据美国NBC电视台最新报道，日前，美国副总统万斯在接受电视采访时，面对记者的"灵魂直击"，给出了耐人寻味的回答 ——为何中印都购买了大量俄罗斯石油，但美国却只对印度加征50%关税，却没有对中国采取相同的制裁措施？美国"二 把手"先是秀了一波强硬，宣称美国并非不敢对中国制裁，而是因为对华关税"已经很高"了。 紧接着，万斯就给出了美国不愿制裁中国的真正原因，他表示，美国目前正在努力结束与中国的贸易战，而要谈判就必须 有所妥协，单纯通过制裁来解决问题并不明智。言下之意，中国和印度不一样，美方目前有求于中国，因此绝不能对中 国"轻启战端"。 前言 中美经济深度绑定，制裁伤敌一千自损八百 印度一直以来都试图"对标"中国，然而美国却亲手打破了莫迪当局的美梦。 这种深度绑定让美国投鼠忌器。就像美国国务卿鲁比奥坦言的，追查中国购买的俄油会发现，大部分原油最终变成了欧洲 加油站的汽油和美国工厂的塑料原料。制裁中国等于掐断自己的供应链，而印度86%的武器依赖俄罗斯，即便被加征50% 关税，短期内也无法摆脱对俄油的依赖。美国算得很清楚：制裁中国是"自杀式袭击"，而敲打印度只是"皮肉之苦"。 万斯提到的"结束贸易战需要妥协"，背后是 ...

Group 1 - The United States has officially initiated the process to withdraw from the Paris Agreement, marking a significant retreat from international climate diplomacy as it prepares for COP30 in Brazil [1][2] - COP30, scheduled for November 10-21, 2025, will assess countries' progress on climate change, particularly regarding emission reduction targets and renewable energy development [1] - The choice of Belém, Brazil as the venue for COP30 aims to highlight the importance of protecting the Amazon rainforest, which is expected to be a key discussion topic [1] Group 2 - This marks the second time the U.S. has withdrawn from the Paris Agreement, with the first withdrawal occurring in 2020 under former President Trump, followed by a rejoining in 2021 under President Biden [2] - The recent decision to withdraw has led to the dismissal of the last climate negotiator at the State Department, further solidifying a hardline stance on climate policy [2] Group 3 - Experts express concern that the U.S. absence from COP30 will have profound implications for global climate governance, potentially creating a "dangerous vacuum" that undermines trust and cooperation among nations [3] - The exit of the U.S. may weaken its credibility in climate commitments and could embolden wealthier nations to regress in their climate efforts, impacting poorer countries' confidence in global climate initiatives [3] Group 4 - In contrast to the U.S., China is demonstrating unprecedented commitment and scale in the clean energy sector, currently constructing 510 GW of utility-scale wind and solar projects, with a total installed capacity of 1,400 GW, which is five times that of the U.S. [4] - China's focus on green technology as a core component of its national economic strategy is expected to amplify its influence at COP30, positioning it as a potential leader in global climate affairs [5]

Market Insights - The US ADP employment numbers unexpectedly decreased by 33,000 in June, marking the first negative growth since March 2023, with a prior expectation of an increase of 98,000. The revised May data showed an increase of only 29,000 [1][2] - A group of billionaires from Silicon Valley has applied for a charter bank license in the US, aiming to establish a national bank focused on supporting startups in the cryptocurrency sector [1] - The UN reported that 2023 has seen some of the most extensive and destructive droughts on record, highlighting severe challenges posed by climate change and resource pressures [1] Economic Indicators - Australia's retail sales increased by 0.2% month-on-month in May, recovering from zero growth in the previous month but falling short of the market expectation of 0.5% [3] - South Korea's Consumer Price Index (CPI) rose by 2.2% year-on-year in June, surpassing the market expectation of 2.1% and marking a return to above 2% inflation after two months [4] Commodity Prices - COMEX gold futures rose by 0.56% to $3,368.7 per ounce, while COMEX silver futures increased by 1.08% to $36.79 per ounce [6] - Light crude oil futures for August delivery increased by $2.00 to $67.45 per barrel, a rise of 3.06%, while Brent crude oil futures for September delivery also rose by $2.00 to $69.11 per barrel, up 2.98% [6] Currency Exchange Rates - The US dollar index fell by 0.05% to 96.777, with the euro trading at 1.1800 against the dollar, up from 1.1781, and the British pound at 1.3636, down from 1.3738 [7] - The onshore Chinese yuan closed at 7.1670 against the dollar, down 52 basis points from the previous trading day [7]

Core Points - The European Commission plans to propose a greenhouse gas reduction target of 90% by 2040 compared to 1990 levels on July 2 [1] - Member states will have flexibility in achieving this target, including the use of international carbon credits [1] - Germany, France, and Poland have expressed support for this proposal, while critics warn that the use of carbon credits may undermine the EU's efforts for economic decarbonization by mid-century [1]

今年3月，巴西国家能源政策委员会（CNPE）决定将生物柴油强制掺混比例维持在14%（B14），原定实施的生物柴油掺混比例从14%提升至15%（B15）的 政策被暂时搁置。这一转变的背后，是巴西政府在能源安全、环境保护与经济通胀之间的艰难平衡。 作为全球大豆主产国，巴西约70%的生物柴油原料来自大豆油，2024年下半年，全球植物油（尤其是大豆油）价格持续上涨，叠加巴西国内通胀率在2025年 初高达5.48%，迫使巴西政府优先控制食品成本。提高掺混率将进一步扩大大豆工业消费，加剧豆油供需矛盾，直接推高食用油及肉类（因豆粕用于饲料） 价格。 文 / 张雅娟 豆油"内卷"与全球市场重构 随着B14政策的延续，巴西豆油出口量陷入"增产不增销"的怪圈，国内消费挤压出口空间成为出口困局的核心矛盾。巴西自2024年将生物柴油掺混率从12% 提升至14%，并计划2025年进一步提高至B15，导致豆油作为主要原料（占比72%）的工业需求激增。2024/25年度，巴西豆油产量预计达1200万吨，但出口 量仅130万吨，同比骤降40%。926万吨的国内消费量占产量的77%，形成"增产不增出口"的悖论。此外，全球植物油市场供应格局变化 ...