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]

金十数据整理：俄乌冲突最新24小时局势跟踪（6月6日） 冲突情况： 8. 乌克兰方面表示，俄罗斯发动无人机和导弹袭击。基辅因防空系统启动而传出爆炸声。 1. 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。 2. "双方打一会儿再介入" ，特朗普称短时间难以促成俄乌立即停火。 和谈情况： 1. 据国际文传电讯社：俄罗斯将英国文化协会列为不受欢迎组织。 11. 美媒：特朗普私下里佩服乌克兰对俄罗斯的袭击，但担心妨碍停火。 1. 乌克兰军方称袭击了俄罗斯在布良斯克地区的导弹系统。 2. 泽连斯基称乌多地遭俄方大规模无人机及导弹袭击。 3. 俄罗斯指责英法为乌袭击俄境内机场提供支持。 4. 俄罗斯联邦安全局：沃罗涅日地区一铁路轨道遭爆炸装置袭击而受损。 5. 俄罗斯国防部：俄罗斯武装部队在过去一天袭击了乌克兰攻击无人机的组装车间、储存和发射场。 6. 俄罗斯军队的导弹袭击对赫尔松州行政大楼造成了严重破坏，这是该地点同一天遭受的第二次袭击。 7. 塔斯社援引俄罗斯副外长里亚布科夫的话说，俄罗斯将修复被乌克兰损坏的飞机。 2. 美国国防部长赫格塞思：我们认为整个联盟将实现5%的国防开支承 ...

美国总统特朗普：国会正在等我对俄罗斯制裁做出决定，我还没有看过俄罗斯制裁法案，俄罗斯制裁法 案过于严厉。 ...

Core Points - The easing of economic sanctions by the US and the European Union on Syria has led to increased direct flight operations between Turkey and Syria, starting mid-June [1][3] - Turkish Airlines' low-cost carrier AJet will begin flights from Istanbul and Ankara to Damascus, with initial frequencies of four flights per week from Istanbul and three from Ankara [1][3] - The Syrian government has also announced the resumption of direct flights from Damascus to Istanbul starting June 10 [3] Group 1 - The Turkish government is actively supporting the reconstruction of Syria, including upgrading airport facilities [3] - Turkish President Recep Tayyip Erdoğan announced that there will be upcoming news regarding energy cooperation with Syria [3] - Turkish Airlines had previously suspended operations to Syria in 2012 due to the civil war, but resumed flights in January following significant changes in the Syrian political landscape [3]

这项制裁不仅针对俄罗斯的主要石油公司——如加斯普罗姆石油公司和苏尔古特石油公司，还涉及了由 183艘油轮组成的"影子船队"，这些船只在国际市场上通过隐瞒所有权和频繁更换注册地逃避监管。这 一系列措施的目的是切断俄罗斯石油进入国际市场的通道，削减其外汇收入，进一步削弱俄罗斯在乌克 兰战争中的财政支持能力。 这些制裁措施出台之际，恰逢俄乌冲突进入第三个年头。美国及其盟友希望通过经济压力迫使俄罗斯改 变其军事战略，但这一决定也引发了对全球能源供应的广泛担忧。毕竟，俄罗斯是全球第二大石油出口 国，2024年其日均石油出口量约为500万桶。 制裁一经生效，影响迅速显现。到2025年2月，至少有65艘俄罗斯油轮因无法找到愿意接货的港口而滞 留在海上，这些船只在从中国沿海到苏伊士运河的航线中漂泊不定，载着数百万桶原油。在这一轮制裁 的背后，不仅仅是西方国家禁止进口俄罗斯石油，参与运输的船只和保险公司也被处以二级制裁，导致 许多中立国的港口对俄罗斯船只关上了大门。 美国对俄罗斯石油的制裁并非一项孤立的事件，而是近年来地缘政治局势日益紧张的必然结果。自2014 年俄罗斯吞并克里米亚以来，西方国家便陆续对俄罗斯实施了多轮制裁，而 ...

Group 1 - The U.S. Senate is considering a new bill that could impose severe tariffs on countries importing energy products from Russia, potentially disrupting global energy markets and increasing prices for all energy products [1][2] - The bill, named the "2025 Sanctions on Russia Act," aims to punish Russia for its refusal to negotiate a ceasefire regarding the ongoing Ukraine conflict, proposing a 500% tariff on all Russian-origin oil, gas, uranium, and petrochemical imports [1][3] - Major U.S. trading partners that import energy from Russia include India, South Korea, and Turkey, which could face similar tariffs on their exports to the U.S. if they continue to engage with Russian energy companies [1][2] Group 2 - Analysts warn that such extensive sanctions could lead to rising energy prices, with Europe likely to feel the most significant impact, but the U.S. would also be affected [2][3] - The current administration's approach has been to implement a price cap on Russian oil rather than outright sanctions, which has not effectively curtailed Russian military funding [2][3] - The ambiguity surrounding the White House's stance on sanctions indicates a preference for a diplomatic resolution before imposing further measures [4][6]