特朗普推迟欧盟关税，关注月末欧佩克会议 市场要闻与重要数据 原油日报 | 2025-05-27 1、纽约商品交易所7月交货的轻质原油期货价格收平，收于每桶61.53美元；8月交货的伦敦布伦特原油期货价格下 跌9美分，收于每桶64.12美元，跌幅为0.14%。SC原油主力合约收跌0.11%，报456元/桶。 2、美国总统特朗普表示，欧盟请求延长贸易谈判的窗口期，已同意将截止日期延长至7月9日。上周特朗普表示将 从6月1日起对欧盟进口商品征收50%的关税。此前欧盟委员会主席冯德莱恩5月25日在与特朗普通话后表示，欧盟 准备"迅速而果断"地推进与美国的贸易谈判，但需要特朗普重回其最初设定的90天谈判期。这是特朗普就职以来 两位领导人首次公开披露的通话。今年4月特朗普暂停了最初对欧盟征收的20%关税，开始为期90天的谈判窗口期， 谈判原定7月9日结束。冯德莱恩办公室证实是她主动联系特朗普的。冯德莱恩的话表明，欧盟委员会的立场可能 会转变，倾向于寻求一个潜在的妥协方案。（来源：Bloomberg） 3、根据南非政府新闻机构网站上发布的一份部长声明，南非提出在10年内从美国购买液化天然气，作为确保达成 贸易协议的提议之一 ...

Core Viewpoint - OPEC+ has not yet discussed increasing oil production by 410,000 barrels per day ahead of their upcoming meeting on the 28th [1] Group 1: OPEC+ Meeting - OPEC+ is scheduled to hold an online ministerial meeting on the 28th to discuss current market conditions, forecasts, and potential adjustments [1] - Eight OPEC+ countries will hold an additional meeting to address voluntary production cuts [1] - A meeting originally planned for June 1st has been moved up to May 31st [1] Group 2: Price Cap on Russian Oil - The G7 and EU plan to tighten the price cap on Russian oil from $60 per barrel to $50 per barrel, which is deemed unacceptable by Russian officials [1] - Current restrictions have not succeeded in curbing Russian oil exports [1]

Core Viewpoint - The Russian Deputy Prime Minister Novak stated that OPEC+ has not yet discussed the option of increasing oil production by 411,000 barrels per day starting in July, indicating that any adjustments will depend on current market conditions and expectations [1] Group 1 - OPEC+ will consider current market conditions and expectations before making any necessary adjustments [1] - The potential tightening of the oil price cap by the G7/EU is deemed "unacceptable" by Russian officials [1] - The price cap set by the West on Russian oil exports has not yet impacted Russia's oil export levels [1]

Group 1 - The EU has implemented its strongest sanctions since the outbreak of the Russia-Ukraine war, blacklisting 342 oil tankers, nearly doubling the previous count of 153 [1] - The sanctions include a wide range of measures such as mixed sanctions, human rights sanctions, and chemical weapons sanctions, indicating a new strategy to cut off the survival space of shadow oil tankers [3][4] - The sanctions target not only the shadow fleet but also key oil transportation companies like Surgutneftegas, aiming to sever Russia's funding sources [4] Group 2 - The Western countries were aware of the existence of shadow oil tankers but hesitated to act due to concerns over global oil supply stability, which reaches 10 million barrels per day [4] - The EU's previous oil price cap measures had limited effectiveness, with Russian oil revenues decreasing by 13.7% from March 2023 compared to March 2022, resulting in an estimated loss of $38 billion [4] - The shift in EU and US policy began last summer, with the UK leading efforts to strengthen sanctions against shadow oil tankers [6] Group 3 - The recent sanctions were partly triggered by political dynamics, including statements from former President Trump that angered the EU and prompted a more aggressive stance [8] - Italy has taken a strong position by preparing to provide military support to Ukraine, reflecting a broader shift in European policy towards direct military assistance [8][12] - The EU's decisive actions, including sanctions and military support, suggest a potential acceleration towards ending the conflict if this assertive approach continues [12]

欧盟正考虑从国际支付系统SWIFT中剔除20多家俄罗斯银行，降低俄罗斯石油价格上限，同时禁止北 溪天然气管道，旨在加大对莫斯科施压，以结束俄乌冲突。 据知情人士透露，欧盟委员会正在就这些计划咨询成员国。这些不愿透露姓名的知情人士表示，何时实 施潜在限制的决定尚未做出。欧盟的制裁需要所有成员国的支持，并且在正式提出和通过之前可能会有 所改变。 欧盟还在权衡对大约24家银行实施额外的交易禁令，以及约25亿欧元（28.4亿美元）的新贸易限制，以 期进一步削减俄罗斯的收入和其获取制造武器所需技术的能力。 制裁将巩固欧洲的立场，即不希望俄罗斯管道天然气有任何实质性回流。管道禁令还将保护德国免受美 国或俄罗斯可能施加的压力。此外，欧盟计划在2027年底前逐步淘汰俄罗斯化石燃料。 其他方面，知情人士表示，欧盟正寻求扩大对俄罗斯"影子船队"油轮的制裁，并考虑对被视为协助俄罗 斯的贷款机构以及俄罗斯外国直接投资基金实施进一步限制。 知情人士补充说，欧盟还希望在其下一轮制裁方案中（这将是自俄乌冲突爆发以来的第18轮制裁）加入 条款，以保护欧洲公司免受双边投资条约下的仲裁。 然而，此举可能需要美国的同意。目前，俄罗斯石油价格上限设 ...

Core Viewpoint - The European Commission's economic affairs chief Valdis Dombrovskis stated that lowering the price cap on Russian oil to $50 per barrel is appropriate, as current market prices indicate that this limit would not harm Moscow's interests [1] Summary by Relevant Categories Price Cap on Russian Oil - The proposed price cap of $50 per barrel is considered reasonable in the context of current oil prices [1] - Dombrovskis emphasized that this price cap is open for discussion, indicating flexibility in the approach [1]

欧洲官员：美国在G7财长会议期间并未被说服降低石油价格上限。 ...

欧洲官员：美国并未排除降低俄罗斯石油价格上限的可能性，相关讨论将会继续进行。 ...

欧盟委员会执行副主席东布罗夫斯基斯：曾有人建议将石油价格上限下调至每桶50美元。 ...

欧盟外交与安全政策高级代表卡拉斯：关于对俄罗斯的新制裁，最重要的是石油价格上限。 ...