据外交人士透露，会谈内容可能涉及乌克兰拟采购的新防空系统、对俄制裁以及国际油价上限 等关键议题。 据央视新闻， 当地时间6月25日，美国总统特朗普与乌克兰总统泽连斯基在荷兰海牙举行会 谈 。 这是特朗普4月以来，与泽连斯基的首次面对面会谈。 ...

Core Viewpoint - The article highlights that President Trump will reject European requests to increase sanctions against Russia, indicating a desire to maintain space for negotiating a peace agreement [1] Group 1 - The U.S. administration is prioritizing diplomatic negotiations over imposing additional sanctions on Russia [1] - There is a clear divergence between U.S. and European approaches regarding sanctions on Russia [1]

Conflict Situation - Ukrainian Interior Minister confirmed that Russian airstrikes resulted in 14 deaths and 44 injuries in Kyiv [1] - Russian Defense Ministry reported that Russian forces targeted military objectives in Kyiv and Zaporizhzhia, shooting down 147 Ukrainian drones within Russia [1] - U.S. State Department condemned the airstrikes on Kyiv, confirming the death of an American citizen in Ukraine [1] - President Zelensky stated that Russia launched over 440 drones and 32 missiles in the nighttime attack on Kyiv, describing it as one of the most terrifying assaults in history [1] Negotiation Situation - Kremlin aide indicated that the U.S. previously suggested Russia pause bilateral contacts to normalize dialogue, with both sides agreeing to reach an agreement for the next meeting [1] - Kremlin noted that there is currently no consensus on the next round of talks with Ukraine [1] Other Developments - Market news revealed that three U.S. officials disclosed the Trump administration recently shelved a cross-departmental working group aimed at pressuring Russia to expedite peace negotiations with Ukraine [1] - The UK announced the addition of 10 designated entities and 20 vessel specifications under its sanctions regime against Russia [1] - Canadian Prime Minister Carney announced new financial sanctions against over 40 Russian entities and pledged 2 billion CAD in military aid and 2.3 billion CAD in loans to Ukraine [2] - The EU recommended member states develop national plans by March 1, 2026, to comply with the requirement to end Russian oil imports by the end of 2027 [2] - EU's High Representative for Foreign Affairs and Security Policy, Borrell, stated that the EU should advance measures to lower the price cap on Russian oil [2] - Russia claimed that U.S. sanctions have resulted in an economic loss of 300 billion USD for the U.S. [2] - Australia imposed sanctions on Russian vessels within the shadow fleet [2]

Group 1 - The core viewpoint of the articles highlights the contrasting approaches of the U.S. and the EU regarding sanctions on Russia, with the U.S. President Trump opposing further sanctions while the EU pushes for stricter measures [1][2] - Trump emphasized that sanctions impose significant financial burdens on the U.S., indicating that they are not a straightforward solution and involve substantial costs, potentially amounting to billions of dollars [1] - The EU is advocating for a reduction of the oil price cap on Russian oil from $60 per barrel to $45 per barrel, aiming to further limit funding for the Russian government amid the ongoing conflict [2] Group 2 - The EU's call for increased sanctions is framed as essential for pressuring Russia to return to the negotiation table and achieve a ceasefire, underscoring the importance of sanctions in this context [2] - Trump's comments suggest a preference for diplomatic solutions over additional punitive measures, indicating a potential divergence in strategy between the U.S. and its European allies [1]

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。 ...

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 ...

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].

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]

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 ...