Weekly: Jul '26 energy production; 15th FYP for Oil & Gas development Accessible version Industry Overview Jul '26: China coal output -10% YoY for second month China's NBS released July 2026 energy production data. Coal output totaled 343.2mnt, down 10% YoY. Combined with coal imports of 43.0mnt (+20% YoY), we estimate apparent coal demand at c.386mnt, down 7% YoY. Crude oil production increased 0.8% YoY to 18.3mnt (4.3mbd), while imports declined 24% YoY to 35.7mnt, implying apparent crude demand of c.54.0 ...

核心观点 - 2026年APPEC会议聚焦供应链中断、贸易走廊变化及能源安全，反映理论风险已转化为物理现实，重塑全球贸易版图[1][4] 会议概况 - 第42届APPEC将于2026年9月7日至10日在新加坡莱佛士城会议中心举行[1] - 会议汇聚1500名全球行业领袖，超过180位演讲者参与[1][3] - 新加坡外交部兼贸易及工业部政务部长颜晓芳女士将致开幕辞[3] - 会议议程扩展至七个相互关联的主题流，以反映当前市场复杂性[4] 行业背景与挑战 - 石油和天然气行业正经历实时调整，聚焦贸易走廊波动性、能源安全及市场韧性[2] - 理论风险已变为物理现实，重新绘制贸易地图[4] - 亚洲原油供应格局演变、全球供需平衡、制裁影响、炼油产能及需求趋势成为核心议题[8] 关键议题 - 原油市场：亚洲原油供应版图变化、全球平衡表、制裁影响、炼油产能及需求趋势[8] - 能源安全：液化天然气供应选择、上游增长、进口依赖型经济体的韧性[8] - 航运与燃料：海上贸易、运费经济、燃料供应限制、燃料组合转型[8] - 交易：管理价格波动、采购策略、交易员操作手册[8] - 人工智能与数字化：未来交易台、自动化、数字航运走廊[8] - 化学品：投资组合转型、原料定价、市场更新[8] - 生物燃料：可持续航空燃料供应链、原料动态、政策与采购[8] 主办方信息 - S&P Global Energy是S&P Global（纽交所代码：SPGI）的部门[9] - 其四大核心能力包括：Platts（定价与新闻）、CERA（研究与咨询）、Horizons（能源扩张与可持续解决方案）、Events（行业协作）[6]

Drilling Tools International (NasdaqCM:DTI) Conference August 18, 2026 06:25 PM ET Speaker0 Come one, come all. We are wrapping up here Monday, a very successful day. The perfect segue is then to a very successful company, Drilling Tools International. They have been around a while, since 1984, before some of you pups in the room were even born. That is how long these guys have been around. They have been a leading provider of downhole tools to the land and offshore drilling market, so they are literally at ...

Liberty Energy & Energy Perspectives Ron Gusek, CEO | Liberty Energy (LBRT) EnerCom Denver | August 18, 2026 Important Disclosures FORWARD LOOKING STATEMENTS INDUSTRY AND MARKET DATA This presentation has been prepared by Liberty and includes market data and other statistical information from sources believ ed by Liberty to be reliable, including independent industry publications, government publications or other published independent sources. Some data are also based on Liberty's good faith estimates, whic ...

August 18, 2026 12:39 PM GMT Investor Presentation | Asia Pacific M Foundation India Industrials & Utilities We expect a stronger policy response and greater capex activity to address India's supply-side challenges across energy, defence, and technology (semis & data centres). Indian industrials & utilities should benefit from a multi-year capex supercycle across multiple sectors. Also see our note: India Industrials & Utilities: India's Industrial Capex Cycle Morgan Stanley India Company Private Limited+ G ...