Oil holding gains as traders weigh geopolitical tensions from Venezuela to Russia and Iran against concerns about a global glut out there. Joining us now is Regina mayer, global head of clients and markets at KPMG. Regina, what's the what are your clients down in the oilpatch saying these days with WTI crude oil, you know, below $60, they can't be too happy about that.Well, I think they're actually planning for a lower for longer scenario, Paul. And and they've baked in 60 or below into their budgets. They' ...

马拉佩表示，该项目涉及五个省份和超过6万名土地所有者，按时实现了 首次产气，十多年来运营稳定，现已正式比原计划提前还清了全部银行贷款。 马拉佩赞扬了已故的索马雷爵士的领导，承认PNG LNG项目是在索马雷的领 导下构想、谈判和推进的。在关键项目协议成功签署后，最终投资决定于2009 年12月8日宣布。 马拉佩表示，当2010年项目准备开始建设时，自己发挥了作用，确保这些 许可区的土地所有者联合起来签署项目协议，以便埃克森美孚能够有信心地推 进，这种合作对于将项目从蓝图变为现实至关重要。 马拉佩表示，PNG LNG项目是在全球经济史上最困难的2008年全球金融 危机期间获得融资的。当时一个由来自欧洲、亚洲、北美和澳大利亚的19家国 际银行组成的财团共同为该项目提供融资，在资金稀缺、全球信心低迷的时 候，共同筹集了140亿美元的银行贷款。当时巴新的经济规模相对较小，估计 在160亿至300亿基那之间，这使得融资规模前所未有。 马拉佩表示，该项目已经为政府、土地所有者及更广泛的经济体创造了超 过330亿基那的经济效益，包括收入、特许权使用费、股权回报、就业、商业 机会和外汇流入。 （原标题：PNG LNG项目已全额 ...

证券日报网讯 12月30日，陕天然气发布公告称，陕天然气第六届董事会第二十五次会议审议通过《关 于2025年度日常关联交易执行情况及2026年度日常关联交易预计的议案》等。 （文章来源：证券日报） ...

证券日报网讯12月30日，陕天然气（002267）在互动平台回答投资者提问时表示，今年以来，公司输气 量较往年保持稳定，略有增加。公司将立足主业，持续推进管网互联互通，提升管网输气能力，拓展服 务区域，提高公司经营效益。同时，加大对下游城市燃气市场开发整合力度，持续提升市场覆盖率。此 外，公司始终关注市值变化，注重维护股东权益，连续多年实施分红。公司将抓住新发展机遇，探索对 外拓展布局，推进高质量发展。 ...

蓝焰控股(000968.SZ)公告称，公司全资子公司山西蓝焰煤层气集团有限责任公司于2025年12月30日收 到政府补助相关文件，涉及金额1.07亿元，占公司2024年度经审计的净利润的24.67%。该补助与收益相 关，预计对公司2026年度当期损益产生积极影响。山西蓝焰煤层气集团有限责任公司尚未实际收到上述 政府补助资金，公司将在实际收到款项时及时披露进展情况。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

本报讯(记者袁传玺)天眼查App显示，近日，国家管网集团液化天然气有限公司成立，注册资本5亿元， 经营范围包括技术进出口、自然科学研究和实验发展、工程和技术研究和试验发展等。股东信息显示， 该公司由国家石油天然气管网集团有限公司全资持股。 ...

Core Viewpoint - The political agreement reached on July 27, 2025, lacks legal binding force, which raises questions about the feasibility of the EU's commitment to purchase $750 billion worth of U.S. energy products over the next three years [1][3]. Group 1: Energy Purchase Commitments - The EU intends to procure $750 billion (approximately €700 billion) of U.S. liquefied natural gas (LNG), oil, and nuclear products to replace Russian energy supplies [3][4]. - Current annual imports from the EU amount to $73.7 billion, suggesting that the projected imports for 2026-2028 would total $221.1 billion, which is less than one-third of the $750 billion commitment [4][5]. Group 2: Market Dynamics and Price Trends - Despite an increase in U.S. LNG purchases, the total value of EU imports has decreased by 7% due to falling oil and gas prices compared to the previous year [1]. - The Oxford Economics report predicts that global LNG growth will remain central to the gas market outlook, with increased liquidity expected to lower gas prices in Europe and Asia [1][6]. Group 3: Infrastructure and Supply Challenges - Both the EU and the U.S. lack sufficient import and export infrastructure to significantly expand energy trade, requiring a 50% increase in EU import capacity and a doubling of U.S. export capacity [8]. - The current U.S. supply meets 44% of the EU's LNG demand and 15.4% of its oil demand, indicating that substantial investment and capacity expansion are necessary to meet the ambitious trade goals [8][9]. Group 4: Future Market Expectations - The natural gas market is expected to see a 1.4% increase in global demand next year, primarily driven by Asia, while developed markets will experience slower growth due to industrial slowdowns and increased renewable energy adoption [9]. - The anticipated natural gas price for 2028 is projected to be around $8.2 per million British thermal units, significantly lower than the $37.3 per million British thermal units needed to meet the trade targets [6][7].

一、液化天然气浪潮 2026年将开启全球液化天然气(LNG)扩张浪潮，有人将其比作"海啸"式扩张。预计从2026年至2028年，全球将有大量的新的天然气液化产能投 产，成为史上规模最大的一轮液化天然气供给扩张。 天然气交易员将密切关注已进入启动阶段的美国液化天然气项目进展，以及预计于2026年至2027年投产的相关项目。液化天然气的产能扩张意味 着美国原料气需求将大幅增加，而原料气需求的预期增长发生延迟可能对亨利港期货价格形成压力。截至2025年12月，亨利港期货价格已上升至 每百万英热单位4.70美元以上。 预计非欧佩克产油国的原供应量将继续增长，可能对油价产生下行压力 鉴于石油需求、油价与股市之间的强相关性，人工智能可能成为2026年WTI原油价格的关键影响因素 2025年能源市场被频发的贸易紧张局势和地缘政治不确定性所笼罩，这一定程度上掩盖了天然气和石油市场正在发生的结构性转型。2026年是否 仍将延续这一局面？以下是影响2026年能源市场的五大关键因素。 2026年投产的的液化天然气还包括卡塔尔日产达43亿立方英尺的北方气田东部(North Field East)项目。随着北方气田东部项目、美国境内项 ...

证券日报网讯 12月30日，陕天然气在互动平台回答投资者提问时表示，公司参股的秦晋公司具体经营 情况还需根据实际运营情况和市场需求来确定。公司将持续与秦晋公司对接，跟踪其业务进展情况。 （文章来源：证券日报） ...

Core Viewpoint - The construction of the LNG storage project at the Eastern Guangdong LNG receiving station has officially commenced, marking a significant technological breakthrough in China's large-scale LNG storage and transportation facilities [1][4]. Group 1: Project Overview - The project will build the world's largest land-based membrane LNG storage tanks, with a total gas storage capacity of 470 million cubic meters across three tanks [1][4]. - The total gas storage capacity of the Eastern Guangdong LNG receiving station will increase to 780 million cubic meters, with an annual processing capacity of 6 million tons [6]. Group 2: Technological Advancements - The new membrane tank technology is more space-efficient and economically advantageous, reducing overall carbon emissions by over 25% and allowing for flexible storage of various cryogenic media [3][10]. - The membrane tanks consist of a concrete outer tank and a stainless steel inner tank, designed to expand and contract with temperature changes while ensuring leak-proof storage [10][12]. Group 3: Industry Growth and Future Projections - Since the start of the 14th Five-Year Plan, China's LNG receiving station construction has rapidly developed, with the annual receiving capacity expected to exceed 200 million tons by 2030 [15][20]. - The number of operational LNG receiving station operators has increased from 9 to 16, with a significant rise in the share of private enterprises, which now account for nearly one-third of the supply capacity [17]. - The national LNG storage capacity has seen a substantial increase from 10.7 million cubic meters in 2020 to 28.68 million cubic meters by 2025, representing a growth of 168% [17].