国际油价两日连涨，特朗普对俄态度大转向

Core Viewpoint - International oil prices have surged significantly due to the announcement of U.S. sanctions against major Russian oil companies, indicating a shift in U.S. policy towards Russia and its oil exports [2][5][8]. Oil Price Movement - As of the latest report, WTI crude oil has increased by over 5%, surpassing $61 per barrel, while ICE Brent crude has also risen by nearly 5%, exceeding $65 per barrel [3][5]. - The previous day, WTI and ICE Brent crude oil prices had already seen substantial increases of 3.74% and 4.94%, respectively [5]. U.S. Sanctions on Russian Oil Companies - The U.S. Treasury Secretary announced sanctions against Russia's two largest oil companies, which account for nearly 50% of Russia's total crude oil exports [5][6]. - The sanctions are part of a broader strategy to pressure Russia to cease military actions in Ukraine, with the U.S. urging immediate ceasefire [5][6]. Impact on Global Oil Trade - Indian refiners, key buyers of Russian oil, are expected to face challenges in continuing trade with Russia following the U.S. sanctions [6]. - The European Union is also moving forward with its own sanctions against Russia, which will include a ban on Russian liquefied natural gas entering European markets [6]. Shift in U.S. Policy Towards Russia - President Trump has canceled a planned meeting with Russian President Putin, citing a lack of productive outcomes, marking a significant shift in U.S. diplomatic strategy [7][8]. - The recent sanctions represent a notable change in Trump's approach, as he previously expressed a willingness to engage with Russia despite the ongoing conflict [8]. Military Developments in the Russia-Ukraine Conflict - The Russian military has reported significant operations against Ukrainian forces, including the destruction of numerous drones and attacks on military infrastructure [9]. - Ukraine has also claimed progress in its military operations, capturing Russian soldiers and targeting military facilities within Russia [9].