Group 1 - The Hungarian Foreign Minister announced that due to a decree from the Russian President, relevant transactions can continue, allowing Hungary to pay for Russian natural gas through OTP Bank until October [1]

Core Viewpoint - The successful commissioning of the Turpan to Zhongwei section of the West-to-East Gas Transmission Project Line 4 marks a significant advancement in China's energy infrastructure, enhancing the reliability and flexibility of the national gas supply network [3][5][7]. Group 1: Project Overview - The West-to-East Gas Transmission Line 4 spans 1,745 kilometers, with a pipeline diameter of 1,219 millimeters and a design pressure of 12 MPa, capable of an annual gas transmission capacity of 15 billion cubic meters [5]. - This new line will operate in conjunction with Lines 2 and 3, improving the energy corridor in Northwest China and facilitating the transport of gas from Central Asia and Xinjiang to the Bohai Rim, Central, and Southeast coastal regions [5][7]. Group 2: Strategic Importance - The West-to-East Gas Transmission Line 4 is part of China's major natural resource allocation projects, alongside the South-to-North Water Diversion, West-to-East Power Transmission, and North Coal South Transport initiatives [9]. - The project enhances the gas supply system's capacity, providing stable supplies of clean natural gas to surrounding areas, which is crucial for optimizing regional energy structures and improving air quality [7][9]. Group 3: Technological Innovations - The project features significant technological advancements, including the use of 18-meter long pipes, the development of 33-millimeter thick high-strain steel pipes, and the application of automated welding and digital radiographic testing techniques [9]. - Upon completion, the annual gas transmission volume is expected to reach 15 billion cubic meters, replacing over 27 million tons of standard coal and reducing carbon emissions by approximately 50 million tons [9].

Group 1 - The "Deep Sea No. 1" Phase II project has been fully put into operation, marking it as the largest offshore gas field in China, capable of supplying over 4.5 billion cubic meters of natural gas annually to the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan [1] - The "Deep Sea No. 1" gas field has a proven geological reserve of over 1500 billion cubic meters and operates at the deepest water depth and highest temperature and pressure conditions in China, with a maximum temperature of 138 degrees Celsius [1] - The Shaanbei to Anhui ±800 kV UHVDC transmission project has commenced the core equipment electrical installation phase, with a total length exceeding 1000 kilometers and expected to deliver over 36 billion kilowatt-hours of electricity annually to Anhui by mid-2026 [1] Group 2 - The construction of the Chongqing to Chengdu high-speed railway's main navigation hole bridge has entered the steel beam construction phase, with the bridge being a key node for the railway and expected to be fully operational by 2027 [2] - The Jin-Ha Highway expansion project in the Panjin section has achieved mainline connectivity, spanning 238 kilometers and set to become the first long-distance ten-lane highway in northern China upon completion [2] - The construction of the station building for the Xining to Chengdu railway in Sichuan has commenced, which is a significant part of China's "eight vertical and eight horizontal" high-speed rail network, aimed at promoting economic and social development along the route [2]

据以色列能源公司NewMed Energy透露，以色列最大海上天然气田利维坦气田（Leviathan）将在未来几 个小时内恢复运营。此前，以色列能源部在6月13日宣布，出于安全因素考量，下令暂时关闭该国最大 的天然气田利维坦气田。（央视） ...

以色列能源公司NewMed Energy：利维坦气田将在接下来的几个小时内恢复运营。 ...

以色列能源部表示已批准天然气田恢复运营。 ...

Core Viewpoint - The event titled "Ensuring Safety and Benefiting People's Livelihood" highlights the high-quality development of China National Petroleum Corporation (CNPC) in Inner Mongolia, focusing on safety measures and community engagement in natural gas sales and distribution [1][3]. Group 1: Company Overview - China National Petroleum Corporation's Inner Mongolia Sales Company was established in December 2018 and operates under CNPC's natural gas sales division, Kunlun Energy Co., Ltd. [4] - The company specializes in wholesale and retail of natural gas, project investment, and technical consulting, covering major cities in Inner Mongolia and accounting for approximately 85% of the gas supply in the region [4]. Group 2: Safety Initiatives - The company promotes a culture of safety through various activities such as safety inspections, emergency drills, and knowledge competitions, emphasizing the principles of "people-oriented, quality first, safety first, and environmental protection priority" [4]. - The event included visits to the company's facilities, showcasing advanced safety measures and exemplary personnel involved in identifying safety hazards [3][4]. Group 3: Infrastructure and Capacity - The Ulanqab CNPC Kunlun Gas Company, established in March 2015, focuses on natural gas transportation, LNG peak-shaving storage, and CNG production and sales, with a significant infrastructure project that began operations in September 2018 [6]. - The company has an annual gas transmission capacity of 1.8 billion cubic meters, marking a significant development in the region's natural gas supply capabilities [6].

格奥尔基耶娃指出，首级冲击已显现油价飙升和衍生品市场异动（投机交易飙涨8.8%）；若冲突升级，二 级冲击将表现能源供应中断，尤其是霍尔木兹海峡关闭可能切断全球20%石油与35%液化天然气贸易；三 级冲击则可能重创大型经济体增长引擎——企业因不确定性暂停投资、消费者缩减支出，最终触发IMF下 调全球增长预期。 **"比新冠叠加俄乌危机更致命"** 德国经济学家格哈特·海涅曼警告，霍尔木兹海峡关闭将导致能源危机、通胀飙升、供应链断裂三重灾难， 破坏力超越新冠疫情与俄乌危机的总和"。极端情境下，油价或飙至130美元/桶，推升美国通胀至4%-5%， 迫使美联储推迟降息。尽管OPEC+闲置产能与IEA战略储备可部分缓冲冲击，但伊朗议会决议已提交最高 领袖裁决，全球进24小时风险警戒期。 **央行困局雪上加霜** 冲突爆发恰逢全球经济脆弱时刻： -增长失：IMF、世行等机构年内已多次下调预期，美联储更将美国增长预测从1.7%砍至1.4%； -政策两难：格奥尔基耶娃坦言，虽然美国通胀放缓趋势未改，但"远未达到让美联储放心降息的状态"，若 油价推升通胀回升，央行宽松窗口可能关闭； -信心崩塌：企业投资冻结与消费萎缩正形成恶性 ...

欧盟达成一份协议，将在天然气储存目标方面向成员国提供更多灵活性。 ...

Core Viewpoint - Russia, holding the world's largest natural gas reserves, is exploring solutions for its surplus natural gas, particularly in light of significantly reduced exports to Europe due to the ongoing Ukraine conflict [1][2] Group 1: Natural Gas Export Trends - Gazprom's natural gas exports to Europe peaked at 175 to 180 billion cubic meters in 2018-2019 but are projected to drop to only 32 billion cubic meters by 2024 due to the Ukraine conflict [1] - The cessation of gas transport through Ukraine is expected to halve this level further in the current year [1] Group 2: Domestic and Industrial Usage - In 2022, Gazprom's natural gas production reached 416.19 billion cubic meters, up from 355.23 billion cubic meters the previous year [2] - Gazprom anticipates selling only 361.7 billion cubic meters of natural gas in 2024 across domestic and international markets [2] - The company is also utilizing natural gas for its own needs, including power generation at its gas fields and pipelines [2] Group 3: Data Centers and Energy Demand - The Russian Ministry of the Far East and Arctic Development highlighted the urgent need to address the surplus natural gas, suggesting its use for powering data centers, which are increasingly in demand for energy [1] - BitRiver, Russia's largest data center operator, indicated that up to 10 billion cubic meters of associated petroleum gas could be utilized for large-scale cryptocurrency mining [2] Group 4: Challenges in Energy Production - The Deputy Minister of Energy expressed concerns about the high costs of using natural gas for data centers, suggesting that natural gas could be redirected towards coal production, which faces its own set of challenges due to international sanctions stemming from the Ukraine conflict [2]