金十数据6月12日讯，盛宝银行大宗商品战略主管Ole Hansen表示，以色列和伊朗之间爆发全面冲突的 风险继续笼罩着石油市场，即使这不是立即发生的基本情况。"围绕伊朗核野心的紧张局势稳步升级， 以色列和美国长期以来一直坚称，他们不会允许伊朗发展核武器——这是一条红线，如果外交努力失 败，可能会促使以色列采取单边军事行动。" 以伊紧张局势仍是石油市场的主要风险 ...

Group 1 - The EU, Canada, and the UK are reportedly in support of lowering the price cap on Russian oil [1]

欧盟、加拿大和英国据悉支持降低俄罗斯石油价格上限。 ...

中国LPG综合进口到岸价格指数编制由海关总署全球贸易监测分析中心和上海石油天然气交易中心合作完成，以2019 年第一日历周为基期（当周中国液化丙烷综合进口到岸价格为3541元/吨，价格指数为100；当周中国液化丁烷综合进 口到岸价格为3535元/吨，价格指数为100），综合反映上一周我国LPG进口到岸的价格水平。 本文来源 | 上海石油天然气交易中心 沙特阿美公司公布的2025年6月CP价格数据显示，6月丙烷为610美元/吨，与上月相比下跌10美元/吨，与去年同期相比 下跌3.39%；6月丁烷为570美元/吨，与上月相比下跌20美元/吨，与去年同期相比上涨0.88%；6月沙特CP价格下跌， 或将影响当前国内外LPG市场价格水平。 本周国际液化气市场成交重心下移。供应方面，中东供应商7月装船计划尚未明确，现货销售积极性不高，而美国丙 烷库存持续攀升维持高装船量，市场资源充裕；需求方面，受北半球消费淡季影响，叠加进口成本高企压制深加工利 润，下游采购维持谨慎，仅部分进口商刚需采购提供有限支撑。国际原油方面，地缘政治因素和加拿大野火导致部分 原油停产中断推动油价反弹，但OPEC+持续增产、美国成品油库存增加以及沙特 ...

伊拉克高级官员表示，石油部尚未收到运营商任何形式的裁员通知。 ...

液化石油气日报 | 2025-06-12 市场氛围小幅改善，现货企稳回升 市场分析 1、\t6月11日地区价格：山东市场，4550—4650；东北市场，4060—4110；华北市场，4505—4650；华东市场， 4350—4650；沿江市场，4600—4650；西北市场，4250—4400；华南市场，4580—4700。数据来源：卓创资讯 2、\t2025年7月上半月中国华东冷冻货到岸价格丙烷603美元/吨，跌2美元/吨，丁烷543美元/吨，跌2美元/吨，折合 人民币价格丙烷4767元/吨，跌18元/吨，丁烷4293元/吨，跌17元/吨。（数据来源：卓创资讯） 3、\t2025年7月上半月中国华南冷冻货到岸价格丙烷606美元/吨，跌2美元/吨，丁烷546美元/吨，跌2美元/吨，折合 人民币价格丙烷4791元/吨，跌18元/吨，丁烷4317元/吨，跌17元/吨。（数据来源：卓创资讯） 现货方面，山东，华北，华东，沿江区域小幅上涨，其余区域维稳，整体氛围有边际改善，库存压力尚可，下游 按需采购，盘面则呈现筑底态势。就具体基本面而言，关税下调后我国对美采购有所回升，海外供应维持充裕； 随着国内炼厂检修结束，国内供 ...

Group 1 - The article discusses the historical transition of power from gold to oil, emphasizing the establishment of the petrodollar system as a means to maintain U.S. dollar hegemony [1][2][11] - The strategic value of oil, which constitutes 31.2% of global energy consumption, is highlighted as a key factor in the U.S. dollar's role as a pricing anchor [2][3] - The 1974 U.S.-Saudi agreement is described as a pivotal moment that solidified the dollar's status in global oil transactions, with 80% of oil trade being dollar-denominated by 1975 [11][14] Group 2 - The article outlines the military and financial power dynamics involved in the U.S.-Saudi negotiations, where military support was exchanged for oil pricing rights [3][4] - The impact of the oil crisis on the global economy is noted, with oil prices soaring by 400% and Western GDPs declining by 6% within three months [2][3] - The emergence of financial instruments like oil futures in the 1980s is discussed as a means for the U.S. to exert influence over global economic cycles [3][14] Group 3 - The article addresses the challenges to the petrodollar system, including attempts by countries like Iraq and Libya to shift away from dollar-denominated oil transactions, which were met with military intervention [4][12] - The rise of alternative payment systems and digital currencies is noted as a potential threat to the dollar's dominance, with the dollar's share in global reserves dropping below 58% [7][12] - The shift towards multi-currency settlements by countries like Saudi Arabia signifies a growing skepticism towards U.S. military protection and dollar reliance [8][12]

Core Viewpoint - Approximately 20% of the world's oil supply passes through the Strait of Hormuz, which may be subject to disruptions from Iran [1] Group 1 - The total amount of crude oil that can be bypassed through pipelines and other routes is about 6.5 million barrels per day [1]

能源情报集团记者AmenaBakr：预计今年伊朗石油出口量在170-180万桶/日之间。鉴于目前的减产措 施，欧佩克+内部的闲置产能处于良好水平，但无论供应情况如何，该地区发生袭击都极有可能推高油 价。 ...

Core Insights - The U.S. Secretary of Energy, Jennifer Granholm, stated that the replenishment of the Strategic Petroleum Reserve (SPR) is expected to take several years [1] - Maintenance work on the Strategic Petroleum Reserve is scheduled to be completed by the end of the year [1] Industry Implications - The prolonged timeline for replenishing the SPR may impact market stability and oil prices, as the reserve plays a critical role in managing supply disruptions [1] - Completion of maintenance work by year-end could enhance the operational efficiency of the SPR, potentially allowing for more effective responses to future energy crises [1]