Core Viewpoint - The White House stated that President Trump wishes to retain the authority to make decisions regarding sanctions against Russia [1] Group 1 - The White House's announcement reflects the administration's stance on maintaining control over foreign policy decisions related to Russia [1] - President Trump's desire to keep decision-making power on sanctions indicates a potential shift in U.S. foreign relations strategy [1]

Core Viewpoint - The article discusses President Trump's recent statements regarding U.S. relations with Russia and support for Ukraine, highlighting potential tariffs, military aid, and sanctions against Russia. Group 1: Tariffs - Trump expressed dissatisfaction with Russia and threatened to impose severe tariffs, approximately 100%, if no agreement is reached within 50 days [3] - A White House official clarified that the tariffs would apply to Russia and countries purchasing Russian oil, but details on secondary tariffs were not provided [3] Group 2: Military Aid - The U.S. has reached an agreement with NATO to supply advanced weaponry to Ukraine, with a commitment to deliver a significant amount of military equipment quickly [4] - NATO countries, including Germany, Finland, Denmark, Sweden, Norway, the Netherlands, and Canada, are also willing to provide military assistance to Ukraine [4][10] - The U.S. Army plans to increase its procurement of the "Patriot" missile system to four times the previous amount, with a budget exceeding $1.3 billion for the upcoming fiscal year [15] Group 3: Sanctions - Trump expressed uncertainty about the necessity of a new sanctions bill against Russia being pushed by some Republican senators, indicating a wait-and-see approach [6] Group 4: Ukraine's Response - Ukrainian President Zelensky described his conversation with Trump as "very positive," discussing the need for military equipment and cooperation for peace [7][10] - Zelensky also communicated with NATO Secretary General Stoltenberg, emphasizing the importance of continued support from the U.S. and European allies [9][10] Group 5: Military Business Implications - The increase in "Patriot" missile procurement is seen as a strategy for the U.S. to expand its arms business, leveraging Ukraine's needs to secure funding from European allies [16]

Core Viewpoint - Senator Lindsey Graham announced that Trump will implement a new round of sanctions against Russia, with a 500% tariff on countries that do not support Ukraine [1][3]. Group 1: Sanctions Details - The sanctions are described as the most severe in history, initiated by Graham after a conversation with Trump during a golf game [3]. - The proposed plan will impose a 500% tariff on countries cooperating with Russia and not supporting Ukraine, expected to be implemented starting in July [5][3]. - The sanctions are part of a broader Republican plan, with additional measures anticipated to follow [5]. Group 2: Implementation Timeline - The implementation of the sanctions has been delayed from June to July, reflecting a pattern of postponement in Trump's actions regarding pressure on Moscow [5][7]. - Prior to this, the White House lifted several sanctions on Russian civil nuclear energy, allowing major Russian banks to conduct transactions for foreign nuclear projects starting before November 2024 [7]. Group 3: Impact on Hungary - Hungary stands to benefit significantly from the sanctions, particularly due to its €12 billion Paks-2 nuclear power project with Russia [9]. - Hungarian officials have indicated a commitment to align with U.S. policies towards Russia, reflecting a consistent approach between Hungary's leadership and Trump's stance [9]. Group 4: Uncertainty of Actions - There is skepticism regarding whether Trump will follow through on the announced sanctions, emphasizing the need to observe actual actions rather than statements [12]. - The ongoing conflict between Russia and Ukraine continues to evolve, with expectations for U.S. actions remaining uncertain as July approaches [14].

Core Viewpoint - French President Macron indicated that specific actions from the United States regarding sanctions on Russia will be revealed in the coming days [1] Group 1 - The statement highlights the anticipation of the U.S. response to the ongoing situation with Russia [1]

Core Viewpoint - German Chancellor Merz expresses confidence that the United States will implement stricter sanctions against Russia [1] Group 1 - The statement reflects ongoing geopolitical tensions and the potential for increased economic measures against Russia [1]

Core Viewpoint - The potential implementation of new sanctions against Russia by President Trump in the coming days could significantly impact U.S.-Russia relations and various sectors affected by these sanctions [1] Group 1 - The U.S. government is considering new sanctions against Russia, indicating a shift in foreign policy [1] - The timing of these sanctions suggests an urgent response to recent geopolitical events involving Russia [1] - The sanctions may target specific industries or individuals, which could lead to market volatility [1]

Group 1 - Trump is set to speak with Putin, who believes he has a strong position and is unlikely to make meaningful concessions [1][2] - European leaders are concerned that Trump may rush to a deal without considering the implications for Ukraine [1][2] - There is skepticism about Russia's military capabilities to achieve its goals in Ukraine by the end of the year [3][4] Group 2 - Putin is prepared for a prolonged conflict if necessary and is optimistic about the potential for U.S. sanctions [2] - European officials are trying to convey to Trump that Putin is not genuinely interested in negotiations [2][3] - The recent large-scale drone attacks by Russia on Ukraine highlight the ongoing military aggression despite diplomatic discussions [2][3] Group 3 - Russian negotiators have taken a hardline stance, demanding Ukrainian withdrawal from territories claimed by Russia [4] - There are indications that Trump may consider new sanctions if Russia does not make concessions [4] - The outcome of Trump's discussions with Putin could significantly influence the potential for further sanctions and the overall conflict dynamics [4]

Report Summary 1. Industry Investment Rating - The report suggests that oil prices will oscillate to form a bottom in the short term and recommends a short - position allocation in the medium term [3]. 2. Core View - Due to the stalemate in Russia - Ukraine negotiations and the delay in achieving a cease - fire, Trump's patience for ending the conflict is being consumed. Putin's recent statement about stopping the invasion on the current front represents a major concession, but the short - term outcome of a cease - fire agreement remains highly uncertain. If the US withdraws from mediating the conflict and stops military aid to Ukraine, the situation will favor Russia. The direction of the Russia - Ukraine negotiations may lead to two different results for oil prices: a cease - fire agreement may lead to relaxed US sanctions on Russia, which is bearish for oil prices; if no agreement is reached, the US may increase sanctions on Russia, which is bullish for oil prices [2]. 3. Summary by Related Parts Market News and Important Data - The price of light crude oil futures for June delivery on the New York Mercantile Exchange rose 52 cents to $62.79 per barrel, a 0.84% increase; the price of Brent crude oil futures for June delivery rose 43 cents to $66.55 per barrel, a 0.65% increase. The SC crude oil main contract closed up 1.00% at 495 yuan per barrel [1]. - The US White House is discussing whether to lift sanctions on the Nord Stream 2 gas pipeline and other potential Russian assets in Europe as part of the discussion to end the Russia - Ukraine conflict. Restarting Nord Stream 2 may bring windfall profits to Moscow, but it depends on the EU's agreement to buy Russian gas through the pipeline again, which seems unlikely. Lifting sanctions would be a "diplomatic coup" for Russia and a major concession from Trump [1]. - Four new Russian companies have sought approval from India to provide insurance for crude oil tankers docked at Indian ports. The Indian Shipping Ministry is considering applications from Sberbank Insurance, Balance Insurance, Ugoria Insurance, and ASTK Insurance. New companies joining the insurance list will further promote Russia's crude oil transportation to India. Since the outbreak of the Russia - Ukraine conflict, India has been a major buyer of discounted Russian crude oil [1]. - As of the week ending April 23, Singapore's fuel oil inventory rose by 1.239 million barrels to 24.126 million barrels, an 18 - week high; middle distillates inventory decreased by 1.138 million barrels to 8.576 million barrels, a 9 - month low; light distillates inventory rose by 1.128 million barrels to 15.62 million barrels, a two - week high [1]. - On the 24th, Trump made a series of remarks on the Russia - Ukraine conflict. He pointed out that both Ukraine and Russia are willing to achieve peace and must join the negotiations. He also set a deadline for the Russia - Ukraine issue. After the deadline, the US attitude will change. Trump expressed dissatisfaction with Russia's attack on Kiev and said he would answer the question of sanctions on Russia within a week. If no agreement is reached to end the conflict, "things will happen" and the US will cooperate with Ukraine to the best of its ability [1]. Risk - Downside risks include significant production increases by OPEC and macro black - swan events. Upside risks include tightened supply of sanctioned oil (from Russia, Iran, and Venezuela) and large - scale supply disruptions due to Middle East conflicts [3].

据美国联邦公报网站当地时间4月12日显示，美国总统特朗普已签署一项行政命令，称"根据美国《国家紧 急状态法》，继续执行第14024号行政命令宣布的国家紧急状态一年"。 这相当于将前总统拜登推出的一 系列对俄罗斯制裁措施延长一年。 据了解，2021年4月15日，时任总统拜登根据美国《国际紧急经济权力法》签署第14024号行政命令，宣布国 家紧急状态以应对所谓"俄罗斯联邦政府'特定有害外国活动'对美国国家安全、外交政策和经济构成的异常和特 殊威胁"，并宣布相关制裁措施。2022年3月8日，拜登又发布第14066号行政命令，扩大第14024号行政命令 宣布的国家紧急状态的适用范围，新增对俄罗斯能源行业的制裁。2021年8月20日、2022年3月11日、2022 年4月6日和2023年12月22日，拜登还先后发布第14039号、第14068号、第14071号和第14114号行政命 令，就第14024号行政命令宣布的国家紧急状态 采取额外措施，进一步新增细化制裁 措施。 责编：叶舒筠 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 突发 ...

据"CCTV国际时讯"微博消息，据美国联邦公报网站当地时间4月12日显示，美国总统特朗普已 签署一项行政命令，称"根据美国《国家紧急状态法》，继续执行第14024号行政命令宣布的国 家紧急状态一年"。这相当于将前总统拜登推出的一系列对俄罗斯制裁措施延长一年。 ...