克里姆林宫：油价是俄罗斯预算和整体经济的一个非常重要的因素。 ...

克里姆林宫：（回应特朗普关于俄罗斯倾向于在油价下跌的情况下解决乌克兰冲突的言论）油价不能影 响俄罗斯对其国家利益的态度。 ...

美国总统特朗普：现在我们正在疯狂钻探（开采油气），把油价降到每桶65美元左右，之前一度高达接 近100美元。 ...

Investment Rating - The report maintains a "Positive" investment rating for the shipping and shipbuilding market [3]. Core Insights - The report highlights the impact of U.S. sanctions on Iranian oil exports, indicating that recent measures have led to a significant decline in shipping volumes [3][11]. - It notes that the Iranian oil shipping export volume decreased by 2.6 million barrels per day over a 15-month period due to sustained sanctions during the Trump administration [11]. - The report also mentions that following the sanctions imposed on January 10, the floating storage of Iranian oil has remained at a relatively high level since December 2024 [13]. Summary by Sections - **Market Performance**: The shipping and port sector is experiencing fluctuations due to geopolitical factors, particularly U.S. sanctions on Iran [3]. - **Sanction Effects**: The report discusses the historical context of U.S. sanctions and their direct effects on Iranian oil exports, emphasizing the long-term impact on shipping volumes [11]. - **Current Trends**: Recent data indicates that despite sanctions, Iranian floating storage levels are elevated, suggesting ongoing challenges in the market [13].