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.

https://t.me/needleraw/13020?embed=1&mode=tme

https://t.me/

https://t.me/s/needleraw

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NEUTRAL

rus

SPAM

🛢️ 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.

https://t.me/teckteck/2715?embed=1&mode=tme

https://t.me/

https://t.me/s/teckteck

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NEUTRAL

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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

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NEUTRAL

rus

NOT SPAM

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.

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https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

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

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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

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

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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

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

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NEUTRAL

rus

NOT SPAM

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

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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

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

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NEUTRAL

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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.

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https://t.me/s/teckteck

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NEUTRAL

rus

SPAM

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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

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https://t.me/

https://t.me/s/papagaz

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NEUTRAL

rus

NOT SPAM

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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NEUTRAL

rus

NOT SPAM

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

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https://t.me/s/energytodaygroup

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‼️ 5️⃣ 0️⃣ 0️⃣ 0️⃣ На канал «Энергетика и промышленность России» скоро подпишется 5000-подписчик! Мы благодарим наших читателей за интерес! Благодарим за интересные идеи и предложения, которые подпитывают наш канал плюс газету и сайт «Энергетика и промышленность России». И с удовольствием публикуем список тех каналов, которые сами читаем и анализируем… Власть: 🔹 Правительство РФ 🔹 Минэнерго РФ 🔹 Павел Завальный 🔹 Валерий Селезнев 🔹 РЭА Минэнерго России Отраслевые сообщества: ❇️ Совет рынка ❇️ Ассоциация «Сообщество потребителей энергии» ❇️ АРВЭ ❇️ ВИЭ и электротранспорт Экспертные каналы: ▪️ В энергетике ▪️ Высокое напряжение ▪️ Дайджест: ТЭК и экология ▪️ Переток для своих ▪️ Энергетическая гостиная ▪️ Энергетические стратегии ▪️ ЭнергоА++ ▪️ Геоэнергетика ИНФО ▪️ Digital Energy ▪️ EnergyDa ▪️ Energy Today ▪️ Internet of Energy ▪️ Teplovichok ▪️ СоветБезРынка ▪️ ИнфоТЭК КАНАЛЫ нефтегазовой тематики: SakhalinOneTwo СПГ channel Gas&Money Oilfly Нефтегазовый мир Национальная ассоциация СПГ ‼️ Коллеги, если вы не нашли себя в этом списке - напишите нам [email protected]

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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

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

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https://t.me/s/ptneft

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[{"ner":"32995","lemma":"32995","label":"DATE","start_pos":63,"end_pos":68}]

NEUTRAL

other

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

📈 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

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NEUTRAL

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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.

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NEUTRAL

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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

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NEUTRAL

rus

SPAM

«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

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[{"ner":"Европы","lemma":"европа","label":"LOC","start_pos":40,"end_pos":46},{"ner":"Алексей Миллер","lemma":"алексей миллер","label":"PER","start_pos":255,"end_pos":269}]

NEUTRAL

rus

NOT SPAM

«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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

other

SPAM

⛽️ 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

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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

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

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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

▪️ 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

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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

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

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NEUTRAL

rus

SPAM

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

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NEUTRAL

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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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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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

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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

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

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NEUTRAL

rus

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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

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https://t.me/s/gazmyaso

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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}]

NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

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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.

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https://t.me/s/teckteck

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NEUTRAL

rus

NOT SPAM

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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NEUTRAL

rus

NOT SPAM

▪️ "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

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NEUTRAL

rus

NOT SPAM

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

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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

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

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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

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

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NEUTRAL

rus

NOT SPAM

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

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[{"ner":"Новака","lemma":"новака","label":"PER","start_pos":22,"end_pos":28}]

NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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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.

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https://t.me/s/teckteck

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NEUTRAL

rus

NOT SPAM

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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NEUTRAL

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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

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NEUTRAL

rus

SPAM

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

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NEUTRAL

rus

SPAM

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

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https://t.me/s/energytodaygroup

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NEUTRAL

rus

SPAM

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

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[{"ner":"220","lemma":"220","label":"NUM","start_pos":305,"end_pos":308}]

NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

⚡️ «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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[{"ner":"Россети","lemma":"россети","label":"ORG","start_pos":4,"end_pos":11},{"ner":"Сербией","lemma":"сербия","label":"LOC","start_pos":32,"end_pos":39},{"ner":"ПАО «Россети»","lemma":"пао \"россети\"","label":"ORG","start_pos":61,"end_pos":74},{"ner":"Андрей Рюмин","lemma":"андрей рюмин","label":"PER","start_pos":75,"end_pos":87},{"ner":"Сербии","lemma":"сербия","label":"LOC","start_pos":111,"end_pos":117},{"ner":"Милошем Вучевичем","lemma":"милошем вучевичем","label":"PER","start_pos":164,"end_pos":181},{"ner":"Сербии","lemma":"сербия","label":"LOC","start_pos":302,"end_pos":308},{"ner":"Дубравка Джедович-Ханданович","lemma":"дубравка джедович-ханданович","label":"PER","start_pos":309,"end_pos":337},{"ner":"России","lemma":"россия","label":"LOC","start_pos":346,"end_pos":352},{"ner":"Сербии","lemma":"сербия","label":"LOC","start_pos":355,"end_pos":361},{"ner":"Александр Боцан-Харченко","lemma":"александр боцан-харченко","label":"PER","start_pos":362,"end_pos":386}]

NEUTRAL

rus

NOT SPAM

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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NEUTRAL

rus

NOT SPAM

▪️ "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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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

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

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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.

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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

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NEUTRAL

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Уже идет кажется, ждем новостей. https://www.interfax.ru/russia/985244

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https://t.me/

https://t.me/s/ptneft

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NEUTRAL

other

NOT SPAM

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

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NEUTRAL

rus

NOT SPAM

🧑🏼‍⚖️ 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

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NEUTRAL

rus

SPAM

▪️ 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

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NEUTRAL

rus

NOT SPAM

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

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NEUTRAL

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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

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NEUTRAL

rus

NOT SPAM

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

https://t.me/

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

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

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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

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

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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

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

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[{"ner":"LLM","lemma":"llm","label":"ORG","start_pos":82,"end_pos":85}]

NEUTRAL

other

NOT SPAM

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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NEUTRAL

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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

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NEUTRAL

rus

SPAM

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

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https://t.me/s/oil_capital

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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! 🎉

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https://t.me/s/teckteck

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[{"ner":"Нефтяная игла","lemma":"нефтяной игла","label":"ORG","start_pos":375,"end_pos":388}]

NEUTRAL

rus

NOT SPAM