【文/观察者网 陈思佳】自美国总统特朗普开启第二任期以来，美国和欧盟的关系迅速恶化，特朗普政 府频频在关税、俄乌冲突等问题上向欧洲施加压力，试图逼迫欧盟服从于美国。当地时间12月24 日，"政客新闻网"欧洲版发文，回顾了特朗普在过去一年里如何"欺凌"欧洲。 文章称，特朗普上任后立即指责欧盟"在贸易商坑害美国"，征收了一个世纪以来最高的关税。尽管欧盟 委员会主席冯德莱恩在年中与特朗普达成了贸易协议，但协议条款对欧洲出口商极为不利。年底，特朗 普还抨击欧洲"面临文明衰退风险"，指责欧洲领导人"软弱"。 "政客新闻网"欧洲版按照时间顺序梳理了美国与欧盟在2025年发生的一系列争端，称这是"特朗普给欧 洲带来贸易创伤的一年"。 4月2日， 一月 特朗普重返白宫后，欧盟对特朗普的关税威胁作出回应，并加快了推进与南方共同市场等其他贸易伙伴 合作的进程。但不同于后来采取了反制措施的中国，欧盟从未敢升级局势，冯德莱恩一直试图向特朗普 示好。 特朗普就任美国总统的第二天，冯德莱恩在世界经济论坛年会上发表讲话称："欧洲将继续寻求合作， 不仅与我们长期志同道合的盟友，也与任何同我们有共同利益的国家合作。" 二月 特朗普宣布将对钢铁 ...

Core Insights - Despite the EU's commitment to purchase $750 billion of U.S. energy over the next three years, its spending on U.S. oil and gas imports has decreased by 7% over the past four months [1] - The EU has increased its imports of U.S. liquefied natural gas since the trade agreement in August, but the overall value has declined due to falling oil and gas prices compared to the same period last year [1] - According to Kpler, the total value of EU's liquefied natural gas and oil imports from September to December reached $29.6 billion [1] - Kpler's senior director, Gillian Boccara, stated that the non-binding trade agreement has not significantly driven the EU to purchase more U.S. commodities, as procurement is influenced by economic factors rather than political commitments [1] - The annual import value for the EU is $73.7 billion, which is less than one-third of the amount needed to meet the $750 billion energy procurement commitment for 2026 to 2028 [1]

Core Points - The trade agreement between the US and India remains unresolved, with Indian goods facing tariffs as high as 50% from the US, significantly impacting Tamil Nadu's economy [1][3] - Tamil Nadu's Chief Minister M.K. Stalin has highlighted the severe economic damage caused by these tariffs, urging Prime Minister Modi to expedite the trade agreement [1][3] - The high tariffs have led to a drastic reduction in exports to the US, which is India's largest export market, particularly affecting labor-intensive sectors such as textiles, jewelry, leather, and footwear [3][4] Economic Impact - Tamil Nadu, a major manufacturing hub, is experiencing daily losses of up to 600 million rupees (approximately 46.8 million RMB) due to the tariffs [1][3] - The textile industry in Tamil Nadu accounts for 28% of India's textile exports, employing around 7.5 million people, while leather and footwear represent 40% of India's exports in those categories, employing over 1 million workers [4] - The economic crisis has pushed many small and medium-sized enterprises to the brink of collapse, as described by M.K. Stalin [3][4] Government Response - Prime Minister Modi has engaged in discussions with US President Trump regarding trade expansion and energy cooperation, indicating India's desire to negotiate tariff reductions [4][5] - Recent trade talks have seen India offering its best-ever proposals to the US for agricultural market access, reflecting the urgency of the situation [5]

Group 1 - The US dollar index is trading around 98.367, while spot gold opened at $4340.68 per ounce and is currently trading at approximately $4332.10 per ounce [1] - On the previous trading day, the US dollar index rose by 0.18% to 99.319, and spot gold increased by 0.81% to $4337.16 per ounce [1] - Other precious metals saw gains, with spot silver up 3.82% to $66.17 per ounce, platinum up 2.62% to $1896.20 per ounce, and palladium up 2.52% to $1646.50 per ounce [1] Group 2 - As of December 17, COMEX gold inventory remains unchanged at 1119.46 tons, while COMEX silver inventory decreased by 27.85 tons to 14088.35 tons [2] - SPDR gold ETF holdings increased by 0.85 tons to 1052.54 tons, while SLV silver ETF holdings remained unchanged at 16018.29 tons [2] Group 3 - The Federal Reserve's joint survey indicates that tariffs continue to trouble businesses, with an expected 4% increase in prices next year [4] - Federal Reserve Governor Waller stated that monetary policy remains in a restrictive range, with room for further rate cuts, as current rates are 50 to 100 basis points above neutral [4] - US Treasury Secretary Basant mentioned that the "Trump account" could help ensure all Americans own stocks, aiming to reduce the 38% of Americans who do not currently hold stocks to zero [4]

新能源及有色金属日报 | 2025-12-11 买卖双方拉锯 铅价仍呈现震荡格局 市场要闻与重要数据 现货方面：2025-12-10，LME铅现货升水为-49.76美元/吨。SMM1#铅锭现货价较前一交易日变化-125元/吨至16975 元/吨，SMM上海铅现货升贴水较前一交易日变化 0元/吨至25.00元/吨，SMM广东铅现货较前一交易日变化-100元 /吨至17025元/吨，SMM河南铅现货较前一交易日变化-125元/吨至17000元/吨，SMM天津铅现货升贴水较前一交易 日变化-125元/吨至17000元/吨。铅精废价差较前一交易日变化0元/吨至-25元/吨，废电动车电池较前一交易日变化0 元/吨至9900元/吨，废白壳较前一交易日变化0元/吨至10075元/吨，废黑壳较前一交易日变化0元/吨至10250元/吨。 期货方面：2025-12-10，沪铅主力合约开于17125元/吨，收于17115元/吨，较前一交易日变化-55元/吨，全天交易日 成交36449手，较前一交易日变化701手，全天交易日持仓39315手，手较前一交易日变化-1305手，日内价格震荡， 最高点达到17150元/吨，最低点达到170 ...

Trade Policy Changes - Mexico's lower house of Congress passed a bill to impose tariffs of up to 50% on goods from China and other Asian countries without trade agreements with Mexico [1] - The targeted Asian countries include India, South Korea, Thailand, and Indonesia [1] - The bill requires approval from the Senate [1] Tariff Details - Tariffs on most goods, including automobiles, auto parts, textiles, clothing, plastics, and steel, are set at 35% [1] Political Context - A member of the ruling party stated that the tariffs would not affect inflation [1] - The bill passed in the lower house with 281 votes in favor, 24 against, and 149 abstentions [1] - Analysts suggest the Mexican government aims to please the US in the review of the US-Mexico-Canada trade agreement (USMCA) [1]

Core Points - The US and India officials have initiated a two-day meeting aimed at resolving differences and finalizing a trade agreement, with New Delhi expecting Washington to lower its high tariffs [2][5] - US Deputy Trade Representative Rick Switzer met with Indian Foreign Secretary Harsh Vardhan Shringla and Commerce Secretary Rajesh Agrawal in New Delhi [5][6] - Discussions focused on the strong economic and technological partnership between the US and India, ongoing trade negotiations, and opportunities to enhance bilateral trade and supply chain resilience [6] Trade Agreement Details - The US and India are working towards a phased trade agreement, with the first phase addressing retaliatory tariffs imposed by Trump on Indian goods, which include a 50% tariff related to India's purchase of Russian oil [6] - Switzer is scheduled to visit India from December 9 to 11 to advance negotiations on a comprehensive trade agreement and has met with India's Commerce Secretary to discuss a bilateral agreement that has been under negotiation since March [6]

英国《金融时报》 周二报道，美国贸易代表贾米森·格里尔本周计划与印尼高层官员会谈，试图挽救两国间已濒临破裂的贸易框架协议。 格里尔将同印尼经济事务统筹部长艾尔朗加·哈塔托会谈，努力恢复7月达成的协议，该协议将美国对印尼商品的关税从威胁要征收的32%降至 19%，以换取一系列让步。 但据《金融时报》报道，美国官员现在认为雅加达正在违背此前达成的协议，拒绝消除美国工业和农产品出口以及数字贸易方面的非关税壁垒；双方 还因美国试图在协议中加入被印尼视为侵犯其经济主权的条款而产生冲突。 白宫和美国贸易代表办公室的代表周二晚间均未立即回应置评请求。 格里尔周二晚在国会听证会上表示，他预计未来几周将签署更多贸易协议，因为全球贸易伙伴正在等待最高法院裁定特朗普总统全面加征关税背后的 紧急授权是否合法。格里尔没有具体说明即将达成的贸易协议将涵盖哪些国家。 来源：国际财闻汇 【 热门视频推荐 】 点击在 看 持续关注↓↓↓ 根据7月宣布的协议，印尼宣布计划购买价值约190亿美元的美国产品，同意取消对美国进口商品的关税。印尼还同意取消一些产品准入要求，包括本 土化率要求，这些要求曾使美国产品在印尼的销售受阻。 美国总统唐纳德·特朗 ...

美国贸易代表格里尔将于本周与印尼高级官员会晤，希望挽救濒临崩溃的贸易框架。格里尔将与印尼经 济事务协调部长Hartarto会谈，努力恢复7月份达成的一项协议，该协议将使美国对印尼商品征收的关税 从32%降至19%，以换取一系列让步。但据报道，美国官员现在认为，雅加达正在违背消除针对美国工 业和 农业出口的非关税壁垒以及数字贸易问题的协议。双方还就有关被印尼认为侵犯其经济主权的条 款而发生冲突。 ...

Core Viewpoint - The U.S. trade negotiation team, led by Deputy U.S. Trade Representative Rick Switzer, is set to visit India next week to continue discussions on a trade agreement aimed at reducing tariffs on Indian goods by 50% [1][1][1] Group 1 - The Indian government, led by Prime Minister Narendra Modi, is eager to reach a preliminary agreement with the Trump administration to lower tariffs that hinder the development of key sectors in the Indian economy [1][1] - Indian Commerce Minister Rajesh Aggarwal expressed optimism about finding solutions within the year, emphasizing the need for a framework trade agreement to address mutual tariff issues [1][1][1]