Conflict Situation - Ukrainian forces conducted two attacks on the satellite city of the Zaporizhzhia nuclear power plant in one day [1] - The Ukrainian Air Force reported that Russian forces used 407 attack drones and 44 missiles to strike across Ukraine [1] - President Zelensky stated that Russia launched a large-scale attack on Ukraine, affecting almost the entire territory, resulting in 49 casualties, with numbers likely to rise [1] - The mayor of Kyiv reported that a nighttime airstrike by Russia resulted in one death and 20 injuries in the capital [1] - The Ukrainian General Staff claimed to have attacked Russian air bases and fuel storage facilities [1] - The Russian state nuclear energy company indicated that the Zaporizhzhia nuclear power plant could only be restarted after military threats are eliminated [1] Other Developments - The European Union is considering placing Russia on a "grey list" for money laundering [2] - President Zelensky urged the West to increase pressure on Russia, calling for decisive action [2] - The French Foreign Minister expressed hope that the EU would propose new sanctions against Russia by the end of June [2] - Dmitry Medvedev stated readiness to assist Trump and Musk in reaching a peace agreement, offering to accept Starlink shares as payment [2]

美国总统特朗普可能要总和他作对的民主党铁票仓加州施加"财政制裁"，数千亿美元的研究资金、基建 项目和教育投资可能受到冲击。 美东时间6月6日周五，据美媒报道，多名消息人士透露，特朗普政府正准备大规模撤销联邦政府给予加 州的资金支持，可能最早本周五开始行动。各政府机构已被要求开始识别，哪些联邦政府拨款的项目可 以扣留拨发给加州的资金。 Issa表示，他向这些焦虑的大学代表传达的信息很明确：提供具体的拨款项目细节和理由，他就会支 持，"我不会为不削减（开支）而游说"。 在财政施压的同时，加州与特朗普政府的法庭对抗也在升级。据新华社报道，加州是美国首个就关税问 题起诉特朗普政府的州，此前以州政府和州长纽森的名义，于4月16日向加州北区联邦地区法院提起诉 讼，指控联邦政府依据《国际紧急经济权力法》实施所谓"对等关税"政策违法，并称此举损害各州、消 费者和企业的广泛利益。 加州高铁项目成"靶子" 在传出加州面临特朗普政府"财政制裁"的消息前，最近特朗普和加州的关系已经越来越剑拔弩张。 上月，因为一名跨性别运动员参加了一场体育赛事，特朗普就威胁要停止对加州的联邦政府资助。加州 链接洛杉矶与旧金山的高铁项目近来一再成为"靶 ...

Core Viewpoint - The United States has announced new sanctions related to Iran, which may impact various sectors and companies involved in trade with or investments in Iran [1] Group 1: Sanctions Impact - The new sanctions are expected to target specific industries and companies that have dealings with Iran, potentially leading to increased compliance costs and operational challenges for affected entities [1] - Companies in the energy sector may face heightened scrutiny and restrictions, affecting their ability to engage in oil and gas transactions with Iranian counterparts [1] - Financial institutions that facilitate transactions involving Iranian entities could also be at risk of penalties, impacting their international operations and relationships [1]

法国外交部：法国再次呼吁美国撤销对国际刑事法院的所有制裁。 ...

| Millio | > 国技期货 | 责金属日报 | | --- | --- | --- | | | 操作评级 | 2025年06月06日 | | 黄金 | ☆☆☆ | 刘冬博 高级分析师 | | 白银 | ★☆★ | F3062795 Z0015311 | | | | 吴江 高级分析师 | | | | F3085524 Z0016394 | | | | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 隔夜金价震荡,白银伴随铜价破位上行。中美两国元首通话同意继续落实好日内瓦共识,尽快举行新一轮会 谈。美国公布周度初请失业金人数超预期升至24.7万创八个月新高，本周美国经济数据普遍偏弱后聚焦今晚 非农指引。金价背靠3000美元强支撑维持回调买入思路,白银破位后打开上方空间。 ★关税-①日媒：美国在降低对日本的额外对等关税方面表现出灵活性； ②消息人士：美国和印度谈判代表 可能最终敲定关税削减和市场准入问题,达成临时协议； 3特朗普：将与德国达成一项良好的贸易协议。 ★ 克里姆林宫：（关于美国总统特朗普与普京通话）双方未就任何面对面会晤达成任何协议。特朗普 ...

Core Insights - The report from Kpler highlights the increasing presence of "zombie ships" in the critical Strait of Malacca, particularly on the route from the Eastern Outer Port Limit (EOPL) to China, complicating the tracking of Iranian crude oil entering China [1][6] Group 1: Zombie Ships and AIS Manipulation - "Zombie ships" are vessels that have become part of a shadow fleet due to sanctions, shutting off their AIS signals and broadcasting signals from decommissioned ships to conceal their identities during cargo unloading [1][6] - Kpler reported four new cases of "zombie ships" following the unloading of approximately 6 million barrels of Iranian crude oil by the sanctioned VLCC "Gather View" at a Chinese port [3] - Specific examples include the VLCC "Vanity" using the AIS identity of the retired VLCC "Uranus," and the VLCC "Ivy" adopting the identity of the VLCC "DS Tina" after loading Iranian crude [5] Group 2: Impact of Sanctions on Iranian Oil Exports - Despite the emergence of "zombie ships," Iranian crude oil exports to China have reportedly declined, with May figures showing approximately 1.1 million barrels per day, a decrease of about 20% year-on-year [7] - The decline in exports reflects the effectiveness of U.S. sanctions, although tracking accuracy is hindered by the closure of vessel transponders and the re-labeling of oil from other countries [7][8] - The tightening of U.S. sanctions is putting pressure on supply chains, while demand is also weakening due to seasonal refinery maintenance delays [7] Group 3: Market Dynamics and Competition - The decline in prices of competing crude varieties from Russia, such as Sokol and Novy Port, is also affecting the market share of Iranian oil [8] - Chinese buyers have reduced their crude oil procurement demand in May, following earlier stockpiling behaviors [8] - The dual impact of sanctions and market factors is reshaping the landscape of Iranian oil trade, presenting new challenges for international maritime regulation and oil trade tracking [10]

Core Point - The European Union is monitoring the impact of the U.S. executive order sanctioning judges of the International Criminal Court and is assessing potential further measures [1] Group 1 - The EU is concerned about the implications of U.S. sanctions on the International Criminal Court [1] - The EU is evaluating possible actions in response to the U.S. executive order [1]

文 / 高歌 截至2025年6月，已经连续近100天，没有一船来自美国的LNG到达中国港口了。 美国是世界上最大的LNG出口国，中国是世界上最大的LNG进口国。2024年，中国进口了7860万 吨液化天然气 ，占全球市场的19.12%。 但从2025年2月底到6月初，最大进口国与最大出口国之间的LNG运输船，消失了。 此前，有媒体报道称，今年前两个月一共有4船美国LNG达到中国，这4艘船是2024年11月和12月 启运的。 中国海关总署发布的数据显示，今年前4个月LNG进口量同比下降了22.6%。这是自2024年11月份 以来连续第六个月同比下降。行业机构预测，5月份的进口量将会继续同比下降。 需求疲软、现货价格高企以及关税战升级，被认为是中国LNG进口量同比不断下降的主要原因。 中国对LNG的需求依然是长期趋势，美国加大对LNG的投资和出口也是长期趋势。但关税战扭曲了 二者的顺畅衔接。数据显示，卡塔尔、澳大利亚、马来西亚、俄罗斯对中国LNG的出口正在进一步 稳固，而美国的份额在走低。 中金近期发布的一份研报称，中国天然气需求中期依然具有增长潜力，受益于欧洲/东南亚需求增 长，全球LNG市场容量从4亿吨/年扩 ...

Group 1 - A contract between Russia and Iran for drone purchases was revealed, with Russia paying 1.8 tons of gold (approximately $104 million) for Shahed-136 drones on March 16, 2023 [1] - Another contract dated April 5, 2023, shows Russia paid about 2.06 tons of gold for additional drone purchases [1] - The use of gold for transactions between Russia and Iran is driven by Western sanctions that have excluded Russian financial institutions from international payment systems, limiting normal trading channels [1] Group 2 - Iran's refusal to accept rubles is due to the limited range of products it can import from Russia, as it does not lack resources like oil and natural gas [1] - The depreciation of the ruble and domestic inflation in Iran are significant constraints, as holding rubles into the next year would lead to a substantial loss in purchasing power [2] - The current international instability has highlighted the value of gold as a hard currency, with Russia's gold reserves proving insufficient given the ongoing situation [2]

Group 1 - The French Foreign Minister expressed hope that the European Commission will propose new sanctions against Russia by the end of June [1]