据英国《金融时报》5日报道，如果俄罗斯和乌克兰在8日前未达成停火协议，美国政府将考虑对俄"影 子舰队"实施制裁。 美国总统特朗普7月29日称，他把俄罗斯与乌克兰达成和平协议的最后期限设定为10天，从当天开始计 算。如果俄方没有就此取得进展，将面临美国新的制裁。俄总统新闻秘书佩斯科夫7月30日表示，俄经 济多年来已形成对制裁的"免疫力"。 （文章来源：新华网） 西方国家指责俄罗斯利用油轮等商用船只逃避西方制裁，将这些商用船只称为"影子舰队"。此前，欧盟 已通过第17轮和第18轮对俄制裁方案，其中包括对俄"影子舰队"船只进行制裁，禁止其停靠欧盟港口并 停止相关海事服务。 报道援引知情人士的消息说，特朗普政府正考虑采取一系列措施，包括制裁俄"影子舰队"，此举被视为 对俄施压"简单的第一步"。 ...

Core Viewpoint - The discussion between Ukrainian Prime Minister Shmyhal and U.S. Treasury Secretary Yellen focused on the initiation of a U.S.-Ukraine Reconstruction Investment Fund, with plans to hold the first board meeting in September and launch three projects within the next 18 months [1] Group 1: Fund Initiation and Objectives - The U.S.-Ukraine Reconstruction Investment Fund aims to expand its functions to include investments in the defense sector [1] - The first board meeting of the fund is scheduled for September, with a target to initiate three projects in the upcoming 18 months [1] Group 2: Defense Cooperation - Prime Minister Shmyhal highlighted potential defense agreements proposed by President Zelensky, including the production and sale of Ukrainian drones and the possible procurement of U.S. weapons [1] Group 3: Sanctions and International Cooperation - The discussion included strengthening sanctions against Russia and enhancing cooperation with international financial organizations [1] - Both parties agreed to maintain dialogue at the working level to further these discussions [1]

Group 1 - The core issue discussed in the conversation between Ukrainian President Zelensky and US President Trump is the urgent need to end the Russia-Ukraine conflict [1] - Ukraine fully supports the US proposal for an "immediate ceasefire" and has attempted various plans and dialogue formats to achieve this [1] - Ukraine proposed an "air silence" initiative, which includes a complete halt to missile and drone attacks and stopping strikes on civilian infrastructure, particularly energy systems, but Russia has repeatedly violated these agreements [1] Group 2 - Zelensky emphasized the importance of exerting international pressure on Russia, particularly from the US, along with the threat of harsher sanctions due to the war [1] - A key measure mentioned is the sanctioning of Russian oil exports as part of the strategy to increase pressure on Russia [1]

Group 1 - The core discussion between Ukraine's President Zelensky and UK Prime Minister Starmer focused on enhancing Ukraine's defense capabilities, expanding sanctions against Russia, and promoting peace negotiations [1] - There is an urgent emphasis on increasing the production of drones, particularly in the area of interception drones, with both leaders expressing the need to find specific solutions for funding requirements [1] - The conversation also included discussions on the sanctions imposed on Russia, indicating a continued commitment to economic pressure on the country [1]

Group 1 - International oil prices weakened due to market concerns over supply and demand outlook, with NYMEX light crude oil futures falling by $0.74 to $69.26 per barrel, a decrease of 1.06%, and Brent crude oil futures down $0.71 to $72.53 per barrel, a drop of 0.97% [1] - The U.S. and Mexico agreed to maintain current tariff rates for the next 90 days and negotiate a new trade agreement, which has put pressure on crude oil futures as it is expected to negatively impact future oil demand [1] - Analysts expect oil demand to weaken, with OPEC likely to increase oil supply after summer, leading to expectations of rising oil inventories [2] Group 2 - The U.S. commercial crude oil inventory rose significantly by 7.7 million barrels to 426.7 million barrels, exceeding market expectations, while gasoline inventories decreased by 2.7 million barrels and distillate inventories increased by 3.6 million barrels [2] - The average daily crude oil processing volume in U.S. refineries was 16.9 million barrels, a decrease of 25,000 barrels week-on-week, with an average refinery utilization rate of 95.4% [2] - The U.S. daily crude oil production increased by 41,000 barrels to 13.314 million barrels, while the strategic petroleum reserve rose by 238,000 barrels to 40.27 million barrels [3]

Group 1 - The U.S. and China have agreed to extend the suspension of tariffs for an additional 90 days, pending final approval from President Trump [1][2] - The current suspension period is set to end on August 12, after which the U.S. plans to reintroduce tariffs on China [2] - The discussions included topics such as U.S. sanctions on Russia and China's restrictions on rare earth exports [3] Group 2 - U.S. Treasury Secretary Mnuchin described the negotiations as constructive, indicating a positive outlook for future talks [1] - Chinese Vice Premier He Lifeng emphasized the importance of a stable and sustainable U.S.-China economic relationship for global economic stability [2][3] - The U.S. has expressed concerns over China's reluctance to participate in sanctions against Russia, hinting at potential economic repercussions [3]

Core Viewpoint - President Trump expressed confidence that the oil market would not be adversely affected if sanctions were imposed on Russia [1] Group 1 - The statement indicates a belief that the U.S. oil market can withstand potential disruptions caused by sanctions on Russia [1] - Trump's comments suggest a strategic approach to foreign policy that prioritizes sanctions without fear of negative impacts on oil prices [1]

Core Viewpoint - The conversation between Ukrainian President Zelensky and Canadian Prime Minister Trudeau focused on military aid to Ukraine, enhancing air defense capabilities, sanctions against Russia, and anti-corruption legislation in Ukraine [1] Group 1: Military Aid and Defense - Zelensky emphasized the urgent need for military equipment, particularly the enhancement of air defense systems and an increase in missile quantities to strengthen Ukraine's air defense capabilities [1] - The discussion included the recent negotiations held in Istanbul regarding the ongoing conflict, highlighting Ukraine's commitment to achieving a ceasefire [1] Group 2: Diplomatic Engagement - Ukraine's delegation reiterated the necessity of a ceasefire and is awaiting a response from Russia regarding proposals for high-level talks between leaders [1]

Core Viewpoint - The Governor of the Central Bank of Russia, Elvira Nabiullina, has indicated that the country is facing an increasingly severe risk scenario due to sanctions imposed on Russia [1] Group 1 - The Central Bank of Russia is preparing for the potential impact of stricter sanctions [1] - There is a growing concern regarding the economic implications of these sanctions on the Russian economy [1] - The central bank is likely to adjust its monetary policy in response to the evolving sanctions landscape [1]

Core Viewpoint - The U.S. Treasury Secretary Scott Bessenet indicated that constructive discussions have taken place regarding U.S.-China trade, suggesting a potential postponement of the August 12 deadline for imposing tariffs on China [2][4]. Group 1: U.S.-China Trade Discussions - The U.S. and China are set to engage in trade negotiations in Stockholm, Sweden, next week to discuss the possibility of delaying tariffs and China's purchase of Russian and Iranian oil [2]. - Bessenet's comments reflect a positive tone regarding the ongoing discussions, which may lead to a resolution before the tariff deadline [4]. Group 2: U.S. Sanctions on Russia - U.S. Senator Lindsey Graham has proposed a new sanctions bill against Russia, which is expected to pass in Congress in July, with support from President Trump [3]. - The proposed bill threatens to impose a 500% tariff on products imported from China and India if they continue to purchase Russian energy, which Graham claims supports "Putin's machine" [3].