-- Diamondback Energy (FANG) 表示，由于原油价格高企以及与中东冲突相关的供应中断，运营商今年可能会在美国二叠纪盆地新增 20 至 30 座钻井平台，以支持更高的生产活动。 “我们仍然面临着三位数的油价，市场仍然需要更多的石油供应，”首席执行官 Matthew Kaes Van't Hof 周二在财报电话会议上表示。“今年，我们不会缩减生产活动，而是会保持效率，并继续提高产量。” Diamondback 计划维持其原有的产量预期，并计划增加两到三座钻井平台和一个第五个完井作业队。 Van't Hof 表示，尽管盆地部分地区出现了油井质量下降的迹象，但 Diamondback 的目标是保持在美页岩油生产成本曲线的较低水平。
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%