"西伯利亚力量-2号"天然气管道是自俄罗斯西西伯利亚气田经蒙古向中国每年供应500亿立方米天然气的项目。这一项目的供气主要条件 协议于2015年在中国签署。此前，俄罗斯副总理诺瓦克表示，鉴于中国预计在2050年前对天然气的需求将持续增长，"西伯利亚力 量-2"项目因此仍然具有现实意义。诺瓦克指出，关于项目本身更详细的信息属于商业谈判的内容。 来源：俄罗斯卫星通讯社官网 米勒说："根据俄罗斯、中国和蒙古国三国领导人发表的公开声明，9月2日签署了具有法律约束力的关于修建'西伯利亚力量-2号'天然气 管道和过境蒙古国的'东方联盟'天然气管道的备忘录。" 他对记者称："在俄罗斯总统普京访华期间，俄罗斯天然气工业集团与中国石油天然气集团有限公司签署了商业协议，其中包括将经'西 伯利亚力量'管道对华年供气规模从380万立方米增至440万立方米。" 米勒称："在此次访问框架内，俄罗斯天然气工业股份公司与中国石油天然气集团公司签署了商业协议，其中包括…… 将沿远东线项目 天然气供应量从100亿立方米增加20亿，增至120亿立方米。" 俄气与中石油签署增加经"西伯利亚力量"管道供气量协议 俄罗斯天然气工业集团总裁米勒表示，该公 ...

8月28日，中国海洋石油有限公司宣布，该公司国内天然气日产量突破1亿立方米，再创新高。 中国海油坚持"稳油增气、向气倾斜"工作方针，推进海上天然气和陆上非常规天然气产量与产能建 设稳步提升，超额完成国内油气增储上产"七年行动计划"天然气地质储量指标。今年6月，"深海一 号"二期项目全面投产，"深海一号"超深水大气田高峰年产量从30亿立方米跃升至45亿立方米。来自深 水气田的天然气产量贡献超中国海油天然气产量的三成。今年7月，渤海油田天然气日产量超1200万立 方米，自投产以来总产量达520亿立方米。渤中19-6凝析气田产量同比增长100万立方米/天，低渗气藏 开发能力取得突破。陆上非常规天然气建设规模及协同化水平不断提升。 ...

Report Industry Investment Ratings - Crude oil: ★★★ [1] - Fuel oil: ★★★ [1] - Low-sulfur fuel oil: ★★★ [1] - Asphalt: ★☆★ [1] - Liquefied petroleum gas (LPG): ★★★ [1] Core Views - The oil market supply and demand have been basically balanced since the third quarter, but the inventory accumulation pressure is expected to increase due to OPEC+ production increase in September and weaker demand after the peak season, providing a bearish guidance for oil prices [2] - High-sulfur fuel oil has relatively weak follow-up increase compared to crude oil, while low-sulfur fuel oil has given back most of its previous gains. The supply pressure of LU has eased, and FU has received a phased geopolitical premium boost [3] - The geopolitical conflict between Venezuela and the US may affect Venezuelan oil shipments. The inventories of asphalt have continued to decline, and the short-term BU is expected to fluctuate strongly [4] - After the end of the gas off-season, LPG shows certain resilience. The import cost increase and domestic demand rebound support the price, and the short-term futures market shows a pattern of near-term strength and far-term weakness [5] Summary by Related Catalogs Crude Oil - Overnight international oil prices rose, with the SC10 contract rising 0.57% intraday. The net long positions in overseas crude oil futures and options are at a low level, and oil prices are still sensitive to geopolitical fluctuations. The US issued a new round of sanctions against Iranian oil sales on Tuesday [2] - Consider the opportunity to short on rallies when the SC11 contract rebounds above 495 yuan/barrel driven by this round of geopolitical fluctuations, and use out-of-the-money call options for protection [2] Fuel Oil & Low-sulfur Fuel Oil - High-sulfur fuel oil has relatively weak follow-up increase compared to crude oil, and low-sulfur fuel oil has given back most of its previous gains. The inventories of Singapore and Fujairah have both increased month-on-month [3] - The third batch of quotas has been issued much later than market expectations. As the utilization rate increases, the supply pressure of LU has eased, providing certain support for prices. The FU warehouse receipts decreased by 11,280 tons today, and the geopolitical conflicts in high-sulfur resource supply countries have given FU a phased geopolitical premium boost [3] Asphalt - The geopolitical conflict between Venezuela and the US is intensifying, and it is necessary to track and observe whether it will affect Venezuelan oil shipments [4] - The latest data shows that both factory and social inventories have continued to decline, meeting the previous expectation of marginal tightening of supply and demand. The short-term BU is expected to fluctuate strongly, and the 10 contract is strongly supported at 3,500 yuan/ton [4] - For the spread strategy, continue to pay attention to the opportunity to go long on the cracking spread between BU and the SC10 contract on pullbacks [4] LPG - LPG prices have remained stable in September. After the end of the gas off-season, it shows certain resilience. After the previous rapid decline, the bearish pressure has been released, and the international market has strong bottom support due to the strong chemical demand in East Asia recently [5] - The increase in import cost and the rebound in domestic demand support the price, and the price of civil gas has been raised. Although the high level of warehouse receipts puts pressure on the futures market, the stabilization of the spot market eases the delivery pressure, and the high basis pattern remains. The short-term futures market shows a pattern of near-term strength and far-term weakness [5]

文︱陆弃 欧盟又在折腾。对外放话要"彻底堵死"俄罗斯天然气的出口漏洞，要在2027年把俄气赶出欧洲市场。听 起来很硬气，但细看下来，满满的心虚。因为欧盟自己心里最清楚，俄气哪有那么容易戒掉？它们在 喊"去俄化"，实际上却在跟现实较劲。 这次跳出来当急先锋的，是丹麦。作为欧盟轮值主席国，它提交了一份修改方案，要求进口商必须拿出 证据，证明买来的天然气不是俄罗斯货。看似严谨，实际上就像让人证明空气从哪儿吹来。更搞笑的 是，方案特别点名"土耳其溪"管道，说这条管道的天然气都可能是俄罗斯产，要倒推、要甄别、要层层 把关。问题是，你真能在分子层面分辨清楚？连专业机构都承认：几乎没有办法。 俄乌冲突前，俄罗斯有一整套通往欧洲的天然气大动脉。亚马尔-欧洲管道关停，"北溪"被炸毁，乌克 兰过境协议到期，现在就剩下"土耳其溪"还在运作，向土耳其、塞尔维亚、匈牙利送气。也就是说，这 条管道成了俄罗斯能源进入欧洲的唯一活口。丹麦的方案瞄准它，其实就是要把最后一条命脉掐死。说 得冠冕堂皇，背后是彻底斩断欧洲和俄罗斯之间的能源依存。 可问题来了，土耳其已经公开表态：不支持欧盟放弃俄气。别忘了，土耳其就是能源通道的关键节点， 管道入口就 ...

Group 1 - The core point of the article is the significant energy cooperation agreement reached between China, Russia, and Mongolia, particularly focusing on the "Power of Siberia-2" pipeline project, which has been a long-standing initiative that has finally gained momentum [1][3][5] - The "Power of Siberia" pipeline project has seen a substantial increase in gas supply scale by 600,000 cubic meters, indicating a strong commitment from both China and Russia to enhance energy collaboration [1][4] - Mongolia's role has shifted from indecision to a more committed stance, as the new president has expressed willingness to actively support the pipeline project, recognizing the economic benefits it brings [5][7] Group 2 - The Russian side has made multiple adjustments to the project terms, including pricing and pipeline routes, to meet China's requirements, demonstrating a flexible approach to secure the agreement [4][8] - The geopolitical implications of this agreement are significant, as it positions Russia and China to strengthen their energy ties while leaving the United States in a challenging position regarding its energy market strategy [7][8] - The completion of the "Power of Siberia-2" project is expected to provide long-term economic benefits for all three countries involved, enhancing regional energy security and cooperation [3][5]

俄罗斯天然气工业股份公司（Gazprom）的主席阿列克谢·米勒在社交网络X上发表："欧洲的能源命运已定！东方获得了巨大 的好处——通过先进的管道获得廉价且极其可靠的俄罗斯天然气，这些管道昨天还在为德国经济提供能源。蒙古国开始计算 从过境中获得的巨额利润。乌克兰本可以取代蒙古的角色，但选择了在西方的地缘政治游戏中作为消耗品的角色"。 俄罗斯天然气工业股份公司（Gazprom）的主席阿列克谢·米勒一句话就决定了欧洲的能源未来。没有留下任何再供给欧洲能 源余地。 欧洲将面临前所未有的能源危机。欧盟正在努力寻找俄罗斯天然气的替代品，而中俄签订了一份世纪合同。世界地缘政治版 图正在眼前重新绘制，欧洲还在能源革命的边缘徘徊，结果最终走向衰败。 当欧洲在配额和制裁上争论不休时，俄罗斯正在创造一种新途径，在现实中，欧盟仍然扮演着一个昂贵且不可靠的买家的角 色，为政治雄心付出严冬和工业衰退的代价。俄罗斯向东方的能源转向是对欧洲经济模式判决"死刑""。根据俄罗斯天然气工 业股份公司（Gazprom）的主席阿列克谢·米勒的声明，这一"死刑"判决已经生效。 周二9月2日，阿列克谢·米勒向全球媒体宣布签署了一项具有历史意义的备忘录，这 ...

2026俄罗斯西伯利亚国际石油化工及天然气技术装备展览会 2026.06 18-19-20 俄罗斯西伯利亚出口展览中心 石油石化科研及实验室技术设备 同期活动 2026 俄罗斯远东西比利亚国际石油化工装备采购国际峰会 参展费用 油气储运技术与设备 油田特种车辆 电工电气设备、电线电缆产品 石油炼制工艺与技术 石化工艺与技术 设备检修、维护与管理 流体机械设备与技术 压力容器 燃油与润滑油技术与设备 石化产品和先进材料 加油加气站设备 环保、节能技术设备 消防、预警技术设备与安全防护产品 工业清洗及防腐技术材料与设备 包装、密封、垫圈、紧固件、轴承 油气数字化解决方案 通信与信息技术 其他配件 氢能技术与装备 认证、咨询服务 普通标展￥39800元/9 m2双开口加收 10%费用 室内光地展位:￥4000元/m2 36 平方米起租 联 系 人 :刘梦 15800681675 1106426985@qq.com 2026年6月18日至20日，备受业界瞩目的2026俄罗斯西伯利国际石油化工及天然气技术装备展览会（简称：SOE）将在俄罗斯西伯利亚出口展览中心（伊尔 库茨克）盛大举行。届时，这里将成为全球石油、化工和天 ...

（文章来源：证券日报） 证券日报网讯首华燃气9月3日在互动平台回答投资者提问时表示，截至2025年8月29日，首华燃气普通 股股东总数为21010户。 ...

Group 1 - The core agreement between Russia and China involves the approval of the "Power of Siberia-2" pipeline project and the "Eastern Route" transit line through Mongolia, with a strategic cooperation memorandum signed for the supply of 50 billion cubic meters of gas annually for the next 30 years [2][3] - The total scale of gas trade between the two countries will increase to 106 billion cubic meters per year, with expected annual revenue exceeding $27 billion for Russia [2][4] - The new pipeline is projected to be the largest and most significant investment project in the global gas industry, with a total investment of approximately $15 billion [6][4] Group 2 - The "Power of Siberia-2" pipeline will connect gas fields in Yamal and Western Siberia to China, with a design capacity of 50 billion cubic meters per year, and is expected to start supplying gas around 2031-2032 [6][8] - The existing "Power of Siberia" pipeline's export capacity will be increased from 38 billion to 44 billion cubic meters per year, while the "Far East Route" will rise from 10 billion to 12 billion cubic meters per year, starting in January 2027 [4][8] - The projects will enhance energy security for China, reduce reliance on LNG imports from the US and Australia, and provide Russia with stable sales in the growing Asian market, while also fostering domestic industrial development [11]

Core Points - Russia and China have officially signed a memorandum for the construction of the "Power of Siberia-2" gas pipeline, which will transport gas through Mongolia to China, with an annual capacity of 50 billion cubic meters and a contract duration of 30 years [1][3] Group 1: Project Details - The gas pipeline will have a significant annual gas supply capacity of 50 billion cubic meters [1] - The contract for the pipeline is set for a long duration of 30 years, indicating a strong commitment between the two nations [1] Group 2: Geopolitical Implications - The announcement of the project marks a significant turning point in energy geopolitics, showcasing China's disregard for Western pressures to reduce cooperation with Russia [3] - The project reflects China's increasing influence in the energy sector and its proactive stance in the relationship with Russia [3] - The collaboration is expected to reshape the Eurasian energy trade landscape and could be a key step in altering the global geopolitical balance [3] Group 3: Future Prospects - Although specific details regarding gas pricing, financing, and construction timelines are not fully finalized, the agreement highlights China's ongoing interest in Russian energy [3] - As the EU plans to completely phase out Russian energy by 2027, any new agreements are likely to be more favorable to China [3] - China is also accelerating its energy diversification and decarbonization strategies, further solidifying its energy independence goals [3]