Core Viewpoint - The European Union has abandoned the proposal to lower the price cap on Russian oil to $45 [1] Group 1 - The initial proposal aimed to impose a price ceiling on Russian oil to limit revenue for the country amid ongoing geopolitical tensions [1] - The decision to withdraw the proposal reflects the complexities and challenges in managing energy prices and supply in the current market environment [1]

8. 美国参议院共和党税收与预算法案提议，到2028年全面取消太阳能和风能的税收抵免，水电、核能和 地热能源的抵免期限延长至2036年。 9. 惠誉：我们预计以色列-伊朗冲突导致的石油价格地缘政治风险溢价将控制在5-10美元左右。对伊朗 的生产或出口基础设施造成重大破坏将进一步推高价格。 金十数据整理：每日全球大宗商品市场要闻速递（6月17日） 原油： 5. 泰国能源部：泰国现有的石油储备可以满足60天的需求。如果局势恶化，将采取措施增加国内储备。 6. 乌克兰总统泽连斯基：计划在七国集团峰会期间讨论冻结俄罗斯资产以及对石油设定价格上限的问 题。 7. 瑞银：与以往的石油危机不同，此次冲突对供应构成的风险很小，伊朗仅占全球石油产量的1.6%， 且未报告任何供应中断。 2. 据伊朗法拉鲁新闻网站报道，伊朗防空系统成功拦截对伊朗南帕尔斯天然气田的袭击。 3. 高盛：仍然预计市场上液化天然气供应过剩，导致2027年夏季西北欧的天然气储存水平将接近容量上 限。 1. 厄瓜多尔主要输油管道发生破裂，暂停原油输送。 2. 霍尔木兹海峡附近的阿曼湾有三艘船只或油轮起火。 3. 欧佩克认为竞争对手供应增长放缓，维持需求前景稳 ...

Group 1 - The core focus of the article is on Ukrainian President Zelensky's intention to discuss the freezing of Russian assets and the establishment of a price cap on oil during the G7 summit [1] Group 2 - The discussion on freezing Russian assets is aimed at increasing pressure on Russia amid ongoing geopolitical tensions [1] - Setting a price cap on oil is part of broader efforts to manage energy prices and reduce revenue streams for Russia [1]

金十数据6月16日讯，5月底至6月初，由于油轮供应充足，俄罗斯从波罗的海港口向印度运输石油的运 费进一步下降，但如果欧洲提出的较低价格上限得以落实，这一趋势可能会逆转。欧盟就乌克兰问题对 俄罗斯提出了新的制裁方案，并提议将G7集团对俄罗斯原油的价格上限从60美元/桶降至45美元/桶。G7 集团和欧盟在2022年底对俄罗斯石油实施了60美元的上限，限制购买超过上限的俄罗斯石油的人获得西 方航运和保险服务，以限制莫斯科的收入。然而，随着俄罗斯的乌拉尔原油价格跌至上限以下，西方船 商得以重返俄罗斯石油市场。 俄罗斯对印度的石油运费进一步降低 ...

Group 1 - The U.S. has rejected Europe's proposal to lower the price cap on Russian oil from $60 to $45 per barrel, which has diminished hopes for a production cut agreement among G7 leaders [1] - The EU and the UK are seeking to lower the price cap to further reduce Russia's oil revenue, which is seen as crucial funding for its war against Ukraine [1] - There are indications that the EU and the UK may explore lowering the price cap without U.S. involvement, as most Russian oil is transported near European waters [1] Group 2 - Following recent attacks by Israel on Iran, WTI crude oil prices surged over 13% in a single day, marking the largest daily increase since March 2022 [2] - The combination of policy disagreements and market volatility is creating a more unpredictable energy market environment for investors [5]

Core Viewpoint - The Kremlin stated that Russia will strive to minimize the impact of the oil price cap reduction [1] Group 1 - Russia is taking measures to mitigate the effects of the oil price cap imposed by Western countries [1] - The government is likely to implement strategies to support its oil industry amidst these challenges [1]

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 ...

Core Viewpoint - The European Commission has proposed to lower the price cap on Russian oil to $45 per barrel [1] Group 1 - The proposed price cap aims to further restrict Russia's oil revenue amidst ongoing geopolitical tensions [1] - This adjustment reflects the EU's strategy to counteract Russia's economic stability by limiting its oil export income [1] - The new price cap is expected to impact global oil markets and may influence oil prices in other regions [1]

Core Viewpoint - The European Union is planning to impose new sanctions targeting the "Nord Stream" pipeline and the price cap on Russian oil [1] Group 1 - The sanctions are part of a broader strategy to limit Russia's energy revenues amid ongoing geopolitical tensions [1] - The EU aims to enhance its energy security and reduce dependency on Russian fossil fuels through these measures [1] - The proposed sanctions may impact the operational dynamics of the energy market in Europe, particularly concerning natural gas supply [1]

Group 1 - The European Commission plans to propose a reduction in the price cap on Russian oil as part of a new round of sanctions [1] - The sanctions will also include a ban on the use of the "Nord Stream" infrastructure [1] - These measures are aimed at responding to Russia's actions and are part of a broader strategy by the EU [1]