雪佛龙(CVX.N)将于周一关闭利维坦气田平台进行计划中的维修工作。 ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, suggesting investment opportunities in key companies [3][5]. Core Insights - The EIA has continuously revised down its oil price forecasts for 2025 and 2026, now predicting an average of $66 and $59 per barrel respectively. The forecast for US natural gas prices is $4.1 and $4.8 per million British thermal units for the same years [6][7]. - Global oil demand growth is expected to remain stable, with IEA projecting increases of 740,000 and 760,000 barrels per day for 2025 and 2026 respectively. OPEC forecasts a demand increase of 1.3 million and 1.28 million barrels per day for the same years [10][11]. - On the supply side, OPEC is expected to contribute additional production, with EIA forecasting a global oil production increase of 1.38 million and 1.3 million barrels per day for 2025 and 2026 respectively [15][18]. Summary by Sections Upstream Sector - Brent crude oil futures closed at $65.41 per barrel, a 2.35% increase week-on-week. WTI futures rose by 2.41% to $62.49 per barrel [25]. - The US oil rig count decreased to 576, down by 2 from the previous week and down 28 year-on-year [38][41]. Refining Sector - The Singapore refining margin increased to $12.72 per barrel, while the US gasoline crack spread rose to $27.41 per barrel [6][19]. - The report anticipates improved refining profitability as oil prices adjust, with a gradual recovery expected as economic conditions improve [6][19]. Polyester Sector - PTA prices have risen, while PTA profitability has declined. The report notes that the overall performance of the polyester industry is average, with a potential improvement expected as new capacities come online [6][19]. Investment Recommendations - The report recommends focusing on high-quality refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong. It also suggests investing in companies with high dividend yields like China National Petroleum and CNOOC [21][22]. - For the downstream polyester sector, companies like Tongkun Co. and Wankai New Materials are highlighted as potential investment opportunities [21][22].

北达科他州监管机构预计油气作业商将在五月至八月期间停止钻机作业。 ...

北达科他州的油气运营商表示，由于油价走弱，他们计划减少钻机数量。 ...

Group 1 - The core viewpoint of the articles highlights the successful integration and collaboration efforts in the Fuling shale gas field, leading to significant improvements in production efficiency and operational effectiveness [1][2][3][4][5][6] Group 2 - The Jianghan Oilfield has established a "big troop" model for research and production, involving 66 experts and 70 management personnel to enhance collaboration and streamline operations [2] - A "five-in-one" coordination mechanism has been developed, integrating production, enterprise-local relations, technology, supervision, and supply to promote comprehensive integration of exploration and development [2] - The drilling cycle record in the Fuling area has been shortened to 18.9 days, showcasing the effectiveness of optimized tools and processes [3] - The Jianghan Oilfield has set up eight key projects with 27 sub-goals to address technical challenges and enhance resource allocation [3] - The company has established 109 learning curves to benchmark against advanced indicators in North American shale oil and gas exploration [4] - Digital technologies have been leveraged to enhance drilling efficiency, with mechanical drilling speed improving by over 50% through optimized parameters [5][6] - The implementation of a unified data governance system has facilitated the integration of various data sources, driving innovation in oil and gas operations [6]

据悉，博孜—大北气田是塔里木油田继克拉—克深气田后发现的又一个万亿立方米级大气区，也是西气 东输和南疆利民管网的主力气源地之一。近年来，气田在快速上产过程中，采出水量大幅提升，日产水 量达3700立方米，传统的"重力沉降+除油+回注"水处理模式已难以满足环保治理需求。 "采出水处理一直是生产中的难题，传统的处理方式成本高。该试验项目通过技术创新，将气田采出水 转化为氢和锂等高附加值的新能源材料，实现经济效益和环境效益双赢。"塔里木油田塔西南勘探开发 公司新能源项目管理部党委书记徐庆磊说。 采出水提锂制氢试验项目主要是将油气开采过程中产生的高污染废水，通入特定电解槽进行化学反应， 直接产出氢气用于现代工业或者作为燃料。采出水在电解过程中被浓缩，锂元素浓度升高，再通过提锂 工艺，产生新能源电池的核心材料。 2024年11月，塔里木油田塔西南勘探开发公司与西南石油大学合作开展气田采出水电解制氢提锂科研攻 关，为光伏绿电制氢、提锂、二氧化碳合成甲醇等项目落地提供技术储备。今年2月，该团队先后在博 孜—大北气田完成水质化验分析、实验室制氢小试，初步证实气田的采出水经过简单絮凝沉降后，可直 接进入电解槽制取氢气。 采出水 ...

| 证券代码：600759 证券简称：洲际油气 公告编号：2025-019 | | | | | 号 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 洲际油气股份有限公司 | | | | | | | | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 | | | | | | | | | | 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | | | | | | | | 重要内容提示： | | | | | | | | | | ?本次会议是否有否决议案：无 | | | | | | | | | | 一、会议召开和出席情况 | | | | | | | | | | (一)股东大会召开的时间：2025 年 5 月 15 日 | | | | | | | | | | (二)股东大会召开的地点：北京市朝阳区顺黄路 229 号海德商务园公司一楼 | | | | | | | | | | 会议室 | | | | | | | | | | (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况 ...

Core Insights - The China Petroleum Artificial Intelligence Computing Center, constructed by Zhongke Shuguang, has been successfully delivered and accepted, marking a significant milestone in the oil and gas industry as the first domestic liquid-cooled AI infrastructure project [1] - The center has been included in the National Development and Reform Commission's list of AI demonstration projects, highlighting its importance in the advancement of AI technology in China [1] Technology and Infrastructure - The center is based on the "Super Intelligence Fusion" technology system, which incorporates self-developed cold plate liquid cooling modules, an independent computing network architecture, and a cluster management system [1] - It integrates high-level security mechanisms embedded in domestic chips and supports national cryptographic algorithms, ensuring comprehensive data lifecycle protection [1] Applications and Impact - The AI computing center is designed to enhance various applications, including seismic data processing, reservoir development optimization, chemical product research and development, and customer service model development [1] - It provides robust computational support for complex numerical simulations, geological data analysis, and production optimization decision-making, thereby significantly advancing AI applications in the industry [1]

"公司于2023年开始布局以锂资源为主的新能源赛道，已完成对马里布谷尼锂矿的并购以及位于海南儋 州的2万吨氢氧化锂产线投资新建。前述一体化的产业布局预计都将在2025年上半年正式投产。尽管目 前锂资源价格仍处于底部，但公司锂盐项目一体化及在海南自贸港封关享受税收优惠后的成本具有一定 竞争优势，我们仍然中长期看好新赛道对公司整体利润的贡献。"海南矿业（601969）董事长刘明东在 2025年第一季度业绩说明会上如此表示。 此前披露的财报显示，海南矿业2024年实现营收40.66亿元，实现归母净利润7.06亿元，同比增长 12.97%，实现扣非净利润6.80亿元，同比大增23.72%。基本每股收益0.36元。2025年一季度，海南矿业 实现营业收入11.89亿元，同比增长7.17%；实现归母净利润1.60亿元。 刘明东在业绩说明会上表示，今年一季度，公司通过优化精益管理、提升运营效率，成品矿和油气产量 均超过序时进度，一季度铁矿石成品矿产量65.28万吨，同比增长1.88%；油气权益产量275.23万桶当 量，同比大增38.63%。2025年是公司"十四五"战略规划收官之年，公司将坚定既有战略，聚焦战略 性"矿产 ...

Core Viewpoint - The record for the depth of shale gas wells in China has been broken, with significant implications for the industry and potential for increased gas production in the Sichuan Basin [1] Group 1: Company Developments - Sinopec's Zhongyuan Oilfield has successfully drilled the Tiebei 1 side HF well, achieving a daily output of 314,500 cubic meters of industrial gas flow [1] - The well has a vertical depth exceeding 5,300 meters and a horizontal section length of 1,312 meters, setting a new record for shale gas well depth in China [1] Group 2: Industry Implications - This achievement is expected to facilitate the establishment of a new large-scale reserve and production area in the Puguang region, enhancing the overall gas supply capacity [1]