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特朗普对俄施压助推油价上涨,背后原因不止这些……
Guo Ji Jin Rong Bao·2025-07-30 15:45

Core Viewpoint - President Trump has set a 10-day deadline for Russia to make progress towards a peace agreement with Ukraine, threatening new sanctions if no progress is made [1][3] Oil Market Impact - Following Trump's announcement, light crude oil futures rose by $2.50 to $69.21 per barrel, a 3.75% increase, while Brent crude increased by $2.47 to $72.51 per barrel, a 3.53% rise [1] - Oil prices had already been on the rise due to signs of tightening inventories and strong demand during the summer season [6] - The geopolitical tensions and potential new sanctions could tighten Russia's oil supply to global markets, impacting prices further [3][4] Trade Agreements and Market Sentiment - Optimism in the market is supported by potential trade agreements between the U.S. and major partners like Mexico, Canada, and China, which could positively affect demand [4] - The U.S.-EU trade agreement has alleviated fears of a trade war, contributing to a more favorable market outlook [6] Secondary Sanctions and Global Buyers - The proposed "secondary tariffs" on countries purchasing Russian oil could significantly impact major buyers like China and India [7] - The U.S. has warned China about potential tariffs if it continues to buy Russian oil, while India has indicated compliance with secondary sanctions [7] - The risk of Russia retaliating by cutting off oil pipelines could further pressure oil prices [7]