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]

截至6月24日收盘，天然气概念下跌1.58%，位居概念板块跌幅榜前列，板块内，通源石油20%跌停，洲 际油气、泰山石油、准油股份等跌停，首华燃气、新锦动力、潜能恒信等跌幅居前，股价上涨的有73 只，涨幅居前的有洪田股份、富临运业、维科精密等，分别上涨10.01%、5.18%、4.72%。 | 600681 | 百川能源 | -1.39 | 1.34 | -231.44 | | --- | --- | --- | --- | --- | | 603036 | 如通股份 | 0.29 | 3.41 | -219.94 | | 688377 | 迪威尔 | -2.18 | 1.04 | -194.76 | | 600860 | 京城股份 | 3.16 | 1.72 | -185.19 | | 002524 | 光正眼科 | 2.12 | 2.03 | -173.10 | | 600575 | 淮河能源 | 0.29 | 0.85 | -142.52 | | 300470 | 中密控股 | 1.55 | 0.62 | -134.68 | | 002490 | 山东墨龙 | -9.97 | 37.76 | -130.0 ...

Core Insights - The project "National Shale Gas Key Investigation Area Strategic Mineral Survey and Evaluation" has successfully passed its results acceptance, establishing a geophysical comprehensive survey technology system for shale gas in southern strong transformation areas [1] Group 1: Project Overview - The project identified 20 favorable areas for shale gas in regions such as western Hubei-eastern Chongqing, western Sichuan, and central Hunan [1] - Shale gas is recognized as an important strategic mineral resource and has become a significant growth point for natural gas production in China [1] Group 2: Geological Investigations - The project team conducted extensive geological surveys, including 750 square kilometers of shale gas geological investigation, gas content testing, and seismic data collection [2] - Key geological features and sedimentary environments of various shale layers were systematically clarified, providing a scientific basis for future exploration [2] Group 3: New Discoveries - Significant discoveries include stable shale gas industrial flow of 4,234 cubic meters per day from the Yuwu-1 well in the eastern Chongqing area and high gas content shale from the EJB-2 well in western Hubei [2] - The findings support the construction of resource bases in regions such as western Hubei-eastern Chongqing and southwestern Sichuan-northeastern Yunnan [2] Group 4: Innovative Approaches - The project established targeted evaluation standards for shale gas in complex structural areas and proposed new geological understandings regarding shale gas accumulation [3] - The project also supported the Ministry of Natural Resources in the allocation of shale gas blocks and provided suggestions for exploration rights [3]

特朗普，终于被以色列拉下水了。 前两天，美国B-2轰炸机对伊朗三处核设施投下了巨型钻地弹。 换成一般国家，早就拼命了。 伊朗最高领袖一次次声明要让对手承受"无法挽回的结果"。 但实际上，除了往以色列城市发射弹道导弹，几乎拿不出有效的还击手段。 伊朗有9000万人口、160万平方公里的疆域，为什么面对敌人，就是硬不起来呢？ 说到底，还是实力不济。 比如伊朗空军装备的战机型号，要么是当年巴列维王朝时代留下来的，像F-14A、F-4D/E和F-5E/F等；要么是冷战时从苏联或中国买的米 格-29A/UB战斗机、苏-22和歼-7等。 这就难怪以色列能掌控德黑兰的制空权，毕竟伊朗雷达的航电系统还停留在1980年代水平。 本来在2022年，伊朗打算从俄罗斯买30亿美元的军火，最后因为没钱而搁置了。 按理说，伊朗的日子不应该混得这么落魄。毕竟，伊朗原油探明储量位居世界第4，天然气储量位居世界第2。 穷，是伊朗最大的问题，但病根却不单纯出在经济上。 一、石油是黄金，也是祸根 1908年5月26日凌晨4点，伊朗胡泽斯坦省（Khuzestan）的沙漠深处。英国地质学家雷诺兹被一阵巨大的轰鸣声惊醒。他冲出帐篷，看到钻井 平台喷出了 ...