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🗓 On February 24, marking the fourth year since the launch of Russia’s special military operation, the 11th Emergency Special Session of the UN General Assembly on the Ukraine crisis(#ESS)was reconvened at the initiative of Kiev and its European backers. During the session, this group of countries introduced yet another biased, anti-Russia resolution. This time it was deceptively titled “Support for a Lasting Peace in Ukraine” and, unlike previous resolutions adopted at the 11th ESS, was deliberately kept brief. The authors of the resolution were compelled to adopt this tactical approach by the steadily declining support for their anti-Russia initiatives at the General Assembly, which have clearly grown tiresome for the overwhelming majority of the international community. This one-sided, politicised text, in addition to the usual unfounded accusations against Russia, selectively cites the UN Charter while remaining silent on the root causes of the conflict around Ukraine. Without addressing these causes, a lasting and sustainable settlement is simply unattainable. The draft also contains an absurd tribute to the “efforts” of European countries that continue to funnel weapons to the Kiev regime, allegedly “aimed at ending the war”. In an attempt to broaden its support among General Assembly members, the document is saturated with pseudo-peaceful language, including calls for a ceasefire, prisoner exchanges, and the return of forcibly displaced persons, including children, framed as “confidence-building measures”. Such wording appears particularly cynical in light of the long record of duplicity demonstrated by the Kiev regime and its European sponsors, who have repeatedly shown their inability to negotiate in good faith by undermining every agreement reached, beginning with the Minsk accords. 👉There is no doubt that this clumsy manoeuvring by Kiev and the Europeans in the General Assembly was intended to create a smokescreen around the trilateral negotiation process. This was once again evident during the vote, when the Kiev regime, backed by the European “war party”, positioned itself against the broader international community, which supports genuine efforts to achieve peace in Ukraine, as well as against the other two parties to the negotiations. The US delegation, explicitly stating that the Ukrainian-European initiative at the General Assembly was detrimental to the negotiation process, requested a separate vote on several destructive provisions of the draft. Ultimately, the General Assembly voted on the original draft: 107 delegations voted in favour, 12 against, 51 states (including the US) abstained, and 23 did not participate. Rather than a success, Kiev and its backers secured a distinctly unconvincing result and incurred significant political costs, having exposed themselves as opponents of peace. The widening transatlantic rift over the Ukrainian issue is also becoming increasingly apparent. Overall, the discussions at the UN clearly reflect the international community’s fatigue with the Ukrainian issue – a situation our opponents are attempting to keep artificially alive. Against this backdrop, what is required are genuine efforts toward a peaceful settlement, efforts in which Russia is participating in good faith. ☝️Moscow hopes that all reasonable members of the international community will likewise support the said efforts, without being distracted by minor obstructions. Read in full

🗓 On February 24, marking the fourth year since the launch of Russia’s special military operation,the 11th Emergency Special Session of the UN General Assembly on the Ukraine crisis(#ESS)was reconvened at the initiative of Kiev and its European backers. During the session, this group of countries introduced yet another biased, anti-Russia resolution. This time it was deceptively titled “Support for a Lasting Peace in Ukraine” and, unlike previous resolutions adopted at the 11th ESS, was deliberately kept brief. The authors of the resolution were compelled to adopt this tactical approach by the steadily declining support for their anti-Russia initiatives at the General Assembly, which have clearly grown tiresome for the overwhelming majority of the international community. This one-sided, politicised text, in addition to the usual unfounded accusations against Russia, selectively cites the UN Charter while remaining silent on the root causes of the conflict around Ukraine. Without addressing these causes, a lasting and sustainable settlement is simply unattainable. The draft also contains an absurd tribute to the “efforts” of European countries that continue to funnel weapons to the Kiev regime, allegedly “aimed at ending the war”. In an attempt to broaden its support among General Assembly members, the document is saturated with pseudo-peaceful language, including calls for a ceasefire, prisoner exchanges, and the return of forcibly displaced persons, including children, framed as “confidence-building measures”. Such wording appears particularly cynical in light of the long record of duplicity demonstrated by the Kiev regime and its European sponsors, who have repeatedly shown their inability to negotiate in good faith by undermining every agreement reached, beginning with the Minsk accords. 👉There is no doubt that this clumsy manoeuvring by Kiev and the Europeans in the General Assembly was intended to create a smokescreen around the trilateral negotiation process. This was once again evident during the vote, when the Kiev regime, backed by the European “war party”, positioned itself against the broader international community, which supports genuine efforts to achieve peace in Ukraine, as well as against the other two parties to the negotiations. The US delegation, explicitly stating that the Ukrainian-European initiative at the General Assembly was detrimental to the negotiation process, requested a separate vote on several destructive provisions of the draft. Ultimately, the General Assembly voted on the original draft: 107 delegations voted in favour, 12 against, 51 states (including the US) abstained, and 23 did not participate. Rather than a success, Kiev and its backers secured a distinctly unconvincing result and incurred significant political costs, having exposed themselves as opponents of peace. The widening transatlantic rift over the Ukrainian issue is also becoming increasingly apparent. Overall, the discussions at the UN clearly reflect the international community’s fatigue with the Ukrainian issue – a situation our opponents are attempting to keep artificially alive. Against this backdrop, what is required are genuine efforts toward a peaceful settlement, efforts in which Russia is participating in good faith. ☝️Moscow hopes that all reasonable members of the international community will likewise support the said efforts, without being distracted by minor obstructions. Read in full

🗓 On February 24, marking the fourth year since the launch of Russia’s special military operation, the 11th Emergency Special Session of the UN General Assembly on the Ukraine crisis(#ESS)was reconvened at the initiative of Kiev and its European backers. During the session, this group of countries introduced yet another biased, anti-Russia resolution. This time it was deceptively titled “Support for a Lasting Peace in Ukraine” and, unlike previous resolutions adopted at the 11th ESS, was deliberately kept brief. The authors of the resolution were compelled to adopt this tactical approach by the steadily declining support for their anti-Russia initiatives at the General Assembly, which have clearly grown tiresome for the overwhelming majority of the international community. This one-sided, politicised text, in addition to the usual unfounded accusations against Russia, selectively cites the UN Charter while remaining silent on the root causes of the conflict around Ukraine. Without addressing these causes, a lasting and sustainable settlement is simply unattainable. The draft also contains an absurd tribute to the “efforts” of European countries that continue to funnel weapons to the Kiev regime, allegedly “aimed at ending the war”. In an attempt to broaden its support among General Assembly members, the document is saturated with pseudo-peaceful language, including calls for a ceasefire, prisoner exchanges, and the return of forcibly displaced persons, including children, framed as “confidence-building measures”. Such wording appears particularly cynical in light of the long record of duplicity demonstrated by the Kiev regime and its European sponsors, who have repeatedly shown their inability to negotiate in good faith by undermining every agreement reached, beginning with the Minsk accords. 👉There is no doubt that this clumsy manoeuvring by Kiev and the Europeans in the General Assembly was intended to create a smokescreen around the trilateral negotiation process. This was once again evident during the vote, when the Kiev regime, backed by the European “war party”, positioned itself against the broader international community, which supports genuine efforts to achieve peace in Ukraine, as well as against the other two parties to the negotiations. The US delegation, explicitly stating that the Ukrainian-European initiative at the General Assembly was detrimental to the negotiation process, requested a separate vote on several destructive provisions of the draft. Ultimately, the General Assembly voted on the original draft: 107 delegations voted in favour, 12 against, 51 states (including the US) abstained, and 23 did not participate. Rather than a success, Kiev and its backers secured a distinctly unconvincing result and incurred significant political costs, having exposed themselves as opponents of peace. The widening transatlantic rift over the Ukrainian issue is also becoming increasingly apparent. Overall, the discussions at the UN clearly reflect the international community’s fatigue with the Ukrainian issue – a situation our opponents are attempting to keep artificially alive. Against this backdrop, what is required are genuine efforts toward a peaceful settlement, efforts in which Russia is participating in good faith. ☝️Moscow hopes that all reasonable members of the international community will likewise support the said efforts, without being distracted by minor obstructions. Read in full

📢험프데이 라이브 | 오늘 오전 11시⏰ 매주 수요일, 시장과 세계를 관통하는 이슈 정리 🔥험프데이 라이브🔥 오늘은 가정의날 특집으로 오는 "5월" 주식시장을 미리 준비해봅니다. 잠시후 오전 11시, 조금 일찍 만나보아요오🙏 📌https://youtube.com/live/b6rcamlnNnE?feature=share #ESS#전력반도체#태양광#조선기자재#자동차#반도체 유튜브 '주식제값찾기' 구독❤️ 좋아요👍 알림 설정🔔

< SMP 급등 수혜 간략 정리 > - 호르무즈 해협 사태 장기화 - 에너지 원료 급등 - 전선 부족으로 계통 병목 - 전력 확보 불확실성 증가 - SMP 급등세 지속 장기화 가능 » 비싼 계통전기를 피하려는 기업들의 온사이트 전력 수요 증가 가능 #신재생#ESS#SOFC » 비교적 싸게 공급받은 원료로 만든 전기를 팔아먹을 수 있는 발전주 #SGC에너지 - 석탄 + 바이오매스 → 증기 생산(전기 + 산업용 스팀 동시 생산) - 군산 산업단지에 증기를 공급하고, 함께 생산된 전력을 SMP로 전량 전력거래소에 판매하는 구조 - 일반 발전소보다 열효율이 높은 열병합 구조 + LNG 열병합보다 양호한 원가구조(LNG급등 방어) #SK가스 - 실적구조: 울산GPS 가동률 + SMP 상승폭 – LNG/LPG 원가 압박 방어 + 트레이딩 변동성 수익

🔔 [특징주] LG에너지솔루션, AI 데이터센터發 ESS 성장 기대에 강세 📈#LG에너지솔루션#삼성SDI#LG화학#SK이노베이션 📝#2차전지#ESS#AI데이터센터 LG에너지솔루션의 ESS와 2차전지 업황 회복 기대감이 주가에 긍정적인 영향을 주고 있습니다. ⬜⬜⬜⬜⬜│🟥🟥🟥⬜⬜ 【 겁나빠른 #드리고봇 뉴스 】 https://www.tokenpost.kr/news/economy/359508

🇰🇷🤝🇺🇸Samsung SDI получила в США крупный контракт на поставку ESS 📄🖌️Американская дочерняя компания Samsung SDI America объявила о заключении соглашения на поэтапную поставку аккумуляторов для систем хранения энергии (ESS) с неназванной энергетической компанией США на сумму 1,5 трлн вон (1 млрд долл.). Срок исполнения контракта – до 2029 года. 🔋🪫Аккумуляторные батареи будут выпускаться на заводе StarPlus Energy в штате Индиана – совместное предприятие Samsung SDI и Stellantis. На начальном этапе планируется поставлять заказчику никель-кобальт-алюминиевые аккумуляторы (NCA), а позже к ним добавятся литий-железо-фосфатные (LFP). 🌎💰Samsung SDI последовательно расширяет своё присутствие на американском рынке, где спрос на ESS быстро растёт на фоне развития инфраструктуры искусственного интеллекта и возобновляемой энергетики. Так, в декабре прошлого года компания подписала контракт на поставку LFP-аккумуляторов на сумму свыше 2 трлн вон. В н.в. ведутся переговоры с несколькими крупными клиентами, в связи с чем в ближайшем будущем ожидаются новые сделки. #Новости#Корея#Экономика#США#SamsungSDI#Контракт#Сделка#ESS#Аккумуляторы

📃🖊️LG Energy Solution Vertech (дочерняя компания LG Energy Solution в США) и американское подразделение Hanwha Qcells подписали соглашение на поставку аккумуляторных батарей суммарной мощностью 5 ГВт/ч для систем хранения энергии (ESS) стоимостью около 1 трлн вон (690 млн долл.). 🔋В соответствии с ним LGES в период с 2028 по 2030 гг. обеспечит поставки литий-железо-фосфатных (LFP) аккумуляторов для реализуемых Hanwha Qcells на территории США крупномасштабных ESS-проектов. Это уже второй такого рода контракт между сторонами после заключённого в прошлом году на сумму порядка 1,4 трлн вон (оговорённый объём 4,8 ГВт/ч). Батареи для ESS будут производиться на заводе LGES в штате Мичиган, а солнечные модули Hanwha Qcells – в штате Джорджия. 🇺🇸Таким образом, сделка знаменует собой очередной шаг к расширению присутствия бизнеса РК на динамично развивающемся американском рынке ESS. В планах LGES довести объём производственных мощностей аккумуляторов для ESS на двух заводах в штате Мичиган и СП со Stellantis и Honda до 50 ГВт/ч в год. #Новости#Корея#Экономика#США#Рынок#Аккумуляторы#ESS#LGES#HanwhaQcells

< 이란전쟁으로 발생한 투자포인트 현황 > » 단순 개인 공부용이라 분량은 중요도와 관련 X 1. 에너지 공급망 다변화 필요성 #신재생#ESS#원자력#LNG#석탄 - 대통령 재생에너지 전환 정책 필요성 강조 - 정부 국내 2030년 재생에너지 100GW 보급 목표 - 현재 국내 해상풍력 누적 설치량 0.4GW, 2030년 3GW, 2035년 25GW 예정 - 현재 국내 태양광 누적 설치량 30GW, 2030년 87GW 예정 #SK이터닉스 - 태양광, 풍력, SOFC, ESS 모두 영위 디벨로퍼 - 태양광: 지역별 중소형 태양광 발전소 직접 매입으로 전력 중개 판매 - 풍력: 육상 풍력(군위 풍백, 의성 황악산), 해상(신안 우이, 인천 굴업도) / 공사, 개발, 전력 판매 매출 - SOFC: 블룸에너지 한국 총판권 보유로 정부 공고 물량을 낙찰 받아 개발사업 진행 - ESS: 부지 선정, 인허가, 입찰 주도 대가로 개발 용역 매출 인식 #SK오션플랜트 - 해상풍력: 한국, 대만, 유럽 지역 총 9,500억원 규모(하부구조물) - 조선(특수선,MRO): 컨테이너선, 탱커선, 함선, MSRA 취득을 통한 미 해군 MRO 참여 등 - SK에코플랜트의 SK오션플랜트 지분 매각 지연 노이즈 존재 #씨에스윈드 - 풍력발전용 타워(기둥) 제조 글로벌 1위 - 고객사 Vestas(최대), GE Vernova, Siemens Gamesa 등 터빈 OEM - 타워 부문: 수주 $15.2억(미국 육상풍력, 유럽 해상풍력) / AMPC 증가 - 하부구조물 부문: 린도 공장 중단으로 매출 감소 / 유럽 해상풍력 PJT 2개 입찰 중 #대명에너지 - 풍력, 태양광 'EPC+발전운영+ESS' 전과정 영위 디벨로퍼 - 국내 민간 육상풍력발전 1위 - 현재 8개 발전소(278MW) 운영 중, 개발 중인 발전소(1,500MW) - 김천풍력 780억(26MW) / 곡성풍력 1,260억(42MW) / 제주도 BESS 629억(140MWh) - BESS 540MW 규모 입찰 중 #OCI홀딩스 - 주요 자회사: OCI TerraSus(태양광용 폴리실리콘, 말레이시아), OCI Enterprises(태양광 발전, 모듈, 과탄산소다 생산 자회사 보유, 북미) - OCI TerraSus: 미국 UFLPA 강화, Section 232 조치 내용 발표 예정으로 비중국산 폴리실리콘 반사수혜 - 테슬라 2028년까지 태양광 100GW 확보 예정, 자체 내재화는 셀,모듈 중심, 폴리실리콘,웨이퍼 부문은 외부 공급 전망 - 베트남산 태양광 웨이퍼(PFE 우회 가능) + 반도체용 폴리실리콘 JV 가동 예정: 태양광 웨이퍼 올해 CAPA 2.7GW + 2.7GW(증설예정) / 반도체용 폴리실리콘 2029년 생산 예정 #HD현대에너지솔루션 - 태양광 셀,모듈(75%) / 인버터(PCS) / 태양광 솔루션 / O&M 부문 - 국내 태양광 모듈 1위(MS 27%) - 4Q25 매출 국내(53%), 미국(44%), 유럽/호주(3%) #삼성SDI - EV 회복 + ESS 성장 - 북미향 ESS 28년 물량까지 전량 수주 완료 - 랙 내부 BBU(원통형) + 고출력 UPS(각형) + 대규모 그리드 ESS(SBB) 모두 보유 - 올해 하반기 LFP 기반 SBB 2.0 양산 본격화 - 26년말 ESS CAPA 42GWh(울산 10GWh, 중국 3GWh, 북미 29GWh) 예정 #엘앤에프 - 리튬 가격 상승으로 재고평가 이익 반영 전망 - LG에너지솔루션 통한 테슬라의 중국 판매 견조 - 올해 하반기 LFP 양극재 3만톤 공장 상업 가동 예정(국내 최초 상업화) / 북미 ESS 수요 증가로 삼성SDI, SK온 등 EV라인 ESS로 전환 중이며, 이에 따라 LFP 양극재 수요 증가 / 향후 유럽 EV,ESS까지 고객 다변화 가능 - Ni95 하이니켈 단독 공급 / 휴머노이드향 확대 전망 #두산에너빌리티#한전기술 - 유럽 및 동남아의 탈원전 정책 실패 인정으로 향후 국내 원전 밸류체인 수혜 가능 #SNT에너지#삼성E&A - 북미 및 기타국가향 LNG 수요 증가 / 중동 LNG 인프라 재건 기대 #포스코인터내셔널#LX인터내셔널 - 재생에너지와 원자력은 제약조건이 많고 시간이 오래 걸리고, LNG는 공급 불안성이 높으니 석탄 비중을 올리자는 기조 2. 천궁의 실전 입증과 글로벌 방공무기 쇼티지 #방산#LIG넥스원#RFHIC - 글로벌 안보 위협 확대 속 각국 방공무기 극심한 쇼티지 상황 - 실전 레퍼런스가 확보된 가성비 무기에 빠른 납기력으로 K-방산이 사실상 유일한 대안 3. 호르무즈 해협 우회 루트 개척 필요성 #강관#피팅밸브 #세아제강 - 기존 우회관 용량 대비 생산량 고려시 우회 수요 UAE 유력 - 대구경 아크용접 라인파이프 공급 가능 / UAE 생산거점 보유 / 중동 레퍼런스 보유 #휴스틸 - 사우디 iktva 정책 등으로 현지 조달 70% 의무 - 휴스틸은 사우디스틸파이프(SSP) 지분 16% 보유 중 #성광벤드#태광 - 글로벌 탑티어 피팅업체 / 높은 해외 매출 비중 및 중동 노출도 - 중동 에너지 인프라 재건 및 확산 기대 4. 석유화학 글로벌 공급 완화 및 스프레드 개선 가능성 #석유화학#효성티앤씨#롯데케미칼#DL#금호석유화학 - 전쟁 4~5월 내 종결 + 라인 효율화 + 가동률 유지 + P 전가로 스프레드 개선 조건 등 필요