Core Insights - Kazakhstan will retain its OPEC+ membership, indicating continued collaboration within the group [1] - Iran's oil minister suggests that some regions may face limited restrictions to ensure long-term continuity, but widespread fuel issues are not anticipated [1] - The former Iranian economy minister claims that oil tankers and LNG shipments should only pass through the Strait of Hormuz with Iran's permission, though this statement lacks official confirmation [1] - Israel's energy minister reports that the share of renewable energy for electricity generation has increased from less than 20% before the conflict to 40% now, with domestic energy needs prioritized over exports [1] - Russian Deputy Prime Minister Novak states that Russia and the OPEC+ alliance have potential for production growth, and oil prices reaching $100 per barrel will depend on market reactions to risks and uncertainties [1] Group 1 - Kazakhstan will maintain its OPEC+ membership, reflecting ongoing cooperation within the oil-producing nations [1] - Iran's oil minister indicates limited regional restrictions to ensure fuel supply continuity, with no widespread issues expected [1] - The former Iranian economy minister's statement on oil and LNG shipments through the Strait of Hormuz remains unconfirmed [1] Group 2 - Israel's renewable energy share for power generation has risen to 40%, with a focus on meeting domestic energy demands [1] - Russia's potential for production growth within the OPEC+ framework is highlighted, with oil price fluctuations tied to market risk perceptions [1] - Novak reassures that there is no risk of decline in Russian oil exports or domestic supply shortages, maintaining a balance in the global oil market [1]

Industry News - The National Energy Administration has issued a notice to collect excellent practice cases for the "Water-Wind-Solar+" innovative development initiative, emphasizing the need for cases that demonstrate significant achievements in utilizing hydropower to drive the development of surrounding wind and solar resources [3] - New national standards for energy measurement instruments in the construction materials, thermal power generation, and logistics industries have been implemented since June, detailing the types and management requirements for energy measurement [3] Company News - China National Petroleum Corporation (CNPC) signed multiple energy cooperation agreements with Kazakhstan, including framework agreements for the expansion of the Chimkent refinery and the implementation of the Aktyubinsk urea project, aiming to enhance collaboration in natural gas exploration and refining [4] - The first mixed pumped storage power station in Fujian Province, the Huadian Fujian Gutianxi project, has commenced construction, with a planned capacity of 250 megawatts and an expected annual power generation of 250 million kilowatt-hours [4] Local News - Since 2021, the Beijing Electric Power Trading Center has traded a total of 3,794 billion kilowatt-hours of green electricity and 249 million green certificates [6] - Hunan Province has introduced a three-year action plan for the hydrogen energy industry, aiming to achieve significant progress by 2027 and establish a development pattern of "one port, two corridors, and multiple zones" [6] - The Shaanxi Provincial Development and Reform Commission and the Northwest Regulatory Bureau of the National Energy Administration have issued a plan to support virtual power plants in participating in the electricity market [6] - Guizhou Province's renewable energy installed capacity has surpassed 30 million kilowatts, becoming the largest installed power source in the region, accounting for 39.5% of the total installed capacity [7] International News - China's investment in Central Asian countries has exceeded $30 billion, focusing on green development and digital economy projects [4] - The Prime Minister of Malaysia has expressed a firm stance against protectionism and geopolitical tensions that disrupt global clean energy development [4] - Ecuador's main oil pipeline has ruptured, leading to a suspension of crude oil transportation, with emergency measures being activated [4]

Core Viewpoint - Shell's CEO emphasizes a cautious approach to shipping in the Middle East, indicating a reluctance to take on inappropriate risks while expressing a desire to expand potential positions in the U.S. [1] Group 1 - The CEO of Shell highlights the importance of being very careful in shipping operations within the Middle East region [1] - The company is focused on avoiding any inappropriate risks associated with its operations in the region [1] - Shell aims to continue expanding its potential presence in the U.S. market [1]

Group 1 - The U.S. stock market showed mixed results with the Dow Jones down by 44.14 points (0.10%) and the Nasdaq up by 25.18 points (0.13%) [2] - The Federal Reserve decided to keep the benchmark interest rate unchanged, maintaining it at 4.25%-4.5% since December of the previous year, amid rising inflation expectations and slowing economic growth [4][5] - The Fed's dot plot indicates a potential for two rate cuts by the end of 2025, but has reduced the total expected cuts to four, with a cumulative decrease of 1 percentage point [5][6] Group 2 - Economic forecasts from the Federal Open Market Committee (FOMC) suggest increasing stagflation pressures, with GDP growth for 2024 expected at only 1.4% and inflation at 3%, reflecting a downward adjustment of 0.3 percentage points from previous estimates [7] - The unemployment rate is projected to rise to 4.5%, which is 0.1 percentage points higher than earlier predictions [7] - The FOMC's statement indicates a generally "steady" economic growth, with low unemployment and slightly rising inflation, while expressing reduced concerns over economic volatility and trade policy risks [8] Group 3 - Recent economic data shows a slight decrease in initial jobless claims, stabilizing at around 245,000, which aligns with economists' median estimates [15][16] - New housing starts fell to an annualized rate of 1.256 million units, down from 1.392 million units the previous month, indicating a 9.8% decline [18][19] - The S&P 500 index saw declines in seven out of eleven sectors, with energy and communication services leading the losses [21]

新华财经纽约6月18日电（刘亚南张怡然）由于以色列与伊朗冲突持续和上周美国商业原油库存大幅下 降，国际油价18日早盘小幅上涨，随后快速走低，午后持续回升并由跌转涨，收盘时国际油价均上涨。 截至当天收盘，纽约商品交易所7月交货的轻质原油期货价格上涨30美分，收于每桶75.14美元，涨幅为 0.4%；8月交货的伦敦布伦特原油期货价格上涨25美分，收于每桶76.70美元，涨幅为0.33%。 以色列与伊朗的激烈交火已持续六天，以色列空袭重创德黑兰南帕尔斯天然气田，伊朗方面随后宣布局 部暂停生产。该气田是全球最大天然气田，由伊朗与卡塔尔共同开发。 美国总统特朗普18日表示，伊朗方面已经联系他并甚至表示可以派一个代表团来白宫进行谈判。特朗普 还说，自己此前考虑对伊朗核实施进行军事打击，但尚未作出最终决定。通过谈判解决伊朗核问题还为 时不晚。 能源市场正评估美国直接卷入冲突的可能性，以及可能引发的重大供应中断——尤其是最糟糕的情形， 例如伊朗封锁连接波斯湾与阿曼湾的战略要冲霍尔木兹海峡。 荷兰商业银行大宗商品策略主管沃伦·帕特森（Warren Patterson）表示，目前油市最担忧的情形是霍尔 木兹海峡运输中断，这条海上 ...

本届高层会议在"查塔姆规则"下进行，行业领袖们就未来协同发力的四大关键领域达成共识，具体 包括： 6月16日至18日，由马来西亚国家石油公司（下称"马石油"）主办，标普全球旗下剑桥能源周担任 知识合作伙伴的"亚洲能源论坛"（Energy Asia）在吉隆坡会展中心开幕。 本届论坛以"共塑亚洲能源转型新格局"为主题，汇聚了来自60多个国家、横跨38个行业的政策制定 者、行业领袖与能源专业人士，共同发出坚定而有力的呼吁——以果敢和协同的行动方案，加速亚洲迈 向净零未来。 马来西亚首相拿督斯里安瓦尔·易卜拉欣阁下出席论坛并主持开幕仪式。他表示，在当前全球能源 转型加速推进的背景下，亚洲能源论坛汇聚了政策制定者、行业领袖与能源专家，共同推动战略协同与 务实解决方案的落地，携手应对发展中经济体与新兴经济体在能源转型进程中所面临的独特挑战与机 遇。 四大共识 据记者了解，论坛围绕七大核心议题展开了50余场战略性对谈，深入探讨亚洲各国在提升能源安 全、加快可再生能源部署、推广脱碳解决方案、促进技术转移以及推动经济与社会发展等方面的合作与 探索。 马石油总裁兼集团首席执行官、亚洲能源论坛主席丹斯里陶菲克指出，"能源安全与气候 ...

6月18日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 03690 | 美团-W | 港股通(沪) | 272501.24 | -36576.11 | -3.48 | | 09988 | 阿里巴巴-W | 港股通(沪) | 267839.15 | 41948.79 | -2.26 | | 00568 | 山东墨龙 | 港股通(沪) | 256511.11 | 3372.07 | 8.03 | | 09992 | 泡泡玛特 | 港股通(沪) | 231834.67 | -24251.77 | 1.63 | | 00467 | 联合能源集团 | 港股通(沪) | 228385.63 | 9316.31 | 37.50 | | 00939 | 建设银行 | 港股通(沪) | 224473.66 | 20950.83 | 0.00 | | 01810 | 小米集团-W | 港股通(沪) | 142968.00 | -29838.14 | -0.37 | | 007 ...

Group 1 - Major stock index futures are showing slight gains, with Dow futures up 0.09%, S&P 500 futures up 0.22%, and Nasdaq futures up 0.28% [1] - Energy stocks continue to rise, with Houston Energy up 5.8%, Indonesia Energy up over 5.33%, and ConocoPhillips up 0.37% [1] - Wells Fargo warns that Tesla's free cash flow may turn negative for the first time since 2018, maintaining a "sell" rating with a target price of $120 [1] - JPMorgan's U.S. Treasury client survey shows a decrease in short positions, with net long positions reaching a new high since May 5 [1] - Circle, known as the "first stablecoin stock," has seen a pre-market increase of 2.92%, with a cumulative rise of over 380% since its IPO [1] Group 2 - Honda is recalling nearly 259,000 vehicles in the U.S. due to a brake pedal issue that may increase the risk of accidents or injuries [2] - UBS shares fell over 1.46% after data of over 130,000 employees was leaked on the dark web following a ransomware attack [2] - JPMorgan is launching a stablecoin-like token named JPMD, further expanding its presence in the cryptocurrency sector [2] Group 3 - The Federal Reserve will hold a meeting on June 25 to discuss potential adjustments to the Supplementary Leverage Ratio (SLR) rules, which currently limit trading activities in the $29 trillion Treasury market [3] - The Federal Open Market Committee (FOMC) will announce interest rate decisions and economic forecasts on June 19, followed by a press conference with Chairman Powell [3]

更令人担忧的是霍尔木兹海峡的潜在风险。这一全球最重要的石油运输通道，每年承担全球超20%的原油和近四分之一液化天然气运输。伊朗已多次警告 可能在必要时封锁海峡。若局势持续恶化，全球原油供应将骤减三成，布伦特油价恐突破每桶130美元。当前，市场已提前做出反应，仅本次袭击当晚， 油价即上涨超过4%。 这场突如其来的能源打击，不仅撼动了中东地区的局部稳定，更为全球能源格局蒙上一层浓重阴影。各大石油公司正在重新评估中东投资风险，欧洲加速 推进绿氢等新能源计划，中国"一带一路"沿线的能源合作也因此获得更高战略价值。可以说，南帕尔斯的火光照亮了能源安全的紧迫性，也加快了全球从 集中式化石能源向多元化、绿色能源体系转型的步伐。天然气时代的前夜，地缘政治的火星正在重绘世界能源版图。 15 and FANTING T t and the TT # ar Research Bear TE t the g unde n a prod SOUTH PARS SPD-13B 国际 � I I k a province and are a B 15 The 89 6月15日，波斯湾上空火光冲天，世界最大天然气田南帕尔斯气田传出爆炸声响。 ...

Core Viewpoint - The article highlights the successful installation of a large underwater shield tunneling machine for the Yantai Port West LNG long-distance pipeline project, which is crucial for natural gas transportation in the Shandong and surrounding regions [1][2]. Group 1: Project Overview - The project includes several key components such as the starting shaft, receiving shaft, shield tunnel, and pipeline laying within the tunnel [2]. - The shield machine's installation is described as the most critical and challenging part of the project, with high risk involved [2]. Group 2: Technical Specifications - After assembly and debugging, the shield machine will excavate 1,749 meters underwater, navigating through complex geological conditions including medium sand, silty clay, silt, and gravel [2]. - The project team customized the shield machine with specialized soft soil cutter heads and a gradient distribution alloy tool combination, forming a "super hard dragon tooth matrix" for long-distance excavation in challenging terrains [2]. - Advanced systems such as a high-precision gas-liquid balance system, dual slurry synchronous injection system, and intelligent segment assembly system are integrated into the shield machine to adapt to varying construction environments and high technical standards [2]. Group 3: Strategic Importance - Upon completion, the tunnel will house a high-pressure pipeline with a diameter of 1.219 meters, essential for transporting natural gas from the LNG receiving station to the mainland [2]. - The project is significant for energy security, emergency reserves, and winter supply guarantees for Shandong, the Bohai Rim, and North China [2].