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OPEC+ is poised to slip further below oil output target
Reuters· 2025-09-26 06:02
OPEC+ has delivered about three quarters of the extra oil output it targeted since the group started production hikes in April, and the level may fall closer to half later in the year as producers hit capacity limits, sources and analysts said and data showed. ...
印度“倒向”中国?莫迪对美“极度”不满,特朗普哀叹失去了印度
搜狐财经· 2025-09-26 05:41
印度总理访华之际,美国突然加征关税引争议 8月初,印度总理莫迪对中国进行正式访问,并出席上海合作组织天津峰会。这是莫迪自2018年以来首次访华,也被外界视为中印关系在 经历紧张后逐步回暖的信号。然而,就在莫迪访华期间,美国总统特朗普突然宣布对印度商品加征50%的关税,引发印度方面的强烈不 满。 美国为何针对印度? 数据说话:印度对俄石油依赖激增 要理解美国的决定,可以从数据中找到答案。在俄乌冲突爆发前,2014年,印度从俄罗斯进口的石油仅为20万吨,到2021年增长至366万 吨。当时,印度的石油供应主要依赖中东国家,如伊拉克和沙特。然而,俄乌冲突后,印度大幅增加俄罗斯石油进口,2022年飙升至 3145万吨,并以"折扣价"大量采购,使俄罗斯石油在印度进口总量中的占比从1%激增至42%。到2023年,俄罗斯已成为印度最大的石油 供应国,进口量高达5084万吨。 尽管2025年印度国有炼油厂因美国施压暂停进口俄罗斯石油,但私营企业仍通过"影子舰队"维持每日82万桶的进口量,相当于每年约 4027万吨,规模依然庞大。 中国与俄罗斯的能源合作更稳定 相比之下,中国与俄罗斯的能源合作更加长期稳定。2015年至2020 ...
India Asks US to Allow Iran Oil to Help Curb Russia Trade
Yahoo Finance· 2025-09-26 03:48
The Kharg Island oil terminal, Iran. Most Read from Bloomberg Indian officials have again told the Trump administration that a significant reduction in Russian oil imports by the South Asian nation’s refiners would require Washington to instead allow crude purchases from sanctioned suppliers Iran and Venezuela. A delegation visiting the US this week reiterated the request in meetings with American officials, a person with knowledge of the discussions said, asking not to be identified as the talks are p ...
U.S. Shale Costs to Soar to $95 per Barrel Within a Decade
Yahoo Finance· 2025-09-26 00:00
The era of falling breakeven costs in the U.S. shale patch may soon come to an end, and a new era of higher costs and depleted core inventory could reduce America’s sway in meeting the global demand growth. That’s the latest take from analytics firm Enverus Intelligence Research, which said in a new report this week that the marginal cost of U.S. oil supply is projected to rise from $70 per barrel WTI price at present, to as much as $95 per barrel by the mid-2030s. The expected $15 per barrel surge in cos ...
Oil giant BP quietly steps out of the takeover spotlight
CNBC· 2025-09-25 23:10
British oil and gasoline company BP (British Petroleum) signage is being pictured in Warsaw, Poland, on July 29, 2024.Five months ago, British energy major BP was firmly in the spotlight as a prime takeover candidate. Now, not so much.Shares of the London-listed oil giant have climbed more than 32% since early April, outperforming many of its U.S. and European rivals.The improving sentiment can be attributed to a range of factors, including BP's fundamental strategic reset, a leadership shake-up, progress o ...
Oil Industry Braces for Glut and Investor Demands
Yahoo Finance· 2025-09-25 22:00
The oil and gas industry is in for a tough year ahead, as it must balance financial discipline, shareholder returns, and long-term investments in the sustainability of the business—while navigating a hypothetical glut. The warning comes from Wood Mackenzie, which said in a new report that the industry was faced with conflicting trends over the next year that would make decision-making challenging. Among these is an expectation that the market would tip into an oversupply, pressuring prices, while the dema ...
Shale oil execs say Trump policies are hurting investment, 'business is broken'
CNBC· 2025-09-25 21:28
U.S. President Donald Trump speaks during the 80th session of the United Nations General Assembly (UNGA) at the UN headquarters on Sept. 23, 2025 in New York City.Shale oil executives say President Donald Trump is hurting investment in the oil patch, and are giving a grim outlook for the future of the industry that turned the U.S. into the largest crude producer in the world.The executives' anonymous comments were published in a quarterly survey of oil and gas companies by the Federal Reserve Bank of Dallas ...
Oil Futures Held Up by Russian Supply Concerns
Barrons· 2025-09-25 20:07
CONCLUDED Stock Market News From Sept. 25, 2025: S&P 500 Drops for a Third Session Last Updated: 3 hours ago Oil Futures Held Up by Russian Supply Concerns By Anthony Harrup, Dow Jones Newswires Crude futures recover early losses and end the session mixed with continued concerns over Russian supplies keeping sellers cautious. "There's no doubt that right now that the Russian hits on their oil infrastructure by Ukraine means that that really is Ground Zero," Phil Flynn of the Price Futures Group says in a no ...
Nigeria agrees to TotalEnergies' $510 million stake sale to Shell, Agip
Reuters· 2025-09-25 19:52
Nigeria's oil regulator has signed off TotalEnergies' $510 million agreement to sell its entire 12.5% in oil mining lease 118 to Shell and Agip, it said in a statement on Thursday. ...
Sable Offshore Corp. (SOC) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Prnewswire· 2025-09-25 19:41
Accessibility StatementSkip Navigation LOS ANGELES, Sept. 25, 2025 /PRNewswire/ -- Glancy Prongay & Murray LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Sable Offshore Corp. ("Sable" or the "Company") (NYSE:Â SOC). IF YOU SUFFERED A LOSS ON YOUR SABLE INVESTMENTS, CLICKÂ HERE BEFORE SEPTEMBER 26, 2025 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT What Is The Lawsuit About? The complaint filed alleges that, betwe ...