Energija i energenti kao strateško oruđe odvraćanja

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Koji put Indija prestaje da kupuje naftu od Rusije?

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Citat:Chinese independent refiners are buying Iranian heavy crude at a discount to replace supplies from Venezuela, sources told Reuters.
Venezuela shipments to China have fallen sharply since mid-December after US President Donald Trump imposed a blockade on sanctioned vessels.
Sources said discounts on Iranian heavy crude were around $12 per barrel compared to ICE Brent, making it the cheapest available substitute.
Russian Urals crude, another alternative, traded at a discount of $11-$12 per barrel below ICE Brent for delivery to China in March.
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Citat:VENEZUELA’S EXPORTS ROCKET

From 500k bpd to 800k bpd in just 1 month
January saw a major shift in Venezuelan oil flows and it’s not the old sanction-dodging shadow trade anymore.
Exports jumped from 498,000 bpd in December to 800,000 bpd in January.
That’s the first month under the new US-controlled marketing regime
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Citat:TotalEnergies operates 7 LNG plants in the Middle East
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Ukrima stigao LNG iz Amerike
Citat:Ukraine has received its first shipment of American liquefied natural gas in 2026.
This very important delivery will provide more than 700 thousand families, which is urgently needed during the period of Russian attacks and severe frosts
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• 2Ovo se svidja korisnicima: dac, nemkea71
  
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Citat:China's installed solar power capacity is projected to surpass coal for the first time this year.
The share of coal-fired power is expected to fall to around 31 percent.
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Turske firme u Libiji
Citat:Türkiye’s state energy company TPAO won two oil & gas exploration blocks in Libya in the country’s first licensing round in 17 years.
Onshore Block C3 (Sirte Basin, ~8,200 km²) — awarded to a TPAO–Repsol consortium (Repsol is operator).
Offshore Block O7 (off Benghazi, ~10,300 km² deepwater) — TPAO (40%) with Repsol (40%, operator) and Hungary’s MOL (20%).
The awards are part of Libya’s 22-block tender launched in 2025.
Major firms like Chevron and Eni also won blocks.
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"Гаспромњефт" открио налазиште резерви нафте од 55 милиона тона у руској арктичкој зони
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Privode se kraju pripreme za uključivanje na mrežu NE Kašivazaki Kariva, najveće NE na svetu sa sedam blokova ukupne snage 8 GWe. Blok 6 od 1360 MWe startuje prvi i ako sve aktivnosti budu po planu ( a nije sve bilo po planu ) treba da se vrati na mrežu 18. marta, prvi put od 2011.
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Ameri zaplenili jos jedan tanker
Citat:The U.S. has seized the oil tanker Aquila II (IMO: 9281152) after it had fled the Caribbean Sea quarantine on Venezuelan Oil.
The vessel had made it all the way into INDOPACOM AOR before being seized.
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Citat:VALERO COULD BECOME THE TOP FOREIGN REFINER OF VENEZUELAN OIL

• Valero is set to import up to 6.5M barrels of Venezuelan crude in March (~210 kb/d) potentially 10 or more cargoes.
• That could surpass Chevron as the leading US receiver of Venezuelan oil (as I already anticipated you in my previous article)
• Most volumes are sourced via authorized sellers (Chevron, Vitol, Trafigura) under US licenses.
This reflects the new licensed Venezuelan oil channel, not an open market buyers must be US-cleared under evolving sanctions frameworks.
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Citat:VENEZUELA OIL IS NOW A LICENSED CORRIDOR
Not full sanctions relief.
• $1B already routed via US licenses
• $5B expected in coming months
• Jan exports ~800 kb/d, below last year
• Proceeds flow into US-managed accounts
Flow concentrated through:
• Chevron
• Vitol
• Trafigura
New GL48 allows US firms to invest upstream under strict US law.
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Citat:THE ENERGY TRANSITION NEEDS 293 NEW MINES BY 2030

Battery demand alone requires:
• 61 new copper mines
• 52 lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines
Copper gap:
• Current supply. 22.9M tonnes
• Additional needed. 3.7M tonnes
Lithium gap:
• +1.2M tonnes required
This is industrial scale expansion.
Permitting takes 10–15 years.
Capex is exploding.
Ore grades are declining.
If projects don’t accelerate:
• Mineral inflation returns
• EV margins compress
• Energy transition slows
The constraint isn’t demand.
It’s geology.
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Citat:HE US IS BECOMING THE LNG SUPERPOWER

• USA Exports 90 → 130 Mt by 2026
• EU imports 80 → 120 Mt
The US is now the marginal supplier to Europe.
Gas flows = geopolitical leverage.
Now connect the dots.
One company owns 25% of a key pipeline behind:
→ US LNG exports +67% by 2030
→ Texas AI power demand +163% data center growth
America controls the flow.
This company owns part of the bottleneck.
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2029. možemo da otvorimo gasnu elektranu snage 500 megavata

Citat:"Razgovarali su Srbijagas i Sokar, nadam se da će u naredna tri meseca biti sve gotovo, kako bi mogao da krene idejni projekat i za tri godine otvorimo gasnu elektranu. Imali smo tri lokacije u okolini Niša. Verujem da do 2029. možemo da otvorimo gasnu elektranu instalisane snage 500 megavata. llijev mi je obećao da će pomoći i da će se uključiti u naš projekat jer su oni za dve godine u svojoj zemlji završili svoju gasnu elektranu", najavio je Vučić.

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