecting the Serbian Oil Company [2] - Gazprom holds 44.9% and its subsidiary holds 11.3% of the Serbian Oil Company, which will require Russian shareholders to exit due to the sanctions [2] - The sanctions are set to take effect on October 9, 2025 [2]

Group 1 - The core point of the article highlights the significant decline in EU exports to Russia since the imposition of sanctions in 2022, with a drop of approximately 48 billion euros, equating to a 65% decrease in annual export value [1] - In the period from January to October 2025, EU exports to Russia amounted to 25 billion euros, down from 73 billion euros in the same period of 2021 [1] - Germany experienced the largest impact, with a 73.6% decrease in exports to Russia, amounting to 16.3 billion euros, while Poland and France also saw substantial declines of 71.2% and 70%, respectively [1] Group 2 - A significant portion of EU-Russia trade involves natural gas, with Russia currently being the second-largest supplier to the EU, holding a 15.1% share of total gas imports [2] - The EU plans to stop importing Russian gas by 2027, but the shift to more expensive US liquefied natural gas (LNG) could lead to rising energy prices and economic slowdown in the EU [2] - Reports indicate that the likelihood of restoring economic relations between Russia and the EU to pre-conflict levels in the next decade is nearly zero due to systemic geopolitical rifts [2]

Core Viewpoint - The article highlights the alarming decline in Germany's natural gas storage levels, which have reached a historical low, raising concerns about energy security as the country continues to resist Russian energy supplies [1][3]. Group 1: Current Storage Levels - As of January 9, 2026, Germany's gas storage facilities are filled to only 48.3%, significantly lower than previous years' levels, such as 90.1% in January 2023 and 91.8% in January 2024 [3]. - The storage levels are projected to be only 75% at the start of the heating season in November 2025, according to assessments from industry experts [3]. Group 2: Risks and Predictions - The speed of gas depletion from storage facilities has accelerated due to lower temperatures in January, with warnings that reserves could drop to a critical level of 5% by March if depletion rates remain consistent with the previous year [4]. - The INES industry association predicts that extreme cold weather in January could lead to the depletion of gas storage by mid-January, although this scenario is considered an extreme risk model [3]. Group 3: Infrastructure and Market Conditions - Current conditions of gas storage facilities are concerning, with low levels of commercial raw materials and a decrease in extractable gas, leading to infrastructure deterioration [4]. - The situation is similar to 2022, but the presence of new LNG receiving terminals in the North Sea and the Baltic Sea provides some support to the market [4]. Group 4: Government Response and Strategy - The German Federal Ministry of Economic Affairs and Energy indicates that the import of liquefied natural gas has made supply logistics more flexible, shifting the reliance from traditional gas storage mechanisms [5]. - The ministry maintains a confident outlook on the continuity of Germany's gas supply, although there are recommendations for establishing emergency strategic gas reserves to address potential disruptions [6].

Group 1 - The core viewpoint of the article highlights the risk of natural gas shortages in the EU due to low storage levels, which are currently at 59.9%, significantly below the five-year average by approximately 13% [1][3] - The rapid consumption of underground natural gas reserves in Europe is attributed to a cold snap in late December, leading to increased heating demand and higher gas consumption [3] - Since the outbreak of the Russia-Ukraine conflict in February 2022, the EU has drastically reduced energy imports from Russia, which previously accounted for about 40% of its natural gas needs [3][4] Group 2 - The EU aims to completely stop importing energy from Russia by 2027 as part of the "RePowerEU" plan, indicating a significant shift in energy policy [3][4] - Russia has criticized the EU's sanctions as self-destructive, suggesting that Europe is sacrificing cheaper energy for political reasons [4]