Core Viewpoint - The geopolitical risks surrounding the Russia-Ukraine conflict have overshadowed peace expectations, leading to a rebound in international oil prices after two weeks of decline [1][8]. Group 1: Geopolitical Developments - President Trump's stance on the Russia-Ukraine situation shifted dramatically from promoting peace to advocating for military action within just four days [1][7]. - Initial optimism in the market was fueled by Trump's meetings with Ukrainian President Zelensky and European leaders, where he expressed intentions to arrange talks between Russian and Ukrainian leaders [6][7]. - The peace process has faced significant obstacles, with external interventions complicating negotiations, and proposed peacekeeping forces being rejected by the Kremlin [6][7]. Group 2: Military Support and Strategy - The U.S. appears to be adjusting its strategy towards Ukraine, potentially using military pressure as leverage in negotiations [7]. - Trump's recent comments suggest a shift from providing military aid as a gift to selling weapons to Ukraine, indicating a change in U.S. support policy [7]. - Vice President Pence emphasized that European nations should bear the primary responsibility for Ukraine's security, indicating a desire to transfer costs to allies [7]. Group 3: Oil Market Reactions - The dimming prospects for peace have led to a resurgence of geopolitical risk, which typically drives up oil prices due to increased market uncertainty [8][9]. - Brent crude oil futures rose by 2.7% during the week, signaling a potential end to the previous downward trend in oil prices [1][8]. - The U.S. Energy Information Administration reported a significant decrease in crude oil inventories, which further supported oil prices amid rising demand concerns [9].
从“促和”到“促攻”,短短四天特朗普对乌克兰立场急转,油价有望终结两周连跌
Hua Er Jie Jian Wen·2025-08-22 06:45