中新网11月23日电综合美国广播公司(ABC)等外媒报道，当地时间22日，二十国集团(G20)领导人第二 十次峰会在南非约翰内斯堡开幕。南非国际关系与合作部长罗纳德·拉莫拉表示，与会各方已就会议核 心议程达成共识，并通过《二十国集团领导人约翰内斯堡峰会宣言》。 报道提到，特朗普是此次峰会中唯一缺席的G20成员国元首，他此前曾敦促多国元首不要签署峰会联合 宣言。 图片来源：美国广播公司(ABC) "美方缺席不影响共识达成" 据报道，这是G20峰会首次于开幕当日通过联合宣言。报道称，此举被广泛视为对拒绝与会并反对签署 联合声明的美国总统特朗普的一次集体回应。 报道提到，会议前夕，美国驻南非大使馆照会南非政府，重申美方不会参加此次峰会，并反对在未经美 方同意下"以二十国集团共识为前提发表任何峰会成果文件"。 南非政府随即表示，美方已因抵制峰会而失去"发言"资格，南非不会屈服于美方胁迫。 "声明与美政策形成鲜明对比" 据报道，峰会宣言共包含122条内容，强调通过多边合作应对全球挑战，并呼吁加强对发展中国家的支 持，以推动包容性增长与可持续发展。 报道称，联合声明多次提及气候变化、净零排放目标以及《巴黎协定》。特朗普曾 ...

Core Viewpoint - Moonlight Resources (ASX: ML8) is set to launch its IPO in early December, capitalizing on the rising prices of gold, rare earths, and uranium, with a diversified mineral portfolio and a strong management team driving investor interest [1][6][30]. Group 1: IPO Details - The IPO price is set at AUD 0.20 per share, with plans to issue 50 million shares to raise AUD 10 million [1]. - Investors will receive free options for every two shares purchased, with an exercise price of AUD 0.30 per share, valid for 36 months post-listing [1][2]. Group 2: Exploration Focus - Approximately 65.8% of the raised funds will be allocated to exploring high-priority targets with potential for rapid resource definition, particularly focusing on the initial resource estimate for gold projects [2][25]. - The flagship Clermont gold project spans 268 square kilometers and is located near a historically significant gold-producing area, with over 6.5 million ounces of gold mined historically [8][11]. Group 3: Geological Potential - Historical drilling data from the Leo Grande mineralization zone indicates strong continuity and stable thickness, with significant high-grade intercepts reported [12][13]. - The Clermont project is viewed as a "resource anchor" for Moonlight, with additional high-priority targets identified for concurrent exploration [13][14]. Group 4: Strategic Asset Diversification - Moonlight's portfolio includes not only gold but also rare earth and uranium assets, which are critical for advanced manufacturing and energy transition [15][18]. - The MacDonnell Ranges project shows promising uranium and rare earth concentrations, with plans for a 5,000-meter shallow drilling program post-IPO [18][21]. Group 5: Management and Execution - The company boasts a highly experienced management team, including Dr. Bin Guo and Greg Starr, who have extensive backgrounds in mining and exploration [22][23]. - A performance equity mechanism aligns management incentives with resource growth and exploration milestones, enhancing long-term commitment [24]. Group 6: Future Growth Plans - Moonlight plans a systematic 20,000-meter drilling program to define its first JORC-compliant gold resource within 12-18 months post-IPO [25][26]. - The company aims to leverage its gold, rare earth, and uranium assets to create a robust growth narrative, with the potential for significant valuation increases as exploration progresses [27][30].

Core Insights - Elements Green has secured £140 million in debt financing for its 360MW/720MWh battery storage project in Staythorpe, Nottinghamshire, marking a significant milestone in its transition to a large independent power producer (IPP) [1] - Gresham House Energy Storage Fund (GRID) has raised £8.6 million in equity investment to expand its Glassenbury battery project, increasing its storage capacity from 38 MWh to 110 MWh [2] - GRID anticipates a 22% increase in its share of EBITDA over the project's lifecycle due to the expansion, with a positive impact on the net asset value (NAV) expected to be reported in September 2025 [3] Group 1: Elements Green - The Staythorpe project is under construction and is expected to be operational by mid-2027, providing essential grid balancing capabilities and supporting the UK's long-term net-zero emissions goals [1] - The project has a solid commercial foundation, including a 15-year capacity market contract and a long-term revenue guarantee agreement with EDF, enhancing its financing capabilities [1] - Mitie is responsible for engineering and construction services, utilizing the latest battery storage technology from Hecate Energy [1] Group 2: Gresham House Energy Storage Fund (GRID) - The Glassenbury project expansion has received planning approval, with construction set to begin in July and completion targeted for December 2025 [2] - The new equity investment allows UAB E Energy Invest (EEI) to acquire a 35% stake in the Glassenbury project, while GRID retains a 65% indirect ownership [2] - GRID plans to initiate seven additional expansion projects in 2025 and early 2026, funded through refinancing, which will significantly enhance the overall value of its portfolio [3] Group 3: Strategic Partnerships - GRID has signed a series of revenue optimization agreements with Statkraft for its existing 412MW battery storage asset portfolio, ensuring minimum income guarantees to support further expansion and refinancing [4] - Statkraft will leverage its expertise in asset optimization and algorithmic trading to enhance the performance of GRID's asset portfolio, which now exceeds 3GW under management in the UK [5]

Core Viewpoint - Shell plc announced the interim dividend for the first quarter of 2025, set at US$0.358 per ordinary share, with options for shareholders to receive dividends in US dollars, euros, or pounds sterling [1][2]. Dividend Payment Details - Shareholders who submitted valid currency elections by June 2, 2025, will receive dividends of US$0.358, €0.3136, or 26.41p per ordinary share, depending on their chosen currency [2]. - Dividends payable in euros and pounds sterling have been converted from US dollars based on average market exchange rates from June 4 to June 6, 2025 [4]. - The dividend payment date is set for June 23, 2025, for shareholders listed on the Register of Members as of May 16, 2025 [4]. Taxation and Currency Election - Shareholders are advised to consult their tax advisors regarding the tax treatment of dividends [5]. - Different currency election deadlines may apply to shareholders holding shares through various financial institutions, and they are encouraged to check with their brokers for specific deadlines [6].

Group 1: Market News and Important Data - The price of light crude oil futures for July delivery on the New York Mercantile Exchange rose 89 cents to $63.41 per barrel, a gain of 1.42%; the price of Brent crude oil futures for August delivery rose $1.00 to $65.63 per barrel, a gain of 1.55%. The SC crude oil main contract closed up 0.86% at 469 yuan per barrel [1] - Uncontrolled wildfires in Alberta have caused an abrupt supply disruption of 350,000 barrels per day of heavy crude oil, equivalent to 7% of the country's output, and the fire is approaching the core production area with a daily capacity of 470,000 barrels [1] - Gazprom PJSC has quietly shelved plans to develop a new natural gas distribution hub in Turkey, losing a potential opportunity to regain a foothold in the European market [1] - In the four weeks to June 1, Russia's crude oil export revenue declined again as a sharp drop in exports offset the first price increase of Russia's main export - grade crude oil in nearly two months [1] - The Director - General of the International Air Transport Association (IATA) said that advance bookings from Europe to North America look good, though the fourth quarter is slightly weak. IATA expects the production of sustainable aviation fuel (SAF) to double to 2 million tons in 2025, accounting for 0.7% of airlines' fuel consumption [1] Group 2: Investment Logic - Approximately 350,000 barrels per day of heavy crude oil production in Alberta has been shut down due to wildfires, and another 200,000 barrels per day is at risk. Total production losses across all crude streams could be higher [2] - On May 29, Cenovus began to safely shut down its Christina Lake plant with a daily output of 240,000 barrels. Power outages related to wildfires have delayed the commissioning of MEG Christina Lake Phase II B (70,000 barrels per day), and CNRL Jackfish's production has decreased by 40,000 barrels per day [2] Group 3: Strategy - Oil prices are expected to be volatile and bullish in the short term and bearish in the medium term [3] Group 4: Risks - Downside risks include the conclusion of the Iran nuclear deal and macro - black swan events [4] - Upside risks include supply tightening of sanctioned oil (from Russia, Iran, and Venezuela) and large - scale supply disruptions caused by Middle East conflicts [4]