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]

Oil Market - Thailand's energy department states that existing oil reserves can meet 60 days of demand, with plans to increase domestic reserves if the situation worsens [1] - Ukrainian President Zelensky plans to discuss freezing Russian assets and setting price caps on oil during the G7 summit [1] - UBS notes that unlike previous oil crises, the current conflict poses minimal supply risks, with Iran accounting for only 1.6% of global oil production and no reported supply disruptions [1] - Fitch expects geopolitical risk premiums on oil prices due to the Israel-Iran conflict to be controlled within $5-10, with significant damage to Iran's production or export infrastructure potentially driving prices higher [1] - The UK Maritime Trade Operations reported a slight decrease in the number of vessels over 1,000 tons passing through the Strait of Hormuz, from 147 on June 9 to 111 on June 15 [1] Natural Gas Market - The Middle East crisis has led to a reduction in Israeli natural gas supply, prompting Egypt to urgently seek fuel supplies [2] - Iranian air defense successfully intercepted an attack on the South Pars gas field, according to Iranian media [2] - Goldman Sachs continues to expect an oversupply of liquefied natural gas in the market, predicting that natural gas storage levels in Northwest Europe will approach capacity limits by summer 2027 [2] Other Developments - A major oil pipeline in Ecuador has ruptured, halting crude oil transportation [3] - Three vessels or tankers are reported to be on fire in the Gulf of Oman near the Strait of Hormuz [3] - OPEC believes that the growth of competitor supplies is slowing, maintaining a stable demand outlook [3] - The U.S. Environmental Protection Agency is directing some staff to cease regulatory oversight of the oil and gas industry [3]

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]