原油日报：特朗普或与俄乌举行三方会谈，关注事态进展-20250808

Report Summary 1. Industry Investment Rating No information is provided regarding the report's industry investment rating. 2. Core Viewpoint As the situation develops, the possibility of a tri - party meeting between Trump, Putin, and Zelensky in the near future has increased. If the leaders of the three parties meet, it could be a key milestone in the Russia - Ukraine conflict. However, this negotiation does not include the EU, and although a certain degree of cease - fire cannot be ruled out, the two sides in the Russia - Ukraine conflict have significant differences on the cease - fire, so continuous attention to the development of the situation is needed [4]. 3. Summary by Relevant Catalogs Market News and Important Data - The price of light crude oil futures for September delivery on the New York Mercantile Exchange fell 47 cents to $63.88 per barrel, a decline of 0.73%. The price of Brent crude oil futures for October delivery in London fell 46 cents to $66.43 per barrel, a decline of 0.69%. The main SC crude oil contract closed down 1.43% at 497 yuan per barrel [2]. - Putin said that the UAE is one of the suitable locations for a meeting with Trump, and generally, he doesn't mind meeting Zelensky [3]. - The US Treasury Department issued new sanctions against Iran targeting several individuals and entities [3]. - Ukrainian President Zelensky had phone calls with leaders of several European countries to discuss the Russia - Ukraine situation. Italian Prime Minister Meloni had phone calls with Trump, Zelensky, and UAE President Mohammed on August 7, focusing on the Russia - Ukraine conflict and calling for a cease - fire agreement. Zelensky also had a phone call with the Prime Minister of Albania and a meeting with the Romanian Foreign Minister [3]. - US President Trump is looking forward to hosting a historic peace summit at the White House with the President of Azerbaijan and the Prime Minister of Armenia, and a formal peace - signing ceremony will be held, along with the US signing bilateral agreements with these two countries [3]. Investment Logic The increasing possibility of a tri - party meeting between Trump, Putin, and Zelensky could be a key milestone in the Russia - Ukraine conflict, but due to the exclusion of the EU and the large differences between the two sides on the cease - fire, continuous attention to the situation is required [4]. Strategy Oil prices will fluctuate within a short - term range and a medium - term short - position allocation is recommended [5].