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阿拉斯加LNG开发案遭爆获俄国受制裁企业融资!Novatek涉入营运引发合规疑虑

2026-10-24 16:22:17 网络 阅读(1)

传阿拉斯加液化天然气(LNG)开发案涉及受美国制裁的俄罗斯能源巨头Novatek PJSC,引发外界对制裁合规问题的关注。

阿拉斯加LNG开发案遭爆获俄国受制裁企业融资!Novatek涉入营运引发合规疑虑

根据《金融时报》报导,Polar Train LNG前执行长Joel Riddle指出,Novatek曾向Polar Train LNG的开发计划提供资金,并在取得美国财政部必要许可前介入项目营运。

《金融时报》及《纽约时报》另一篇报导指出,Riddle上月辞职,随后另有多名高阶主管离任。

不过,Polar LNG周五(23日)发布声明反驳,称Riddle是「心怀不满的前员工」,且已遭公司解雇。公司强调,开发工作均依照美国适用法律进行。

根据该声明,Polar LNG已向美国财政部海外资产控制办公室(OFAC)提出许可申请,寻求取得向Novatek购买一座尚未完工的重力式结构的许可。该结构是液化天然气设施的一部分。

《金融时报》引述Novatek声明指出,该公司已于今年4月与Polar Train签署谅解备忘录,并表示,要执行如此大规模的项目,仍须取得美国与俄罗斯主管机关的必要批准。

美国财政部官员则表示,该部门不会针对违反制裁规定的指控发表评论,但会「极其严肃地看待」任何潜在违规行为。

另一方面,Polar Train LNG的营运公司已任命前高盛俄罗斯银行执行长Tim Talkington出任代理执行长。公司声明指出,Talkington目前也是母公司Polar Eagle LNG的总裁。

Polar LNG的目标是在2030年底前,开始从阿拉斯加北坡输送天然气。

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      "title": "〈能源盘后〉中东战火 阿联酋漏油 利比亚减产 多重供应风险推升油价创近6个月新高",
      "shortTitle": "〈能源盘后〉中东战火 阿联酋漏油 利比亚减产 多重供应风险推",
      "img": "https://cimg.cnyes.cool/prod/news/6636867/l/c91f4e1c14b1fdcab9f41f4745711050.jpg",
      "createdAt": "2026-10-23T21:10:02.000Z",
      "description": "中东局势升温,布兰特原油23日涨3.55美元至116.72美元,创4月29日来收盘高点。
胡塞攻击沙国、阿联酋沿岸油轮漏油与遇袭频传,市场忧中东原油生产与荷姆兹海峡航运受阻。
美国启用战略石油储备最多40万桶,惟库存已降至1982年来最低,政策空间受限。",
      "pv": 4,
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      "path": "/hour"
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    {
      "id": 21678,
      "title": "〈贵金属盘后〉金价掼破4000美元、本周重挫4% 油价涨势巩固Fed升息预期",
      "shortTitle": "〈贵金属盘后〉金价掼破4000美元、本周重挫4% 油价涨势巩",
      "img": "https://cimg.cnyes.cool/prod/news/6636625/l/ab96aca214b9d2dda6b124c0d28d6085.jpg",
      "createdAt": "2026-10-23T22:59:20.000Z",
      "description": "金价周五跌至三个月低点,现货报3998.35美元,本周累跌4%,创6月来最差单周表现。
能源价格上涨加深通膨疑虑,市场强化Fed升息预期;FedWatch显示下周按兵不动机率92%,12月升息机率78%。
科技股遭抛售引发追缴保证金卖压,拖累黄金、白银;白银、白金、钯金周线也全数收黑。",
      "pv": 3,
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      "path": "/hour"
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    {
      "id": 21689,
      "title": "美债殖利率急跌、企业信用风险飙升!前Fed顾问:美国恐已陷衰退!",
      "shortTitle": "美债殖利率急跌、企业信用风险飙升!前Fed顾问:美国恐已陷衰",
      "img": "https://cimg.cnyes.cool/prod/news/6636970/l/6d4551dade263779aa8fa5b8f78dbe59.jpg",
      "createdAt": "2026-10-24T00:50:02.000Z",
      "description": "前Fed顾问布斯警告,美国经济恐已陷入衰退,美债反弹与殖利率下滑恐反映经济放缓。
10年期美债殖利率降至4.966%,Meta的CDS利差创新高,CoreWeave债券殖利率升至15.76%。
AI企业融资成本攀升、通膨与美股高估值,市场衰退疑虑加深,后续须观察就业、企业投资及信用利差变化。",
      "pv": 3,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21691,
      "title": "法国惊险躲过穆迪降评!10年期公债殖利率创24年高点 赤字与政治僵局成隐忧",
      "shortTitle": "法国惊险躲过穆迪降评!10年期公债殖利率创24年高点 赤字与",
      "img": "https://cimg.cnyes.cool/prod/news/6637018/l/e6ffd06ceb050287a054d50a076b9c57.jpg",
      "createdAt": "2026-10-24T02:12:17.000Z",
      "description": "穆迪维持法国Aa3评级、展望负向;标普与惠誉已于2025年秋季降评。
穆迪表示政治分裂与社会紧张恐妨碍立法,并可能拖慢赤字缩减。
法国10年公债殖利率突破5%,赤字约5.5%,2030年前逾1兆美元债务到期。",
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    {
      "id": 21694,
      "title": "俄美乌11月阿布达比谈判!俄首艘柴油油轮赴美、乌克兰逾900处聚落停电",
      "shortTitle": "俄美乌11月阿布达比谈判!俄首艘柴油油轮赴美、乌克兰逾900",
      "img": "https://cimg.cnyes.cool/prod/news/6637073/l/7b39f986b6c1af2806479ee1085d944f.jpg",
      "createdAt": "2026-10-24T03:42:41.000Z",
      "description": "俄美乌拟11月上半月在阿布达比谈判俄乌安全保障,佩斯科夫称正讨论三方形式,欧洲未来不排除参与。
佩斯科夫证实俄罗斯首艘载柴油油轮已赴美,双方柴油供应协议开始执行;普丁称俄方也可向美供化肥。
俄军袭击乌克兰敖德萨、日托米尔能源设施,DTEK热电厂停发电,日托米尔逾900个居民点停电。",
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    {
      "id": 21695,
      "title": "辉达分析师示警:2027年规划中AI资料中心容量恐有45%无法建成",
      "shortTitle": "辉达分析师示警:2027年规划中AI资料中心容量恐有45%无",
      "img": "https://cimg.cnyes.cool/prod/news/6636981/l/979188affaafc1ac83a2db9aed7bce2f.jpg",
      "createdAt": "2026-10-24T03:30:11.000Z",
      "description": "分析师Goldberg称,2027年已宣布55GW AI资料中心容量恐仅30GW落地,缺口达45%。
他维持辉达卖出评级、目标价180美元,指电工、燃气涡轮机与并网问题拖慢建设。
微软退出英格兰Nscale计划、亚马逊伺服器闲置;辉达供应与产能承诺已达2,790亿美元。",
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    {
      "id": 21698,
      "title": "美国稀土大项目黄了?通用汽车突取消稀土磁铁长约、Energy Fuels 19亿美元收购VAC恐生变",
      "shortTitle": "美国稀土大项目黄了?通用汽车突取消稀土磁铁长约、Energy",
      "img": "https://cimg.cnyes.cool/prod/news/6637074/l/109b4304ce04bdc7a2181bacf627a08a.jpg",
      "createdAt": "2026-10-24T04:40:02.000Z",
      "description": "GM-US秘密终止与VAC子公司e-VAC长约,双方已进入仲裁。
e-VAC年产能约2,000吨、估值5亿美元,原本90%供货GM-US。
长约生变冲击VAC生产与Energy Fuels收购条件,美国稀土在地化添变数。",
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    {
      "id": 21699,
      "title": "看淡特斯拉前景!前避险基金经理人:避之唯恐不及",
      "shortTitle": "看淡特斯拉前景!前避险基金经理人:避之唯恐不及",
      "img": "https://cimg.cnyes.cool/prod/news/6636979/l/b04b03035be271861266ba38d6b9966d.jpg",
      "createdAt": "2026-10-24T04:30:05.000Z",
      "description": "特斯拉Q3营收、EPS与交车量优预期,但Whitney Tilson指营业利益率由5.8%降至2.6%,营业利益、EPS、自由现金流分别跌56%、44%、62%。
Tilson称特斯拉近五年营收虽成长,营业利益大幅下滑,自由现金流停滞,股价五年仅涨24%。他质疑特斯拉预估本益比达185倍仍居高不下。",
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      "id": 21701,
      "title": "投资像开F1赛车!渣打银揭投资人常犯2大错误:40年资产恐缩水3成",
      "shortTitle": "投资像开F1赛车!渣打银揭投资人常犯2大错误:40年资产恐缩",
      "img": "https://cimg.cnyes.cool/prod/news/6636452/l/0cf14cecedca8d9c5496be722c94be73.jpg",
      "createdAt": "2026-10-24T05:12:41.000Z",
      "description": "渣打指投资人常因过度自信、追逐近期绩效,致平均年报酬率较标的低1.2个百分点。
晨星2026年8月《Mind the Gap》:若40年报酬率由7%降至5.8%,1,000美元恐仅成约9,500美元。
渣打以F1为喻:市场难长期击败,投资关键在纪律、避开高现金与追高杀低。",
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    "title": "阿拉斯加LNG开发案遭爆获俄国受制裁企业融资!Novatek涉入营运引发合规疑虑",
    "shortTitle": "阿拉斯加LNG开发案遭爆获俄国受制裁企业融资!Novatek",
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    "description": "阿拉斯加LNG开发案传涉及受美制裁的Novatek,外界关注制裁合规。
Polar LNG否认违规,称依美国法律办理,并已向OFAC申请购买相关设施许可。
Novatek称4月与Polar Train签署备忘录;公司任命Tim Talkington任代理执行长,目标2030年底输气。",
    "img": "https://cimg.cnyes.cool/prod/news/6637118/l/a89dc3b1e2e528a328360bb00f4de719.jpg",
    "content": "<p>传阿拉斯加液化天然气(LNG)开发案涉及受美国制裁的俄罗斯能源巨头Novatek PJSC,引发外界对制裁合规问题的关注。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6637118/l/a89dc3b1e2e528a328360bb00f4de719.jpg\" alt=\"阿拉斯加LNG开发案遭爆获俄国受制裁企业融资!Novatek涉入营运引发合规疑虑\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《金融时报》报导,Polar Train LNG前执行长Joel Riddle指出,Novatek曾向Polar Train LNG的开发计划提供资金,并在取得美国财政部必要许可前介入项目营运。</p>\n\n<p>《金融时报》及《纽约时报》另一篇报导指出,Riddle上月辞职,随后另有多名高阶主管离任。</p>\n\n<p>不过,Polar LNG周五(23日)发布声明反驳,称Riddle是「心怀不满的前员工」,且已遭公司解雇。公司强调,开发工作均依照美国适用法律进行。</p>\n\n<p>根据该声明,Polar LNG已向美国财政部海外资产控制办公室(OFAC)提出许可申请,寻求取得向Novatek购买一座尚未完工的重力式结构的许可。该结构是液化天然气设施的一部分。</p>\n\n<p>《金融时报》引述Novatek声明指出,该公司已于今年4月与Polar Train签署谅解备忘录,并表示,要执行如此大规模的项目,仍须取得美国与俄罗斯主管机关的必要批准。</p>\n\n<p>美国财政部官员则表示,该部门不会针对违反制裁规定的指控发表评论,但会「极其严肃地看待」任何潜在违规行为。</p>\n\n<p>另一方面,Polar Train LNG的营运公司已任命前高盛俄罗斯银行执行长Tim Talkington出任代理执行长。公司声明指出,Talkington目前也是母公司Polar Eagle LNG的总裁。</p>\n\n<p>Polar LNG的目标是在2030年底前,开始从阿拉斯加北坡输送天然气。</p>\n\n<p class=\"warning\">(本文不开放合作伙伴转载)</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/hour/article-21654.html\" title=\"美国官员:美方做好与伊朗长期对峙准备\">美国官员:美方做好与伊朗长期对峙准备</a></li>\n    <li><a href=\"/hour/article-21709.html\" title=\"Kimi推3兆级新模型!程式设计评测胜GPT-6 金融能力与3D建模升级\">Kimi推3兆级新模型!程式设计评测胜GPT-6 金融能力与3D建模升级</a></li>\n    <li><a href=\"/hour/article-21691.html\" title=\"法国惊险躲过穆迪降评!10年期公债殖利率创24年高点 赤字与政治僵局成隐忧\">法国惊险躲过穆迪降评!10年期公债殖利率创24年高点 赤字与政治僵局成隐忧</a></li>\n    <li><a href=\"/hour/article-21699.html\" title=\"看淡特斯拉前景!前避险基金经理人:避之唯恐不及\">看淡特斯拉前景!前避险基金经理人:避之唯恐不及</a></li>\n    <li><a href=\"/hour/article-21669.html\" title=\"〈能源盘后〉中东战火 阿联酋漏油 利比亚减产 多重供应风险推升油价创近6个月新高\">〈能源盘后〉中东战火 阿联酋漏油 利比亚减产 多重供应风险推升油价创近6个月新高</a></li>\n    <li><a href=\"/hour/article-21678.html\" title=\"〈贵金属盘后〉金价掼破4000美元、本周重挫4% 油价涨势巩固Fed升息预期\">〈贵金属盘后〉金价掼破4000美元、本周重挫4% 油价涨势巩固Fed升息预期</a></li>\n  </ul>\n</div>",
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