Datasets:
ScoutieService
/
russian_oil_gas_news_telegram_dataset

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Спроса на газ в Китае к 2030-2035 году вырастет в полтора раза Спрос на газ в Китае в 2024 году вырастет на 6,8% - до 420 млрд м3 газа, сообщил вице-президент китайской нефтегазовой корпорации CNPC Хуан Юнчжан. По его прогнозу, потребление газа в Китае будет расти минимум до 2030-2035 годов, когда достигнет 600-650 млрд м3.
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🛢️ Дизель придержат в России Отраслевые министерства и нефтяные компании в настоящее время обсуждают несколько мер по ограничению экспорта дизельного топлива, которые позволят стабилизировать цены на зимние сорта дизеля, пишет ТАСС со ссылкой на источники. ☑️ Зимнего дизеля в начале холодного сезона традиционно не хватает, из-за этого цены на него в это время года растут. При этом его стоимость является одной из составляющих формулы топливного демпфера и влияет на так называемую точку отсечения, при превышении которой нефтяники могут потерять право на субсидию. Источники отметили, что Минэнерго и нефтяники опасаются ситуации, которая может привести к дальнейшему росту цен на бирже. Именно поэтому на совещании у вице-премьера России Александра Новака в очередной раз подняли вопрос о мерах по ограничению так называемого серого экспорта и запрета экспорта дизеля непроизводителями. ☑️ На совещании также звучала идея полного запрета экспорта дизельного топлива, но против нее выступает Минэнерго, отметил один из источников. Он добавил, что еще обсуждается идея увеличения заградительной пошлины на экспорт дизеля для непроизводителей, которая сейчас составляет 50 тыс. рублей за тонну. Другой собеседник агентства заметил, что конкретно этот вопрос на совещании у Новака 8 октября не поднимался.
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NEUTRAL
rus
NOT SPAM
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🛥 Первое в России судно на водороде выйдет на испытания в октябре Прогулочный катер "Экобалт" оснащен электрохимическим генератором и рассчитан на 12 человек, сообщили РИА Новости в КГНЦ. Центр разрабатывал проект вместе с партнерами, в частности — с петербургским Политехом. Строительством судна занимался "Ак Барс". #технологии
https://t.me/lngchannel/6294?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
1,800
0
1,728,361,782
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[{"ner":"России","lemma":"россия","label":"LOC","start_pos":11,"end_pos":17},{"ner":"Экобалт","lemma":"экобалт","label":"ORG","start_pos":85,"end_pos":92},{"ner":"РИА Новости","lemma":"риа новость","label":"ORG","start_pos":168,"end_pos":179},{"ner":"КГНЦ","lemma":"кгнц","label":"ORG","start_pos":182,"end_pos":186},{"ner":"Политехом","lemma":"политех","label":"ORG","start_pos":265,"end_pos":274},{"ner":"Ак Барс","lemma":"ак барс","label":"ORG","start_pos":308,"end_pos":315},{"ner":"12","lemma":"12","label":"NUM","start_pos":147,"end_pos":149}]
NEUTRAL
rus
NOT SPAM
46
0
2
1
0
0
5
6
0
1
14
1
12
10
null
Будапешт за 9 месяцев закупил больше российского газа, чем за весь прошлый год В текущем году количество метана из России, поступившего в Венгрию, уже превысило 5,7 млрд куб м, уточнил глава МИД Петер Сийярто. Он отметил, что для Будапешта транзит голубого топлива через Украину не является приоритетом, поскольку доставка метана через «Турецкий поток» была успешно обеспечена. Важно отметить, что несмотря на это, Венгрия продолжает импортировать значительную долю газа из России. В 2022 году венгерская компания MVM получила 4,8 млрд куб м через Турцию, а в 2023 году этот объём вырос до 5,6 млрд куб м. Также глава венгерского МИД сообщил, что в этом году было импортировано 3,4 млн тонн нефти по «дружбе», а ожидается 5 млн тонн к концу года. Напомним, в июле этого года, украинская сторона ввела запрет на экспорт российской компанией «Лукойл». В сентябре венгерская компания сообщила, что теперь покупает нефть «Лукойл» непосредственно на белорусско-украинской границе.
https://t.me/papagaz/17798?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
8,200
0
1,728,580,391
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NEUTRAL
rus
NOT SPAM
148
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0.005525
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null
Два человека погибли в результате выброса сероводорода на НПЗ Pemex в Техасе, всего пострадали порядка 35 человек. Местные власти были вынуждены перекрыть федеральную трассу и ввести режим самоизоляции в городе Дир-Парк.
https://t.me/energytodaygroup/23537?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,200
0
1,728,639,654
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[{"ner":"НПЗ","lemma":"нпз","label":"ORG","start_pos":58,"end_pos":61},{"ner":"Техасе","lemma":"техас","label":"LOC","start_pos":70,"end_pos":76},{"ner":"Дир-Парк","lemma":"дир-парк","label":"LOC","start_pos":211,"end_pos":219},{"ner":"35","lemma":"35","label":"NUM","start_pos":103,"end_pos":105}]
NEUTRAL
rus
NOT SPAM
31
0
1
0.972222
0.027778
0
3
4
0
2
10
1
3
10
null
Генеративный ИИ захватил воображение всех прогрессивных топов. Но, пока обещания AGI, остаются только обещаниями и долгосрочными прогнозами - вся ценность ИИ и ML в предиктиве. Вот солидный кейс - определение болезни по звуку кашля. https://youtu.be/72fbJR89Y3c То есть, казалось бы, что может быть проще. Записываем кашель, мапим его на соответствующий диагноз врача, делаем это несколько тысяч раз и все - инструмент готов. Терапевт говорит "покашляйте" и выписывает лекарства. И не нужно снимков, анализов и прочее. Будущее.
https://t.me/delopahnetkerosinom/579?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
434
0
1,726,042,422
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[{"ner":"72","lemma":"72","label":"NUM","start_pos":250,"end_pos":252},{"ner":"89","lemma":"89","label":"NUM","start_pos":256,"end_pos":258},{"ner":"3","lemma":"3","label":"NUM","start_pos":259,"end_pos":260}]
NEUTRAL
rus
NOT SPAM
75
0
5
0.96875
0.03125
0
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11
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1
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null
В Балтийском море загорелся танкер Танкер Annika загорелся в Балтийском море рядом с немецким Кюлунгсборном, сообщили морские спасатели ФРГ. Экипаж, который состоял из семи человек, спасен. Танкер тушат, подошедшие специальные суда. Информацию о пожаре на Annika спасатели получили в 10:00 по мск.
https://t.me/oil_capital/19751?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,500
0
1,728,642,973
1,728,764,136
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[{"ner":"Балтийском море","lemma":"балтийский море","label":"LOC","start_pos":2,"end_pos":17},{"ner":"Балтийском море","lemma":"балтийский море","label":"LOC","start_pos":61,"end_pos":76},{"ner":"Кюлунгсборном","lemma":"кюлунгсборном","label":"PER","start_pos":94,"end_pos":107},{"ner":"ФРГ","lemma":"фрг","label":"LOC","start_pos":136,"end_pos":139},{"ner":"10:00","lemma":"10:00","label":"DATE","start_pos":284,"end_pos":289},{"ner":"00","lemma":"00","label":"NUM","start_pos":287,"end_pos":289}]
NEUTRAL
rus
NOT SPAM
42
0
2
0.962264
0.037736
0
6
8
1
1
13
1
8
10
null
Минэнерго всегда было против запрета экспорта. https://tass.ru/ekonomika/22070913
https://t.me/ptneft/8594?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
788
0
1,728,453,578
1,728,764,136
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[{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":0,"end_pos":9},{"ner":"22070","lemma":"22070","label":"DATE","start_pos":73,"end_pos":78}]
NEUTRAL
other
SPAM
7
0
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null
Экономика добычи нефти в мире составляет от $26 до $57 за баррель Стоимость разработки новых проектов по добыче нефти продолжает расти, поскольку инфляционное давление и проблемы с цепочками поставок продолжаются. При этом средняя стоимость безубыточности нефтяного проекта, не входящего в ОПЕК, выросла до $47 за баррель нефти марки Brent, что на 5% больше только за последний год. Несмотря на рост затрат, безубыточность все еще ниже текущих цен на нефть. Согласно последнему исследованию Rystad Energy, наземный Ближний Восток является самым дешевым источником новой добычи со средней ценой безубыточности всего в $27 за баррель. Этот сегмент также может похвастаться одним из самых значительных ресурсных потенциалов. Добыча на шельфе является следующим по дешевизне ($37), за ним следуют глубоководные месторождения на шельфе ($43) и североамериканские сланцы ($45). Безубыточность добычи нефтеносных песков в среднем составляет $57 за баррель, но может достигать и $75.
https://t.me/gazmyaso/7008?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,200
0
1,728,288,719
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🛑 Строительство газопровода для Левиафана заморозили Chevron Mediterranean Limited — оператор морского газового проекта Левиафан у берегов Израиля — в связи с усилением мер безопасности в регионе на фоне эскалации боевых действий решила приостановить работы по прокладке подводного трубопровода в рамках третьего этапа развития до апреля 2025 года. Об этом сообщил участник проекта NewMed Energy. ☑️ Окончательное инвестиционное решение о строительстве третьего газопровода стоимостью около $568 млн было принято в июле 2023 года. В результате подача газа с середины 2025 года должна была быть увеличена с 12,4 млрд куб. метров в год до примерно 14,5 млрд куб. метров в год. ☑️ Напомним, в связи с последними событиями оператор время от времени приостанавливает добычу на месторождении Leviathan. При этом на данный момент совокупный ущерб от указанных остановок производства не был существенным по сравнению с годовым объемом производства. ☑️ Месторождение Левиафан было открыто в 2010 году, содержит запасы природного газа объемом 605 млрд куб. метров и является крупнейшим в Средиземноморье. Сырье поставляется на рынки Израиля, Иордании и Египта. Участниками проекта, помимо NewMed Energy (45,34%), являются Chevron Mediterranean Limited (39,66%) и Ratio Energies (15%). BP и ADNOC в марте 2023 года получили по 25% NewMed Energy.
https://t.me/teckteck/2714?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
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https://t.me/nefte_baza/5625?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
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Тезисы Алексея Миллера на ПМГФ: 🔹 «Газпром» за 9 месяцев 2024 года по сравнению с аналогичным периодом прошлого года увеличил объём поставки в страны Центральной Азии в 2 раза 🔹 Сейчас происходит формирование новых газовых регионов, куда входит Центральная, Южная Азия, Кавказ и Дальний Восток 🔹 Европа целенаправленно разрушает спрос на газ 🔹 Великобритания и ЕС за 9 месяцев этого года уменьшили потребление газа на 9 млрд куб м, а вот расходы на него увеличили 🔹 За 9 месяцев 2024 года по сравнению с аналогичным периодом прошлого года всемирный спрос на газ вырос на 60 млрд куб м 🔹 На 80 процентов эти 60 млрд куб м прироста были сформированы тремя странами: Китай, Индия и Россия
https://t.me/papagaz/17797?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
8,700
0
1,728,571,029
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NEUTRAL
rus
NOT SPAM
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Цены на нефть вновь подскочили, прервав двухдневное падение Спекуляции относительно ответа Израиля на иранскую ракетную атаку продолжают оказывать влияние на рынок. WTI и Brent повысились примерно на 3% до $75 и $79 за баррель соответственно. Министр обороны Израиля заявил накануне, что ответ страны «будет смертоносным, точным и, прежде всего, неожиданным», в то время как Иран предупредил, что готов запустить тысячи ракет, если это потребуется. Тем не менее, опасения по поводу экономики Китая продолжают сохраняться. Правительство КНР заявило, что проведет новый брифинг по фискальной политике в субботу. Тем временем в США запасы сырой нефти выросли на 5,8 млн баррелей на прошлой неделе, что стало самым большим ростом с конца апреля. Запасы бензина сократились.
https://t.me/needleraw/13019?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
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Затраты российских нефтегазовых компаний на цифровизацию выросли в 2023 году до ₽53 млрд, что на 17% больше аналогичного показателя 2022 года. Об этом говорится в исследовании Т1. По данным можно сделать вывод, что с импортозамещением и информационной безопасностью пока не всё гладко. Почти половина (43,8%) ИТ-затрат нефтегазовых компаний пришлась на приобретение, адаптацию и интеграцию программных продуктов. Из них 19% – затраты на российское ПО. При этом далеко не все нефтегазовые компании перешли на использование российских программных продуктов. Так системы анализа данных от российских разработчиков ПО используют 79,2% компаний отрасли, а промышленное ПО – 77,9%, то на российское системное ПО перешли только 28,8% компаний, на российские офисные приложения – 44,2%, на отечественные средства защиты информации – 62,6% На продукты и услуги в области информационной безопасности пришлось только 8,2% от общих ИТ-затрат компаний – около ₽4,5 млрд. Аналитики посчитали, что это критически мало, так как большая часть объектов относится к критической инфраструктуре, требующей особенной защиты. Уровень импортозамещения "железа" пока небольшой. Так, персональные компьютеры российского производства используют только 12,7% нефтегазовых компаний, коммутаторы - 10,2%, серверы - 6,3%, точки доступа - 9,6%, маршрутизаторы - 5,9%, системы хранения данных - 3,6%, смартфоны - 1,7%
https://t.me/energytodaygroup/23536?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,400
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[{"ner":"Энергетика и промышленность России","lemma":"энергетика и промышленность россия","label":"ORG","start_pos":29,"end_pos":63},{"ner":"России","lemma":"россия","label":"LOC","start_pos":264,"end_pos":270},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":380,"end_pos":382},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":385,"end_pos":394},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":395,"end_pos":397},{"ner":"Павел Завальный","lemma":"павел завальный","label":"PER","start_pos":400,"end_pos":415},{"ner":"Валерий Селезнев","lemma":"валерий селезнёв","label":"PER","start_pos":418,"end_pos":434},{"ner":"РЭА","lemma":"рэа","label":"ORG","start_pos":437,"end_pos":440},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":441,"end_pos":450},{"ner":"России","lemma":"россия","label":"LOC","start_pos":451,"end_pos":457},{"ner":"Совет рынка\n❇️\nАссоциация «Сообщество потребителей энергии","lemma":"совет рынок\n❇️\nассоциация \"сообщество потребитель энергия","label":"ORG","start_pos":484,"end_pos":542},{"ner":"Национальная ассоциация СПГ\n‼️\nКоллеги","lemma":"национальный ассоциация спг\n‼️\nколлега","label":"ORG","start_pos":976,"end_pos":1014},{"ner":"5","lemma":"5","label":"NUM","start_pos":3,"end_pos":4},{"ner":"0","lemma":"0","label":"NUM","start_pos":7,"end_pos":8},{"ner":"0","lemma":"0","label":"NUM","start_pos":11,"end_pos":12},{"ner":"0","lemma":"0","label":"NUM","start_pos":15,"end_pos":16},{"ner":"5000","lemma":"5000","label":"NUM","start_pos":83,"end_pos":87}]
NEUTRAL
rus
NOT SPAM
156
0
12
0.946768
0.053232
0
11
10
6
0
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1
39
10
null
Новый НПЗ Pemex работает на 80% мощности Официальные же данные завода на конец лета показывали, что завод загружен только на четверть. Новый НПЗ мексиканской Pemex перерабатывает нефть примерно на 80% своей мощности, рассказала лидер страны Клаудиа Шейнбаум. При этом сам НПЗ Olmeca мощностью 340 тыс. б/с сообщал в конце августа, что загружен приблизительно на четверть (84 тыс. б/с). Ввод завода, который стал самым крупным среди отечественных, не единожды откладывался, и его стоимость в итоге больше чем вдвое превысила первоначальную цену. Данные Pemex за август показывали, что компания выпускала порядка 290 тыс. барр./сут. бензина, а закупала почти 417 тыс. барр./сут.
https://t.me/oil_capital/19750?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,500
0
1,728,639,276
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NEUTRAL
rus
NOT SPAM
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3
0.968
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null
Бахнут таки по нефтяной инфраструктуре? https://t.me/BIoomberg/32995
https://t.me/ptneft/8593?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
839
0
1,728,450,891
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[{"ner":"32995","lemma":"32995","label":"DATE","start_pos":63,"end_pos":68}]
NEUTRAL
other
NOT SPAM
6
0
0
0.875
0.125
0
2
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0
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1
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1
10
null
Летом было жарко. На самом деле даже слишком жарко. На графике выше наглядно показано, что лето 24 года было аномально жарким даже в сравнении с рекордным 23 годом. С учетом такого лета, средняя температура по году тоже, скорее всего, будет рекордно высокой и 2024 год побьет рекорд 2023. Тут выводов особо нет, потому что не понятно - либо мы все таки что-то сломали, либо просто цикл такой.
https://t.me/delopahnetkerosinom/578?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
392
0
1,725,956,607
1,728,764,137
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NEUTRAL
rus
NOT SPAM
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📈 На Сахалине поставки природного газа за 10 лет выросли на 150 млн кубометров За последнее десятилетие поставки природного газа в Сахалинской области значительно увеличились, сообщил руководитель отдела по коммерческому развитию и анализу рынка компании «Сахалинская энергия» Андрей Смирнов. «Общий ежегодный объем природного газа, который поставляется потребителям Сахалинской области вырос более чем на 150 млн куб. м за последние 10 лет и превысил годовую отметку 770 млн в 2023 году. Надеюсь, в этом году будет еще больше». @gazmyaso
https://t.me/gazmyaso/7007?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,100
0
1,728,205,282
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🐸 BP передумала озеленяться Энергетическая компания BP может отказаться от своих планов по сокращению к 2030 году объемов производства нефти и газа, пишет Reuters. ☑️ Источники агентства утверждают, что компания откажется от своей стратегии по сокращению на 40% производства нефти и газа в угоду роста возобновляемых источников энергии. Такое решение принято из-за устремления акционеров сосредоточиться на краткосрочной прибыли, а не на энергетическом переходе. ☑️ Сейчас ВР рассматривает новые инвестиции на Ближнем Востоке и в Латинской Америке для увеличения добычи традиционных видов топлива. Обновленную стратегию компания представит в феврале 2025 года. ☑️ Чистая прибыль BP, приходящаяся на акционеров, по итогам первого полугодия 2024 года снизилась в 4,7 раза и составила $2,134 млрд по сравнению с $10,01 млрд годом ранее. Базовая прибыль BP, которую компания рассчитывает после вычета скорректированных статей и связанных с ними налогов, в первом полугодии уменьшилась на 27% и составила $5,479 млрд.
https://t.me/teckteck/2713?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,700
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▪️ Подключить частный дом к газу стоит около 120 тыс. рублей. На самом деле 220 тыс., но половину закрывает государственная субсидия на подключение. В "Газпром межрегионгазе", которая занимается газпромовской программой газификации, подсчитали, что все остальное оборудование должно уложиться в 120 тыс. рублей: примерно 30 тыс. на котел, 15 тыс. – газовая плита, все остальное уйдет на обустройство газового хозяйства внутри дома, узел учета, счетчики, газоанализаторы и прокладку от дома до границы земельного участка. В ФАС, кстати, стоимость оценивают примерно в такую же сумму – антимонопольщики в начале года насчитали 115 тыс. рублей на подключение.
https://t.me/nefte_baza/5624?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
14,400
0
1,728,481,806
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[{"ner":"Газпром межрегионгазе","lemma":"газпром межрегионгазе","label":"ORG","start_pos":152,"end_pos":173},{"ner":"ФАС","lemma":"фас","label":"ORG","start_pos":523,"end_pos":526},{"ner":"120","lemma":"120","label":"NUM","start_pos":45,"end_pos":48},{"ner":"220","lemma":"220","label":"NUM","start_pos":76,"end_pos":79},{"ner":"120","lemma":"120","label":"NUM","start_pos":295,"end_pos":298},{"ner":"30","lemma":"30","label":"NUM","start_pos":321,"end_pos":323},{"ner":"15","lemma":"15","label":"NUM","start_pos":339,"end_pos":341},{"ner":"115","lemma":"115","label":"NUM","start_pos":625,"end_pos":628}]
NEUTRAL
rus
SPAM
94
0
3
1
0
0
11
9
1
6
39
3
21
10
null
«Продолжится процесс деиндустриализации Европы, это раз. Волатильность на газовом рынке ещё больше возрастёт. И что самое неприятное, такая политика на европейском газовом рынке может привести к новому ценовому шоку на газ и перебоям поставок», — сообщил Алексей Миллер в своём выступлении на Петербургском международном газовом форуме.
https://t.me/papagaz/17796?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
7,900
0
1,728,563,679
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NOT SPAM
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«Газпром» предлагает строить ЦОДы рядом со своими газораспределительными станциями и использовать тепло дата-центров для собственных нужд. Как пишет заместитель генерального директора "Газпром промгаза" Николай Варламов, строительство центров обработки данных рядом с газораспределительными станциями позволило бы, с одной стороны, использовать бросовое тепло дата-центров для подогрева парогенераторов, а с другой - обеспечить ЦОД дешевой электроэнергией. По оценке «Газпрома», себестоимость вырабатываемой электроэнергии при использовании теплоты дата-центров составляет менее 0,5 руб./(кВт.ч). Одновременно снижаются затраты на энергоснабжение ЦОДов без выбросов вредных веществ в окружающую среду, цитирует «Интерфакс» Н.Варламова. По его словам, российские ИТ-компании анонсировали масштабные планы по строительству центров обработки данных в разных регионах России, так что проект может оказаться эффективным.
https://t.me/lngchannel/6291?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
2,000
0
1,728,305,108
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[{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":1,"end_pos":8},{"ner":"ЦОДы","lemma":"цоды","label":"ORG","start_pos":29,"end_pos":33},{"ner":"Газпром промгаза","lemma":"газпром промгаз","label":"ORG","start_pos":185,"end_pos":201},{"ner":"Николай Варламов","lemma":"николай варламов","label":"PER","start_pos":203,"end_pos":219},{"ner":"ЦОД","lemma":"цод","label":"ORG","start_pos":428,"end_pos":431},{"ner":"Газпрома","lemma":"газпром","label":"ORG","start_pos":468,"end_pos":476},{"ner":"ЦОДов","lemma":"цодов","label":"ORG","start_pos":647,"end_pos":652},{"ner":"Интерфакс","lemma":"интерфакс","label":"ORG","start_pos":712,"end_pos":721},{"ner":"Н.Варламова","lemma":"н.варламова","label":"PER","start_pos":723,"end_pos":734},{"ner":"России","lemma":"россия","label":"LOC","start_pos":864,"end_pos":870},{"ner":"0","lemma":"0","label":"NUM","start_pos":579,"end_pos":580},{"ner":"5","lemma":"5","label":"NUM","start_pos":581,"end_pos":582}]
NEUTRAL
rus
NOT SPAM
106
0
2
1
0
0
12
15
1
2
46
5
22
10
null
Что ощущение приближающегося кризиса с японцами творит. Япония планирует увеличить закупки СПГ для "стратегического буферного запаса" с 0,21 млн тонн до 0,84 млн тонн в год. На сжиженный газ приходится треть от общего объема производства электроэнергии в Японии, которая рассматривает его как источник энергии переходного периода в ближайшие годы. На этом фоне крупнейшее бизнес-лобби Японии Keidanren призвало правительство включить расширение ядерной энергетики в национальную энергетическую стратегию, которая в настоящее время пересматривается.
https://t.me/energytodaygroup/23535?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,200
0
1,728,636,873
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Российские компании все еще не готовы к отечественному софту «Росатом», «Газпром нефть» и «Роскосмос» просят перенести на более поздний срок перевод на российское ПО некоторых проектов критической информационной инфраструктуры. Речь идет об отсрочке до 2027 года вместо 2025 года. По данным «Ведомостей», Ассоциация крупнейших потребителей программного обеспечения, которая была создана, в том числе, «Росатомом», «Газпром нефтью», «Транснефтью», РЖД в начале прошлого месяца направила письма в Минцифру и Госдуму с просьбой перенести полный переход на российский софт объектов КИИ. Стоит отметить, что согласно указу главы России с 1 января 2025 года запрещается применять ПО иностранного производства на объектах КИИ. Данное обращение закономерно. Идея отказа от иностранного софта оформилась сразу после 2014 года, главным образом из-за санкций, благодаря которым некоторые иностранные компании частично запретили использовать их программные продукты на территории РФ. С тех пор выходило масса правительственных указов, назывались конкретные даты перехода, и т.д., но все они не выполнялись. Изменения в этой области более активно начались только в 2022 году. Скорее всего, и сейчас дата введения этого указа будет отсрочена, поскольку не все объекты КИИ могут себе позволить выбирать софт. Мнения экспертов, опрошенных «Ведомостями», разделились. Одни считают, что сроки надо переносить, поскольку переход на сырое программное обеспечение чревато авариями, другие говорят, что без подстегивания компаний в этой области и через десять лет никто новый софт написать не сможет.
https://t.me/oil_capital/19749?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,600
0
1,728,636,511
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[{"ner":"Росатом","lemma":"росатом","label":"ORG","start_pos":62,"end_pos":69},{"ner":"Газпром нефть","lemma":"газпром нефть","label":"ORG","start_pos":73,"end_pos":86},{"ner":"Роскосмос","lemma":"роскосмос","label":"ORG","start_pos":91,"end_pos":100},{"ner":"Ведомостей","lemma":"ведомость","label":"ORG","start_pos":292,"end_pos":302},{"ner":"Ассоциация крупнейших потребителей программного обеспечения","lemma":"ассоциация крупный потребитель программный обеспечение","label":"ORG","start_pos":305,"end_pos":364},{"ner":"Росатомом","lemma":"росатомом","label":"ORG","start_pos":402,"end_pos":411},{"ner":"Газпром нефтью","lemma":"газпром нефть","label":"ORG","start_pos":415,"end_pos":429},{"ner":"Транснефтью","lemma":"транснефть","label":"ORG","start_pos":433,"end_pos":444},{"ner":"РЖД","lemma":"ржд","label":"ORG","start_pos":447,"end_pos":450},{"ner":"Минцифру","lemma":"минцифру","label":"LOC","start_pos":495,"end_pos":503},{"ner":"Госдуму","lemma":"госдума","label":"ORG","start_pos":506,"end_pos":513},{"ner":"России","lemma":"россия","label":"LOC","start_pos":624,"end_pos":630},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":968,"end_pos":970},{"ner":"Ведомостями","lemma":"ведомость","label":"ORG","start_pos":1324,"end_pos":1335},{"ner":"2027","lemma":"2027","label":"NUM","start_pos":253,"end_pos":257},{"ner":"2025","lemma":"2025","label":"NUM","start_pos":270,"end_pos":274},{"ner":"1","lemma":"1","label":"NUM","start_pos":633,"end_pos":634},{"ner":"2025","lemma":"2025","label":"NUM","start_pos":642,"end_pos":646},{"ner":"2014","lemma":"2014","label":"NUM","start_pos":807,"end_pos":811},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":1152,"end_pos":1156}]
NEUTRAL
rus
NOT SPAM
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null
Наверное все, кто пользуются LLM’ками заметили, что они со временем становятся тупее, ленивее и выдают все менее удовлетворительные ответы. OpenAI прямо отвечали на эти вопросы, что сами модели они не меняли и сами разбираются в том, почему так происходит. Есть даже исследование (на скрине), где исследователи из Стэнфорда и Беркли изучали точность работы моделей в марте и июне 2023 года. Пришли к выводу, что модели действительно стали работать существенно хуже. Например точность ответа на вопросы по математике снизилась с 80% до чуть выше 50%. Есть, конечно, и вопросы к методологии исследования, потому что вопросы поставлены так, что модель могла просто лучше угадывать правильные ответы раньше. Но если сопоставить это с ощущениями пользователей (и этот эффект продолжается в 2024 году) - то вроде как все сходится. Модели становятся тупее. Вот несколько теорий, почему так происходит. 1. На инференс выделяется меньше вычислительных мощностей в целях экономии. Хорошая аналогия здесь - как видео на ютубе перевести из 4к в 1080. Грузится быстрее, но качество картинки хуже. 2. Старение данных. Это как если сдавать экзамен сразу после того, как закончил к нему готовиться или через год. Особенно если тема постоянно меняется - типа геополитике. В математике таких изменений не происходит, поэтому эта версия под вопросом. 3. Зимние каникулы. Экстравагантная теория, которая находит некоторые подтверждения - что модели научились халтурить в период праздников. И научились они этому у нас - людей. Материалы и дата на которой учились модели и которые были сгенерированы людьми в периоды праздников - как правило проще и короче. Поэтому и ответ в этот период от модели выдается по аналогии с человеческим поведением. Версии интересные и учитывая как LLM сделаны - всей правды мы пока узнать не можем и вообще не факт, что когда-то узнаем. Возможно нам всем просто это кажется.
https://t.me/delopahnetkerosinom/577?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
518
0
1,725,867,231
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NEUTRAL
rus
NOT SPAM
289
0
3
0.994253
0.005747
0
20
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null
Смотрим внимательно. https://t.me/oil_capital/19728
https://t.me/ptneft/8592?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
900
0
1,728,409,821
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⛽️ Новак: Россия будет реализовывать потенциал своих запасов газа в 68 трлн кубометров Вице-премьер России Александр Новак рассказал о запасах природного газа в стране и планах по их эффективному использованию. «Для России важна эффективная реализация ресурсного потенциала, а это порядка 68 трлн куб. м (что двое превышает запасы Ирана и почти втрое - Катара), за счет развития сырьевой базы, инфраструктуры, СПГ-проектов». Новак указал на существующие в России налоговые стимулы для новых добычных проектов и разработки трудноизвлекаемых запасов, направленные на поддержку газовой отрасли. Он также подчеркнул важность программы газификации, реализуемой по поручению президента РФ. Перевод домохозяйств и промышленных предприятий на газовое топливо приносит множественные положительные эффекты для региональных экономик, включая повышение эффективности производства, снижение затрат, стимулирование частного строительства и улучшение условий жизни и труда граждан. @gazmyaso
https://t.me/gazmyaso/7006?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,100
0
1,728,118,831
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[{"ner":"⛽️\nНовак","lemma":"⛽️\nновак","label":"ORG","start_pos":0,"end_pos":8},{"ner":"Россия","lemma":"россия","label":"LOC","start_pos":10,"end_pos":16},{"ner":"России","lemma":"россия","label":"LOC","start_pos":100,"end_pos":106},{"ner":"Александр Новак","lemma":"александр новак","label":"PER","start_pos":107,"end_pos":122},{"ner":"России","lemma":"россия","label":"LOC","start_pos":216,"end_pos":222},{"ner":"Ирана","lemma":"иран","label":"LOC","start_pos":331,"end_pos":336},{"ner":"Катара","lemma":"катар","label":"LOC","start_pos":353,"end_pos":359},{"ner":"Новак","lemma":"новак","label":"PER","start_pos":425,"end_pos":430},{"ner":"России","lemma":"россия","label":"LOC","start_pos":456,"end_pos":462},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":680,"end_pos":682},{"ner":"68","lemma":"68","label":"NUM","start_pos":68,"end_pos":70},{"ner":"68","lemma":"68","label":"NUM","start_pos":289,"end_pos":291}]
NEUTRAL
rus
NOT SPAM
125
0
2
0.99359
0.00641
0
17
9
3
3
55
5
21
10
null
Bloomberg Commodity Index на максимуме за 5 мес. Золото вносит большой вклад в рост индекса. Это во многом означает восстановление спроса со стороны Китая.
https://t.me/teckteck/2712?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,300
0
1,728,316,120
1,728,764,137
125,607
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[{"ner":"Bloomberg Commodity","lemma":"Bloomberg Commodity","label":"ORG","start_pos":0,"end_pos":19},{"ner":"5","lemma":"5","label":"CARDINAL","start_pos":42,"end_pos":43},{"ner":"большой вклад","lemma":"большой вклад","label":"PER","start_pos":63,"end_pos":76},{"ner":"спроса","lemma":"спроса","label":"PER","start_pos":131,"end_pos":137}]
NEUTRAL
rus
NOT SPAM
24
0
0
0.892857
0.107143
0
1
2
1
1
10
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null
▪️ Shell решила ликвидироваться. Конфликт Генпрокуратуры и британской нефтегазовой компании вокруг "Сахалина-2" становится все интереснее – после иска на прошлой неделе Shell приступила к ликвидации своей единственной российской дочки. Речь идет про "Шелл Нефтегаз Девелопмент", которая принадлежит голландской структуре компании. Голландская дочка ответчиком по иску не числится. Иск, кстати, тоже пока не принят к исполнению. Сумма, которую Генпрокуратура хочет взыскать с Shell, все еще неизвестна. Российские власти уже публично заявляли, что остановкой работы Shell нанесла "Сахалину-2" ущерб, который надо будет покрыть, ситуация аналогична выплатам Exxon. В любом случае, средства за выкуп доли компании дочерней структурой "Газпрома" должны лежать на спецсчете, так что даже если юрлицо и будет ликвидировано, приставам есть что забирать.
https://t.me/nefte_baza/5623?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
14,300
0
1,728,475,536
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[{"ner":"Shell","lemma":"Shell","label":"ORG","start_pos":3,"end_pos":8},{"ner":"Конфликт Генпрокуратуры","lemma":"Конфликт Генпрокуратуры","label":"ORG","start_pos":33,"end_pos":56},{"ner":"Shell","lemma":"Shell","label":"ORG","start_pos":169,"end_pos":174},{"ner":"Шелл Нефтегаз Девелопмент","lemma":"Шелл Нефтегаз Девелопмент","label":"WORK_OF_ART","start_pos":251,"end_pos":276},{"ner":"которая","lemma":"которая","label":"PER","start_pos":279,"end_pos":286},{"ner":"иску не числится.\n","lemma":"иску не числится.","label":"PER","start_pos":363,"end_pos":381},{"ner":"Сумма","lemma":"Сумма","label":"ORG","start_pos":428,"end_pos":433},{"ner":"Генпрокуратура","lemma":"Генпрокуратура","label":"PER","start_pos":443,"end_pos":457},{"ner":"Shell","lemma":"Shell","label":"ORG","start_pos":475,"end_pos":480},{"ner":"Российские","lemma":"Российские","label":"PRODUCT","start_pos":502,"end_pos":512},{"ner":"Shell","lemma":"Shell","label":"ORG","start_pos":565,"end_pos":570},{"ner":"Exxon","lemma":"Exxon","label":"ORG","start_pos":656,"end_pos":661},{"ner":"Газпрома","lemma":"газпрома","label":"PER","start_pos":732,"end_pos":740},{"ner":"на спецсчете","lemma":"на спецсчете","label":"PER","start_pos":756,"end_pos":768},{"ner":"2","lemma":"2","label":"NUM","start_pos":109,"end_pos":110},{"ner":"2","lemma":"2","label":"NUM","start_pos":589,"end_pos":590}]
NEUTRAL
rus
NOT SPAM
112
0
1
0.966667
0.033333
0
13
17
4
0
32
8
29
10
null
Цены на бензин сегодня снизились. АИ-92 снизился на 0,73 процента и торгуется по цене 58 856 рублей за тонну. АИ-95 снизился на 0,16 процента и торгуется по 65 463 рубля за тонну. Мазут сегодня снижается и торгуется по 32 431 рубль за тонну. Цена на СУГ сегодня снизилась и составляет 27 320 рублей. Цена на ДТ летнее снизилась и составляет 60 990 рублей за тонну. Цена на ДТ зимнее снизилась и составляет 79 250 рублей за тонну. Резких колебаний сегодня нет. В этом году Минэнерго ожидает цены на топливо близко или ниже инфляции.
https://t.me/papagaz/17795?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
7,200
0
1,728,560,089
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Россия запустила собственную газовую турбину большой мощности Ранее такие турбины поставлялись только из-за рубежа. Еще недавно большинство новых электростанций в России работали в основном на газовых турбинах Siemens, GE и Alstom, которые покинули страну из-за конфликта на Украине. Россия уже несколько лет пытается начать производство собственных газовых турбин средней и большой мощности для электростанций. Установленная на, запущенной вчера новой ТЭС «Ударная» ГТД-110М была разработана и произведена «Ростехом» в сотрудничестве с ПГ «Силовые машины». Турбина легче и компактнее зарубежных моделей, а по производительности сопоставима с ними. С запуском нового блока мощность станции «Ударная» увеличилась с 454 до 560 МВт. Ну, а ушедшие зарубежные производители получили еще одного конкурента.
https://t.me/needleraw/13017?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
3,300
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NEUTRAL
rus
NOT SPAM
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0
5
0.977778
0.022222
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null
Со ссылкой на источники пишут, что суверенный фонд Саудовской Аравии основал компанию Energy Solutions для инвестиций в водородные проекты. Предполагается, что новая компания может инвестировать порядка $10 миллиардов, самостоятельно или вместе с Saudi Aramco, но всё будет зависеть от спроса . В принципе новость дополняет данные о возможности инвестиций $23 миллиардов со стороны ОАЭ в проекты производства водорода и аммиака. А ведь им придется конкурировать. Произвести можно, а вот куда это все девать, остаётся большим вопросом. Когда очень хочется диверсифицировать портфель, но лучше не стоит.
https://t.me/lngchannel/6290?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
1,900
0
1,728,303,559
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[{"ner":"Саудовской Аравии","lemma":"саудовский аравия","label":"LOC","start_pos":51,"end_pos":68},{"ner":"Energy Solutions","lemma":"energy solutions","label":"ORG","start_pos":86,"end_pos":102},{"ner":"Saudi Aramco","lemma":"saudi aramco","label":"ORG","start_pos":247,"end_pos":259},{"ner":"ОАЭ","lemma":"оаэ","label":"LOC","start_pos":382,"end_pos":385},{"ner":"10","lemma":"10","label":"NUM","start_pos":204,"end_pos":206},{"ner":"23","lemma":"23","label":"NUM","start_pos":357,"end_pos":359},{"ner":"$23 ","lemma":"$23 ","label":"DATE","start_pos":356,"end_pos":360},{"ner":"$10 ","lemma":"$10 ","label":"DATE","start_pos":203,"end_pos":207}]
NEUTRAL
rus
NOT SPAM
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0
3
0.961165
0.038835
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null
Италия двигается по пути возврата к атомной энергетике. Пишут, что Италия рассматривает американскую Westinghouse или французскую EDF в качестве потенциальных международных партнеров для государственной компании, которая будет строить в стране современные ядерные реакторы. Не лучший выбор, конечно. Минэнерго страны планирует снять запрет, введенный после референдума 2011 года. Да, в Италии речь не о полноценных АЭС, а о малых модульных реакторах. С этим у французов и американцев пока совсем никак. Кроме того, французы отказались от разработки собственного проекта ММР и что дальше пока совсем непонятно.
https://t.me/energytodaygroup/23534?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
53,700
0
1,728,628,021
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[{"ner":"Италия","lemma":"италия","label":"LOC","start_pos":0,"end_pos":6},{"ner":"Италия","lemma":"италия","label":"LOC","start_pos":67,"end_pos":73},{"ner":"Westinghouse","lemma":"westinghouse","label":"ORG","start_pos":101,"end_pos":113},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":300,"end_pos":309},{"ner":"Италии","lemma":"италия","label":"LOC","start_pos":386,"end_pos":392},{"ner":"2011","lemma":"2011","label":"NUM","start_pos":369,"end_pos":373}]
NEUTRAL
rus
NOT SPAM
84
0
4
0.98
0.02
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15
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null
Частные НПЗ Китая заявили, что Тегеран хочет повысить стоимость своей нефти Они получили предложения на легкое и тяжелое сырье этой страны по цене на $1 за бочку дороже, чем ранее. Сейчас переговоры зашли в тупик. Причем, это выяснения отношений с китайскими контрагентами идет на фоне обещания Израиля отомстить Ирану. Тегеран – крупный производителем нефти в ОПЕК. В прошлом месяце страна добывала 3,3 млн б/с, примерно половина этого объема отправлялась за границу, напоминает Bloomberg. Агентство отмечает, что стоимость фрахта танкеров резко выросла из-за роста геополитической напряженности. Кроме того, обострение противостояния на Ближнем Востоке могло побудить частные китайские НПЗ запросить больше грузов перед возможным сокращением поставок. Иранские сорта Iranian Light и Iranian Heavy обычно предлагались с дисконтом в $3,50 и $7,50 к Brent.
https://t.me/oil_capital/19748?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
6,500
0
1,728,631,248
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NOT SPAM
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Здесь можно почитать подробнее про системы, которые использовались: AlphaProof и AlphaGeometry 2 https://deepmind.google/discover/blog/ai-solves-imo-problems-at-silver-medal-level/
https://t.me/delopahnetkerosinom/576?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
579
0
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[{"ner":"AlphaProof","lemma":"alphaproof","label":"ORG","start_pos":68,"end_pos":78},{"ner":"AlphaGeometry","lemma":"alphageometry","label":"ORG","start_pos":81,"end_pos":94},{"ner":"2","lemma":"2","label":"NUM","start_pos":95,"end_pos":96}]
NEUTRAL
other
NOT SPAM
13
0
0
0.8125
0.1875
0
0
2
1
1
1
3
2
10
null
Если ДТ зимнее не должно расти выше инфляции и должно быть доступным для дальнего востока, то оно должно начать падать и желательно уже завтра. https://t.me/government_rus/15919
https://t.me/ptneft/8591?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
915
0
1,728,393,677
1,728,764,137
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NEUTRAL
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NOT SPAM
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👨 В Иркутской области создан оперштаб по предотвращению дефицита электрической мощности На заседании комиссии по чрезвычайным ситуациям в правительстве Иркутской области было принято решение создать оперативный штаб для координации мер по предотвращению дефицита электроэнергии, что может привести к аварийным ситуациям в отопительный сезон. Губернатор Игорь Кобзев отметил, что штаб необходим из-за сложностей с дефицитом электроэнергии и технологическим присоединением к сетям, особенно с началом отопительного периода в некоторых муниципалитетах. Штаб будет состоять из четырёх рабочих групп: по снижению энергодефицита и контролю энергопотребления майнерами, по содействию технологическому присоединению к сетям, по предотвращению и ликвидации чрезвычайных ситуаций, а также группа контроля. Ранее Кобзев направил письмо премьер-министру Михаилу Мишустину с просьбой запретить добычу криптовалюты на юге региона из-за нехватки электроэнергии. @gazmyaso
https://t.me/gazmyaso/7005?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,300
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1,728,048,643
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[{"ner":"Иркутской области","lemma":"иркутский область","label":"LOC","start_pos":4,"end_pos":21},{"ner":"Иркутской области","lemma":"иркутский область","label":"LOC","start_pos":152,"end_pos":169},{"ner":"Игорь Кобзев","lemma":"игорь кобзев","label":"PER","start_pos":353,"end_pos":365},{"ner":"Кобзев","lemma":"кобзев","label":"PER","start_pos":802,"end_pos":808},{"ner":"Михаилу Мишустину","lemma":"михаил мишустин","label":"PER","start_pos":842,"end_pos":859}]
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Транзит российского газа в Европу «Газпром» сообщает, что транзит российского газа через ГИС «Суджа» в страны Центральной и Западной Европы составил 42,3 млн куб м, а днём ранее 42,4 млн куб м. В октябре транзит держится более 42 млн куб м. Транзитная ветка через Украину остаётся единственным маршрутом поставок газа РФ в страны Западной и Центральной Европы. ГИС «Сохрановка» не осуществляет транзит с 2022 года. Транзит российского газа через ГИС «Странджа 2» в страны Юго-Восточной Европы составил 46,2 млн куб м, а днём ранее составил более 46,5 млн куб м. Подземные хранилища в Европе заполнены более, чем на 94,5 процента. С начала августа поставки через территорию Украины были сильно снижены, но сейчас ситуация стабилизировалась. Напомним, что в конце текущего года заканчивается контракт на транзит российского газа через территорию Украины. Цена на газ сегодня росли выше $443 за тыс куб м.
https://t.me/papagaz/17794?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
6,900
0
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🇰🇿 Казахстан проголосовал ЗА Строительство первой АЭС в Казахстане поддержали более 70% проголосовавших на референдуме. Об этом свидетельствуют предварительные данные Центральной комиссии референдума. ☑️ Атомную электростанцию планируется построить в селе Улькен Алма-Атинской области, на побережье озера Балхаш. Возвести ее намерены к 2035 году, потратив на это $11,2 млрд. ☑️ Сейчас власти Казахстана выбирают поставщиков ядерных технологий: китайская CNNC, южнокорейская KHNP, Росатом и французская EDF. После того, как решение о строительстве объекта будет принято, правительство выберет вендора АЭС под контролем МАГАТЭ. ☑️ С инициативой о проведении этого референдума Токаев выступил в сентябре 2023 года. С тех пор в стране проводятся дебаты о целесообразности создания в республике атомной энергетики. Противники станции опасаются рисков, связанных с радиоактивными отходами и потенциальными авариями. Также люди волновались, что энергия от АЭС будет дороже электричества действующих электростанций.
https://t.me/teckteck/2711?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,300
0
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Иран поднял цены не нефть для частных НПЗ Китая Частные НПЗ Китая (т.н. самовары) получили новые предложения на иранскую легкую и тяжелую нефть по цене на $1 за баррель больше, чем в предыдущие месяцы. Как пишет Bloomberg, «в настоящее время продавцы и покупатели находятся в тупике». С одной стороны, китайские «самовары» - жизненно важный рынок сбыта для Ирана, с другой, противостояние на Ближнем Востоке и последние угрозы от Израиля, мотивирует Иран немного «поиграть» с ценами. И хотя Китай «не уверен» в правильности действий иранских НК, причины очевидны. На фоне ближневосточной напряженности, стоимость фрахта значительно подскочила. Отдельный риск, что Израиль нацелится на нефтяные объекты Ирана. Все это, могло побудить «самовары» запросить больше грузов перед возможным сокращением поставок, что вызвало ажиотаж, как следствие - краткосрочный спрос. До указанных событий, Iranian Light и Iranian Heavy предлагались со скидками около $3,50 и $7,50 за баррель на ICE Brent соответственно.
https://t.me/needleraw/13016?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
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▪️ "Газпром" вплотную займется Карским морем. Газовый гигант пообещал сместить фокус в морской геологоразведке на шельф Карского моря. Вместе с Арктикой компания планирует активно заниматься и сахалинскими месторождениями. По словам представителей компании, "Сахалин-3" и "Сахалин-2" обладают огромным ресурсным потенциалом, которого будет достаточно и для снабжения газом дальневосточных регионов, и для поставок в страны АТР. При этом с арктическим шельфом у "Газпрома" пока не все гладко. Компания получила лицензии на четырех участках на шельфе Баренцева моря еще в 2013 году , причем достались они не легко – пришлось бороться с "Роснефтью" и другими нефтегазовыми игроками, которые пытались тоже зайти на шельф. Речь идет про Ленинградский, Невский, Обручевский и Морской участки в Карском море и еще пару в Баренцевом. Оценочного бурения на этих участках, кроме Ленинградского, не проводилось, но предполагаемые запасы огромны, например, Ленинградский участок может содержать минимум 1,9 трлн кубометров газа. Изначально планировалось начать активные поиски запасов в 2029-2032 годах , чтобы подготовить ресурсную базу под месторождения Тазовского района. Летом этого года компания сдвинула сроки вправо, причем значительно – теперь разведку стоит ждать в 2033-2036 годах.
https://t.me/nefte_baza/5622?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
9,100
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NEUTRAL
rus
NOT SPAM
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HD Hyundai Heavy Industries начнет коммерциализацию двухтопливного двигателя, способного работать как на дизельном топливе, так и на аммиаке. Новый двигатель, в первую очередь, получат танкеры, но использовать его можно и в составе электростанций. HD Hyundai Heavy Industries в настоящее время занимает лидирующие позиции на мировом рынке судовых двигателей с долей рынка 35% Пишут, что двигатель оснащен первой в мире системой непосредственного впрыска высокого давления.
https://t.me/energytodaygroup/23533?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,400
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[{"ner":"Hyundai Heavy Industries","lemma":"Hyundai Heavy Industries","label":"ORG","start_pos":3,"end_pos":27},{"ner":"Новый двигатель","lemma":"Новый двигатель","label":"ORG","start_pos":142,"end_pos":157},{"ner":"Hyundai Heavy Industries","lemma":"Hyundai Heavy Industries","label":"ORG","start_pos":251,"end_pos":275},{"ner":"35%","lemma":"35%","label":"PERCENT","start_pos":372,"end_pos":375},{"ner":"Пишут","lemma":"Пишут","label":"LOC","start_pos":376,"end_pos":381},{"ner":"двигатель оснащен первой в мире системой непосредственного","lemma":"двигатель оснащен первой в мире системой непосредственного","label":"ORG","start_pos":387,"end_pos":445},{"ner":"высокого","lemma":"высокого","label":"LOC","start_pos":454,"end_pos":462}]
NEUTRAL
rus
NOT SPAM
64
0
2
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0.103896
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1
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20
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null
Нефтебаза в Феодосии еще горит, произошел выброс горючих веществ Крымские власти сообщают о продолжающемся пожаре на нефтебазе в Феодосии. Этой ночью там произошел выброс в воздух горючих веществ. Губернатор Сергей Аксенов лично следит за развитием пожара на нефтебазе, доклады по ЧС поступают к ему каждые полчаса. Напомним, пожар на объекте в Феодосии произошел пять дней назад, тогда обошлось без погибших и пострадавших. До сих пор остаются перекрытыми расположенные рядом с базой улицы, эвакуированные жители не могут вернуться в свои дома. На муниципальном уровне работает чрезвычайный режим.
https://t.me/oil_capital/19747?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,600
0
1,728,629,544
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[{"ner":"Феодосии","lemma":"феодосия","label":"LOC","start_pos":12,"end_pos":20},{"ner":"Феодосии","lemma":"феодосия","label":"LOC","start_pos":129,"end_pos":137},{"ner":"Сергей Аксенов","lemma":"сергей аксёнов","label":"PER","start_pos":208,"end_pos":222},{"ner":"Феодосии","lemma":"феодосия","label":"LOC","start_pos":345,"end_pos":353}]
NEUTRAL
rus
NOT SPAM
86
0
1
1
0
0
8
15
1
1
28
7
11
10
null
США предложили Израилю «компенсационный пакет», если он воздержится от нападения на определенные цели в Иране, пишут со ссылкой на агентство Kan11. "Определёнными", в данном случае, можно считать объекты нефтедобычи и атомной энергетики.
https://t.me/lngchannel/6289?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
2,000
0
1,728,238,225
1,728,764,137
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[{"ner":"США","lemma":"сша","label":"LOC","start_pos":0,"end_pos":3},{"ner":"Израилю","lemma":"израиль","label":"LOC","start_pos":15,"end_pos":22},{"ner":"Иране","lemma":"иран","label":"LOC","start_pos":104,"end_pos":109},{"ner":"Kan11","lemma":"kan11","label":"ORG","start_pos":141,"end_pos":146},{"ner":"11","lemma":"11","label":"NUM","start_pos":144,"end_pos":146}]
NEUTRAL
rus
NOT SPAM
32
0
1
0.97619
0.02381
0
5
4
1
0
9
1
10
10
null
Видимо на совещании у Новака констатируют, что ситуация на рынке спокойная.
https://t.me/ptneft/8590?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
835
0
1,728,375,337
1,728,764,137
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[{"ner":"Новака","lemma":"новака","label":"PER","start_pos":22,"end_pos":28}]
NEUTRAL
rus
NOT SPAM
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Две AI системы от Google DeepMind решили 4 из 6 задач на Международной Математической Олимпиаде. https://www.axios.com/2024/07/25/google-deepmind-ai-math-competition Axios сообщает, что это достижение на уровне серебрянной медали для старшекласников. И это важно. Потому что текущее поколение AI не справляется с математикой в принципе. Не говоря о решении с пошаговым объяснением, которое требуется на олимпиадах. Это большой шаг для того, чтобы сделать deep learning полезным для инженеров.
https://t.me/delopahnetkerosinom/575?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
538
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[{"ner":"Google","lemma":"google","label":"ORG","start_pos":18,"end_pos":24},{"ner":"Международной Математической Олимпиаде","lemma":"международный математический олимпиада","label":"LOC","start_pos":57,"end_pos":95},{"ner":"AI","lemma":"ai","label":"ORG","start_pos":293,"end_pos":295},{"ner":"24/07","lemma":"24/07","label":"DATE","start_pos":121,"end_pos":126},{"ner":"4","lemma":"4","label":"NUM","start_pos":41,"end_pos":42},{"ner":"6","lemma":"6","label":"NUM","start_pos":46,"end_pos":47},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":119,"end_pos":123},{"ner":"07","lemma":"07","label":"NUM","start_pos":124,"end_pos":126},{"ner":"25","lemma":"25","label":"NUM","start_pos":127,"end_pos":129}]
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Добыча российского угля снижается Согласно данным Росстата, в июле текущего года добыча угля в России снизилась на 6,7 процентов по сравнению с июлем прошлого года, достигнув наименьшего уровня с начала пандемии в 2020 году. Отмечается, что угольные компании потеряли около 12 млн тонн добычи ежемесячно, что составляет 27 процентов от пиковых результатов, достигнутых в конце 2022 года. В частности, добыча каменного угля, основного продукта угольных компаний, снизилась на 8 процентов, а добыча антрацита упала практически на четверть. В августе спад добычи каменного угля усилился до 10 процентов по сравнению с прошлым годом. Эксперты отмечают, что ключевыми проблемами для отрасли стали западные санкции, а также снижение спроса со стороны азиатских стран. В отличие от нефти и газа, которые Евросоюз продолжает закупать, уголь столкнулся с полным эмбарго.
https://t.me/papagaz/17793?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
6,600
0
1,728,549,066
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NEUTRAL
rus
NOT SPAM
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💭 Нефть. События недели Людмила Рокотянская, эксперт по фондовому рынку «БКС Мир инвестиций»: ☑️ Нефть марки Brent продолжает восхождение наверх. Сопротивление видится на уровне 200-дневной скользящей средней ($80,5 за баррель). Сейчас котировки находятся в районе 100-дневной скользящей средней ($78,48 за баррель). ☑️ Рынок сейчас ждет новостей о дальнейшем развитии ситуации на Ближнем Востоке. Сохраняется риск повреждения объектов нефтяной инфраструктуры Ирана. Также могут оказать влияние на нефть: • 8 октября (вторник) — EIA представит краткосрочный прогноз по рынку энергоресурсов, а API — прогноз по недельному изменению запасов нефти в США. • 9 октября (среда) — публикация официальных данных о запасах нефти и нефтепродуктов в США от EIA; публикация протоколов FOMC. • 10—11 октября (четверг / пятница) — индексы цен США за сентябрь.
https://t.me/teckteck/2710?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,300
0
1,728,293,782
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К строительству ВСМ Москва - Петербург хотят привлечь грузоотправителей Крупнейшим клиентам РЖД (угольщики, нефтяники и др.) могут предложить выкупить 5,8% головной компании концессионера за 19 млрд рублей. В обмен на это они получат приоритет при перевозках в порты Северо-Запада. Речь о дополнительных 30 млн тонн провозной способности, которые появятся после строительства ВСМ и возвращения грузового движения на основной ход Октябрьской железной дороги. Распределят эти 30 млн тонн пропорционально стоимости акций, принадлежащих грузоотправителю. При этом он всегда сможет продать свою долю, а с ней - и право приоритета. Кроме того, акционеры могут рассчитывать на дивиденды - по предварительным оценкам, с 2045 по 2064 годы на долю грузоотправителей суммарно придется около 600 млрд рублей.
https://t.me/nefte_baza/5621?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
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NOT SPAM
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Мир на пороге острого дефицита графита, кобальта, никеля, меди и лития Спрос на металлы, используемые в «чистой» энергетике, вырастет на 400% к 2030 году, прогнозирует Комиссия по энергетическому переходу (ETC). ETC – международный аналитический центр, занимающийся вопросами экономического роста и смягчения последствий изменения климата. Создан в сентябре 2015 года и базируется в Лондоне. Однако предложение этих материалов, судя по всему, не будет успевать за растущим спросом, провоцируя острый дефицит. Решение проблемы дефицита потребует более $700 миллиардов инвестиций до 2050 года, из которых 75% должны быть сделаны к 2030 году, пишет Visual Capitalist со ссылкой на анализ Appian Capital Advisory (британская частная инвесткомпания, специализирующаяся на металлургической и горнодобывающей промышленности). Создание «чистой» энергетической инфраструктуры — вопрос не только технологий, но и наличия материалов. Для перехода на ВИЭ необходимо использовать широкий спектр сырьевых активов, таких как природный графит, кобальт, никель, медь и литий. В приведенной таблице эксперты Appian Capital Advisory оценили потенциальный дефицит этих материалов, который возникнет к 2030 году при сохранении текущих темпов роста горнодобывающей промышленности, а также объем инвестиций, необходимых для того, чтобы эти дефициты компенсировать. * Столбцы слева направо: материал, прогнозный дефицит в %, прогнозный дефицит в тоннах и необходимый объем инвестиций в производство в период с 2022 по 2050 год.
https://t.me/needleraw/13015?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
3,100
0
1,728,568,902
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[{"ner":"Комиссия по энергетическому переходу (ETC)","lemma":"комиссия по энергетический переход (etc)","label":"ORG","start_pos":168,"end_pos":210},{"ner":"Лондоне","lemma":"лондон","label":"LOC","start_pos":383,"end_pos":390},{"ner":"Visual Capitalist","lemma":"visual capitalist","label":"ORG","start_pos":646,"end_pos":663},{"ner":"Appian Capital Advisory","lemma":"appian capital advisory","label":"ORG","start_pos":685,"end_pos":708},{"ner":"Appian Capital Advisory","lemma":"appian capital advisory","label":"ORG","start_pos":1090,"end_pos":1113},{"ner":"400","lemma":"400","label":"NUM","start_pos":137,"end_pos":140},{"ner":"2030","lemma":"2030","label":"NUM","start_pos":144,"end_pos":148},{"ner":"2015","lemma":"2015","label":"NUM","start_pos":358,"end_pos":362},{"ner":"700","lemma":"700","label":"NUM","start_pos":552,"end_pos":555},{"ner":"2050","lemma":"2050","label":"NUM","start_pos":581,"end_pos":585},{"ner":"75","lemma":"75","label":"NUM","start_pos":603,"end_pos":605},{"ner":"2030","lemma":"2030","label":"NUM","start_pos":629,"end_pos":633},{"ner":"2030","lemma":"2030","label":"NUM","start_pos":1181,"end_pos":1185},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":1486,"end_pos":1490},{"ner":"2050","lemma":"2050","label":"NUM","start_pos":1494,"end_pos":1498},{"ner":"$700 ","lemma":"$700 ","label":"DATE","start_pos":551,"end_pos":556}]
NEUTRAL
rus
SPAM
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0.039526
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Цена нефти идет вверх, Brent выше $79 Геополитика на Ближнем Востоке и последствия урагана в Америке толкают вверх нефтяные цены. Стоимость черного золота идет вверх в пятницу утром, продолжая тенденцию вечера четверга. Цена марки Brent в Лондоне поднялась до $79,18 за баррель (вчера вечером она была еще в пределах $78), сорт WTI в Нью-Йорке подорожал до $75,69 ($74,59). Отраслевые аналитики объясняют повышение нефтяных цен обострениями на Ближнем Востоке, к ним добавились последствия, с которыми придется столкнуться США из-за разрушительного урагана «Милтон». Еще одним фактором, влияющим на рынок, стал прогноз снижения ставок ФРС Соединенными Штатами. Смягчение американской денежно-кредитной политики даст больше возможности нефтяным покупателям.
https://t.me/oil_capital/19746?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,800
0
1,728,627,363
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Энергокризис в Африке. Совет по регулированию энергетики Замбии одобрил просьбу государственной ZESCO повысить с 1 ноября цены на электроэнергию на 115% для крупных потребителей, а для домохозяйств, потребляющих меньше установленного порога, цены снизятся на 20%. Пишут, что установленная мощность генерации в стране составляет 3777 МВт, а пиковый спрос — 2410 МВт, но в настоящее время вырабатывается только 1019 МВт. Проблема во влиянии засухи на выработку ГЭС. Недостаток закупается в Мозамбике и ЮАР. Кстати, ZESCO просила повысить тариф на 156%. В качестве обоснования к росту тарифов указывается, что стране нужно $15 млн в месяц на оплату импортируемой электроэнергии. При этом бедность в стране растёт. Официальная статистика показывает, что 60% замбийцев не могут удовлетворить основные ежедневные потребности. В сельской местности этот показатель достигает 84%. Будучи вторым по величине производителем меди в Африке, Замбия поставила амбициозную цель — довести добычу меди до 3 миллионов тонн к концу десятилетия по сравнению с 680 000 тоннами в 2003 году. Для достижения поставленных экономических целей Замбия планирует создать инвестиционную компанию, которая будет владеть не менее 30% акций в производстве критически важных минералов из будущих горнодобывающих проектов
https://t.me/energytodaygroup/23532?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
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NEUTRAL
rus
SPAM
180
0
6
0.990783
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Удивительно, но оказалось, что главные противники консолидации предложения, повышения ликвидности и конкуренции - независимые участники рынка... Точно говорят, что культура определяет устройство общества, в нашем случае рынка. Монополизм, он оказывается и в головах потребителей... https://t.me/atbrokers/220
https://t.me/ptneft/8589?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
866
0
1,728,373,611
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[{"ner":"220","lemma":"220","label":"NUM","start_pos":305,"end_pos":308}]
NEUTRAL
rus
NOT SPAM
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0.022222
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Saudi Aramco купила 10% производителя двигателей Horse Powertrains. Вот так ВИНК становится сверх-ВИНКом. Идея крутая. Европа хочет убить ДВС при помощи новых регуляторных требований. Автопроизводители начинают сворачивать исследование и производство собственных ДВС, т.к. невозможно плевать против ветра. Что если создать отдельно выделенного поставщика сконцентрированного на ДВС, который сможет чутко реагировать на все изменения и за счет эффекта масштаба продолжать поддерживать здоровую маржу? Это и есть стратегия Horse Powertrains. Его создали на базе подразделений Geely и Renault, которые занимались разработкой и производством ДВС для своих концернов. Теперь план развиваться дальше и поставлять двигатели для других автопроизводителей. По всему видится, что ДВС никуда не уйдет. И кто-то должен будет продолжать их производить. И в чьих интересах продолжать производить хорошие эффективные двигатели, как не в интересах ВИНКов? https://www.ft.com/content/a3019ce4-be91-4dc8-83c5-489f18bf56cf
https://t.me/delopahnetkerosinom/574?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
697
0
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⚡️ «Россети» ведут переговоры с Сербией Генеральный директор ПАО «Россети» Андрей Рюмин прибыл в правительство Сербии для участия в переговорах с премьер-министром Милошем Вучевичем. Встреча проходит в закрытом формате. В переговорах также участвуют министр энергетики и горнодобывающей промышленности Сербии Дубравка Джедович-Ханданович и посол России в Сербии Александр Боцан-Харченко. @gazmyaso
https://t.me/gazmyaso/7003?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
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В начале октября Казахстан увеличил добычу нефти, не соблюдая квоты ОПЕК+ В октябре текущего года Казахстан достиг рекордного уровня добычи на крупнейшем в стране нефтяном месторождении Тенгиз, разрабатываемом американской Chevron. Увеличение добычи на этом месторождении до 700 тыс бар в сутки в начале октября сигнализирует о возможных трудностях для Казахстана в соблюдении квоты ОПЕК+. ОПЕК+ выделила Казахстан, Ирак и Россию среди десяти крупнейших мировых производителей нефти, которые нарушали квоты по ограничению добычи нефти в текущем году, пишет Reuters. Это резкое увеличение добычи на Тенгизе, которое произошло после завершения технического обслуживания и привело к росту на 30 процентов по сравнению с августом, вызвало серьезные обсуждения в отрасли нефтедобычи. По информации агентства, объём добычи нефти в стране в рамках сделки ОПЕК+ превышает целевой уровень на примерно 170 тыс бар в сутки, достигая 1,468 млн бар в сутки. В течение текущего месяца компания, вероятно, сохранит свои планы и цели, учитывая временное закрытие месторождения Кашаган для профилактических работ.
https://t.me/papagaz/17792?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
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▪️ "Газпром" снова пытаются заставить продавать газ на бирже. Сейчас нормативов продажи голубого топлива на товарной бирже нет, есть только обязательное условие по паритету поставок от "Газрома" и других игроков, которые все равно никто не соблюдает. В ФАС предлагают проблему разрешить и обязать компанию продавать 10% газа только через биржу, для всех остальных норматив должен быть в пять раз ниже. Самое ироничное, что антимонопольщики пытались заставить "Газпром" реализовывать газ через биржу еще летом 2022 года, причем в такой же формулировке и таких же объемах , отличается только процент для прочих игроков газового рынка – не два, а три. Более того, вполне возможно, что в ФАС пытались настоять на этом из-за жалоб главы "Роснефти", который считал, что "Газпром", во-первых, поставляет слишком мало газа, во-вторых, полноценных торгов нет – объемы выкупают сбытовые предприятия самой компании. В любом случае, в то, что в этот раз у антимонопольщиков получится, верится с трудом. Самому "Газпрому" торги на бирже не то чтобы нужны, поэтому заставить его будет непросто.
https://t.me/nefte_baza/5620?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
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[{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":4,"end_pos":11},{"ner":"Газрома","lemma":"газрома","label":"ORG","start_pos":186,"end_pos":193},{"ner":"ФАС","lemma":"фас","label":"ORG","start_pos":253,"end_pos":256},{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":460,"end_pos":467},{"ner":"ФАС","lemma":"фас","label":"ORG","start_pos":684,"end_pos":687},{"ner":"Роснефти","lemma":"роснефть","label":"ORG","start_pos":733,"end_pos":741},{"ner":"Газпром","lemma":"газпром","label":"ORG","start_pos":765,"end_pos":772},{"ner":"Газпрому","lemma":"газпром","label":"ORG","start_pos":999,"end_pos":1007},{"ner":"10","lemma":"10","label":"NUM","start_pos":316,"end_pos":318},{"ner":"2022","lemma":"2022","label":"NUM","start_pos":509,"end_pos":513}]
NEUTRAL
rus
NOT SPAM
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Венгрия ждет больше газа от России Руководитель МИД Венгрии Петер Сийярто не зря прилетел на газовый форум в Санкт-Петербург. По итогам его встречи с главой «Газпрома» Алексеем Миллером стало известно о подписании меморандума, который предполагает варианты наращивания поставок газа из РФ в Венгрию. Эти поставки обеспечивает труба "Турецкий поток", в настоящее врем продолжает действовать долгосрочный газовый договор между Россией и Венгрией. Между тем, две страны осенью 2023 года также согласовали дополнительные поставки голубого топлива. Ожидается, что в 2024 года в адрес Венгрии из России будет отправлено порядка 6,7 млрд куб. м газа, а в следующем году, благодаря увеличению пропускных мощностей "Турецкого потока", Венгрия может получить от РФ уже 8,5 млрд куб. м.
https://t.me/oil_capital/19745?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,800
0
1,728,575,973
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NEUTRAL
rus
NOT SPAM
112
0
3
1
0
0
12
13
2
4
33
4
20
10
null
Если ипотека, то под залог недвижимости или установленным оборудованием обойдется? А ведь можно зашивать выплаты по кредиту в стоимость ресурса, но тогда его цена будет не такой конкурентной по сравнению с другими. Как, впрочем, и в случае с залоговым кредитом. И можно рассмотреть варианты отопления электричеством или тепловым насосом или остаться на угольном, пеллетном отоплении. https://t.me/lngchannel/6303
https://t.me/energytodaygroup/23531?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,300
0
1,728,572,028
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Общая ситуация с ТЭК Европы Европейский газовый рынок вновь перешел от падения к росту, котировки TTF в четверг на уровне в $441 тыс м3, рост на 1,47%. По данным Gas Infrastructure Europe, европейские ПХГ чередуют режим минимальной закачки и отбора (0,05%). Запасы в хранилищах на уровне 94,64%, транзит через Украину – 42,3 млн м3, рынок нефти остается стабильным, объемы ветрогенерации в ЕС на уровне 25,6% от общей энерговыработки в регионе. "Газпром" подает газ транзитом через УГТС в четверг в объеме 42,3 млн м3. Показатели накануне были на уровне 42,4 млн м3. Мощности заявлены только по одной из двух точек входа в украинскую ГТС - на ГИС "Суджа". По коридору через ГИС "Сохрановка" заявка не принимается. Транзитная ветка через Украину остается единственным маршрутом поставок российского газа в страны Западной и Центральной Европы. Поставки газа по "Турецкому потоку" и "Голубому потоку" предназначены для Турции и стран Южной и Юго-Восточной Европы. Прокачка по "Северному потоку" полностью остановлена. Объемы подачи газа по европейской ветке «Турецкого потока» по последним данным ENTSOG на сутки 9 октября на уровне 46,2 млн м3. Предыдущие показатели были на уровне 46,5 млн м3. По данным Gas Infrastructure Europe европейские энергокомпании постепенно начинают переходить от закачки к отбору газа в ПХГ. На газовые сутки 9 октября подземные хранилища газа в Европе в среднем заполнены на 94,64% объем увеличился на 0,05%. Уровень заполненности хранилищ газом на территории ФРГ составляет 96.56%, за минувшие сутки этот показатель увеличился на 0.19%. Активная закачка газа происходила в Бельгии (0.52%, 95.89%), Болгарии (0.28%, 95.37%) и Дании (0.54%, 67.44%). В ЕС объем регазификации СПГ в портовых хранилищах по состоянию на утро 10 октября на уровне 51,1% (в сентябре средняя производительность составила 52,8%, на максимуме - 77%). Европейский газовый рынок вновь перешел от падения к росту. По состоянию на 11:40 (мск) в четверг на бирже TTF в Нидерландах торги на уровне $441,43 тыс м3, рост на 1,47% к закрытию предыдущей сессии. Контракт с поставкой "на день вперед" на хабе TTF завершил торги на отметке $445,1 тыс м3, ниже азиатского рынка. Ноябрьский фьючерс на индекс JKM Platts (Japan Korea Marker; отражает спотовую рыночную стоимость грузов, поставляемых в Японию, Южную Корею, Китай и Тайвань) - завершил торги на уровне $467,9 тыс м3. Рынок нефти второй день стабилен. Стоимость ноябрьских фьючерсов на Brent на лондонской ICE Futures по состоянию на 11:40 (мск) в четверг составила $77,26 за баррель, что на 0,90% выше цены окончания предыдущей сессии. Объем производства электроэнергии из ветра в регионе на утро 10 октября на уровне 25,6%, при средних показателях за семидневку в 18,8% от энергобаланса ЕС, свидетельствуют данные WindEurope.
https://t.me/needleraw/13014?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
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Исковые требования "Газпрома" к Europol Gaz и Orlen достигли миллиарда долларов Арбитражный суд Санкт-Петербурга и Ленинградской области удовлетворил ходатайство ПАО "Газпром" об уточнении исковых требований к компании Europol Gaz (оператор польского участка газопровода "Ямал – Европа"), а также концерну Orlen и аудиторам Ernst and Young, газовый концерн просит взыскать с ответчиков 1 миллиард долларов, следует из материалов дела. Изначально иск "Газпрома" изначально был заявлен о взыскании 710 миллионов долларов и около 886,38 миллионов польских злотых (около 229 миллионов долларов по текущему курсу). Помимо Europol Caz и Orlen, ответчиками выступают аудиторы Ernst and Young Global Limited, а также Ernst and Young sp z.o.o. Corporate Finance Sp.k. @lngchannel
https://t.me/lngchannel/6287?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
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NEUTRAL
rus
NOT SPAM
106
0
1
0.80303
0.19697
0
9
7
0
4
30
4
22
10
null
Уже идет кажется, ждем новостей. https://www.interfax.ru/russia/985244
https://t.me/ptneft/8588?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
10,900
0
1,728,372,560
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[{"ner":"https://www.interfax.ru/russia/985244","lemma":"https://www.interfax.ru/russia/985244","label":"ORG","start_pos":33,"end_pos":70},{"ner":"98524","lemma":"98524","label":"DATE","start_pos":64,"end_pos":69}]
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NOT SPAM
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Еще одна мысль для компаний - ваши данные ценнее, чем вы думаете. Это начинают понимать, т.к. все AI мейджеры уже уперлись в стену, когда данных не хватает, чтобы дать результат достойный продолжения экспоненциального роста. И теперь все, кто данными владеет, не раздают их просто так. Продают. Либо думают как использовать их самим. Именно за хорошо собранными узкоспециализированными данными сидит святой Грааль текущего поколения AI - модель, способная выполнять экономически значимые человеческие задачи. Отдать эти данные - значит отдать потенциальное конкурентное преимущество. Продать, мб не так плохо, но все равно, как по мне, выбор трусов 🙂
https://t.me/delopahnetkerosinom/573?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
677
0
1,719,822,645
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🧑🏼‍⚖️ Совершенствование законодательства — ключ к развитию СПГ-отрасли Для полноценного развития СПГ терминалов в России требуется совершенствование законодательства, включая разработку правил доступа третьих лиц к мощностям терминалов, правил торговли СПГ, а также обеспечение привлекательных налоговых режимов при торговле СПГ. К таким выводам пришли авторы проекта «Карта российской СПГ отрасли 2024». ☑️ Они также напомнили, что на начало 2023 года единственным действующим терминалом СПГ в России была плавучая регазификационная установка (FSRU) «Маршал Василевский». До начала СВО она использовалась для поставки СПГ зарубежным потребителям, а сейчас обеспечивает регазифицированным СПГ потребителей в Калининградской области. ☑️ В 2023 году ожидалось прибытие плавучих газовых хранилищ Saam и Koryak в Мурманск и на Камчатку для оптимизации поставок СПГ из Арктики, но этого не произошло. Причинами стали поздняя доставка и низкие объемы отгрузок по Севморпути, а также санкции США. ☑️ В соответствии с планом развития Севморпути до 2035 года из федерального бюджета выделено ₽11,97 млрд на строительство морского перегрузочного комплекса СПГ в Камчатском крае. Также планируется реализация малотоннажного терминала СПГ в Петропавловске-Камчатском для газоснабжения и компенсации падающей добычи. Согласно дорожной карте, до 2025 года поставки СПГ на Камчатку будут осуществляться с «Сахалина-2» двумя челночными газовозами, а в качестве приемного терминала будет использоваться переоборудованный газовоз.
https://t.me/teckteck/2708?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,600
0
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▪️ Правительство спешит на помощь "Росгеологии". Решение по финансовой помощи холдингу будет принято в ближайшие недели, заявил глава Минприроды Александр Козлов. По его словам, из-за санкций компания лишилась части доходов от геологоразведки за пределами страны, при этом должна была поддерживать нерентабельные направления работы, чтобы не потерять компетенции. За первое полугодие этого года "Росгелология" получила 3,7 млрд рублей чистого убытка по МСФО , выручка снизилась до 10,6 млрд рублей. По итогам 2023 года холдинг получил чистый убыток по МСФО почти в 5,8 млрд рублей , 2022 год организация закрыла с прибылью почти в 560 млн рублей. В середине прошлого месяца у "Росгеологии" возникли проблемы с погашением номинала по облигационному выпуску с фиксированным купоном – общая сумма невыплаченного составила 6 млрд рублей, так что деньги холдингу действительно нужны.
https://t.me/nefte_baza/5619?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
9,300
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Коммерческие запасы нефти в США За отчётную неделю, коммерческие запасы нефти в США выросли на 5,8 млн бар, сообщает Минэнерго страны. Суммарно запасы нефти составили почти 422,7 млн бар. На предыдущей отчётной неделе, коммерческие запасы выросли на 3,9 млн бар. Эксперты ожидали увеличение запасов нефти на 2 млн бар. Запасы бензина снизились на 6,3 млн бар, составив 214,9 млн бар. Запасы дистиллятов снизились на 3,1 млн бар и составили 118,5 млн бар. Запасы нефти в Кушинге выросли на 800 тыс бар, а на прошлой неделе выросли на 900 тыс бар. Суммарно запасы на Кушинге составили 24,9 млн бар. В министерстве подтвердили, что текущее количество запасов ниже среднего пятилетнего показателя на 4 процента для данного сезона. Объём производства нефти в Соединённых Штатах на отчётной неделе вырос на 100 тыс бар и составил 13,4 млн бар в сутки.
https://t.me/papagaz/17791?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
6,700
0
1,728,540,078
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CNPC: Китай за 10 лет может нарастить потребление газа до 650 млрд Спрос на голубое топливо в КНР увеличится на 6,8%, до 420 млрд куб. м. в текущем году, заявил топ-менеджер CNPC Хуан Юнчжан. Он считает, что потребление метана как минимум в ближайшие пять-десять лет продолжит свой рост, достигнув 600-650 млрд. Стоит напомнить, что Китай сам постоянно наращивает собственное метановое производство. В частности, в прошлом году компании КНР добыли 230 млрд, ежегодно страна увеличивает извлечение этого сырья на 10 млрд. При этом и потребление голубого топлива, согласно статистическим данным, постоянно растет. Так в прошлом году в годовом выражении спрос на метан в КНР увеличился на 7,6%, до 394,53 млрд. Тем не менее Пекин не форсирует увеличение экспорта газа, напомним, что проект «Силы Сибири-2» по транспортировки российских объемов в Китай пока не реализуется. Дело в том, что страна старается активно задействовать собственную ресурсную база, в частности, ищет способ разрабатывать сланцевые залежи углеводородов. Кстати, по газу они у КНР крупнейшие в мире - 31,6 трлн куб. м. Однако в отличие от американских месторождений, китайские расположены менее удобно с географической и геологической точки зрения. Кроме того, электроэнергетика Поднебесной продолжает опираться на угольную отрасль.
https://t.me/oil_capital/19744?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
6,800
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Выборы президента США не повлияют на объемы добычи сланцевой нефти Приближаются президентские выборы в США, но их результаты вряд ли окажут существенное влияние на отрасль сланцевой нефти. Несмотря на риторику и политические платформы Камалы Харрис и Дональда Трампа, ожидается, что сланцевый сектор продолжит свой устойчивый рост, таковы данные последнего исследования Rystad Energy. Рост добычи сланца в США будет обусловлен сочетанием факторов, включая рост цен на нефть, повышение эффективности работы операторов и увеличение долгосрочных инвестиций за счет приобретений. Хотя в ближайшие годы отрасль может столкнуться с трудностями, включая растущую конкуренцию со стороны ВИЭ. Пока же краткосрочные перспективы сланца остаются позитивными. По мнению аналитиков Upstream Research, отрасль движима рыночными принципами, а не политикой. Несмотря на активную поддержку нефтегазовой отрасли, неясно, сможет ли вторая администрация Трампа на самом деле увеличить добычу сланца в США выше ее текущей траектории. Сдвиг отрасли в сторону приоритетности доходов акционеров и долгосрочного роста за счет приобретений привел к более дисциплинированному подходу к инвестициям. Это означает, что даже если цены вырастут, компании вряд ли значительно увеличат расходы, поскольку добыча несколько отделилась от цен на нефть и газ.
https://t.me/needleraw/13013?embed=1&mode=tme
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https://t.me/s/needleraw
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[{"ner":"США","lemma":"сша","label":"LOC","start_pos":18,"end_pos":21},{"ner":"США","lemma":"сша","label":"LOC","start_pos":103,"end_pos":106},{"ner":"Камалы Харрис","lemma":"камала харрис","label":"PER","start_pos":235,"end_pos":248},{"ner":"Дональда Трампа","lemma":"дональд трамп","label":"PER","start_pos":251,"end_pos":266},{"ner":"Rystad Energy","lemma":"rystad energy","label":"ORG","start_pos":370,"end_pos":383},{"ner":"США","lemma":"сша","label":"LOC","start_pos":406,"end_pos":409},{"ner":"ВИЭ","lemma":"виэ","label":"ORG","start_pos":679,"end_pos":682},{"ner":"Upstream Research","lemma":"upstream research","label":"ORG","start_pos":768,"end_pos":785},{"ner":"Трампа","lemma":"трамп","label":"PER","start_pos":933,"end_pos":939},{"ner":"США","lemma":"сша","label":"LOC","start_pos":980,"end_pos":983}]
NEUTRAL
rus
NOT SPAM
178
0
5
0.980583
0.019417
0
24
17
1
0
69
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23
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null
Минфин РФ не ожидает существенных доходов бюджета от майнинга, но считает, что важны не сами доходы, а возможность использования полученной криптовалюты для внешних расчетов. Слова Силуанова. При этом BitRiver считает , что мы можем обогнать Штаты по майнинговым мощностям. Так, а доходы от всего этого куда и почему бюджет не ожидает существенных поступлений? Не знаю как у вас, а у меня пока не складывается пазл.
https://t.me/energytodaygroup/23530?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,300
0
1,728,570,648
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[{"ner":"Минфин","lemma":"минфин","label":"ORG","start_pos":0,"end_pos":6},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":7,"end_pos":9},{"ner":"Силуанова","lemma":"силуанова","label":"PER","start_pos":181,"end_pos":190},{"ner":"BitRiver","lemma":"bitriver","label":"ORG","start_pos":201,"end_pos":209},{"ner":"Штаты","lemma":"штат","label":"LOC","start_pos":242,"end_pos":247}]
NEUTRAL
rus
NOT SPAM
65
0
1
0.987013
0.012987
0
6
9
4
0
14
4
11
10
null
Зимние сорта ДТ (кл 1 и выше) наращивают объемы, но еще далеки от максимумов этого года - 41 тыс. тн.
https://t.me/ptneft/8587?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
776
0
1,728,371,248
1,728,764,138
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[{"ner":"1","lemma":"1","label":"NUM","start_pos":20,"end_pos":21},{"ner":"41","lemma":"41","label":"NUM","start_pos":90,"end_pos":92}]
NEUTRAL
rus
NOT SPAM
20
0
1
1
0
0
3
1
1
2
5
2
5
10
null
Если интересно понять общий контекст обсуждения вокруг потенциального прогресса в LLM рекомендую пройтись по ссылке: https://open.substack.com/pub/aisnakeoil/p/ai-scaling-myths
https://t.me/delopahnetkerosinom/572?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
547
0
1,719,822,306
1,728,764,138
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Мировое потребление газа достигнет рекорда в 2025 году По данным Международного энергетического агентства, в следующем году мировой спрос на природный газ достигнет исторического максимума. Основную лепту в это внесет конкуренция за СПГ между Азией и Европой. После падения импорта в этом году Европе в 2025 году понадобится больше СПГ, что приведет к ужесточению как рынка и ценовых спредов с Азией, говорится в последнем отчете МЭА. Прогноз МЭА предполагает еще один сложный год для Европы, где потребители все еще борются с возросшими счетами за электроэнергию. Хотя цены на газ в регионе значительно упали по сравнению с пиковыми значениями кризиса в 2022 году, они все еще выше исторических средних значений и тенденции к дальнейшему уменьшению не просматривается. Расширение геополитических рисков — от войны на Украине до эскалации конфликта на Ближнем Востоке — только подкрепляет цены и волатильность рынка. В 2025 году спрос в Европе может увеличиться на 1%. Если в следующем году поставки российского газа через Украину прекратятся — базовый сценарий МЭА , поскольку соглашение о транзите топлива между Москвой и Киевом истекает в конце декабря, — то Европе потребуется еще больше СПГ.
https://t.me/lngchannel/6286?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
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#НОВОСТИКОРОТКО 09.10.2024 Газ — $434,84 за тыс куб м ⬇️ Нефть — $76,41 за баррель ⬇️ ➖ Экспорт российской сырой нефти вырос на прошлой неделе - Bloomberg ➖ Бразилия увеличила объём закупок российских нефтепродуктов до рекордной отметки - РИА Новости ➖ Почти на $2 снижен прогноз по Brent в этом году - Минэнерго США ➖ Цены на бензин ведут себя разнонаправленно - СПбМТСБ ➖ «Сургутнефтегазу» вернули часть акций обанкротившихся компаний ➖ За последние десять лет ПМГФ кратно вырос и по объёму и наполнению - Миллер ➖ Россия в сентябре нарастила экспорт СПГ почти на 2 процента - Kpler
https://t.me/papagaz/17790?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
7,500
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1,728,496,913
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Миллер: состояние рынка газа Европы плохое Руководитель «Газпрома» негативно оценил состояние европейской экономики и местного рынка газа без российских поставок. Глава «Газпрома» Алексей Миллер, открывая пленарную сессию «Газового форума» в Санкт-Петербурге, начал с того, что негативно оценил состояние рынка газа Европы без российского голубого топлива. «Плохое», - сказал он, отвечая на соответствующий вопрос про состояние европейского газового рынка. Миллер вновь почеркнул, что Европа целенаправленно разрушает свой спрос на газ. Так, промпроизводство в ЕС рухнуло до минимума за десятилетку, а высокая стоимость голубого топливо не дает европейским компаниям контролировать издержки. В Германии, например, половина предприятий намерена перевести свои мощностей в другие страны, добавил топ-менеджер. Европейская промышленность сейчас в принципе неконкурентоспособна из-за процессов деиндустриализации. В дальнейшем волатильность на газовом рынке будет только возрастать. В итоге в регионе возможен новый ценовой шок на газ и перебои с его поставками, считает Миллер.
https://t.me/oil_capital/19743?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
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NEUTRAL
rus
NOT SPAM
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🧑‍🏭 #языкпрофессии — сегодня в воскресной рубрике не профессиональный сленг, а отраслевые метафоры: • «Голубое топливо» — природный газ. «Цены на голубое топливо продолжают расти, что бьет по карманам потребителей». • «Черное золото» — так метафорично называют нефть из-за ее высокой ценности и важности для мировой экономики. Цены на «черное золото» опять пошли вверх». • «Нефтяная игла» — чрезмерная зависимость страны от добычи и экспорта нефти, которая может привести к негативным последствиям в случае снижения цен на нефть. «Многие страны сидят на «нефтяной иглы», что делает их экономику уязвимой». P.s. — благодарны технологиям ИИ за причудливые картинки)) Без них и ваших реакций пост не был бы таким ярким! 🎉
https://t.me/teckteck/2707?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,400
0
1,728,207,272
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Мировой рынок газа нуждается во всё б0льших объемах, но пока не получает их из-за задержек в реализации новых СПГ-проектов Причин задержек несколько, в том числе затянувшееся строительство на проектах по сжижению в Техасе и Мексике, а также западные санкции, сдерживающие российский завод «Арктик СПГ-2». В то же время мировой спрос растет, и в борьбу вступают новые покупатели, а Египет в этом году стал нетто-импортером после проблем с производством и чрезвычайно жаркого лета. МЭА снизило свой прогноз по росту производства СПГ в 2025 году до чуть менее 580 млрд м3, что ниже предыдущего прогноза в более чем 600 млрд м3. Wood Mackenzie Ltd. также сократила прогнозы по дополнительному предложению примерно на 16% по сравнению с расчетами, сделанными шесть месяцев назад. США, один из крупнейших поставщиков СПГ в Европу, вряд ли добавят еще экспортных мощностей сверх текущего списка одобренных проектов из-за растущих затрат на строительство и проблем с регулированием — от приостановки выдачи разрешений на СПГ, навязанной Байденом, до отзыва разрешений судами, пишет Bloomberg. Другой крупный производитель, Катар, намерен увеличить экспорт более чем на 80% к 2030 году, но ему еще потребуется минимум пара лет для реализации запущенных проектов.
https://t.me/needleraw/13012?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
12,500
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[{"ner":"Техасе","lemma":"техас","label":"LOC","start_pos":215,"end_pos":221},{"ner":"Мексике","lemma":"мексика","label":"LOC","start_pos":224,"end_pos":231},{"ner":"Арктик СПГ-2","lemma":"арктик спг-2","label":"ORG","start_pos":290,"end_pos":302},{"ner":"Египет","lemma":"египет","label":"LOC","start_pos":381,"end_pos":387},{"ner":"МЭА","lemma":"мэа","label":"ORG","start_pos":480,"end_pos":483},{"ner":"США","lemma":"сша","label":"LOC","start_pos":775,"end_pos":778},{"ner":"Европу","lemma":"европа","label":"LOC","start_pos":817,"end_pos":823},{"ner":"Байденом","lemma":"байденом","label":"PER","start_pos":1029,"end_pos":1037},{"ner":"Bloomberg","lemma":"bloomberg","label":"ORG","start_pos":1074,"end_pos":1083},{"ner":"Катар","lemma":"катар","label":"LOC","start_pos":1115,"end_pos":1120},{"ner":"0","lemma":"0","label":"NUM","start_pos":37,"end_pos":38},{"ner":"2","lemma":"2","label":"NUM","start_pos":301,"end_pos":302},{"ner":"2025","lemma":"2025","label":"NUM","start_pos":533,"end_pos":537},{"ner":"580","lemma":"580","label":"NUM","start_pos":557,"end_pos":560},{"ner":"3","lemma":"3","label":"NUM","start_pos":567,"end_pos":568},{"ner":"600","lemma":"600","label":"NUM","start_pos":612,"end_pos":615},{"ner":"3","lemma":"3","label":"NUM","start_pos":622,"end_pos":623},{"ner":"16","lemma":"16","label":"NUM","start_pos":713,"end_pos":715},{"ner":"80","lemma":"80","label":"NUM","start_pos":1161,"end_pos":1163},{"ner":"2030","lemma":"2030","label":"NUM","start_pos":1167,"end_pos":1171}]
NEUTRAL
rus
SPAM
187
0
8
0.982379
0.017621
0
19
18
3
9
64
13
26
10
null
Объемы бензинов держатся вблизи минимумов этого года.
https://t.me/ptneft/8586?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
775
0
1,728,371,129
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NEUTRAL
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▪️ "Сургутнефтегаз" собирает свои бесхозные акции. Компания по решению суда забрала почти 190 тыс. своих акци й, большей частью обыкновенных. В пересчете на деньги, правда, сумма для нефтегазового гиганта вышла небольшая – около 5 млн рублей за весь пакет. Собирали их буквально с мира по нитке – всего с 32 компаний-держателей ценных бумаг, которые или были ликвидированы, или уже давно не действовали. Большинство относились к российской юрисдикции, но не обошлось и без зарубежных юрлиц, включая четыре компании с Кипра и даже одну американскую из штата Делавэр. В "Сургутнефтегазе" свои акции начали активно возвращать с 2019 года, компании удалось собрать примерно 0,003% бесхозных бумаг. Недавно таким же процессом занялись и в "Газпром нефти", там смогли вернуть себе примерно 0,0001% уставного капитала.
https://t.me/nefte_baza/5618?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
9,200
0
1,728,384,056
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[{"ner":"Сургутнефтегаз","lemma":"сургутнефтегаз","label":"ORG","start_pos":4,"end_pos":18},{"ner":"Кипра","lemma":"кипр","label":"LOC","start_pos":517,"end_pos":522},{"ner":"Делавэр","lemma":"делавэр","label":"LOC","start_pos":557,"end_pos":564},{"ner":"Сургутнефтегазе","lemma":"сургутнефтегаз","label":"ORG","start_pos":569,"end_pos":584},{"ner":"Газпром нефти","lemma":"газпром нефть","label":"ORG","start_pos":735,"end_pos":748},{"ner":"190","lemma":"190","label":"NUM","start_pos":90,"end_pos":93},{"ner":"5","lemma":"5","label":"NUM","start_pos":229,"end_pos":230},{"ner":"32","lemma":"32","label":"NUM","start_pos":305,"end_pos":307},{"ner":"2019","lemma":"2019","label":"NUM","start_pos":625,"end_pos":629},{"ner":"0","lemma":"0","label":"NUM","start_pos":670,"end_pos":671},{"ner":"003","lemma":"003","label":"NUM","start_pos":672,"end_pos":675},{"ner":"0","lemma":"0","label":"NUM","start_pos":784,"end_pos":785},{"ner":"0001","lemma":"0001","label":"NUM","start_pos":786,"end_pos":790}]
NEUTRAL
rus
NOT SPAM
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Рекомендую не только прочитать публикацию , но и посмотреть сюжет. #Ростехнадзор #ТЭК
https://t.me/energytodaygroup/23529?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,300
0
1,728,562,588
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[{"ner":"Ростехнадзор","lemma":"ростехнадзор","label":"ORG","start_pos":68,"end_pos":80}]
NEUTRAL
rus
NOT SPAM
12
0
1
1
0
0
0
3
0
0
2
0
4
10
null
LLM продолжат улучшаться? Но однажды тренд остановится. Возможно, мы уже достигли пика их точности. Главный аргумент в пользу этого мнения, что на самом деле модели не могут улучшаться бесконечно, т.к. основной источник их улучшения - это повышение точности предсказания и эмерджентность (emergence). Если с точностью предсказаний все понятно (у любой модели есть предел), то с эмерджентностью интереснее. Эмерджентность это свойства системы (или поведение системы), не присущие компонентам по отдельности. Примером эмерджентности в LLM является их способность работать в разных языках, хотя изначально обучение под это не было заточено (zero-shot learning). Или способность использовать здравый смысл в выстраивании простых логических цепочек. Когда вся эмерджентность из модели будет извлечена - тогда прогресс остановится. А эмерджентность, судя по всему, конечна. Те кто ставит на безудержный и клюшкообразный прогресс LLM прямиком до AGI скорее всего излишне оптимистичны.
https://t.me/delopahnetkerosinom/571?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
520
0
1,719,822,243
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NEUTRAL
rus
NOT SPAM
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Правительство РФ разрешило "Русгидро" учредить ЧОО
https://t.me/lngchannel/6285?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
1,800
0
1,728,112,688
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👨 Завальный: спрос на рынке газомоторного топлива нуждается в стимулировании Первый заместитель председателя Комитета Государственной Думы по энергетике Павел Завальный выступил с анализом ситуации на рынке газомоторного топлива. По его мнению, основные препятствия для развития этого рынка связаны с недостаточным спросом. В 2023 году потребление природного газа как моторного топлива в России достигло 2,19 млрд кубометров, а число заправочных станций увеличилось до 1080. Однако доля ГМТ в общем объеме потребления моторного топлива остается низкой – менее 2%. Завальный отметил, что, несмотря на экономические и экологические преимущества ГМТ, темпы развития рынка снижаются. Загрузка станций составляет всего 33%, что негативно влияет на инвестиционную привлекательность отрасли. Также наблюдается спад в переоборудовании и производстве газомоторного транспорта. Для решения этих проблем депутат предлагает разработать меры экономического и нормативного стимулирования. Он подчеркнул необходимость включения этих мер в Концепцию развития рынка ГМТ до 2035 года и соответствующую Дорожную карту, чтобы обеспечить конкретный и исчерпывающий план действий. @gazmyaso
https://t.me/gazmyaso/7000?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,400
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[{"ner":"Комитета Государственной Думы","lemma":"комитет государственный дума","label":"ORG","start_pos":109,"end_pos":138},{"ner":"Павел Завальный","lemma":"павел завальный","label":"PER","start_pos":153,"end_pos":168},{"ner":"России","lemma":"россия","label":"LOC","start_pos":388,"end_pos":394},{"ner":"ГМТ","lemma":"гмт","label":"ORG","start_pos":487,"end_pos":490},{"ner":"ГМТ","lemma":"гмт","label":"ORG","start_pos":643,"end_pos":646},{"ner":"ГМТ","lemma":"гмт","label":"ORG","start_pos":1049,"end_pos":1052},{"ner":"2023","lemma":"2023","label":"NUM","start_pos":326,"end_pos":330},{"ner":"2","lemma":"2","label":"NUM","start_pos":404,"end_pos":405},{"ner":"19","lemma":"19","label":"NUM","start_pos":406,"end_pos":408},{"ner":"1080","lemma":"1080","label":"NUM","start_pos":469,"end_pos":473},{"ner":"2","lemma":"2","label":"NUM","start_pos":560,"end_pos":561},{"ner":"33","lemma":"33","label":"NUM","start_pos":714,"end_pos":716},{"ner":"2035","lemma":"2035","label":"NUM","start_pos":1056,"end_pos":1060}]
NEUTRAL
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SPAM
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Россия увеличила экспорт СПГ в сентябре В сентябре текущего года экспорт российского СПГ достиг уровня в 2,69 млн тонн, что означает увеличение на 1,8 процентов по сравнению с предыдущим годом. По данным Kpler, за девять месяцев года, общий объём экспорта СПГ составил почти 24,4 млн тонн, что на 5 процентов выше, чем за аналогичный период прошлого года. Также стоит отметить, что основные поставки в сентябре были направлены в Китай, Японию и Южную Корею, что составило 1,48 млн тонн, в то время как в страны ЕС было отгружено 1,15 млн тонн, среди которых крупнейшими покупателями были Франция, Нидерланды и Испания. За три квартала года в страны Азии было экспортировано 10,7 млн тонн СПГ, что на 2,3 процента ниже с прошлым годом, в то время как в Европу и Турцию, было отправлено 13,3 млн тонн, что на 13,8 процентов выше по сравнению с аналогичным периодом прошлого года. Примечательно, что в августе и сентябре этого года, Бельгия не приобрела ни одной партии «Ямал СПГ», несмотря на то, что до этого она закупала до трети от объёма поставок.
https://t.me/papagaz/17789?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
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Тенгиз не даст Казахстану соблюдать квоты ОПЕК+ Американские компании наращивают производство на Тенгизе. Крупнейшее нефтяное месторождение Казахстана Тенгиз достигло рекордной добычи на фоне напряженности с ОПЕК+, сообщают источники Reuters. Его разрабатывает американская Chevron, у которой 50% акций, еще 25% принадлежит Exxon Mobil. Суточная добыча Тенгиза в октябре выросла до 699 тыс. б/с, в сентябре она составляла 687 тыс. б/с. При этом в августе было на 30% меньше. Ранее власти Казахстана заявляли, что добыча идет в рамках договоренностей с ОПЕК+. Дело в том, что в октября на ремонт встали мощности Кашагана, что нивелирует перепроизводство на Тенгизе. Далее страна до апреля 2025 года компенсирует перепроизводство последних месяцев. Общие данные по добыче в Казахстане за октябрь пока недоступны, но источники сообщили, что Карачаганак будет добывать обычные объемы в размере 228 тыс. б/с, в то время как техническое обслуживание на Кашагане повлечет за собой полную остановку его объекта мощностью 400 тыс. б/с, уточняют источники Reuters. В то же время агентство пишет, что с учетом расширения Тенгиза соблюдение квоты может стать невозможным. Chevron и ее партнеры планируют расширить добычу на Тенгизском проекте до 850 тыс. б/с уже в первой половине 2025 года.
https://t.me/oil_capital/19742?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,700
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Украина начала распродажу титановых активов Украина заявила, что приняла предложение о покупке государственного производителя титана в рамках редкой для военного времени приватизационной сделки. В стране нет денег, правительство сталкивается с растущим давлением на военный бюджет. Заявка на сумму 3,94 млрд грн ($96 млн) для UMCC-Titanium была одобрена, говорится в сообщении Фонда государственного имущества, опубликованном в среду на его сайте. Единственным участником аукциона была Cemin Ukraine, подразделение Neqsol Holding. UMCC является одним из крупнейших в мире производителей титана, добывающих и перерабатывающих руды в пески и концентраты. Более 90% производимой им титановой руды используется в красках, а также поставляет продукцию в стекольную, керамическую и огнеупорную отрасли. Победитель аукциона обязуется сохранить основную деятельность предприятия, инвестировать в техническое перевооружение и модернизацию не менее 400 млн грн, а также погасить задолженность по заработной плате и долги перед бюджетом, сообщили в Фонде имущества. Neqsol Holding — международная группа компаний со штаб-квартирой в Амстердаме, основанная азербайджанским бизнесменом Насибом Гасановым. Ее активы в энергетике, телекоммуникациях, строительстве и высокотехнологичных отраслях. Компания владеет вторым по величине мобильным оператором Украины Vodafone Ukraine.
https://t.me/needleraw/13011?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
3,400
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[{"ner":"Украина","lemma":"украина","label":"LOC","start_pos":0,"end_pos":7},{"ner":"Украина","lemma":"украина","label":"LOC","start_pos":44,"end_pos":51},{"ner":"UMCC-Titanium","lemma":"umcc-titanium","label":"ORG","start_pos":326,"end_pos":339},{"ner":"Фонда государственного имущества","lemma":"фонд государственный имущество","label":"ORG","start_pos":377,"end_pos":409},{"ner":"Cemin Ukraine","lemma":"cemin ukraine","label":"ORG","start_pos":486,"end_pos":499},{"ner":"Neqsol Holding","lemma":"neqsol holding","label":"ORG","start_pos":515,"end_pos":529},{"ner":"Фонде имущества","lemma":"фонд имущество","label":"ORG","start_pos":1038,"end_pos":1053},{"ner":"Neqsol Holding","lemma":"neqsol holding","label":"ORG","start_pos":1055,"end_pos":1069},{"ner":"Амстердаме","lemma":"амстердам","label":"LOC","start_pos":1122,"end_pos":1132},{"ner":"Насибом Гасановым","lemma":"насибом гасанов","label":"PER","start_pos":1173,"end_pos":1190},{"ner":"Украины","lemma":"украина","label":"LOC","start_pos":1338,"end_pos":1345},{"ner":"Vodafone Ukraine","lemma":"vodafone ukraine","label":"ORG","start_pos":1346,"end_pos":1362},{"ner":"3","lemma":"3","label":"NUM","start_pos":298,"end_pos":299},{"ner":"94","lemma":"94","label":"NUM","start_pos":300,"end_pos":302},{"ner":"96","lemma":"96","label":"NUM","start_pos":314,"end_pos":316},{"ner":"90","lemma":"90","label":"NUM","start_pos":659,"end_pos":661},{"ner":"400","lemma":"400","label":"NUM","start_pos":939,"end_pos":942},{"ner":"$96 ","lemma":"$96 ","label":"DATE","start_pos":313,"end_pos":317}]
NEUTRAL
rus
SPAM
171
0
3
0.947115
0.052885
0
21
22
1
5
63
4
27
10
null
Демпфер пока вне зоны опасности... Все тихо и спокойно.)
https://t.me/ptneft/8585?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
787
0
1,728,370,996
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NOT SPAM
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🌩️ Golden Sachs: нефть взлетит на $20 В следующем году цены на нефть могут подскочить на $20 в случае, если Израиль нанесет удар по нефтяной инфраструктуре Ирана, полагают аналитики Goldman Sachs Group. ☑️ Этот прогноз предусматривает, что ОПЕК+ не будет вмешиваться, чтобы компенсировать сокращение добычи Ираном, добавил он. Если это случится, нефтяные котировки вырастут слабее, чуть меньше чем на $10 за баррель. ☑️ За почти год конфликта на Ближнем Востоке поставки нефти из региона практически не пострадали, отмечает CNBC. Однако после ракетного удара Ирана по Израилю резко повысились опасения, что в ответ израильские военные могут атаковать объекты ядерной или нефтяной инфраструктуры Ирана. По различным оценкам, Иран добывает от 3,4 млн до 4 млн баррелей нефти в сутки. ☑️ Другим риском является закрытие Ираном прохода судов через Ормузский пролив, через который проходят примерно 20% мировых поставок нефти, по данным Минэнерго США. «В случае полномасштабной войны, котировки Brent вполне могут превысить $100 за баррель, а в случае закрытия пролива цены могут взлететь до $150 за баррел», — прогнозируют эксперты BMI.
https://t.me/teckteck/2704?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
1,700
0
1,728,056,951
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«Россети» готовы усилить сотрудничество с российскими поставщиками оборудования, которые наращивают компетенции и расширяют продуктовые линейки Доля зарубежной продукции в закупках «Россетей» составляют 6-7%, сообщил Андрей Рюмин. При этом, по словам главы «Россетей», некоторые виды высоковольтного оборудования не производятся в России и компания взаимодействуют с партнерами из дружественных стран, включая Китай и Индию. Однако из-за уменьшения числа зарубежных игроков на отечественном рынке сократилось предложение, что отразилось на стоимости товаров для сетевого комплекса (по отдельным группам фиксируется рост цен на 50-80%). Решение проблемы в усилении конкуренции на российском рынке.
https://t.me/energytodaygroup/23528?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
3,700
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[{"ner":"Россети","lemma":"россети","label":"ORG","start_pos":1,"end_pos":8},{"ner":"Россетей","lemma":"россетей","label":"ORG","start_pos":182,"end_pos":190},{"ner":"Андрей Рюмин","lemma":"андрей рюмин","label":"PER","start_pos":217,"end_pos":229},{"ner":"Россетей","lemma":"россетей","label":"ORG","start_pos":258,"end_pos":266},{"ner":"России","lemma":"россия","label":"LOC","start_pos":331,"end_pos":337},{"ner":"Китай","lemma":"китай","label":"LOC","start_pos":410,"end_pos":415},{"ner":"Индию","lemma":"индия","label":"LOC","start_pos":418,"end_pos":423},{"ner":"50-80","lemma":"50-80","label":"DATE","start_pos":627,"end_pos":632},{"ner":"6","lemma":"6","label":"NUM","start_pos":203,"end_pos":204},{"ner":"7","lemma":"7","label":"NUM","start_pos":205,"end_pos":206},{"ner":"80","lemma":"80","label":"NUM","start_pos":630,"end_pos":632}]
NEUTRAL
rus
NOT SPAM
87
0
0
1
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11
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3
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▪️ Новозеландцы устроили себе потенциальный разлив нефтепродуктов. Обычно угроза утечки топлива исходит из получивших повреждение танкеров или трубопроводов, но островитяне умудрились отличиться – локальную экологическую катастрофу ждут от гидрографического судна. Корабль Manawanui напоролся на рифы, которые, что иронично, должен был исследовать в морском заповеднике. На борту было около тысячи тонн дизельного топлива, не считая прочих нефтепродуктов . Сам Manawanui затонул в одной миле от берега, но среди рифов, поэтому легко слить нефтепродукты не выйдет – скорее всего, придется ждать, когда они начнут вытекать. Разбираться с этим, правда, будет не Новая Зеландия, а правительство Самоа, у берегов которого все и произошло. Ещё ироничнее выглядит тот факт, что это первая потеря новозеландского корабля со времен Второй мировой, причем самого современного из всех девяти вымпелов флота. Командовала судном, кстати, бывшая учительница из Великобритании. В военно-морском флоте служила порядка 27 лет, но на вспомогательных должностях. Командование кораблем ей доверили в конце прошлого года, до этого такого опыта у нее не было.
https://t.me/nefte_baza/5617?embed=1&mode=tme
https://t.me/
https://t.me/s/nefte_baza
9,800
0
1,728,375,601
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[{"ner":"Manawanui","lemma":"manawanui","label":"ORG","start_pos":273,"end_pos":282},{"ner":"Новая Зеландия","lemma":"новый зеландия","label":"LOC","start_pos":659,"end_pos":673},{"ner":"Самоа","lemma":"самоа","label":"LOC","start_pos":691,"end_pos":696},{"ner":"Великобритании","lemma":"великобритания","label":"LOC","start_pos":947,"end_pos":961},{"ner":"27","lemma":"27","label":"NUM","start_pos":1002,"end_pos":1004}]
NEUTRAL
rus
NOT SPAM
157
0
1
0.989744
0.010256
0
24
23
12
3
43
7
32
10
null
Если собрать все внедорожники в мире, то выбросы от них будут по объемам как выбросы Японии 🤷🏻‍♂️
https://t.me/delopahnetkerosinom/570?embed=1&mode=tme
https://t.me/
https://t.me/s/delopahnetkerosinom
599
0
1,718,008,520
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👨 Новак ожидает рост спроса на нефть и газ после 2050 года Вице-премьер РФ Александр Новак прогнозирует, что мировой спрос на нефть не достигнет пика в ближайшие 25 лет и продолжит расти после 2050 года. По его словам, это касается как нефти, так и газа, несмотря на растущую долю возобновляемых источников энергии в глобальном энергетическом балансе. Новак объясняет свой прогноз стремительным ростом общего спроса на энергию, особенно на электричество. Это связано с внедрением новых технологий, изменением экономического уклада и активным использованием энергии искусственным интеллектом, центрами обработки данных и поисковыми системами. Вице-премьер ожидает экспоненциальный рост потребления энергии. Он также отмечает, что электрификация транспорта потребует значительных энергетических ресурсов в будущем. @gazmyaso
https://t.me/gazmyaso/6999?embed=1&mode=tme
https://t.me/
https://t.me/s/gazmyaso
15,300
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1,727,789,415
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Нефтегазовые доходы России вновь превзошли ожидаемые прогнозы Доходы федерального бюджета от нефтегаза в сентябре составили 772 млрд руб. и, как и в предыдущие месяцы (кроме января), превзошли базовый уровень. Он определяется из цены отсечения нефти Urals в $60 за баррель — на сентябрь «база» была определена Минфином в размере 682 млрд руб, пишет Ъ. Как следует из данных ведомства, относительно сентября 2023 года поступления выросли на 4%. К предыдущему месяцу, к августу 2024-го, нефтегазовые доходы остались практически на прежнем уровне (минус 1%). Сборы главного нефтегазового налога — НДПИ на нефть снизились относительно августа на 3% и составили 1,017 трлн руб. Выплаты компаниям по топливному демпферу снизились с августовских 163 млрд до 146 млрд руб., расходы на субсидию нефтепереработчикам — со 150 млрд до 142 млрд руб.
https://t.me/lngchannel/6284?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
2,100
0
1,728,037,522
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[{"ner":"России","lemma":"россия","label":"LOC","start_pos":20,"end_pos":26},{"ner":"Минфином","lemma":"минфин","label":"ORG","start_pos":310,"end_pos":318},{"ner":"772","lemma":"772","label":"NUM","start_pos":124,"end_pos":127},{"ner":"60","lemma":"60","label":"NUM","start_pos":259,"end_pos":261},{"ner":"682","lemma":"682","label":"NUM","start_pos":329,"end_pos":332},{"ner":"2023","lemma":"2023","label":"NUM","start_pos":407,"end_pos":411},{"ner":"4","lemma":"4","label":"NUM","start_pos":440,"end_pos":441},{"ner":"2024","lemma":"2024","label":"NUM","start_pos":476,"end_pos":480},{"ner":"1","lemma":"1","label":"NUM","start_pos":551,"end_pos":552},{"ner":"3","lemma":"3","label":"NUM","start_pos":642,"end_pos":643},{"ner":"1","lemma":"1","label":"NUM","start_pos":657,"end_pos":658},{"ner":"017","lemma":"017","label":"NUM","start_pos":659,"end_pos":662},{"ner":"163","lemma":"163","label":"NUM","start_pos":739,"end_pos":742},{"ner":"146","lemma":"146","label":"NUM","start_pos":751,"end_pos":754},{"ner":"150","lemma":"150","label":"NUM","start_pos":811,"end_pos":814},{"ner":"142","lemma":"142","label":"NUM","start_pos":823,"end_pos":826},{"ner":"$60 ","lemma":"$60 ","label":"DATE","start_pos":258,"end_pos":262}]
NEUTRAL
rus
SPAM
126
0
3
0.993333
0.006667
0
13
13
1
11
47
2
19
10
null
Такой цифрой поделился Минфин России. В министерстве также подчеркнули, что это почти на 50 процентов выше, чем за аналогичный период предыдущего года. Этот рост связывают с ростом цен на российскую нефть.
https://t.me/papagaz/17788?embed=1&mode=tme
https://t.me/
https://t.me/s/papagaz
7,500
0
1,728,483,749
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[{"ner":"Минфин","lemma":"минфин","label":"ORG","start_pos":23,"end_pos":29},{"ner":"России","lemma":"россия","label":"LOC","start_pos":30,"end_pos":36},{"ner":"50","lemma":"50","label":"NUM","start_pos":89,"end_pos":91}]
NEUTRAL
rus
NOT SPAM
31
0
1
1
0
0
4
3
1
1
9
2
5
10
null
Она отступает... https://t.me/reuters_ru/41809
https://t.me/ptneft/8584?embed=1&mode=tme
https://t.me/
https://t.me/s/ptneft
799
0
1,728,370,526
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[{"ner":"41809","lemma":"41809","label":"DATE","start_pos":41,"end_pos":46}]
NEUTRAL
other
SPAM
3
0
0
0.8
0.2
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null
Нефть ЛУКОЙЛа в «Дружбе» заменили другие компании Санкции в отношении ЛУКОЙЛа, которые заблокировали транзит нефти по «Дружбе» через Украину в страны центральной Европы, не отразилась на объемах прокачке нефти в ЕС, пишут «Ведомости» со ссылкой на источники в Минэнерго. По данным статистики ведомства, все выпавшие объемы заместили другие компании, поэтому прокачка черного золота из РФ по украинской части «Дружбы» в июле и августе фактически не снизился. Стоит отметить, что данная перегруппировка экспортных объемов стоила огромного нервного напряжения для руководителей Венгрии и Словакии. Эти страны больше всего зависят от российских нефтяных объемов. Напомним, что Еврокомиссия не помогала Будапешту и Братиславе решать вопрос с продолжением транзита российского сырья для НПЗ этих стран, им пришлось самим урегулировать этот вопрос с Киевом.
https://t.me/oil_capital/19741?embed=1&mode=tme
https://t.me/
https://t.me/s/oil_capital
1,800
0
1,728,546,627
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[{"ner":"ЛУКОЙЛа","lemma":"лукойл","label":"ORG","start_pos":6,"end_pos":13},{"ner":"Дружбе","lemma":"дружба","label":"ORG","start_pos":17,"end_pos":23},{"ner":"ЛУКОЙЛа","lemma":"лукойл","label":"ORG","start_pos":70,"end_pos":77},{"ner":"Дружбе","lemma":"дружба","label":"ORG","start_pos":119,"end_pos":125},{"ner":"Украину","lemma":"украина","label":"LOC","start_pos":133,"end_pos":140},{"ner":"Европы","lemma":"европа","label":"LOC","start_pos":162,"end_pos":168},{"ner":"ЕС","lemma":"ес","label":"LOC","start_pos":212,"end_pos":214},{"ner":"Ведомости","lemma":"ведомость","label":"ORG","start_pos":223,"end_pos":232},{"ner":"Минэнерго","lemma":"минэнерго","label":"ORG","start_pos":260,"end_pos":269},{"ner":"РФ","lemma":"рф","label":"LOC","start_pos":385,"end_pos":387},{"ner":"Венгрии","lemma":"венгрия","label":"LOC","start_pos":575,"end_pos":582},{"ner":"Словакии","lemma":"словакия","label":"LOC","start_pos":585,"end_pos":593},{"ner":"Еврокомиссия","lemma":"еврокомиссия","label":"LOC","start_pos":673,"end_pos":685},{"ner":"Будапешту","lemma":"будапешт","label":"LOC","start_pos":698,"end_pos":707},{"ner":"Братиславе","lemma":"братиславе","label":"LOC","start_pos":710,"end_pos":720},{"ner":"НПЗ","lemma":"нпз","label":"ORG","start_pos":781,"end_pos":784},{"ner":"Киевом","lemma":"киев","label":"LOC","start_pos":843,"end_pos":849}]
NEUTRAL
rus
NOT SPAM
118
0
3
1
0
0
13
16
3
1
38
2
21
10
null
Поставки нефти "Лукойла" в Венгрию возобновились, заявил глава МИД Венгрии Петер Сийярто. Ранее писали, что венгерская MOL договорилась с Киевом о переходе прав собственности на нефть на белорусско-украинской границе. На MOL лягут все риски из-за действий Украины, транспортные и прочие расходы.
https://t.me/energytodaygroup/23527?embed=1&mode=tme
https://t.me/
https://t.me/s/energytodaygroup
2,300
0
1,728,554,092
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[{"ner":"Лукойла","lemma":"лукойл","label":"ORG","start_pos":16,"end_pos":23},{"ner":"Венгрию","lemma":"венгрия","label":"LOC","start_pos":27,"end_pos":34},{"ner":"МИД","lemma":"мид","label":"ORG","start_pos":63,"end_pos":66},{"ner":"Венгрии","lemma":"венгрия","label":"LOC","start_pos":67,"end_pos":74},{"ner":"Петер Сийярто","lemma":"петер сийярто","label":"PER","start_pos":75,"end_pos":88},{"ner":"MOL","lemma":"mol","label":"ORG","start_pos":119,"end_pos":122},{"ner":"Киевом","lemma":"киев","label":"LOC","start_pos":138,"end_pos":144},{"ner":"MOL","lemma":"mol","label":"ORG","start_pos":221,"end_pos":224},{"ner":"Украины","lemma":"украина","label":"LOC","start_pos":256,"end_pos":263}]
NEUTRAL
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NOT SPAM
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Добыча природного газа в США в 2024 году снизится на фоне растущего спроса По прогнозам EIA, добыча сухого газа в США снизится с рекордных 103,8 млрд кубических футов в день в 2023 году до 103,5 млрд кфд в 2024 году, поскольку несколько производителей сокращают объемы бурения. Причина – снижение среднемесячных спотовых цен на газ на Henry Hub до 32-летнего минимума. В 2025 году добыча увеличится до 104,6 млрд кфд. При этом внутреннее потребление газа вырастет с рекордных 89,1 млрд кфд в 2023 году до 90,1 млрд кфд в 2024 году, а затем снова снизится до 89,1 млрд кфд в 2025 году. Если прогнозы верны, 2024 год станет первым годом снижения добычи с 2020 года, когда пандемия COVID-19 сократила спрос на топливо. Это также будет первый год роста спроса подряд с 2016 года. Агентство также прогнозирует, что средний экспорт СПГ из США достигнет 12,1 млрд кфд в 2024 году и 13,8 млрд кфд в 2025 году по сравнению с рекордными 11,9 млрд кфд в 2023 году.
https://t.me/needleraw/13010?embed=1&mode=tme
https://t.me/
https://t.me/s/needleraw
3,300
0
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https://t.me/teckteck/2703?embed=1&mode=tme
https://t.me/
https://t.me/s/teckteck
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NEUTRAL
rus
SPAM
139
0
4
0.9801
0.0199
0
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1
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null
ОАЭ в течение пяти лет инвестируют $23 миллиарда в производство водорода и амиака, стремясь к 2030 году занять 5% мирового производства чистого водорода, сообщил изданию Nikkei топ-менеджер Национальной нефтяной компании Абу-Даби (ADNOC). По словам Мусаббеха Аль Кааби, исполнительного директора низкоуглеродного подразделения компании, продолжая разработку месторождений нефти и газа, ADNOC будет производить водород и аммиак в ОАЭ и США (Техас).
https://t.me/lngchannel/6283?embed=1&mode=tme
https://t.me/
https://t.me/s/lngchannel
1,900
0
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