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自俄乌冲突爆发以来,德国从俄罗斯的进口暴跌了95%
news flash· 2025-06-11 07:07
Core Insights - Since the outbreak of the Russia-Ukraine conflict, Germany's imports from Russia have plummeted by 95% from 2021 to 2024 [1] - The European Union's overall imports from Russia have decreased by 78%, while exports have dropped by 65% during the same period [1] - In 2024, the trade deficit with Russia is projected to be 4.5 billion euros, significantly lower than the 147.5 billion euros recorded in 2022 [1] Trade Dynamics - The primary reason for the continued higher imports over exports in 2024 is the EU's ongoing importation of oil and natural gas from Russia [1] - Despite the lack of tariffs imposed by the Trump administration, trade between Russia and both the US and EU has sharply declined due to sanctions related to the conflict [1] - Russia's economic performance has been better than expected over the past three years, despite facing challenges from falling oil prices and reduced fiscal revenues [1]
整理:每日全球大宗商品市场要闻速递(6月11日)
news flash· 2025-06-11 06:21
Energy - The European Commission proposed the eighteenth round of sanctions against Russia, suggesting to lower the price cap on Russian oil from $60 per barrel to $45 per barrel [7] - Kazakhstan's Energy Ministry reported that oil exports to Germany via the Druzhba pipeline increased by 48% year-on-year from January to May, reaching 767,000 tons [7] - The EIA projected a decline in U.S. crude oil production next year, previously expected to reach a record high [7] - OPEC Secretary-General stated that global energy demand is expected to grow by 24% by 2050, exceeding 120 million barrels per day [7] Precious Metals and Mining - Zimbabwe's Minister of Mines announced that the country will ban the export of lithium concentrates starting in 2027, which is part of an initiative to encourage foreign mining companies to develop refining operations in Zimbabwe [3] Agriculture - The Euronext September wheat futures fell below €200 per ton due to ample global supply [4] - The Rostov region in Russia, affected by drought, declared a state of emergency [4] Trade Situation - A U.S. appeals court ruled that Trump's tariffs may continue to be in effect during the appeal process [5] - Reports indicate that the U.S. and Mexico are nearing an agreement on steel tariffs [8] - The World Bank warned that a further 10% increase in average U.S. tariffs could lead to a stagnation in global trade by the second half of 2025 [8] - The U.S. Department of Commerce's trade representative mentioned that a framework agreement has been reached between the U.S. and China [8]
整理:每日全球大宗商品市场要闻速递(6月9日)
news flash· 2025-06-09 06:09
Energy - China's rare earth exports in May reached 5,864.6 tons, an increase from 4,784.8 tons in April, with total exports from January to May amounting to 24,827.0 tons [1] - In May, China imported 36.04 million tons of coal and lignite, down from 37.82 million tons in April [3] Trade Situation - In the first five months of this year, China's goods trade imports and exports grew by 2.5% year-on-year, with trade value with the United States declining by 8.1% [2] - U.S. companies are requesting a reduction in tariffs on imports from Vietnam [2] - Japan is considering reaching a tariff agreement with the U.S. ahead of the G7 summit on June 15 [2] Oil and Gas - The Venezuelan government plans to increase oil prices by 50% [3] - OPEC+ quota increases have not yet led to a surge in production, according to Morgan Stanley [3] - Slovakia's Prime Minister stated that if EU sanctions against Russia harm Slovakia's national interests, the country will not support them [3]
100天零封美国LNG背后:中国买家求变
和讯· 2025-06-06 10:15
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 ...
整理:每日全球大宗商品市场要闻速递(6月3日)
news flash· 2025-06-03 07:29
Energy - Abu Dhabi National Oil Company has revised its August Murban crude oil export forecast down from 1.77 million barrels per day to 1.705 million barrels per day [2] - The U.S. has proposed allowing Iran to conduct low-level uranium enrichment activities, while Iranian officials describe the U.S. nuclear agreement proposal as "incoherent and disconnected" [2] - The U.S. Department of Justice is investigating India's Adani Group for allegedly importing Iranian liquefied petroleum gas, which the group denies [3] Metals and Mining - Goldman Sachs has raised its aluminum price forecast for the second half of 2025 to $2,280 per ton [3] - Gold prices are nearing historical highs, with experts suggesting a significant possibility of surpassing $3,500 per ounce [3] Trade and Agriculture - Vietnamese companies are set to sign a memorandum of understanding to purchase $2 billion worth of U.S. agricultural products [3] - EU trade officials are scheduled to meet, with the EU reiterating warnings regarding retaliatory tariffs [3] - The India-EU free trade agreement is progressing, with nearly half of the topics reaching consensus, and an agreement expected within the year [3]
中国管制稀土出口,针锋相对?外媒:美国禁止对华出口航空发动机
Sou Hu Cai Jing· 2025-06-01 14:49
Group 1: Rare Earths and Strategic Resources - China has reiterated its control measures on rare earth exports amidst a global tariff war initiated by the US, highlighting the strategic importance of rare earth materials in various industries [1] - Rare earths are considered dual-use resources, essential for both civilian and military applications, making their regulation critical for national security [1] - China possesses the most comprehensive refining industry for rare earths, supplying the majority of these materials globally, which Western countries have long relied upon [1] Group 2: Impact on US Military and Technology - The F-35 fighter jet requires over 400 kilograms of rare earth materials per unit, making China's export control measures significantly impactful on US military capabilities [3] - The US has accused China of misusing export controls, while simultaneously imposing bans on a range of technology exports to China, including semiconductor-related products [3] Group 3: US Export Bans on Aviation Technology - The US plans to prohibit the export of commercial aircraft engines to China, which could significantly affect the production of Chinese aircraft like the C909 and C919, both of which utilize US technology [5] - The C909 and C919 aircraft are designed for international markets and rely heavily on international cooperation and foreign components [5][7] Group 4: China's Response and Future Developments - China has initiated a dual-track development strategy for aircraft engines, with the CJ-1000 engine already showing competitive technical specifications compared to imported engines [7] - Despite US sanctions, China is expected to continue advancing in the aviation sector and increasing its domestic production capabilities, similar to its progress in the semiconductor industry [9]
不许中国发展大飞机?美国关税战败北,再出坏招,禁止发动机出口
Sou Hu Cai Jing· 2025-05-31 10:20
Group 1 - The U.S. has publicly criticized China for allegedly violating agreements and has taken action against China's large aircraft projects by banning the export of commercial aircraft engines to China [3][4] - The U.S. government's actions indicate a continued adversarial stance towards China, despite previous setbacks in the trade war, with specific measures aimed at hindering China's development of large aircraft [4][6] - The ban on the LEAP-1C engine, which is crucial for China's C919 aircraft, poses a significant threat to the production of this aircraft and highlights the U.S.'s intent to disrupt China's aviation industry [4][6] Group 2 - The development of aircraft engines is a long-term process, and the U.S. ban on engine exports will directly impact China's ability to mass-produce its aircraft, revealing the U.S.'s malicious intent [6][8] - The U.S. may also leverage market access restrictions, such as not issuing airworthiness certificates, to further impede the sale of Chinese aircraft in international markets, even if they use domestic engines [6][8] - The development of China's C919 aircraft is being closely monitored, and the existence of domestic alternatives, such as the Y-20 military transport aircraft, serves as a reminder of the importance of using indigenous components to avoid reliance on foreign technology [8]
冲突升温,印度巴基斯坦接连公布贸易禁令
Huan Qiu Shi Bao· 2025-05-05 22:46
【环球时报报道 记者 苑基荣】"以眼还眼,以牙还牙",5日,多家国际媒体如此评论印度与巴基斯坦之间的相互贸易制裁。4日,巴基斯坦商务部 发布通知称,禁止通过陆运、海运和空运转运印度原产商品入境,并禁止第三国出口至印度的货物过境巴基斯坦。此前一日,巴基斯坦宣布禁止 悬挂印度国旗的船只使用其港口。而在这之前,印度对外贸易总局2日发布通知,宣布全面禁止源自或途经巴基斯坦的货物贸易,禁止巴基斯坦船 只进入印度港口。 4月22日,印控克什米尔地区发生的枪击事件导致至少26名游客死亡后,印巴关系陷入新一轮紧张。据《今日印度》此前报道,印政府指责此次袭 击与巴政府支持的恐怖组织有关,巴方对此予以否认。随后印度宣布了包括暂停执行两国1960年签订的《印度河用水条约》、关闭边境口岸、驱 逐巴方人员在内的多个针对巴基斯坦的打击措施。而巴基斯坦也宣布了对印度关闭领空、暂停与印度的一切贸易以及降级两国关系等反制措施。 巴基斯坦《黎明报》4日报道称,巴基斯坦方面表示,禁止悬挂印度国旗的船只停靠巴基斯坦港口是为了"维护海上主权、经济利益和国家安全"。 这一系列禁令对印巴经贸联系造成了冲击。事实上,近年来两国间贸易额已大幅萎缩。2019年 ...
新华财经晚报:美国抛出的关税协议框架拒降汽车和钢铝关税 日本坚决反对
Xin Hua Cai Jing· 2025-05-02 09:27
Domestic News - The Ministry of Transport reported that on May 1, the total inter-regional mobility reached 33,271.4 million trips, a year-on-year increase of 6.2%. Railway passenger volume was 23.11 million trips, up 11.7% year-on-year. Road mobility was 30,561 million trips, increasing by 4.7%. Waterway passenger volume was 1.649 million trips, up 87.5%. Civil aviation passenger volume was 233.6 million trips, a rise of 8.9% [1] - On the first day of the "May Day" holiday, Zhuhai, connecting Hong Kong and Macau, experienced a peak in cross-border travel with approximately 700,000 travelers and nearly 38,000 vehicles checked, representing year-on-year increases of 39% and 23% respectively [1] - The Hong Kong stock market saw significant gains, with the Hang Seng Index rising by 1.74%, the Hang Seng China Enterprises Index up 1.92%, and the Hang Seng Tech Index increasing by 3.08%. Notable stock performances included Alibaba up 3.83%, Xiaomi up 6.31%, Tencent up 2.22%, BYD up 3.30%, JD.com up 3.28%, Horizon Robotics up 14.50%, Xpeng Motors up 6.66%, and WuXi Biologics up 5.70% [1] International News - The U.S. proposed a tariff agreement framework with Japan, centered on reciprocal tariffs, which includes a refusal to lower tariffs on automobiles, steel, and aluminum. Japan's negotiators firmly opposed the U.S. proposal [3] - U.S. President Trump announced that any country or individual purchasing oil or petrochemical products from Iran would face U.S. sanctions, prohibiting them from doing business with the U.S. [3] - Apple CEO Tim Cook indicated that U.S. tariffs could negatively impact Apple's second-quarter profits, estimating an increase in costs by $900 million due to current trade policies. Cook also mentioned plans to invest $500 billion to expand operations in the U.S., including building server and chip factories [4]