格隆汇1月8日丨金银河(300619.SZ)在投资者互动平台表示，公司生产的铷铯盐产品可应用于航空航 天、国防军工、石油勘探、磁流体发电、离子推进器、新能源、生物医药、量子通信等领域。 ...

在中国建国初期，由于历史和经济背景的限制，我国主要通过从国外采购来满足石油需求。当时，中国 刚刚经历了战火，社会基础设施还在恢复阶段。面对这种困境，石油工作者们始终充满信心，他们在石 油勘探、开采和提炼技术上不断努力，付出了巨大的努力。正因为如此，大庆油田的崛起和铁人精神成 为了那个时代的象征，至今仍在中国历史上占有一席之地。 今天，随着我国在石油勘探和开采技术上 不断加大科研投入，石油储备的成绩也是喜人的。甘肃庆阳成为了我国石油开采领域的重要一环。这个 位于黄土高原的地区不仅蕴藏着丰富的石油资源，还有着大量的天然气储备。去年，庆阳提供了全国 25%的天然气和20%的石油使用量。 石油被称为液体黄金，在人们的日常生活中扮演着至关重要的角色。然而，由于石油资源有限，加上全 球不断增长的需求，石油已经变成了国家战略性的重要储备资源。因此，我们可以看到我国石油勘探的 足迹遍布深山、沙漠等偏远地区。 根据数据显示，庆阳地区的石油和天然气储量已经达到了48亿吨。凭借如此巨大的资源储备，庆阳被赋 予了第二个迪拜的称号。加上早期发现的油田，中国不仅成功摆脱了贫油国的困境，更彻底实现了从石 油进口大国向石油大国的转变，甚至令 ...

Core Insights - Brazil's national oil company has achieved promising results in its drilling plans in the Campos Basin, with evidence of oil discovered in the Água Marinha block [2] - The company aims to double its oil and gas production in the Campos Basin over the next decade, increasing from 500,000 barrels of oil equivalent per day in 2035 to 1 million barrels [2] - An investment of $23 billion is planned for the revitalization of the Campos Basin by 2029 [2] Company Overview - The discovery was made at the 1-BRSA-1401DA-RJS well, drilled by the Deepwater Aquila rig at a water depth of 2,601 meters [2] - The Água Marinha block is located in the pre-salt area of the Campos Basin and was acquired during the first cycle of the permanent sharing offer in 2022 [2] - Brazil's national oil company operates the block with a 30% stake, in partnership with TotalEnergies (30%), Petronas (20%), and QatarEnergy (20%) [2]

Core Insights - The successful drilling of QK18-9-6 well and the subsequent side drilling QK18-9-6Sa have confirmed the distribution and accumulation patterns of oil and gas in the Ordovician reservoir, providing significant guidance for future exploration and development plans [1][2] Group 1: Drilling Operations - QK18-9-6 well was drilled to a depth of 3780 meters, with oil and gas shows recorded over 267.34 meters across 34 layers, including 12 meters of oil shows in 2 layers and 255.34 meters of fluorescence in 32 layers [1] - The side drilling QK18-9-6Sa reached a total depth of 4430 meters (vertical depth of 3533.5 meters), with oil and gas shows over 56 meters across 10 layers, including 12 meters of oil shows in 2 layers and 44 meters of fluorescence in 8 layers [1] Group 2: Financial Implications - All expenditures related to the drilling preparation, drilling, and associated service contracts for QK18-9-6 well will be temporarily capitalized, having no impact on the company's operating performance for 2025 [2] - According to the oil contract, exploration costs incurred in the contract area will be recoverable through the production of crude oil once commercial production begins, based on a predetermined crude oil price [2]

Core Viewpoint - Sintana Energy Inc. has received a 12-month extension for Petroleum Exploration License 79 in Namibia, allowing further exploration and development activities until July 2026, amidst significant regional exploration activity [2][6]. Group 1: License and Joint Venture Details - PEL 79 is governed by a joint venture that includes Sintana Energy (49% ownership), National Petroleum Corporation of Namibia (67% operator), and Giraffe Energy Investments (33% interest) [2][3]. - The license covers blocks 2815 and 2915 in Namibia's Orange Basin, which is strategically located near other active licenses operated by BW Energy, Rhino Resources, and Shell [3][6]. Group 2: Exploration Potential - PEL 79 has a substantial prospect inventory supported by over 4,760 km of 2D seismic and 1,137 km² of 3D seismic data, along with one well showing gas indications intersecting the Kudu source rock [3][6]. - Adjacent exploration activities by Rhino Resources have resulted in significant discoveries, including the Capricornus-1X well, which produced over 11,000 barrels per day of light oil from a 38-meter net oil-bearing reservoir [5][6]. Group 3: Future Outlook - The extension of PEL 79 is expected to enhance Sintana's ability to capitalize on the geological and commercial potential of the area, with anticipated material progress across its Namibian offshore portfolio in the coming quarters [6][7].

Group 1 - The company, ConocoPhillips, is seeking to increase oil exploration efforts in the Arctic region surrounding Alaska [1]

Core Viewpoint - The company Potential Energy (300191) has announced the commencement of drilling for the "Wisdom 1 Well" in the Mongolia Ergel-12 block, which officially started on June 9, 2025 [1] Group 1: Project Details - The drilling service for the "Wisdom 1 Well" is contracted to Potential Energy Mongolia Exploration and Development Engineering Services Co., Ltd, which has a registered capital of 100,000 USD [1] - The drilling rig and associated equipment services are provided by Tianjin Jinlong and its affiliated companies, controlled by the company's major shareholder Zhou Jinming [1] - The total cost for the drilling is expected to not exceed 50 million RMB [1] Group 2: Future Plans - In 2025, the company plans to implement a total of four exploratory well drillings in the Mongolia Ergel-12 block [1] - The total package service for these four exploratory wells, including pre-drilling preparations, drilling services, and bulk material costs, is estimated to be under 13 million USD [1]