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德国总理默茨:希望美国能够与欧盟措施同步对俄罗斯实施制裁。
news flash· 2025-06-16 14:42
德国总理默茨:希望美国能够与欧盟措施同步对俄罗斯实施制裁。 ...
欧盟委员会主席冯德莱恩:我们必须对俄罗斯施加更大压力,促使其回到谈判桌上,制裁措施至关重要。
news flash· 2025-06-16 01:17
欧盟委员会主席冯德莱恩:我们必须对俄罗斯施加更大压力,促使其回到谈判桌上,制裁措施至关重 要。 ...
泽连斯基给俄罗斯定规则,石油出口拦腰斩价,多一分钱也不行
Sou Hu Cai Jing· 2025-06-14 08:09
据央视报道,乌克兰总统泽连斯基近期公开呼吁,要求针对俄罗斯的石油出口制定新的规则。他建议在目前60美元的价格上限基础上,进行大幅度调整,将 上限降至30美元。这一提议意味着俄罗斯的石油出口价格将无法超过这一上限,即使仅仅多出一分钱也不行。泽连斯基认为,只有施加如此严厉的压力,才 能迫使俄罗斯最终同意停火。 即便是如果制裁措施进一步加强,俄罗斯似乎也不以为然。俄方表示,已经积累了充分的经验来应对这些制裁。实际上,世界上大多数国家并没有对此类制 裁采取严肃的应对措施,包括在对俄制裁问题上自身充当不合格的守门员的欧洲国家。有智库数据显示,欧洲在过去三年冲突期间所引进的俄罗斯能源价 值,竟然超过了对乌克兰的军事援助规模,这样的局面显得极为尴尬,欧洲内部的矛盾让自身的制裁呼声变得微弱。 因此,泽连斯基的呼喊,在某种程度上更多地体现出他内心的焦虑与不满。从现实角度来看,乌克兰尚未具备像美国那样的影响力,能够迫使盟友满足自身 的要求,尽管可能需要为此付出代价。而乌克兰并没有这样的能力,因此,泽连斯基只能放声疾呼,希望能够引起他人的关注与支持。 泽连斯基还提到,乌克兰的欧洲盟友正在积极准备新一轮对俄罗斯的制裁措施,其中可能包 ...
原油:多重利好共振,多单、正套持有
Guo Tai Jun An Qi Huo· 2025-06-12 01:42
Report Summary 1. Report Industry Investment Rating There is no information about the industry investment rating in the report. 2. Core View of the Report The report suggests that multiple positive factors are resonating in the crude oil market, and it recommends holding long positions and positive spreads. The current trend strength of crude oil is rated as 1, indicating a relatively positive outlook [2][5]. 3. Summary According to Relevant Information Market Data - WTI July crude oil futures rose $3.17 per barrel, or 4.88%, to $68.15 per barrel; Brent August crude oil futures rose $2.90 per barrel, or 4.33%, to $69.77 per barrel; SC2507 crude oil futures rose 16.20 yuan per barrel, or 3.37%, to 497.40 yuan per barrel [2]. Inventory Data - EIA reported that commercial crude oil inventories excluding strategic reserves decreased by 3.644 million barrels to 432 million barrels, a decline of 0.84%. The four - week average supply of U.S. crude oil products was 19.891 million barrels per day, a 0.53% increase from the same period last year. U.S. EIA crude oil inventory for the week ending June 6 was - 3.644 million barrels, compared with an expected - 1.96 million barrels and a previous value of - 4.304 million barrels. U.S. EIA Cushing crude oil inventory for the week ending June 6 was - 403,000 barrels, compared with a previous value of 576,000 barrels [3]. - PAJ reported that Japan's commercial crude oil inventory decreased by 206,359 kiloliters in the week ending June 7 [3]. - As of the week ending June 9, the total refined oil inventory at the Port of Fujairah in the UAE was 17.341 million barrels, an increase of 1.725 million barrels from the previous week. Among them, the light distillate inventory increased by 76,000 barrels to 7.802 million barrels, the medium distillate inventory increased by 135,000 barrels to 787,000 barrels, and the heavy residual fuel oil inventory increased by 1.514 million barrels to 8.752 million barrels [6]. Production and Export Data - Russia's main offline refining capacity in July was increased by 21% from the previous plan to 3.2 million tons [3]. - From January to May this year, Kazakhstan's oil exports to Germany through the Druzhba pipeline increased by 48% year - on - year to 767,000 tons [3]. - Despite political tensions in Libya, its crude oil production in May slightly increased to 1.23 million barrels per day, a 12 - year high, and its crude oil exports in May reached a multi - year high of 1.26 million barrels per day [3]. Geopolitical and Negotiation Information - Trump expressed reduced confidence in reaching the Iran nuclear deal. The possibility of the sixth round of U.S. - Iran negotiations scheduled for this weekend in Oman is decreasing [3]. - The EU Commission proposed an 18th round of sanctions against Russia, suggesting lowering the price cap on Russian oil from $60 to $45 per barrel. Putin extended counter - measures against the price cap on Russian oil and oil products until December 31, 2025 [3]. - There are signs of U.S. diplomatic withdrawals in multiple Middle Eastern countries, and Israel's military is on high alert, fearing an escalation of conflict with Iran. The UK warned that the intensifying tension in the Middle East may lead to an "escalation of military activities" [3][4]. - Iran's Islamic Revolutionary Guard Corps Commander - in - Chief stated that they are ready with upgraded missiles for any combat [6]. - The U.S. military authorized the voluntary departure of military families from the Middle East due to increased tensions with Iran [6]. Other Information - The U.S. Energy Secretary expected to sign more liquefied natural gas export agreements and an increase in LNG supply to India [6]. - The World Bank warned that a further 10% increase in the average U.S. tariff could lead to a global trade standstill in the second half of 2025 [6]. - The Trump administration may extend the 90 - day tariff suspension period if its major trading partners show "good faith" in negotiations [6].
欧盟提议对俄放“大招”:禁用北溪管道+下调俄油价格上限
Jin Shi Shu Ju· 2025-06-11 02:21
Group 1 - The European Union (EU) proposed banning the Nord Stream gas pipeline and lowering the price cap on Russian oil to pressure Russia to end its military actions in Ukraine [1][2] - The new sanctions package may be adopted at the EU foreign ministers' meeting on June 23, requiring unanimous support from all 27 member states [1] - The Nord Stream pipeline has been non-operational since the first year of the Russia-Ukraine conflict, and the latest ban will prohibit operators from engaging in transactions related to the pipeline [1][2] Group 2 - The proposed price cap reduction from $60 to $45 for Russian oil would render certain services provided by EU companies to Russia illegal, including the use of large Greek oil tankers and insurance services [2] - The EU aims to adapt to changing market conditions and restore the effectiveness of sanctions by lowering the price cap [2] - The EU also proposed removing 22 banks from the SWIFT international payment system and implementing new trade restrictions valued at approximately €2.5 billion ($2.9 billion) to further reduce Russia's revenue [3] Group 3 - The EU plans to blacklist an additional 77 vessels used by Russia for transporting sanctioned products and prohibit the import of refined products made from Russian crude oil [3] - In response to the sanctions, Russian President Putin signed a decree extending countermeasures against price caps on Russian oil and oil products until December 31, 2025 [3]
整理:俄乌冲突最新24小时局势跟踪(6月11日)
news flash· 2025-06-10 23:05
金十数据整理:俄乌冲突最新24小时局势跟踪(6月11日) 冲突情况: 1. 俄罗斯国防部表示,俄军10日凌晨对乌克兰国防工业企业等目标进行了打击,所有预定目标均被击 中。 其他情况: 1. 泽连斯基敦促对俄石油实施30美元价格上限。 4. 泽连斯基:基辅遭遇冲突爆发以来最猛烈空袭。 5. 据外媒报道,俄罗斯正加大无人机生产力度,使其能够每天对乌克兰城市发动大规模袭击。 和谈情况: 1. 乌称谈论乌俄第三轮谈判的任何准备工作仍为时过早。 2. 欧盟委员会主席冯德莱恩:呼吁俄乌立即无条件停火,持续至少30天。 3. 俄驻美大使:俄美新一轮会谈将于近期在莫斯科举行。 2. 乌克兰武装部队总参谋部称,乌军袭击了俄军多处人员、武器和军事装备集中区。 3. 乌克兰空军10日发布消息称,自当地时间9日20点起,俄军发射315架无人机和7枚导弹袭击乌克兰。 跟踪俄乌冲突局势 +订阅 2. 欧盟委员会提出第十八轮对俄制裁方案,提议下调俄罗斯石油价格上限,从每桶60美元降至45美元。 3. 欧盟委员会主席冯德莱恩:提议进一步禁止价值超过25亿欧元的关键技术和工业产品出口。提议再制 裁22家俄罗斯银行。提议对北溪一号和二号天然气管 ...
欧盟委员会建议将更多影子舰队船只和石油交易公司列入对俄制裁名单。
news flash· 2025-06-10 13:12
欧盟委员会建议将更多影子舰队船只和石油交易公司列入对俄制裁名单。 ...
欧盟委员会提出第十八轮对俄制裁方案。
news flash· 2025-06-10 13:07
欧盟委员会提出第十八轮对俄制裁方案。 跟踪俄乌冲突局势 +订阅 ...
制裁大棒又挥起来了,美国酝酿对俄石油买家征收500%关税
Sou Hu Cai Jing· 2025-06-07 08:01
Group 1 - The U.S. Senate is preparing to review a sanctions bill against Russia, which may impose tariffs as high as 500% on countries importing Russian oil, gas, and petrochemical products [1][6] - The sanctions are aimed not only at major buyers like China and India but also at all countries purchasing Russian energy products, with European allies showing support for these measures [1][6] - Approximately 70% of Russian crude oil is purchased by China and India, highlighting the significant role these countries play in the Russian energy market [2] Group 2 - The proposed sanctions aim to prevent buyers from circumventing restrictions through third-party imports, targeting the core of the Russian energy economy [6] - There is skepticism regarding Russia's genuine interest in peace negotiations, as military buildup along the Ukrainian border continues [4] - Effective implementation of these sanctions requires close cooperation from OPEC and European allies, raising questions about their willingness to align with U.S. efforts [8]