原文改写版： 货币的本质是基于商品和交易，信用货币（如纸钞）之所以能够流通，背后需要有实际的交易支撑，否则它就如同废纸。美元之所以能够成为全球主要的储 备货币，根本原因在于石油等商品通常以美元定价，并且美国主导着国际货币兑换清算体系。与此同时，各国通过商品销售和服务所得的大量美元，会通过 购买美国国债等方式回流美国。而全球的储备资产大多也以美元计价。因此，在美国经济强大的支撑下，美元在脱离金本位之后依然维持着其货币主导地 位，石油美元和美债共同支撑了这一体系。 三百年前，英国著名物理学家牛顿在担任英国铸币局局长期间，提出将黄金作为货币的基础，规定发行的货币需要与黄金储备挂钩，金本位制度由此诞生。 牛顿的这一举措，使得货币的价值与黄金紧密相连，成为货币制度的一项基础。回顾历史，直到1931年英镑和40多年前的美元，都是以黄金为基础的货币。 事实上，美元的"美金"一词也来源于这一历史背景。正如马克思所言："货币天然不是黄金，黄金天然是货币"，他深刻揭示了黄金与货币之间的内在联系和 本质。 然而，随着时代的变迁，情况发生了显著的变化。美元的国际主导地位在其过度使用的背景下已经遭遇挑战，许多国家主动或被迫开始寻找美元 ...

油价或迎年内最大涨幅。 6月27日，国际油价上涨。截至收盘，纽约商品交易所8月交货的轻质原油期货价格上涨0.28美元报每桶 65.52美元，涨幅0.43%；8月交货的伦敦布伦特原油期货上涨0.04美元报每桶67.77美元，涨幅0.06%。 7月1日24时，国内成品油价格或迎来上涨，预计汽、柴油每吨上调600元，折合每升上涨0.49至0.51元。 按此计算，加满一箱50升的92号汽油将多花24至25元。 据了解，本周期油价开局就展现出上涨趋势。6月18日，纽约商品交易所7月交货的轻质原油期货价格上 涨30美分，收于每桶75.14美元，涨幅为0.40%；8月交货的伦敦布伦特原油期货价格上涨25美分，收于 每桶76.70美元，涨幅为0.33%。 业内人士分析，近期伊以冲突持续发酵导致国际原油供应紧张，全球原油需求强劲，促使油价居高不 下。 据国际能源署发布的报告，受地缘政治压力及全球经济前景不确定性增加等因素的影响，国际石油市场 正经历结构性变化，未来几年全球石油供应增长将远远超过需求增长。 上述报告预计，2024年至2030年，全球原油需求日均增加250万桶，但全球原油产能日均增加超过500万 桶。到2030年， ...

Group 1 - International oil prices experienced fluctuations, with light crude oil futures for August rising by $0.28 to $65.52 per barrel, a 0.43% increase, while Brent crude oil futures rose by $0.04 to $67.77 per barrel, a 0.06% increase [1] - Rystad Energy analyst Janiv Shah noted that the market has largely moved past geopolitical risk premiums and is now driven by fundamentals, with attention on the upcoming OPEC+ meeting on July 6 [1] - Reports indicate that eight oil-producing countries under the OPEC+ mechanism are preparing to discuss a voluntary production cut of 411,000 barrels in August during the July 6 meeting [1][2] Group 2 - BOK Financial's Dennis Kissler stated that oil futures are entering a consolidation phase, supported by a strong U.S. stock market, a weaker dollar, and the start of the driving season, while increased OPEC production poses a downside risk [2] - The market appears to have stabilized oil prices at levels similar to those before the outbreak of conflicts related to Iran [3] - Baker Hughes reported that the number of active oil rigs in the U.S. decreased by 6 to 432, a year-on-year decline of 47 rigs, while Canada saw an increase of 1 rig to 94, with a year-on-year decline of 22 rigs [3]

Group 1: Gaza Conflict - The European Council demands an immediate ceasefire in Gaza by Israel [3] - Israeli officials have halted the entry of food and supplies into northern Gaza [3] - Israeli military is accused of intentionally firing at civilian aid points in Gaza, which high-ranking officials deny [3] Group 2: Iran-Israel Relations - Israel claims to have struck over 900 Iranian targets during the conflict, resulting in the deaths of 11 scientists [3] - Israeli Defense Minister instructs the military to develop an execution plan against Iran after 12 days of conflict, focusing on maintaining air superiority and preventing nuclear weapon development [3] - The Israeli Defense Forces spokesperson states that military actions against Iran have met or exceeded established goals [3] Group 3: U.S. and Iran Dynamics - U.S. Energy Secretary asserts that sanctions against Iran's oil remain effective [3] - Iran extends flight bans in its western and northwestern regions until Saturday afternoon [3] - Iran claims to have arrested several suspected spies [3] Group 4: Regional Military Actions - Israeli military attacks Hezbollah's weapons and military facilities in southern Lebanon [3] - Lebanese sources report that Israeli airstrikes in the south resulted in one death and 11 injuries [3] - U.S. Senate rejects a proposal to limit President Trump's military authority against Iran [3] Group 5: Broader Military Context - Trump states that he has halted all work related to lifting sanctions on Iran and may consider airstrikes if Iran continues its enrichment activities [3] - Houthi leaders in Yemen claim to have launched 309 ballistic missiles, hypersonic missiles, and drones at Israel since mid-March [3] - The International Atomic Energy Agency reports that radiation levels in the Gulf region remain normal following damage to Iranian nuclear facilities [3] - Israeli Strategic Affairs Minister Ron Dermer is scheduled to visit the White House for discussions [3]

Core Viewpoint - Baker Hughes reported that U.S. drilling companies have reduced the number of oil and natural gas rigs for the ninth consecutive week, indicating a potential slowdown in exploration and production activities in the energy sector [1] Group 1: Industry Impact - The continuous reduction in rig counts suggests a cautious approach by companies in response to fluctuating oil prices and market conditions [1] - The decline in drilling activity may lead to a decrease in future oil and gas production, impacting supply dynamics in the energy market [1] Group 2: Company Insights - Baker Hughes' data reflects broader trends in the oil and gas industry, highlighting the challenges faced by drilling companies amid economic uncertainties [1] - The ongoing reduction in rig counts may affect Baker Hughes' business operations and revenue streams, as fewer rigs typically correlate with lower demand for drilling services and equipment [1]

美国6月27日当周石油钻井数 432，前值 438。 ...

智通财经6月28日电，美国至6月27日当周石油钻井总数432口。 ...

Group 1 - The total number of oil rigs in the U.S. as of the week ending June 27 is 432, down from the previous count of 438 [1]

Core Viewpoint - The total number of oil rigs in the United States will be announced shortly, specifically for the week ending June 27 [1] Group 1 - The announcement is expected to provide insights into the current state of the oil drilling industry [1]

尽管需求疲软、供应充足，利雅得仍指导石油输出国组织加快其计划中的产量恢复，这一意外逆转导致 油价在 4 月份短暂跌至四年低点。（彭博） 八个主要的 OPEC+ 成员国已同意在过去三个月中每月增产 41.1 万桶。几位不愿透露姓名的代表表示， 他们的国家已准备好在 7 月 6 日开会时考虑 8 月份再次增产。 【报道：OPEC+考虑再次大幅增产石油】OPEC+ 将在下个月的会议上考虑延长超大规模增产计划，该 组织领导人沙特阿拉伯将带头努力夺回市场份额。 ...