Energy · 1.5

Fuel & Gas Distribution

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+6weighted per event
Average gross impact7absolute weighted average
Events8same period
Confidence70%model average
Raw intensity41before weighting
Previous period0net impact
Gross changeInsufficient base
Diffusion speed0.4 / day
Concentration28%
Direction disagreement25%
Source independence100%9 sources
IMPACT TREND

20-day effective impact

Positive 3 · Negative 1 · Mixed 4

Current periodPrevious period
TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact
Short term34%20 cumulative effective impact
Medium term66%39 cumulative effective impact
Long term0%0 cumulative effective impact
CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 8 events

Macro5
01
Macropositive

National Energy Administration Issues Plan for Coalbed Methane Expansion in Eastern Ordos Basin

The National Energy Administration has issued a plan to increase coalbed methane reserves and production in the eastern Ordos Basin region for 2026-2030. The plan promotes pipeline interconnection and access to major national trunk lines including the Shaanxi-Beijing, West-East Gas Pipeline, and Yulin-Jinan pipelines. It also encourages digital and intelligent station construction and underground gas storage facilities.

Effective
+22
Intensity
65
Confidence
80%
Horizon
Medium term
02
Macropositive

China to Exempt Energy Lands from Urban Land Use Tax from 2026, Phase Out Previous Reductions

China's Ministry of Finance and State Taxation Administration have adjusted urban land use tax rules for energy and resource enterprises. From September 1, 2026, certain lands used by oil, gas, coal, power, and mining enterprises will be exempt from the tax. Concurrently, from September 1, 2026 to August 31, 2027, lands that previously qualified for tax reductions will be taxed at half the due amount, and from September 1, 2027, full tax will apply, with the old reduction rules being abolished.

Effective
+17
Intensity
50
Confidence
75%
Horizon
Medium term
03
Macropositive

China's July crude imports rebound to 7.8 million bpd, Saudi and UAE shipments surge

China's daily crude oil imports rebounded to about 7.8 million barrels in July from a more than 10-year low of 6.2 million barrels in November 2015. Saudi Arabia's shipments more than doubled, UAE's surged tenfold, and Russia's rose 10%. The rebound followed a temporary US-Iran ceasefire last month, but renewed fighting has disrupted shipping in the Strait of Hormuz and Red Sea. Before the full outbreak of the US-Iran conflict on February 28, China's total imports were 12.6 million barrels per day, including 1 million via pipeline.

Effective
+13
Intensity
50
Confidence
75%
Horizon
Short term
04
Macromixed

US Sold Over $130 Billion of Venezuelan Oil After Maduro's Capture

US President Donald Trump said in July 2026 that the United States had sold over $130 billion of Venezuelan oil since capturing former President Nicolas Maduro in January 2026. The proceeds were used to operate Venezuela and cover war costs, with the US retaining the government and cooperating with acting President Delcy Rodríguez. Energy Secretary Chris Wright reported sales of 150 million barrels, and Secretary of State Marco Rubio confirmed audits by KPMG and funds held at Citibank. Democrats continued to demand full disclosure.

Effective
0
Intensity
40
Confidence
65%
Horizon
Short term
05
Macromixed

China's Tenth Fuel Price Hike in 2026: Gasoline and Diesel Up 685 Yuan and 655 Yuan per Tonne

China's National Development and Reform Commission announced the tenth fuel price increase of 2026, raising gasoline and diesel prices by RMB 685 and RMB 655 per tonne respectively from July 31. Nationally, 92 RON gasoline, 95 RON gasoline, and 0# diesel rise by RMB 0.54, RMB 0.57, and RMB 0.56 per liter. Filling a 50-liter tank of 92 RON gasoline costs an extra RMB 27. The adjustment follows volatile international crude prices amid Middle East tensions.

Effective
0
Intensity
40
Confidence
75%
Horizon
Short term
Industries0

No evidence on this page.

Companies3
01
Companiesnegative

10 A-Share Companies Terminate Hong Kong Listing Plans; 393 Firms Including 107 A-Share Issuers in Queue

As of July 27, ten A-share listed companies have terminated their Hong Kong listing plans this year, spanning energy, manufacturing, and consumer electronics. Reasons include prolonged approval processes and control stability concerns. For instance, Xinao Gas withdrew after nearly a year without regulatory approvals, while Broad Ocean Motor cited a controlling shareholder's divorce affecting a 26.82% stake. Meanwhile, 393 companies are awaiting Hong Kong stock exchange hearings, including 107 A-share issuers, as domestic IPO scrutiny tightens and review cycles lengthen.

Effective
-7
Intensity
30
Confidence
70%
Horizon
Short term
02
Companiesneutral

Shell Posts $9.84 Billion Q2 2026 Net Profit, Second Highest on Record, as Energy Prices and Trading Surge

Shell reported a second-quarter 2026 net profit of $9.84 billion, more than double the year-earlier figure and the second highest in its history, driven by higher crude oil and natural gas prices, strong LNG and oil trading results, and improved chemical margins. Brent crude averaged $97 per barrel and European benchmark gas averaged €46 per megawatt-hour, both sharply higher than in Q2 2025. Operating cash flow, including working capital changes, also hit its highest level since 2022. Shell plans to continue its $3 billion share buyback program over the next three months.

Effective
0
Intensity
30
Confidence
60%
Horizon
Short term
03
Companiesmixed

Shengtong Energy Shareholder Count Falls to 13,433 for Third Straight Period; Stock Down 27%, Q1 Net Loss 8.3

Shengtong Energy's shareholder count dropped to 13,433 as of July 20, a 16.17% decrease from July 10 and the third consecutive decline. The stock price stood at 44.95 yuan on July 27, up 7.46% on the day but down 27.16% since the period of concentration. The company reported first-quarter revenue of 1.288 billion yuan, down 23.10% year-on-year, and a net loss of 8.34 million yuan, down 128.22% year-on-year, with basic earnings per share of -0.0296 yuan.

Effective
0
Intensity
20
Confidence
60%
Horizon
Short term