
OPECプラスの有志7カ国は8月に日量18万8千バレルの原油増産を決定。ホルムズ海峡からの輸出再開に合わせ、生産の正常化が進む見通し。ただし、機雷除去やタンカー再配置が課題となる。
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主要産油国でつくる石油輸出国機構(OPEC)プラスの有志7カ国(サウジアラビア、ロシア、イラク、クウェート、カザフスタン、アルジェリア、オマーン)は5日のオンライン会合で、8月に日量18万8千バレルの原油を増産することを決めた。
今回の生産目標の引き上げ幅は7月と同じで、世界の石油需要の約0.2%に相当する。ホルムズ海峡からの輸出再開に合わせ、生産の正常化が進みそうだ。
7カ国は会合後、「各国は引き続き市場環境を緊密に注視・評価していく」との声明を出した。
3~6月の会合でも増産を決めたが、世界の石油供給の約2割が通過するホルムズ海峡の事実上の封鎖で、7カ国のうちサウジアラビアやイラクなどで実際には大幅な減産を余儀なくされていた。
米国とイランとの停戦でホルムズ海峡の通航が再開されれば、湾岸地域の生産も本格化することになるが、海峡に敷設された機雷の除去や、タンカーの再配置などが円滑に進むかが今後の焦点となる。

It has been revealed that Chubu Electric Power is considering withdrawing the review of Hamaoka Nuclear Power Plant Units 3 and 4 due to data fraud issues surrounding the review. The results of the third-party investigation will be announced on the 14th, and management will hold a press conference. The outlook for restarting operations is uncertain.

Regarding the Alaska LNG Project, which transports natural gas from northern Alaska to the south and exports it as LNG, Dr. Watson from the University of Alaska talked about competitiveness in the Pacific region market and his expectations for Japanese companies' participation in the project in an interview with Jiji Press.

In Europe, where record-breaking heatwaves continue, multiple nuclear power plants have been affected, including the Paks nuclear power plant in Hungary, which has shut down due to a lack of cooling water due to falling river levels. On the other hand, since Japan uses seawater, domestic power companies have explained that they are not affected by similar heatwaves.

Hungarian Prime Minister Magyar announced on the 2nd that the country's only Pakş nuclear power plant will completely cease operations due to a lack of cooling water due to falling water levels in the Danube River. The nuclear power plant, which meets a third of the country's electricity needs, will be shut down for the first time in its 44-year history as prolonged drought and heatwaves increasingly impact Europe's energy supply.

Kansai Electric Power's plan to remove used nuclear fuel from Fukui Prefecture is being shaken by the possibility of a delay in the completion of a reprocessing plant in Aomori Prefecture. If this situation continues, there is a risk that the nuclear power plant storage pools in Fukui Prefecture will be full between 2028 and 2030, leading to the shutdown of operations.

While the Japanese government has set a goal of replacing up to five nuclear power plants by the 2040s and up to 14 by the 1950s, electric power companies are taking a cautious stance due to soaring construction costs and the need to bear the burden on the public. Kansai Electric Power Company has begun geological surveys at the Mihama nuclear power plant, but has announced that it will make a decision after determining profitability.