Group 1 - Ukraine's armed forces launched an attack on the Saratov oil refinery in Russia, which is a critical fuel infrastructure responsible for supplying oil products to the Russian military, with an annual processing capacity of 7 million tons of crude oil [2][3] - The attack resulted in explosions and fires at the refinery, and a drone also crashed in a residential area, causing one death and damage to several residential buildings [2][3] - The recent attacks on Russian oil facilities, including the Ryazan refinery, which has a daily processing capacity of approximately 340,000 barrels, indicate a strategic escalation in Ukraine's military operations [2][3] Group 2 - The upcoming meeting between U.S. President Trump and Russian President Putin is expected to focus on short-term goals such as ceasefire agreements, which could lead to temporary emotional reactions in major asset classes like gold, oil, and the U.S. dollar [1][5] - If the U.S.-Russia talks achieve substantial breakthroughs regarding sanctions relief, it could have significant impacts on major asset classes, particularly in the energy sector, where the restoration of Russian energy supplies to Europe remains uncertain [6] - In the metals sector, the potential lifting of sanctions could lead to changes in prices for copper, aluminum, and nickel, while in the grain sector, a ceasefire could result in the lifting of Russia's grain export restrictions [6]
突然!俄罗斯,遭袭!
Zheng Quan Shi Bao Wang·2025-08-10 23:39