Group 1 - The core point of the article is that President Trump has approved a military attack plan against Iran, specifically targeting the Fordow nuclear facility, but has not yet issued a final order to proceed [1][3] - The Fordow facility is heavily defended and located about 30 kilometers south of Qom, built 90 meters underground to withstand potential airstrikes, making it a challenging target for military action [5][7] - Since the U.S. withdrawal from the Iran nuclear deal in 2018, Iran has resumed uranium enrichment activities at the Fordow facility, producing higher enriched uranium, which Iran claims is for civilian purposes [5][7] Group 2 - Israeli officials have stated that military actions against Iran will not cease until the Fordow facility is destroyed, indicating a strong stance on the issue [3][5] - Recent satellite imagery shows that the Fordow facility has not sustained visible damage from Israeli airstrikes, and assessments by the International Atomic Energy Agency confirm that it remains unaffected [7]

Group 1 - Iran's Islamic Revolutionary Guard Corps announced the 13th phase of "Real Commitment 3" operation, launching long-range heavy missiles "Muds" against targets in Israel [1][5] - Israel conducted airstrikes on over 20 military targets in Tehran, marking the third round of large-scale attacks within a day [3][4] - The Israeli Defense Forces reported that approximately 60 aircraft were involved in the latest strikes, targeting key facilities related to missile production [3][6] Group 2 - The U.S. has approved military attack plans against Iran, with President Trump indicating a desire to observe Iran's nuclear intentions before issuing final orders [7][8] - The U.S. is deploying additional military assets to the Middle East, including the Ford aircraft carrier strike group, to bolster its presence in the region [12][13] - U.S. military officials have relocated some aircraft and naval vessels from bases in the Middle East to mitigate potential threats from Iran [15][17]

Group 1: Report Industry Investment Rating - There is no information provided about the report industry investment rating [1][2][3] Group 2: Core Viewpoints of the Report - This week, oil prices rose significantly, reaching a multi - year single - day maximum increase on Friday with an enlarged intraday amplitude. Geopolitical risks soared due to the weakening of US President Trump's confidence in the Iran nuclear deal and Israel's preemptive strike on Iran. Iran started military retaliation over the weekend, and the threat of Iran's potential closure of the Strait of Hormuz poses an upward risk to oil prices. The fundamentals show that global oil product inventories are flat, US commercial inventories continue to decline, and refined oil inventories increase. The profit of global refineries declined this week, while the domestic main refinery's operating rate increased significantly. The oil market is in a risk - premium trading phase, and the risk is still rising. The price is expected to fluctuate significantly in the next two weeks [5] Group 3: Summary by Relevant Catalogs 1. Day - to - Day News - The change in API crude oil inventories in the US for the week ending June 13 was - 1.0133 billion barrels, the largest decline since the week ending August 25, 2023. US intelligence indicates that Iran is preparing for a possible attack on US bases. Trump refuted the assessment of the US National Intelligence Director that Iran is not manufacturing nuclear weapons and is inclined to strike Iran's nuclear facilities. Israeli Prime Minister Netanyahu believes Trump may participate in striking Iran in the coming days, and US Vice - President Vance said Trump may take further action to stop Iran's nuclear program [3][4][5] 2. Regional Fundamentals - For the week ending June 6, US commercial crude oil inventories (excluding strategic reserves) decreased by 3644000 barrels to 432 million barrels, a 0.84% decline. Cushing crude oil inventories in Oklahoma decreased by 40300 barrels. The US Strategic Petroleum Reserve (SPR) inventory increased by 237000 barrels to 4021 million barrels, a 0.06% increase. US domestic crude oil production increased by 20000 barrels per day to 13428000 barrels per day in the week ending June 6, and net imports increased month - on - month. The number of oil rigs decreased by 3 to 439 in the week ending June 13, and the number of fracking wells decreased by 4 to 182. EIA gasoline inventories in the US for the week ending June 6 increased by 1504000 barrels. In China, the operating rate of main refineries increased this week while that of Shandong local refineries decreased. The production of gasoline and diesel in China increased, with both gasoline and diesel production rising in main refineries and falling in independent refineries. The sales - to - production ratios of gasoline and diesel in local refineries increased. Gasoline and diesel inventories increased this week. The comprehensive profit of main refineries rebounded month - on - month, and that of local refineries improved [5] 3. Weekly Viewpoints - Oil prices rose sharply this week, with a large intraday amplitude. Geopolitical risks increased due to Trump's attitude towards the Iran nuclear deal and Israel's attack on Iran. Iran's retaliation and the potential closure of the Strait of Hormuz pose an upward risk to oil prices. Fundamentally, global oil inventories are stable, US commercial inventories decline, and refined oil inventories increase. Global refinery profits declined this week, while domestic main refinery operating rates increased significantly. The oil market is in a risk - premium trading phase, and the risk continues to rise. The price is expected to fluctuate significantly in the next two weeks [5]

Group 1 - Iran is preparing plans to manage sensitive departments in the event of a leader's assassination [1] - Israel's Defense Minister announced the destruction of key areas of Iran's Natanz nuclear facility and plans to eliminate all infrastructure related to Iran's nuclear program [2] - Israel plans to conduct a significant military operation against Iran, with expectations of unexpected developments [3] Group 2 - Israeli Prime Minister Netanyahu did not confirm whether the target would include Iran's Supreme Leader Khamenei, stating that necessary actions will be taken without discussing details [4] - Netanyahu commented on reports that President Trump vetoed a plan to assassinate Khamenei, suggesting that such actions would not escalate conflict but rather end it [4]

Group 1 - The core viewpoint is that the European Union must take a firm stance against Iran's accelerated nuclear program [1] Group 2 - The EU's High Representative for Foreign Affairs and Security Policy, Josep Borrell, emphasizes the urgency of addressing Iran's nuclear advancements [1] - The statement reflects a broader concern within the EU regarding regional security and the implications of a nuclear-capable Iran [1]

在以色列袭击伊朗之前，美国情报部门认为伊朗距离研制出核武器还有数年时间。美国情报部门认为此 次以色列的袭击将使伊朗核计划推迟数月。（CNN） ...

Core Insights - The primary objective of Israel's recent airstrikes is to disrupt Iran's nuclear program, targeting key facilities and top scientists involved in nuclear research and development [1][3]. Summary by Sections Targeted Facilities - Israel's airstrikes focused on three critical nuclear facilities in Iran: Natanz, Isfahan, and Fordow [1]. - The Natanz facility, which includes both a fuel enrichment plant and an experimental fuel enrichment plant, was significantly damaged, with reports indicating that at least two surface buildings were severely impacted [3]. Damage Assessment - Initial assessments from the U.S. suggest that the strikes on Natanz were "very effective," affecting not only surface structures but also cutting off power to underground facilities housing uranium enrichment centrifuges [3]. - The International Atomic Energy Agency (IAEA) confirmed that the airstrikes destroyed parts of the experimental fuel enrichment plant at Natanz, which had previously produced uranium enriched to 60% [3]. Isfahan Facility - The Isfahan facility also sustained damage, with reports indicating that four key buildings were affected, although there is conflicting information regarding the extent of the damage [4]. - An Israeli military official claimed significant damage, while Iranian officials downplayed the impact, stating that only a shed caught fire [4]. Fordow Facility - In contrast, the Fordow facility, which is crucial for high-purity uranium enrichment, reportedly suffered minimal damage due to its deep underground location [5]. - The IAEA noted that the facility remained unaffected by the airstrikes, and Israel did not claim any significant losses at this site [5]. Implications of Damage - Experts suggest that while Israel's actions have disrupted parts of Iran's nuclear chain, the ability to quickly reassemble these capabilities remains, as Iran possesses the necessary technology and materials [6]. - The ongoing missile attacks from Iran towards Israel indicate that despite initial losses, Iran is capable of reorganizing its military structure [6].

Group 1 - The head of the International Atomic Energy Agency (IAEA) indicated that approximately 15,000 centrifuges at Iran's Natanz facility are likely severely damaged or destroyed due to power outages caused by Israeli airstrikes [1] - The IAEA's assessment suggests that the external power interruption poses a critical threat to the high-speed rotating centrifuges, with at least two of Iran's operational uranium enrichment facilities rendered inoperative [1] - The Fordow enrichment facility, located deep in the mountains, reportedly showed no damage, although the IAEA has not yet conducted on-site inspections [1] Group 2 - Four buildings at the Isfahan nuclear facility were reported damaged, including a uranium conversion plant essential for producing uranium hexafluoride, which is required for centrifuges [2] - The damaged structures include a central chemistry laboratory, a uranium conversion plant, a Tehran reactor fuel manufacturing facility, and an under-construction facility for processing uranium tetrafluoride to metallic uranium [2] - There are indications that underground spaces at Isfahan, which may store a significant portion of Iran's highly enriched uranium, remain unaffected, but further inspections are needed for a comprehensive assessment [2]

Group 1 - The core viewpoint of the article indicates a calming of tensions in the Israel-Iran conflict, leading to a drop in gold and oil prices, while US stocks opened higher [1][6]. - The US stock market saw all three major indices rise by over 1% [2]. - Chinese concept stocks experienced a broad increase, with the Nasdaq Golden Dragon China Index rising nearly 2.7% [3]. Group 2 - Gold prices fell significantly, with London gold futures dropping below $3,400 per ounce, a decline of over 1% and more than $70 in a single day [4]. - Oil prices also decreased, with WTI crude and US crude futures both falling by over 4%, while domestic crude futures dropped by more than 3% [5]. - The latest updates on the Israel-Iran conflict show a continued but easing tension, with both sides showing signs of a more conciliatory approach [6].

Group 1: U.S. Military Movements - The U.S. has significantly increased its military presence in the Middle East, with the "Nimitz" aircraft carrier heading to the Malacca Strait and dozens of refueling aircraft deployed from the U.S. mainland towards Europe [2][6] - At least 30 U.S. Air Force refueling aircraft have been reported crossing the Atlantic Ocean, marking an unprecedented scale of deployment [3][8] - The "Nimitz" carrier strike group has diverted from the South China Sea and is expected to join the "Carl Vinson" carrier in the Arabian Sea to support Israel [7] Group 2: Iran-Russia Relations - Russia has begun evacuating its citizens from Iran due to the escalating conflict, with 238 individuals successfully evacuated through land routes [10][11] - The Russian embassy in Iran has suspended consular services amid the ongoing military actions, and the Russian government has advised against travel to Iran and Israel [15][13] Group 3: Ongoing Israel-Iran Conflict - The conflict between Israel and Iran continues to escalate, with Iran launching new missile attacks on Israel, resulting in casualties [22][23] - Israel has conducted multiple military operations against Iranian targets, claiming to have intercepted numerous missile and drone attacks from Iran [24][25] - Both Iranian and Israeli leaders have issued warnings regarding the potential for further military escalation, with Iran stating it will respond decisively to any aggression [20][21]