-- ダイアモンドバック・エナジー（FANG）は、原油価格の高騰と中東紛争に関連した供給途絶が活動の活発化を後押ししていることを受け、米国のパーミアン盆地で今年、石油掘削リグを20～30基増設する可能性があると発表した。 「原油価格は依然として3桁台で推移しており、市場は依然として原油供給を求めている」と、マシュー・カエス・ヴァン・ト・ホフCEOは火曜日の決算説明会で述べた。「今年は活動を縮小するのではなく、効率性を維持し、生産量を増やし続けるべき年だ」。 ダイアモンドバックは、当初のガイダンスの範囲内で、掘削リグを2～3基、完成作業チームを5つ増設する計画だ。 ヴァン・ト・ホフCEOは、パーミアン盆地の一部で油井の品質低下の兆候が見られる中、ダイアモンドバックは米国のシェールオイル生産コスト曲線の下限を維持することを目指していると述べた。
Price: $208.05, Change: $-5.65, Percent Change: -2.64%
3:00 Tuesday vs 3:00 Monday2yr 99-20 vs 99-19; 3.934% vs 3.962%5yr 99-04 vs 99-00+; 4.069% vs 4.093%10yr 97-23 vs 97-14+; 4.413% vs 4.447%30yr 96-13+ vs 95-23+; 4.980% vs 5.026%2/10 47.739 bps vs 48.280 bps5/30 90.966 bps vs 93.109 bps
Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Price: $78.25, Change: $+3.79, Percent Change: +5.09%