Energy · 1.5

Fuel & Gas Distribution

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+1weighted per event

Average gross impact2absolute weighted average

Events5same period

Confidence69%model average

Raw intensity38before weighting

Previous period+14net impact

Gross change-85%

Diffusion speed0.7 / day

Concentration58%

Direction disagreement60%

Source independence100%7 sources

IMPACT TREND

7-day effective impact

Positive 1 · Negative 1 · Mixed 3

+140-14

-1

28 Jul, 002 events

28 Jul, 141 event

29 Jul, 040 events

29 Jul, 180 events

30 Jul, 081 event

30 Jul, 220 events

31 Jul, 121 event

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

2 Aug, 200 events

3 Aug, 100 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term30%3 cumulative effective impact

Medium term70%7 cumulative effective impact

Long term0%0 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 5 events

Macro3

Macro28 Jul, 16:05positive

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: +7
Intensity: 50
Confidence: 75%
Horizon: Medium term

Macro28 Jul, 04:07mixed

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

Macro31 Jul, 15:00mixed

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.

Companies2

Companies28 Jul, 11:30negative

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: -3
Intensity: 30
Confidence: 70%
Horizon: Short term

Companies30 Jul, 20:11neutral

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