关于因为战争被冻结的俄罗斯资产，美国正在酝酿一个解冻、投资、分成的方案。收益对半，谈判对象为俄罗斯，欧盟则在桌子之外。 这不是传说中的事情。多家欧美媒体披露，美国方面已经把这批被冻结的资产当作未来谈判的筹码，而不是单纯用来援助乌克兰的工具。 欧盟在此次博弈中的影响力正在逐渐减弱。 图|比利时布鲁塞尔欧盟峰会 部分成员国，特别是金融中心的国家，明确表示了对这一做法可能破坏主权资产不可侵犯原则的担忧。一旦破例，欧洲金融体系的信誉就会首先受到冲击。 因此，这笔900亿欧元的资金被设计成无息贷款，被欧盟视作"托底方案"，而非进攻工具。 之后，乌克兰总统泽连斯基公开声称，如果没有这笔钱，乌克兰的财政就无法维持下去了。但是这样也只能够止血，不能解局。 图|乌克兰总统泽连斯基 改变局势的地方不在布鲁塞尔。 美国的动作比较早，并且比较直接。最近美国政府明显绕过欧盟总部，直接同部分成员国进行联系。沟通的结果很快反映在表态之中。 意大利、保加利亚、马耳他、捷克等国在峰会上坚持不启用俄罗斯资产。 图|欧盟旗帜 回到最近的欧盟峰会。成员国对于是否使用冻结的俄罗斯央行资产的问题争论了几个月，但是最后没有得出结论。 以俄罗斯资产为抵押给 ...

新华社基辅12月10日电（记者 李东旭）乌克兰总统泽连斯基10日在社交媒体发文说，乌方团队当 天与美国财政部长贝森特、总统特朗普的女婿库什纳，以及贝莱德公司首席执行官拉里·芬克举行视频 会晤，就乌克兰战后重建和经济恢复进行讨论。 泽连斯基说，这次是乌美双方团队首次就制定乌克兰重建和经济复苏相关文件而召开会议，双方讨 论了复苏的关键要素、合作机制和重建愿景。此外，双方还讨论了20点停战框架协议，并就后续接触达 成共识。 此前据《基辅独立报》报道，泽连斯基表示，美国方面先前提出的28点俄乌"和平计划"已经被拆分 成三个文件，分别是一份20点框架协议、一份美欧对乌安全保障文件，以及一份关于乌克兰战后重建的 文件。 当天晚些时候，泽连斯基在视频讲话中说，乌总理斯维里坚科、副总理卡奇卡、乌外长瑟比加、武 装部队总参谋长格纳托夫等人出席了当天与美方团队的视频会晤。 ...

随着乌克兰危机的外交斡旋进入关键阶段，关于战后经济版图的争夺已提前打响，华盛顿与布鲁塞尔围 绕这一议题的分歧正在公开化。 据央视新闻报道，当地时间10日，乌克兰总统泽连斯基通过社交媒体宣布，乌方团队与美国财政部长贝 森特、总统顾问库什纳及贝莱德董事长拉里·芬克举行首次会谈，此次会议系乌克兰重建与经济复苏文 件工作组的开局会议。 双方围绕重建关键议题、实施机制及未来愿景深入交流，明确正确路径将推动多项成果落地乌克兰。乌 方已就结束冲突的基本文件拟定20点核心立场，强调总体安全是经济安全与商业环境保障的前提。会谈 同时敲定后续联系机制，泽连斯基表示乌方将全力推进工作以争取实质成果。 此次会议标志着乌克兰重建与经济复苏计划讨论正式启动，然而这一进程也揭示了跨大西洋盟友之间深 刻的战略裂痕。 过去两周，美、欧、乌、俄各方展开了高强度的外交谈判。在美方上个月起草了一份包含俄罗斯特使意 见的28点和平提案后，乌克兰方面在欧洲的协助下对文件进行了修改，并于周三将修订后的提案发送给 华盛顿。泽连斯基表示，和平提案已被精简为20点，目前正在制定关于国家安全保障和经济复苏框架的 单独文件。 然而，谈判桌上的气氛依然紧张。特朗普周 ...

中新社华盛顿12月5日电 (记者 陈孟统)结束在迈阿密两天的会谈后，美乌代表团5日对外发表声明称， 双方就乌克兰安全保障框架达成共识，并讨论了维持持久和平所需的威慑能力。 这是美乌双方在过去两周内举行的第六次会谈，也是美国中东问题特使威特科夫2日访俄后，美乌双方 再次举行磋商。 声明称，威特科夫、美国总统特朗普的女婿库什纳，同乌国家安全与国防委员会秘书乌梅罗夫、乌军总 参谋长安德里·格纳托夫参加了此次会谈。双方讨论了美方近期与俄方会谈的结果，以及可能推动结束 乌克兰危机的相关步骤。双方评价这次会谈开展了"建设性讨论"。 声明说，美乌双方一致认为，实现任何协议的真正进展取决于俄方是否准备展现对长期和平的严肃承 诺。 此外，美乌双方还讨论了支持乌克兰战后重建、美乌联合经济倡议以及长期复苏项目等议题。 双方计划于6日再次会晤，继续推进相关讨论。(完) 乌梅罗夫在会谈中重申，乌方的首要任务是达成一项能够维护其独立与主权、保障乌克兰人民安全，并 为其未来奠定稳定基础的解决方案。 ...

Group 1 - The Russia-Ukraine conflict is impacting European economies, which in turn affects investment opportunities for Chinese companies abroad [1][5][13] - European countries are experiencing a triple crisis of security, energy, and economic challenges due to the conflict, leading to a significant slowdown in economic growth [5][11][14] - The energy crisis has resulted in soaring energy prices, causing many European factories to halt production and leading to a decrease in consumer spending [8][10][11] Group 2 - European companies are tightening cash flow and reducing overseas investment budgets, prioritizing domestic business stability over investments in China [13][15] - The war has created a need for substantial reconstruction funding in Ukraine, which adds further strain to the already struggling European economy [14] - Despite the challenges, there are emerging opportunities for Chinese companies in sectors like renewable energy and high-end manufacturing, as European firms seek partnerships to address their economic difficulties [17][19][21] Group 3 - Chinese companies are leveraging their strengths in renewable energy technologies to collaborate with European nations, helping them transition away from Russian energy dependence [17] - The demand for Chinese electric vehicles is rising in Europe, with some companies planning to establish R&D centers to better meet local market needs [19] - Collaboration between Chinese and European firms in high-end manufacturing and digital economy sectors is becoming increasingly viable, as European SMEs face financial constraints [19][21]

Core Points - Ukrainian President Zelensky and Canadian Prime Minister Carney held discussions in Kyiv, resulting in the signing of significant documents and reaching consensus on various issues [1] - The two countries signed a roadmap for the implementation of a security agreement and a cooperation agreement for drone production, highlighting the importance of defense collaboration [1] - Canada announced an additional $500 million in aid, specifically allocated for Ukraine's drone production, which was a key focus of the discussions [1] - Carney expressed support for Canada's involvement in the "voluntary alliance" and did not rule out the possibility of deploying ground troops to Ukraine, although the exact nature of such deployment remains unclear [1] Summary by Categories Security and Defense Cooperation - A security agreement implementation roadmap was signed between Ukraine and Canada [1] - Discussions included defense collaboration and the potential deployment of Canadian ground troops to Ukraine [1] Financial Aid and Economic Support - Canada committed an additional $500 million in aid, specifically for the production of drones in Ukraine [1] Diplomatic Relations - The meeting covered topics such as diplomatic cooperation, sanctions against Russia, energy collaboration, and Canada's role in Ukraine's post-war reconstruction and veteran rehabilitation [1]

Group 1 - The core viewpoint is that increasing defense spending and its impact on metal demand are gaining more attention as the world becomes more multipolar, with NATO committing to allocate 5% of GDP for defense [1] - Defense metal demand is expected to grow structurally, driven by NATO's upgraded spending targets, with NATO countries (excluding the US) projected to spend $507 billion on core defense in 2024, potentially increasing by an additional $371 billion if they reach the 3.5% GDP target [2] - Germany's defense budget is set to rise from €62.4 billion in 2024 to €154 billion in 2029, with 40% allocated for equipment procurement, which will significantly boost metal demand [2] Group 2 - The reconstruction of Ukraine is identified as a "second battlefield" for metal demand, with direct damages estimated at $170 billion and total reconstruction costs ranging from $543 billion to $1.23 trillion [4] - Using two methods to estimate metal demand, it is projected that if reconstruction takes 10 years, annual copper demand could increase by 200,000 tons (0.65% of global share), aluminum by 750,000 tons (1.1%), and steel by 1.76 million tons (1%) [6] - If reconstruction extends to 14 years with a $1 trillion cap, copper demand could reach 1.8 million tons (6.8% annual market), aluminum 720,000 tons (1%), and steel 1.6 million tons (1.8%), which could tighten an already constrained market given the global copper production growth rate of only 2% [6] Group 3 - The combination of defense modernization and post-war reconstruction is expected to drive up metal demand, with steepening demand curves for copper, aluminum, and steel, while strategic metals like rare earths, gallium, and germanium may become bottlenecks [7] - Factors such as spending efficiency, technological advancements (lightweight, intelligent, unmanned systems), and geopolitical dynamics will ultimately determine the intensity of metal consumption [7]

Core Points - A landmark mineral agreement between Ukraine and the United States is set to strengthen economic ties, with Ukraine committing 50% of future natural resource revenues to a reconstruction fund [1][2] - The agreement includes a long-term financial commitment from the U.S. to support Ukraine's stability and economic prosperity, although it does not directly address security arrangements against Russian aggression [2][6] U.S. Business Perspective - The American Chamber of Commerce in Ukraine views the agreement positively, highlighting the establishment of a new fund focused on state-owned enterprises and Ukraine's rich underground resources [3] - The fund is expected to introduce professional management to state-owned enterprises, which currently face mismanagement issues, potentially leading to profitability [3] - Discussions about Ukraine's economic potential have been a priority in U.S.-Ukraine relations since early 2024, with the expectation that peace must be achieved for these opportunities to be realized [3] Agreement Details - Negotiations for the agreement resulted in more favorable terms for Ukraine, reducing the initial U.S. demand for $500 billion from Ukraine's natural resources [5] - The agreement does not include the security guarantees that Ukraine originally sought, and the U.S. retains decision-making authority over the fund under U.S. law [5] Geopolitical Impact - The agreement is framed by the U.S. as a step towards strengthening Ukraine's economy, despite controversies surrounding President Trump's comments about Ukraine's leadership [6] - There are concerns about whether this economic partnership can lead to lasting peace and stability in Ukraine [7]