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伊朗议员:伊朗的铀浓缩工作不可谈判,任何此类美国的要求都应被拒绝。在与美国达成任何新协议时,所有制裁都应以可验证且永久的方式解除。
news flash· 2025-06-10 11:02
Core Viewpoint - Iran's uranium enrichment activities are non-negotiable, and any U.S. demands regarding this should be rejected. Any new agreement with the U.S. should involve the complete and verifiable lifting of all sanctions [1] Group 1 - Iranian lawmakers assert that uranium enrichment is not open for negotiation [1] - Any U.S. requests related to uranium enrichment must be firmly declined [1] - For any new agreement with the U.S., all sanctions should be lifted in a verifiable and permanent manner [1]
伊朗外交部发言人:我们必须观察美国在制裁问题上的立场是否发生变化,迄今为止我们尚未看到任何变化。
news flash· 2025-06-02 07:50
Group 1 - The Iranian Foreign Ministry spokesperson stated that there has been no observed change in the U.S. stance regarding sanctions [1]
俄罗斯:不存在芯片短缺
半导体行业观察· 2025-05-25 02:52
Core Viewpoint - The article discusses the significant decline in imports of AMD and Intel CPUs to Russia, with reported decreases of 81% and 95% respectively, while local companies claim there is no chip shortage and supply has increased for three consecutive years [1][2]. Group 1: Import Data - According to the Russian Federal Customs Service (FCS), the delivery of chips in 2024 is expected to be around 37,000 units, valued at 439 million rubles, compared to 537,000 units worth approximately 6.3 billion rubles the previous year [1]. - The drastic reduction in CPU imports is attributed to U.S. sanctions and export controls following Russia's invasion of Ukraine [1]. Group 2: Local Market Conditions - Russian companies assert that there is no shortage of processors, and many report an increase in supply, contradicting FCS data [2]. - A supplier's business development director noted that foreign manufacturers are raising prices by 10% to 12% due to inflation and the U.S.-China trade war, but the price increase for popular processors remains relatively stable [2]. Group 3: Efficacy of Sanctions - Experts suggest that U.S. attempts to control chip exports to China and Russia have largely been ineffective, with many indicating that these sanctions are futile [2]. - Investigations reveal that U.S. government agencies responsible for enforcing these controls rely on outdated processes and voluntary compliance from chip manufacturers [2].
4月稀释沥青进口量创近年新低 预计“低进口”或成年内常态
Xin Hua Cai Jing· 2025-05-22 13:54
Core Viewpoint - The import volume of diluted asphalt in China reached a new low in April 2025, primarily due to trade tensions and reduced profitability in processing diluted asphalt, indicating that "low imports" may become the norm for the remainder of 2025 [1][6]. Group 1: Import Data - In April 2025, China's diluted asphalt import volume was 0.71 million tons, a decrease of 97.58% month-on-month and 97.65% year-on-year, marking the lowest monthly import level since February 2019 [1]. - The total import volume from January to April 2025 was 1.29 million tons, a year-on-year decline of 37.18%, also the lowest for the same period since 2021 [1]. Group 2: Impact of U.S. Sanctions - U.S. sanctions have significantly contributed to the record low import levels of diluted asphalt, with President Trump announcing the termination of oil trading agreements with Venezuela on February 26, 2025, and requiring Chevron to exit Venezuelan oil operations by April 3, 2025 [3]. - The sanctions have led to a reduction in U.S. imports of Venezuelan crude oil and have limited the import enthusiasm of other countries [3]. - Contrary to market expectations, the anticipated increase in China's diluted asphalt imports following the sanctions has not materialized, as evidenced by the low import figures in April [3]. Group 3: Processing Profitability - The current tax policy on processing diluted asphalt, which allows deductions based only on the proportion of taxable products, has significantly reduced the profitability of processing diluted asphalt, leading to a decline in domestic refineries' willingness to process it [5]. - The production of asphalt using crude oil quotas is becoming the primary method in 2025, as the profitability of processing diluted asphalt has not improved compared to processing crude oil [5]. - To achieve profitability in processing diluted asphalt, the price spread would need to decrease by approximately $10 per barrel, which is unlikely to happen without affecting the high cracking margins of diluted asphalt [5]. Group 4: Future Outlook - Given the combined internal and external factors, it is expected that the import volume of diluted asphalt will remain low and may become a norm for the remainder of 2025 [6].
原油大降7.5%,油价大跌465元/吨后,5月19日调价,油价创新低!
Sou Hu Cai Jing· 2025-05-04 06:51
Core Viewpoint - Domestic oil prices have remained unchanged due to insufficient adjustment margins, with the latest price change occurring on April 30, 2025, resulting in a minor increase of 25 yuan/ton, which did not meet the adjustment threshold [1][3] Oil Price Adjustment Overview - The last oil price adjustment saw a significant drop in prices, with gasoline and diesel decreasing by 480 yuan and 465 yuan/ton respectively, translating to a reduction of approximately 0.38 to 0.42 yuan/liter [3] - From February to April 2025, oil prices experienced a cumulative decline of 835 yuan/ton, equating to a decrease of about 0.67 to 0.71 yuan/liter across various regions [3] International Oil Market Trends - As of the latest data, WTI crude oil has fallen to 58.29 USD/barrel, while Brent crude is at 61.29 USD/barrel, reflecting a significant downward trend in the oil market [3] - This week, WTI crude oil has seen a cumulative drop of 7.5%, and Brent crude has decreased by 6.85%, marking a decline of over 10% from the mid-April peak [3] Market Dynamics and Future Expectations - The oil market is currently characterized by mixed signals, with OPEC+ expected to increase production by 400,000 barrels per day in June, while concerns about energy demand persist due to tariffs impacting manufacturing [5] - The upcoming oil price adjustment on May 19, 2025, is anticipated to reflect a negative change rate, with potential decreases in gasoline and diesel prices estimated between 150 to 200 yuan/ton [5][7] Regional Price Information - Current gasoline and diesel prices across various regions in China are provided, with Beijing's 92 gasoline priced at 7.10 yuan/liter and 0 diesel at 6.78 yuan/liter [8]
伊朗外交部长阿拉格齐:美国制裁在核谈判期间传递了负面信息。
news flash· 2025-04-30 07:51
伊朗外交部长阿拉格齐:美国制裁在核谈判期间传递了负面信息。 ...