Group 1 - Iran's Revolutionary Guard announced that the "Real Promise-3" retaliation operation has hit over 150 Israeli targets, with successful drone strikes penetrating Israeli air defense systems [1] - The Iranian military plans to continue actions against Israeli targets and is preparing to strike U.S. military bases in the Middle East, with the next round of missile attacks on Israel expected to use "20 times" the number of missiles previously deployed [1] - Israeli health authorities reported that the recent large-scale Iranian attacks resulted in 3 deaths and over 100 injuries within a 12-hour period [1] Group 2 - Following a night of mutual strikes, Tehran has temporarily returned to calm, with reports of explosions from intercepted Israeli missiles and those hitting targets [2] - Iran's Foreign Ministry accused the U.S. of supporting Israeli attacks and stated that such actions would not have occurred without U.S. permission, rendering negotiations over Iran's nuclear program meaningless [3] - Despite the ongoing tensions and the impact on negotiations, Iran has not made a final decision on whether to cancel the sixth round of nuclear talks with the U.S., which was scheduled for June 15 in Oman [4]

Conflict Situation - Russian Defense Ministry reports that mechanized infantry units have reached the western border of the Donetsk region and are advancing in the Dnipro region alongside a tank division [1] Other Developments - Ukraine claims to have attacked a key ammunition factory in Russia's Tambov region [3] - President Zelensky states that Kharkiv has been attacked, resulting in 3 deaths and 64 injuries [3] - Kremlin warns that Ukraine will lose more territory if it rejects Moscow's demands [3] - Russian envoy announces that US-Russia talks will take place in Moscow [3] - Kremlin comments that the EU's decision to lower the price cap on Russian oil is detrimental to global energy market stability [3] - Russian officials report the return of 1,212 bodies of Ukrainian soldiers to Kyiv, while Ukraine returns 27 bodies; exchange of severely injured prisoners will begin on Thursday [3] - Belgium rejects the proposal to seize frozen Russian assets [3] - President Putin emphasizes that the new national military armament plan should focus on the "nuclear triad" capabilities [3] - German Chancellor Merz states that an EU sanctions plan against Russia should be agreed upon by next week at the latest [3] - Russia expresses willingness to transport excess Iranian nuclear materials to facilitate nuclear negotiations [3] - Since the outbreak of the Russia-Ukraine conflict, Germany's imports from Russia have plummeted by 95% [3]

订阅美国VS伊朗动态 +订阅 跟踪中东局势动态 +订阅 俄罗斯称愿意将伊朗多余的核材料运走，帮助推进伊核谈判 金十数据6月11日讯，俄罗斯周三表示愿意将伊朗的核材料运走并转化为燃料，以这种方式帮助缩小在 伊朗核计划问题上的美伊分歧。俄罗斯负责军控和对美关系的副外长里亚布科夫周三对俄媒体表示，应 加倍努力达成解决方案，莫斯科愿意在想法和实际方式上提供帮助。"我们愿意向华盛顿和德黑兰双方 都提供帮助，不仅是政治上的，也不仅限于在谈判过程中可能有用的想法，而是在实际层面：例如，将 伊朗生产的过剩核材料出口，然后用于生产反应堆燃料。"美国希望伊朗将高浓缩铀（HEU）全部运 走。而德黑兰表示，只应将超过2015年协议中规定上限的多余HEU运出。 ...

燃料油日报 | 2025-05-30 伊朗燃料油出口维持低位 市场分析 上期所燃料油期货主力合约日盘收跌0.87%，报2972元/吨；INE低硫燃料油期货主力合约日盘收涨0.06%，报3512 元/吨。 原油价格维持震荡态势，短期多空因素交织，趋势暂不明朗，对燃料油市场指引有限，中期则面临平衡表转为过 剩的压力。 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 就燃料油自身基本面而言，目前矛盾有限，高低硫市场结构均存在一定支撑。其中，低硫燃料油月差、裂解价差 开始出现一定幅度回落，但目前还没有明显的过剩迹象。中期来看，船燃需求份额下行、剩余产能偏多的压力并 未逆转。高硫燃料油方面，虽然目前没有供应紧张的信号，但支撑因素还在延续。在美国制裁的压力下，伊朗燃 料油供应仍受到抑制。参考船期数据，伊朗5月高硫燃料油发货量仅有72万吨，环比4月减少34万吨，同比去年下 降130万吨。伊核谈判尚未出现实质性进展，叠加夏季用电高峰，伊朗燃料油出口或维持低位。 策略 高硫方面：震荡 低硫方面：震荡 跨品种：无 跨期：关注逢低多FU2507-2509价差机会，前期正套头寸可逢高止盈 期现：无 期权：无 ...

另据土耳其阿纳多卢通讯社报道，阿曼政府25日称，伊朗总统佩泽希齐扬将于27日对阿曼进行为期两天的正式访问，讨论地区和国际形势发 展。阿曼方面称，此次访问旨在加强两国之间的长期友谊，深化双边合作。双方讨论的内容将涵盖"鉴于地区和国际形势发展而共同关心的一 系列领域和问题"，但未说明将讨论哪些具体议题。截至发稿时，伊朗尚未正式确认此次访问。 法新社称，由阿曼斡旋的此次谈判于今年4月启动，是自特朗普第一任期内美国单方面退出伊核协议后，两国之间最高级别的接触。不过，在 最新一轮谈判结束后，伊朗外交部长兼首席谈判代表阿拉格齐淡化了谈判进展，强调"谈判过于复杂，无法在两三次会谈中解决问题"。阿拉格 齐还表示，下一轮谈判时间和地点尚未确定。阿曼外交大臣巴德尔在X平台上称第五轮谈判 "取得了一些但并非决定性的进展"，并表示希望 "剩余问题" 在未来几天内厘清。 【环球时报记者 李萌 环球时报特约记者 线一凡】综合路透社、美联社等媒体26日报道，在阿曼的调解下，伊朗与美国23日在意大利罗马开启 为期3天的第五轮间接核谈判。美国总统特朗普25日表示，美方与伊朗方面在核问题上进行了 "非常好的对话"，他认为在伊朗问题上可能会有 一 ...

Group 1 - The core issue in the negotiations between the US and Iran revolves around Iran's uranium enrichment capabilities, with the US firmly opposing any form of enrichment [1][2] - US Middle East envoy Steven Witkoff stated that the US will not allow Iran to have even 1% of uranium enrichment capability, emphasizing that any agreement must exclude enrichment to prevent the potential for weaponization [1] - Iranian Foreign Minister Abbas Araghchi countered that Iran's enrichment activities are a core right of the Iranian people and will continue regardless of any agreements [1] Group 2 - Araghchi expressed that if the US wants to ensure Iran does not acquire nuclear weapons, both sides could reach an agreement through serious dialogue, indicating Iran's readiness for a permanent solution [2] - The timing and location for the fifth round of US-Iran negotiations will be announced soon, suggesting ongoing diplomatic efforts [2]

伊朗外长：美国"不切实际的期望"将阻碍伊核谈判 智通财经5月19日电，伊朗外交部长阿巴斯·阿拉格齐18日说，美国方面对于伊朗铀浓缩活动"不切实际 的期望"将对双方围绕伊朗核计划进行的谈判构成阻碍。当天早些时候，美国广播公司播出对美国中东 问题特使史蒂文·威特科夫的采访。威特科夫强调美方的"红线""非常非常明确"，即"我们不允许（伊朗 拥有）哪怕1%的铀浓缩能力"。针对威特科夫的说法，阿拉格齐告诉伊朗塔斯尼姆通讯社，铀浓缩活 动"无法阻止"，"不切实际的期望会阻碍谈判"。 ...

Group 1: Shipping Industry Insights - The main futures contract of the container shipping index (European route) surged by 16%, closing at 1466.2 points, indicating a recovery in bullish sentiment due to easing US-China trade tensions [2][4] - Some airlines are attempting to maintain prices at $2900/TEU for June, although the feasibility of this price point remains uncertain [4] - The global container shipping capacity exceeds 32.22 million TEU, with a year-on-year growth rate declining to 8.7% [5] Group 2: Geopolitical Developments - Hamas announced the release of the last surviving American hostage, Edan Alexander, as part of efforts for a ceasefire in Gaza, indicating a significant shift in the conflict dynamics [10] - The Houthis have agreed to cease attacks on US vessels in the Red Sea in exchange for the US halting military strikes, marking a pause in months of military confrontation [10] - The upcoming visit of US President Trump to Saudi Arabia, Qatar, and the UAE is expected to address geopolitical issues, including the Iran nuclear talks and the ongoing conflict in Gaza [11]

【文/观察者网 刘程辉】身陷伊核谈判、巴以冲突等棘手问题的美国总统特朗普，13日起将连访沙特、 阿联酋和卡塔尔三国，这是他第二任期以来的首次外访。 不过相比于数月前，美国和以色列的关系却显露出微妙变化。美媒5月11日发文提到，特朗普与以色列 总理内塔尼亚胡已从默契搭档转为渐生嫌隙，最近几周两人关系变得紧张，在诸多关键议题上暴露分 歧。 特朗普拒绝了以色列联合打击伊朗核设施的要求，并启动了与伊朗的谈判；特朗普希望推动加沙和平计 划，但以色列却紧锣密鼓推进军事行动；就在不久前，美国还出人意料与胡塞武装"握手言和"，让俨然 沦为"局外人"的以色列颇为上火…… 又是中东，但没有以色列 正如八年前他的第一个总统任期，特朗普重返白宫后的首个外访行程依然是中东。 他此行将先后访问沙特阿拉伯、卡塔尔和阿联酋三国。白宫发言人日前称，特朗普重返该地区是一 次"历史性的回归"，目的是展示，铲除了当地的极端主义之后，与美国的关系转向贸易与文化。 不过，他此行正值中东地区战事再起。美国外交委员会中东问题专家史蒂文·库克（Steven Cook）表 示，虽然特朗普此行重点首先是经济，但也不可能回避地缘政治话题。 而且，特朗普此次中东出访 ...

中国现代国际关系研究院中东所副所长秦天：在本次伊核谈判的核心议题上，即伊朗能否保有核研发权利以及保有多大程度核研发权限的问题上，双方立 场尖锐对立，谈判前景充满变数。伊朗态度坚决，始终强调要保有在本土自主进行铀浓缩的权利，视其为不可动摇的底线。而美方立场却出现倒退，其中 东问题特使维特科夫明确表示，美国不允许伊朗开展任何铀浓缩活动，甚至要求伊朗拆除所有离心机以及离心机工厂。这一关键分歧若无法调和，谈判极 有可能走向失败。 特朗普中东行将启美为达成外交成果不愿谈判破裂 当地时间11日，多家伊朗媒体报道说，伊朗同美国第四轮间接谈判稍早前已经开始，目前谈判正在进行中。此次已经是伊美第四轮间接谈判，结合前三次 谈判来看，伊美间接谈判的核心障碍是什么？双方会否就此取得进展？另外，据美国官方消息称，美总统特朗普将于5月13日至16日访问中东地区的沙 特、阿联酋和卡塔尔，这又将对伊美会谈产生哪些影响？ 双方需要在伊朗核研发权利问题上调和立场 中国现代国际关系研究院中东所副所长秦天：综合来看，当前伊核谈判仍处于复杂敏感的阶段。从宏观层面及外部环境分析，确实存在一些有利于谈判推 进的因素，但要就具体的伊核问题达成妥协，绝非易事 ...