丰业银行将雪佛龙的目标价从160美元上调至165美元，维持"与行业同步"评级。(格隆汇) ...

| 正股股份(股份代號) | HKATS代號 | 合約買賣單位(股) | 於11月10日起提供 的每周到期合約 | | --- | --- | --- | --- | | ( 88 ) 阿公監嘱思公司 ( 883 ) | CNC | 1.000 | | | 中國移動有限公司 (941) | CHT | 500 | | | 中芯國際集成電路製造有限公司 ( 981 ) | SMC | 2.500 | 2025年11月14日及 2025年11月21日 | | 友邦保險控股有限公司 (1299 ) | AIA | 1,000 | | | 小米集團-W(1810) | MIU | 1.000 | | 智通财经APP获悉，港交所今天(10月9日)宣布，将于2025年11月10日(星期一)起为中国海洋石油(00883)、中国移动(00941)、中芯国际(00981)、友 邦保险(01299)、小米集团(01810)等五只股票期权类别新增每周合约。新推出的每周期权合约将与月度合约互补，为投资者提供更具弹性及有效的 短期风险管理工具。 ...

Austrian oil and gas group OMV recorded lower average energy prices in the third quarter of 2025, it said on Thursday, as average natural gas prices fell by 6% from the previous quarter. ...

青年非洲10月2日报道，非洲石油生产国组织（APPO）现任总干事尼日利亚人易卜拉欣（Omar Farouk Ibrahim）即将于2026年1月卸任。据悉，APPO成员国将在未来几周考虑候选人名单，并于11月4 日举行的成员国部长理事会上公布新任秘书长人选。科特迪瓦对这一职位志在必得，押注人选为现任总 干事幕僚长、石油工程师、科特迪瓦人塔奥雷（Bakary Traoré）。塔奥雷自2012年进入APPO，牵头研 究工作，参与了科油气法规的设计、管理和监督，被誉为是"一位经验丰富、善于沟通的高管"。据悉， 科方已开展密集游说活动，为塔奥雷拉票，其主要竞争对手来自阿尔及利亚。APPO成立于1987年，汇 集了科特迪瓦、尼日利亚、安哥拉、阿尔及利亚、南非、尼日尔等15个非洲石油和天然气生产国，旨在 协调能源政策并加强成员国之间的合作，科于1989年加入该组织。 （原标题：科特迪瓦希望执掌非洲石油生产国组织） ...

格隆汇10月6日｜雪佛龙(CVX.US)：火灾已完全扑灭，我们将进行运营调整，以确保工厂继续安全、可 靠地运行。 ...

Joining us this morning to break it all down is Roth Capital Partners senior research analyst Leo Mariani. Has a neutral rating and a 46 target on Oxy. Uh Lou L, good to have you.Um been in the works for seems a while here. We've been learning about it via reports for the past several days. Implications for Oxy and and overall uh concerns about debt load.>> Yeah. Yeah. So, I think that was one of the the key reasons they pulled the trigger on the transaction here is that amongst the the larger EMP companies ...

格隆汇10月1日｜埃克森美孚表示，计划在2027年底前将新加坡市中心的员工迁至裕廊炼油厂园区。作 为全球重组的一部分，公司预计到2027年底在新加坡的员工人数将减少10%至15%。 ...

Group 1 - The recent drone attacks by Ukraine have significantly impacted Russia's energy sector, leading to fuel shortages and long queues at gas stations across the country [1][3][9] - Over the past five weeks, these attacks have reduced Russia's oil refining capacity by nearly 20% in a single day, affecting both domestic supply and export capabilities [3][7] - Russia's oil and gas industry, which constitutes about 25% of its GDP, is facing unprecedented pressure due to these disruptions [3][12] Group 2 - Ukraine's strategy aims not only to destroy Russian energy infrastructure but also to weaken its energy exports, thereby increasing domestic dissatisfaction and pressuring the Kremlin to negotiate [5][15] - The attacks have targeted critical energy facilities, including refineries, oil depots, and pipelines, which are essential for Russia's energy exports [7][15] - Despite the challenges, Russian officials claim that they have sufficient reserves to mitigate short-term shortages, although public sentiment suggests otherwise [9][12] Group 3 - The international response includes the U.S. and EU taking measures to reduce reliance on Russian energy, with the EU aiming to halt natural gas imports by the end of 2026 [12][14] - These geopolitical shifts are reshaping the global energy landscape, with the intent to weaken Russia's economic foundation and increase its operational costs in the ongoing conflict [12][15] - The ongoing energy conflict is not just a matter of resource control but also a test of resolve and strategy, influencing the broader dynamics of the war [5][15]

Core Insights - The article highlights the structural changes in the Russian market post the Ukraine conflict, presenting new opportunities for Chinese enterprises to expand into Russia [1][12]. Economic Growth and Structural Changes - Russia's nominal GDP is projected to grow by 4.1% in 2024, marking one of the highest growth rates in the past five years, with an unemployment rate at a historical low of 2.3% [1]. - The growth is characterized by a significant shift towards defense-driven economic growth, with over 35% of industrial output growth in 2024 stemming from military and strategic security orders, while civilian manufacturing output has decreased by 1.2% [3]. - Defense and security spending in the federal budget is expected to rise to 36% in 2024, the highest since the dissolution of the Soviet Union [3]. - Russia's trade dynamics have shifted dramatically, with exports to the EU plummeting by 72%, while trade with China surged, increasing from 17% in 2021 to 35% in 2024 [3]. - Energy export revenues have risen from 39% of the federal budget in 2021 to 52% in 2024, indicating a growing dependency on energy [3]. Investment Opportunities by Sector - **Energy and Resources**: Russia, as a major oil and gas exporter, has seen a 46.6% increase in natural gas supplies to China in 2023, presenting collaboration opportunities for Chinese companies in energy extraction, transportation, and processing [4]. - **High-Tech and IT**: The local software industry is expected to grow at an annual rate of over 25% from 2023 to 2024, supported by tax incentives and the "Digital Sovereignty Law," particularly in areas like basic software and cybersecurity [4]. - **Agriculture and Food Processing**: Russia's wheat exports are projected to reach a record 55.3 million tons in the 2023-2024 agricultural season, accounting for 26% of global wheat exports, making agriculture a resilient sector amid sanctions [4]. - **Consumer and Retail**: The demand for home appliances, furniture, and daily consumer goods is increasing, with a notable rise in electronic products among younger consumers [4]. Government Support and Policy Initiatives - The Russian government is focusing on production-linked incentive programs to boost local industries, particularly in import substitution, with a 40% increase in domestic automotive and machinery manufacturing capacity from 2023 to 2024 [5]. - Infrastructure development remains a priority, with opportunities for Chinese companies to leverage their expertise in transportation, energy, and urban infrastructure [6]. Market Entry and Legal Structure - Foreign investors must navigate the Russian legal framework, which includes options like Limited Liability Companies (OOO) and Joint Stock Companies (AO), with a registration process typically taking 30-45 days [8]. - Companies are advised to establish a local presence through market research, pilot projects, and building local networks to facilitate entry into the Russian market [10][13].

Core Viewpoint - DNO ASA has been instructed to prepare for oil exports through the Iraq-Türkiye Pipeline starting on 27 September 2025, following agreements among the Federal Government of Iraq, the Kurdistan Regional Government, and international oil companies [1]. Group 1: Export Operations - DNO will deliver the Kurdistan Regional Government's share of sales from the Tawke license, averaging 38,000 barrels per day, for export [2]. - The foreign contractor group, including DNO and Genel Energy International Limited, will continue selling an average of 30,000 barrels per day to local buyers under existing contracts [2]. - DNO has opted not to engage directly in exports at this time, continuing to sell oil on a cash-and-carry basis at prices in the low USD 30s per barrel [3]. Group 2: Buyer Arrangements - Buyers have established their own arrangements to place oil purchased from DNO into the export pipeline, which supports the larger export project [4]. Group 3: Agreements and Financials - The agreements between the Federal Government of Iraq, the Kurdistan Regional Government, and participating international oil companies will end at year-end, with the first payment expected to be USD 14 per barrel after transportation costs, anticipated in mid-December [5]. - This payment figure will be adjusted in 2026 based on evaluations by a Baghdad-designated consultant [5]. Group 4: Production Expansion - DNO has launched a major production expansion program at the Tawke and Peshkabir fields to replace equipment damaged during July drone attacks, with plans to drill eight wells in 2026 targeting production of 100,000 barrels per day [6]. - The company emphasizes the need for immediate, predictable, and continuous flow of funds to support this ambitious program [6].