美国财政部于周四宣布，延长对俄罗斯能源巨头卢克石油境外品牌加油站的运营授权，同时暂停该公司 面临的部分制裁措施。这一调整在俄乌冲突持续背景下引发广泛关注，被视为美国对俄能源制裁政策的 一次微妙松动。 巧合的是，放宽对卢克石油限制的消息，与白宫谈判代表赴莫斯科同普京会面的时间高度重合，双方正 推动达成结束冲突的相关协议。而欧盟最高外交官上月已公开表达担忧，称俄罗斯可能利用美国的和平 提议拖延制裁执行。事实上，欧盟此前也曾因能源供应压力，对俄石油实施"限价而非禁运"的折中方 案，此次美国的举措与欧盟的务实策略形成呼应。 能源分析师指出，美国的调整本质是"精准松绑"，既保障本土民生与供应链稳定，又未实质性放松对俄 核心能源出口的限制。但这一信号可能影响国际社会对俄制裁的协同性，后续需关注美俄谈判进展与欧 盟的跟进举措，其对全球能源格局的长期影响仍待观察。 斯洛伐克的卢克石油加油站。 自2022年2月俄乌冲突爆发以来，卢克石油已累计遭遇美欧超20项制裁，其海外资产冻结规模达120亿美 元，原油出口量较冲突前下降28%。此次美国财政部明确表示，扩大授权范围是为"减轻消费者和供应 商在日常交易中的损害"，数据显示，若卢克 ...

周四美股市场呈现分化态势，三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨 0.11%。盘面上，科技股表现分化，Meta、甲骨文涨超3%，英伟达涨超2%，特斯拉涨超1%，而英特尔 跌超7%，美光跌超3%，苹果、亚马逊跌超1%，谷歌、AMD跌超0.7%。 当日开盘时，道指涨0.1%，标普500涨0.2%，纳指涨0.3%，但盘中波动显著，标普500指数曾转跌，纳 斯达克100指数跌0.2%，美国三大股指一度悉数下跌。 一、国际新闻 个股方面，Snowflake因营业利润率展望逊预期跌8.3%，自动化软件公司Uipath因Q3业绩全面超预期涨 7.5%，Dollar General上调全年业绩指引涨5.6%，老虎证券Q3营收及non-GAAP净利润创新高，盘前一度 涨9.2%。 Meta表现亮眼，其CEO扎克伯格计划对元宇宙相关业务削减最高30%的投入，盘前涨逾5%，消息人士 透露该部门明年预算削减幅度或达30%，可能最早于1月启动裁员。 纳斯达克中国金龙指数收盘涨0.39%，盘中一度涨超0.5%，万物新生涨8.96%，叮咚买菜涨6.56%，阿特 斯涨5.59%，蔚来涨4.38%，海天网络 ...

迫于西方的最新制裁，许多和俄罗斯有能源联系的国家都在"另谋出路"。 重磅消息，罗马尼亚将没收国内第三大的俄罗斯炼油厂。 路透社报道，当地时间12月3日，罗马尼亚政府批准没收俄罗斯石油巨头卢克公司的资产。 这其中就包括该公司在罗马尼亚境内的第三大炼油厂，外加多达350多个油气设施。 早些时候，罗马尼亚能源部长博格丹·伊万表示，他们必须控制卢克石油在该国的子公司，以确保能源 系统的稳定。 罗马尼亚也支持欧盟加大对俄罗斯的制裁，类似的情况还发生在保加利亚等国。 目前欧盟也就全面停止进口俄罗斯天然气的日期达成了一致，最迟于2027年11月1日执行。 预计接下来制裁将扩大至俄罗斯的石油进口上，欧洲看起来是要动真格了，彻底切断同莫斯科的能源联 系。 德韦弗还表示俄罗斯已对比利时发出了"永久报复"的威胁，所以简单来说就是他怂了。 紧接着，欧盟委员会则提交了两份新的方案，以便在未来两年向乌克兰提供900亿欧元的援助。 其中一条仍是动用俄罗斯的资产，但不构成没收，其二是在国际市场上借款。 筹集到的资金将以贷款融资的形式发放给基辅，但只有在莫斯科支付战争赔款后才需要偿还。 与此同时，欧盟对乌克兰的支持则在加大，并计划动用更多的俄 ...

Core Insights - ExxonMobil is in discussions with the Iraqi Oil Ministry to potentially acquire Lukoil's majority stake in the West Qurna 2 oilfield, as Lukoil seeks to divest its global assets due to US sanctions [1][3] - The West Qurna 2 oilfield is significant, representing approximately 0.5% of global oil supply and 9% of Iraq's total output, with an estimated market value of $1.6 billion [2] - Lukoil currently holds a 75% operational stake in West Qurna 2, producing around 470,000 barrels per day, with reserves exceeding eight billion barrels [2] Group 1: Acquisition Context - The US Treasury has allowed potential buyers to negotiate with Lukoil until December 13, but specific transactions will require further approval [3] - ExxonMobil, alongside Chevron, is exploring opportunities to acquire parts of Lukoil's portfolio [3] - Lukoil declared force majeure at West Qurna 2 after Iraq suspended cash and crude payments to the company [3] Group 2: ExxonMobil's Activities in Iraq - In October, Exxon signed a non-binding agreement with Iraq to assist in developing the Majnoon oilfield and expanding oil exports, marking its return to the country after nearly two years [4] - A senior Iraqi oil official indicated that Exxon is the preferred option to take over Lukoil's stake due to its capacity and experience [5] - Abu Dhabi's International Holding Company has also shown interest in acquiring Lukoil's foreign assets [5]

Core Viewpoint - Exxon Mobil is interested in acquiring Lukoil's majority stake in the West Qurna 2 oilfield in Iraq, marking a significant return of the U.S. company to the region as Lukoil seeks to divest its international assets due to U.S. sanctions [1][2]. Group 1: Exxon Mobil's Interest and Actions - Exxon has approached the Iraqi oil ministry regarding the acquisition of Lukoil's stake in West Qurna 2 [1]. - The U.S. Treasury has allowed potential buyers to negotiate with Lukoil until December 13, but specific deals will require approval [2]. - Exxon previously operated the adjacent West Qurna 1 project before exiting last year [3]. Group 2: Lukoil's Situation - Lukoil is attempting to sell its international assets following U.S. sanctions, with its largest foreign asset being a 75% operational stake in West Qurna 2 [2]. - The West Qurna 2 oilfield produces approximately 470,000 barrels per day, accounting for about 9% of Iraq's total oil output [2]. Group 3: Iraqi Oil Ministry's Position - The Iraqi oil ministry has expressed a preference for Exxon to take over Lukoil's stake, citing Exxon's capacity and experience [5]. - Iraq is actively inviting U.S. oil companies to negotiate for the takeover of West Qurna 2 [5]. Group 4: Recent Developments - In October, Exxon signed a non-binding agreement with Iraq to assist in developing the Majnoon oilfield and expanding oil exports [4]. - Iraq is seeking to accelerate oil and gas production by offering more favorable terms to foreign companies [4].

克里姆林宫发言人佩斯科夫周二表示，印度对俄罗斯石油的进口可能只会下降"很短一段时间"，因为莫 斯科计划利用"先进技术"来规避西方制裁的影响，从而增加供应。 这番言论发表于俄罗斯总统普京将于周四开始对新德里进行为期两天的访问前夕，他此行旨在恢复防务 和能源关系，而这个南亚国家本月将削减俄罗斯石油采购量至至少三年来的低点。 作为俄罗斯海运石油的头号买家，印度在西方制裁的压力下削减了从莫斯科的原油进口，尤其是华盛顿 对莫斯科顶级石油生产商俄罗斯石油公司（Rosneft）和卢克石油公司（Lukoil）实施的制裁。 佩斯科夫在回答有关制裁影响的问题时告诉印度记者，"石油贸易量可能会在很短的一段时间内出现微 不足道的下降。" 国有的印度石油公司已向非受制裁实体订购俄罗斯石油，而巴拉特石油公司就进口俄罗斯石油的谈判正 处于后期阶段。 由俄罗斯支持的印度炼油商Nayara Energy（俄罗斯石油公司拥有部分股权）目前正专门加工俄罗斯石 油，此前由于英国和欧盟的制裁，其他供应商撤回了供应。 俄罗斯希望印度继续向Nayara提供支持，以促进其当地销售和产能利用率。 曾是俄罗斯在印度最大客户的信实工业（Reliance Indu ...

Core Viewpoint - Exxon Mobil is interested in acquiring Lukoil's majority stake in the West Qurna 2 oilfield in Iraq, indicating a strategic move to expand its oil production capabilities in the region [1] Group 1: Company Actions - Exxon Mobil has approached the Iraqi oil ministry regarding the potential acquisition of Lukoil's stake [1] - The interest in West Qurna 2 reflects Exxon Mobil's ongoing strategy to enhance its portfolio in key oil-producing regions [1] Group 2: Industry Context - The West Qurna 2 oilfield is a significant asset in Iraq's oil sector, highlighting the competitive landscape among major oil companies [1] - The move may signal a shift in investment dynamics in the Middle East, particularly concerning Russian assets amid geopolitical tensions [1]

Group 1 - Russian companies are focusing on expansion opportunities in the Global South despite Western sanctions, as stated by Andrei Kostin, CEO of VTB [1][2] - VTB has been involved in foreign acquisitions of oil companies, including the acquisition of India's Essar Oil, now known as Nayara Energy, in 2017 [2] - Nayara Energy is targeting the domestic Indian market exclusively, with no plans for exports, and continues to operate despite previous sanctions [3] Group 2 - Kostin believes that Russian oil companies like Rosneft and Lukoil will find new opportunities similar to VTB's shift in focus after sanctions [4] - The demand for Russian oil remains strong, and any restrictions that increase oil prices benefit exporters [4] - VTB plans to expand its presence in India by opening an office in Mumbai, recognizing India's potential to increase exports to Russia, particularly in machinery and pharmaceuticals [6]

据俄新社报道，对于美国此前在阿拉斯加州美俄领导人会晤后"突然"宣布制裁两家俄罗斯石油企业，俄 总统普京11月27日表示不理解。 普京与特朗普今年8月15日在美国阿拉斯加州安克雷奇举行会晤，双方均表示会晤"富有成果"，但未就 俄乌停火等问题达成任何协议。两个多月后，美国方面宣布，决定制裁俄罗斯石油公司和卢克石油公 司，原因与俄乌冲突有关。 责任编辑：刘础琪 普京回答记者提问时的画面图源：俄媒视频截图 根据克里姆林宫网站11月27日发布的消息，普京当天回答记者提问，就包括俄乌冲突在内多个议题作出 表态。谈及俄美就解决俄乌冲突保持接触，普京说，他曾前往阿拉斯加与美方举行了有关会谈。 "我想说，总体上，我们持以下观点：我们都明白对方立场以及制止战斗行动所需措施。"普京表 示，"随后我们各自返回，因为我的同行特朗普总统和我都认为，我们需要返回各自首都，仔细考虑， 与有关机构、部门以及盟友磋商。后来，我们也同意推进有关工作。" 普京接着称，但后来美国"突然"宣布对两家俄罗斯石油企业实施制裁，"这是为什么？说实话，我不理 解发生的事情"。 ...

India could reduce its imports of Russian crude oil by 50%, a former foreign minister in New Delhi told local media, noting that both India and Russia would nevertheless look for ways to go around U.S. sanctions to keep some oil flowing. “We will be gradually reducing oil purchases from Russia…Already there is a reduction, and there’ll be more reduction. It will be more like a 50 per cent reduction. But some oil will still come,” Kanwal Sibal said, as quoted by Business Today. “On oil purchases, certainl ...