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11.07.26 - 11:36
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Versorgungsengpass: China stoppt Export von Helium (Handelsblatt)
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Mit dem Ausfuhrstopp will Peking die Versorgung wichtiger Zukunftsindustrien wie der Chipbranche sichern. Der Schritt zeigt, wie auch die Volksrepublik unter den Folgen des Irankriegs leidet... --- Anders als bei den Exportbeschränkungen etwa für seltene Erden dürfte es sich bei dem nun erfolgten Embargo weniger um ein geopolitisches Druckmittel handeln als vielmehr um den Versuch, die Versorgung der eigenen Industrie mit dem wichtigen Gas sicherzustellen, sagen Experten..
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10.07.26 - 23:18
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Tethys Petroleum Limited: Corporate update (Newsfile)
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Grand Cayman, Cayman Islands--(Newsfile Corp. - July 10, 2026) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") is pleased to provide an update on the Company's operations in the......
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09.07.26 - 06:45
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Research: BofAS Ratings and TPs on Energy Stocks (Table) (AAStocks)
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BofAS issued a research report listing the investment ratings and target prices for energy stocks as follows:Stock | Investment Rating | TP (HKD) | TP ChangeCHINA SHENHUA (01088.HK) | Buy | HKD46 | -8%CHINA COAL (01898.HK) | Neutral | HKD11 | -21%YANKUANG ENERGY (01171.HK) | Buy | HKD14 | -26%PETROCHINA (00857.HK) | Buy | HKD11 ......
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08.07.26 - 08:18
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Oil Prices Jump After US Strikes Iran | The China Show | 7/8/2026 (Bloomberg)
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Haidi Stroud-Watts and Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)...
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07.07.26 - 11:00
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SINOPEC SSC Wins Natural Gas Pipeline Project Worth RMB1.77B (AAStocks)
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SINOPEC SSC (01033.HK) announced that its wholly owned subsidiary, Sinopec Oil Engineering and Construction Corporation, recently won the bid for Section I of the general contracting project for the construction of Heihe-Daqing and Daqing-Changling Natural Gas Pipelines. The bid price amounted to RMB1.772 billion, representing a......
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07.07.26 - 08:06
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Peak oil: China′s crude demand set to fall as EV bets ease Hormuz fears (SCMP)
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China's crude oil demand is expected to peak this year, according to executives from the country's largest oil firm, a scenario set to further reshape the global energy market following the Strait of Hormuz crisis.
The world's top oil importer would record slowing demand as reductions in the use of transport fuel outweighed gains in petrochemical demand, said Zhang Changbao, vice-president of China National Petroleum Corporation (CNPC) Asia-Pacific (Hong Kong), at an event in Hong Kong on......
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07.07.26 - 03:06
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UAE Crude Output Nears Record High Following OPEC Exit Amid Surge In Chinese Buying (ZeroHedge)
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UAE Crude Output Nears Record High Following OPEC Exit Amid Surge In Chinese Buying
The United Arab Emirates raised its crude output to near record highs above 3.8 million barrels per day in June, after the Gulf nation quit OPEC to escape production caps, Reuters reported citing two sources familiar with production data said on Monday. Bloomberg data showed even higher UAE exports, rising to 3.94mmb/d, just shy of the record hit in late 2025.
June's output was the highest since April 2020, according to Reuters estimates, exceeding levels seen before the Iran war and providing an early vindication of the UAE's decision to leave OPEC and OPEC+ on May 1 to free production from quota restrictions.
The UAE told OPEC it pumped 2.11 million bpd of crude in May at the height of the conflict shut-ins, down from about 3.40 million bpd in February. The International Energy Agency, however, assessed a much higher production level for both months, seeing May output at 2.8 million bp...
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06.07.26 - 18:30
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Saudi Arabia Sells Oil At A Discount For The First Time Since COVID Crash, As China Demand Collapses (ZeroHedge)
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Saudi Arabia Sells Oil At A Discount For The First Time Since COVID Crash, As China Demand Collapses
We previously discussed the unprecedented collapse observed in recent months in Chinese oil demand and imports, which led to the bizarre scenario where even Iran can't find buyers (read China) for its temporarily unsanctioned oil armada (see "Iran Runs Into Big Problem: No Buyers For Its Oil, As Full Tankers Pile Up Off China") and which prompted even JPM to point out that something bigger is going on behind the scenes.
"The scale of China's oil demand collapse has been so dramatic that Chinese policymakers are reportedly examining whether this historic slump reflects a temporary response to elevated global prices or a more structural shift in consumption patterns." - JPM
— zerohedge (@zerohedge) July 4, 2026
Understandably, with such a huge source of demand sidelined, today Bloomberg reported that Saudi Arabia has made big reductions to its main crude oil prices for b...
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02.07.26 - 23:15
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Iran Runs Into Big Problem: No Buyers For Its Oil, As Full Tankers Pile Up Off China (ZeroHedge)
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Iran Runs Into Big Problem: No Buyers For Its Oil, As Full Tankers Pile Up Off China
Iran was euphoric when as part of the Trump MOU, it got permission to flood the world with its oil after Trump effectively eliminate sanctions that had been in place for 40 years. However, it has quickly run into another, potentially far bigger problem: as the armada of Iranian oil tankers exits the Persian Gulf, it is now struggling to find buyers before the expiry of a 60-day window granted by Washington,
According to Vortexa data and Bloomberg calculations, there are more than 58 million barrels of Iranian crude and condensate was on-the-water as of July 1, yet more than 90% has no clear destination. The vessels are either indicating "for orders" or Singapore as their next port of call, a sign they may conduct ship-to-ship transfers in the Malacca Strait.
A failure to quickly sell the crude will not only deprive Tehran of much-needed revenue, but more importantly, will weaken its hand in the ongoi...
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