以下文章来源于环球时报 ，作者梁由之 环球时报 . 报道多元世界 解读复杂中国 据环球时报微信公众号10月9日报道，日前，英国《卫报》指出台湾地区长期从俄罗斯 购买石脑油，已成为俄罗斯该产品的全球最大买家。据台媒9日报道，有民进党籍政客 问此举是否会让台湾遭遇美国的关税报复，台当局经济事务主管部门负责人龚明鑫8日 在回应此事时"甩锅"欧盟。 ▲ 龚明鑫 环球时报资料图 资料显示， 石脑油属于原油产品，是 台湾地区 半导体和电子元件制造所需化学 品的重 要原料 。 此前 外媒报道 指出， 尽管 台当局跟随美欧对俄罗斯实施 制裁，但台 湾是目前全球最 大的俄罗斯石脑油买家。2 025 年上半年，输入台湾 的俄罗斯石脑油 总 价值 约 13 亿 美元 ，月均 输入 量几乎为2022 年的 6 倍。 另外，俄罗斯石 脑油占台湾地区该产品 总输入量的4 5% 。 8日， 民进党民意代表郭国文 称 ，美国总统特朗普 曾因印度 持续购买俄罗斯原油 及产 品实施关税制裁，若台湾持续购买，是否会遭遇同等制裁？若无法继续购买俄罗斯石脑 油，台湾地区将如何保证原料供应？ 对此，龚明鑫承认 台塑的确有采购 俄罗斯石脑油，台当局有关部 ...

在乌东前线千钧一发之际，美国、欧洲和乌克兰联合向俄罗斯发起"第二战线"的极限施压，将目标精准圈定在俄罗斯能源创收领域。 与早些时候用远程无人机打击俄罗斯境内军事目标和大城市不同，最近几个月乌军把袭击对象锁定为俄境内的炼油厂。 在靠近前线的克里米亚，9月份不得不实施汽油限量销售政策——所有司机单次购买92号和95号车用汽油不得超过30升。 克里米亚州长表示，正协调资源推动供应恢复，计划未来几天内解除对95号汽油的配给限制，若俄罗斯本土炼油厂能及时恢复发货，92号汽油 库存有望在一周内回归正常水平。 对此，乌总统泽连斯基强调，打击俄罗斯石油产业是迫使其重返谈判桌的关键手段，"最有效的制裁就是俄罗斯炼油厂、终端设施、油库燃起 火焰"。 根据彭博社9月底的分析，尽管俄境内出现一定程度的加油困难现象，但其原油出口甚至创下新高，不排除莫斯科正咬紧牙关保出口创收。 彭博社据此推断，仅靠制裁和袭击炼油厂的行动不足以让俄罗斯屈服，但它确实日益加剧了这场持久战的痛苦程度。 值得注意的是，美国有进一步支持乌克兰打击俄罗斯境内纵深目标的倾向——此前特朗普和万斯表示将向乌克兰提供射程最高达2500公里的战 斧巡航导弹。 不过匿名美国军 ...

在全球地缘政治格局持续动荡的大背景下，欧盟在来自美国的压力推动下，其委员会近期展现出更为强硬的姿态，意图将全面禁止从俄罗斯进口液化天然 气的期限提前至2027年。 此外，草案还提出针对军用物资和技术实施新的直接出口限制，计划将45家俄罗斯及第三国公司列入制裁名单。 据外媒深入报道，欧盟委员会进一步提议，要对那些参与购买俄罗斯石油产品的中国企业实施严厉制裁。 图源：谷歌 图源：谷歌 多家外媒援引两名欧盟外交官的消息爆料，欧盟内部已经拟好了一份制裁名单，将把大约12家中国实体列进去。一旦名单正式生效，所有欧盟企业都不能 再与这些中国实体有任何商业上的往来，等于直接切断了它们之间的合作通道。 欧盟委员会主席冯德莱恩近日正式提交了第19轮对俄罗斯制裁措施草案，不仅剑指俄罗斯用于规避交易的加密平台，更将影响范围扩大到了多个领域和国 家，创下多项"首次"，如首次将中国炼油厂、石油贸易商纳入制裁范围，首次针对加密货币平台实施限制等。 欧盟委员会通过的这一制裁方案，在能源、金融和技术领域均推出了前所未有的措施。能源领域成为本轮制裁的重点，草案提议全面禁止进口俄罗斯液化 天然气，并进一步下调俄罗斯原油价格上限至每桶47.6美元 ...

Gold - The Federal Reserve lowered interest rates by 25 basis points on September 18, with projections indicating two more 25 basis point cuts in the upcoming meetings, targeting a rate of 3.4% for next year, which is less than investors expected [1] - Wall Street believes that the rate cuts will occur faster than the Fed's projections, with futures markets betting on a drop to 3% by the end of next year, significantly lower than the Fed's forecast [1] - Technical analysis shows a bullish trend for gold, with a strong likelihood of further increases, and short-term support at $3,695 [1] Oil - OPEC+ has accelerated production since April, with cumulative increases exceeding the voluntary cuts of 2.2 million barrels per day planned for November 2023, ending a year earlier than expected [2] - The U.S. Energy Information Administration reported a 4 million barrel increase in distillate inventories, raising concerns about oversupply [2] - Technical analysis indicates a bearish outlook for oil, with a potential drop below $61.50 leading to a target of $55 [2] Dollar Index - New Fed Governor Milan emphasized the Fed's independence and the need for objective economic data interpretation, suggesting a rate cut of over 100 basis points by year-end [3] - Minneapolis Fed President Kashkari noted that a weak job market influenced the September rate cut decision, with further cuts likely in upcoming meetings [3] - The dollar index rebounded strongly post-Fed meeting, with resistance at the 97.80-98 range and key support at 97.23 [3] Nikkei 225 - The Nikkei 225 has maintained a strong bullish trend with high volatility, indicating a high probability of breaking previous highs [4] Copper - Copper prices experienced a pullback from $4.65, finding support at $4.51, with a potential for further gains in the near term [5] - Short-term resistance is noted at $4.62, with a breakout potentially targeting the $4.65-$4.70 range, and support at $4.53 [5] Market Overview - The U.S. House passed a Republican funding bill, but it failed in the Senate, prompting Democratic leaders to seek discussions with Trump to avoid a government shutdown [6] - The EU Commission approved a new sanctions package against Russia, lowering the oil price cap to $47.6 per barrel and proposing a ban on Russian LNG imports by January 1, 2027, a year earlier than planned [6] - The Bank of Japan maintained interest rates, with two members proposing a 25 basis point hike and initiating an ETF selling plan with an annual reduction of 330 billion yen [7]

Group 1: Report Summary - The report is an early morning report on crude oil and refined oil, released on September 22, 2025, by the Energy and Chemicals Team of the Research Center [2] - It provides price data from September 15 - 19, 2025, for various oil - related products and analyzes daily news, regional fundamentals, and presents a weekly view [3][5][6] Group 2: Price Data Changes Crude Oil and Related Products - WTI decreased by $0.89 from September 15 - 19, 2025; BRENT decreased by $0.76; DUBAI decreased by $0.35 [3] - SC decreased by 4.80; OMAN decreased by 1.30 [3] Refined Oil and Other Products - Domestic gasoline decreased by $50.00; domestic diesel decreased by $28.00 [3] - Japan naphtha CFR dropped by 2.95; Singapore fuel oil 380CST decreased by 0.2 [3] Group 3: Daily News - Trump pressured European countries to stop buying Russian oil to end the Russia - Ukraine conflict [3] - Iran will suspend cooperation with the International Atomic Energy Agency due to the actions of the UK, France, and Germany [4] - Russia called the EU's reduction of Russian energy imports a "self - harm" behavior [4] - Cuba condemned the US for trying to seize Venezuela's resources through its actions in the Caribbean [5] - The UN Security Council vetoed the resolution to extend Iran's sanctions exemption, and sanctions may resume if no agreement is reached by September 27 [5] Group 4: Regional Fundamentals - In the week of September 12, US crude oil exports increased by 253.2 thousand barrels per day, while domestic production decreased by 1.3 thousand barrels [5] - Commercial crude oil inventory (excluding strategic reserves) decreased by 9.285 million barrels, a 2.19% decline [6] - Strategic Petroleum Reserve (SPR) inventory increased by 504 thousand barrels, a 0.12% increase [6] - The four - week average supply of US crude oil products increased by 1.69% year - on - year [6] - From September 12 - 18, the main refinery operating rate fluctuated, Shandong local refinery operating rate increased, domestic production of gasoline and diesel rose, and their inventories also increased [6] Group 5: Weekly View - This week, oil prices fluctuated at a high level, with fundamental and geopolitical factors diverging [6] - The EU's sanctions on Russia target shadow fleets, Russian banks, and oil buyers; Russian refined oil exports decreased by about 300 thousand barrels per day, while crude oil net exports increased by about 9% year - on - year [6] - Iranian crude oil exports did not decline; OPEC crude oil net exports increased by 11% year - on - year in September [6] - US EIA commercial crude oil inventory decreased, gasoline inventory decreased, and diesel inventory increased significantly [6] - Global refinery profits were divided, with US refinery profits rebounding, domestic refinery operating rates rising, and European and American refinery operating rates falling [6] - In the baseline scenario, there will be an oversupply of over 200 thousand barrels per day in Q4 2025 and 180 - 250 thousand barrels per day in 2026 [6] - It is expected that the absolute price center in Q4 will fall to $55 - 60 per barrel [6]

Group 1 - The European Union (EU) is set to impose sanctions on Chinese companies as part of its 19th round of sanctions against Russia, marking a significant shift in its approach [1][28] - The EU's dependency on the US for strategic decisions has been highlighted, with the EU executing US directives without substantial resistance [3][23] - The EU's economic growth has lagged behind China's, with an average growth rate of only 1.2% over the past decade compared to China's 5% [23] Group 2 - The automotive industry in Germany heavily relies on China, with 28% of its production value dependent on the Chinese market, raising concerns about the impact of sanctions [10][11] - France's agricultural exports to China, including wine and cheese, reached €4.5 billion in 2023, indicating the importance of the Chinese market for EU countries [13] - The sanctions against Chinese companies may disrupt the supply chain for critical materials, particularly in the automotive sector, where rare earth materials are essential [10][11] Group 3 - The US has strategically positioned itself to leverage the EU's actions against China while avoiding direct confrontation, particularly in sectors like rare earths and agricultural products [5][21] - The EU's sanctions are seen as a tool for the US to pressure China on trade issues, particularly in rare earths and soybeans, where the US has significant dependencies [18][21] - The EU's attempt to sanction Chinese companies may ultimately backfire, as many European firms express unwillingness to abandon the Chinese market [23][28]

Core Viewpoint - The European Commission has proposed a significant change in the energy landscape by banning the import of Russian liquefied natural gas (LNG) starting January 1, 2027, reflecting a growing urgency for energy independence from Russia [1][3]. Group 1: Financial Implications - The EU currently pays between €500 million to €700 million monthly for Russian LNG imports, translating to an annual outflow of €6 billion to €8.4 billion, which is a crucial source of foreign exchange for Russia [3]. - The accelerated timeline for the ban, moved up by a year, indicates the EU's increasing urgency regarding energy independence [3]. Group 2: Strategic Considerations - The proposal aims to weaken Russia's financial capabilities, as energy export revenues are a significant part of the Russian federal budget, contributing hundreds of billions annually [12]. - The EU's decision is influenced by multiple factors, including pressure from the U.S. government to reduce reliance on Russian energy, which is viewed as a security risk [7]. Group 3: Political Dynamics - The proposal marks a fundamental shift in the EU's energy policy, as previous sanctions did not target natural gas due to the need for unanimous agreement among member states [15]. - Some EU member states, particularly landlocked ones, face significant challenges in transitioning away from Russian pipeline gas, necessitating substantial investment and time to develop alternative infrastructure [17]. Group 4: Implementation Challenges - The proposal must undergo a complex approval process to become legally binding, requiring specific majority support in the European Council and simple majority approval in the European Parliament [22]. - There are discussions among European Parliament members to include pipeline gas in the ban and to expedite the implementation timeline, indicating a growing resolve to eliminate dependence on Russian fossil fuels [24].

阿拉斯加会晤没谈拢，乌政府大楼遭导弹袭击，特朗普要对普京来狠的，想拉上欧盟27国制裁俄罗斯，捎带着还要给中印来一棒。头铁的美欧，真要往中国 的枪口上撞？ 近日特朗普向普京隔空放话，声称对俄罗斯的第二阶段制裁马上就要来了，另外还要制裁购买俄能源的国家，英媒甚至曝料称，欧盟对中国的制裁已经在酝 酿当中，特朗普要求欧方先对中印加征100%的二级关税。 按照特朗普的说法，这两天欧盟领导人将前往白宫，共同商讨制裁方案，此外他这几天将给普京打通电话。 看特朗普这个架势，是要给普京下最后通牒的节奏，也算是给俄罗斯最后一次机会。 要说美欧萌发对俄实施新一轮制裁的想法，并不是这几天才有的，早在美俄会晤前，特朗普就有这样的想法，不过当时碍于要举行会晤，加上特朗普对普京 抱有幻想，认为给普京抛点橄榄枝，就能答应他的条件。 结果坐镇主场，仗着地主优势的特朗普，也没有在阿拉斯加拿下普京，双方谈了个寂寞。 估计也是在这次会晤后，特朗普不再对普京抱有幻想了，他意识到普京是个难缠的主，对话不如制裁。 有意思的是，之前被美国晾在谈判桌外，一直未能参与美俄谈判的欧盟，这次竟然"不计前嫌"，上赶子要和美国一起搞俄罗斯。 欧盟之所以如此低姿态，或许 ...

特朗普：我愿意对俄罗斯实施制裁，而欧洲必须以与美国相称的方式采取行动。欧洲应避免从俄罗斯进行采购。 ...

当地时间9月11日，乌克兰总统泽连斯基在基辅会见了到访的芬兰总统斯图布。泽连斯基在其官方社交平台上宣布了这一消息并表示，双方讨论的重点之一是 无人机进入波兰领空事件。泽连斯基称，俄罗斯向波兰发射无人机。 泽连斯基还感谢芬兰支持欧盟对俄新一轮制裁措施，并重申乌克兰对加入欧盟进程的期待。 波兰称安理会将就无人机入侵波领空事件召开紧急会议 当地时间11日，波兰外交部表示，应波兰请求，联合国安理会将就无人机入侵波兰领空事件召开紧急会议。 当天，泽连斯基在与斯图布举行的联合发布会上表示，俄罗斯无人机袭击波兰也可能是为阻止乌合作伙伴在冬季前向乌提供防空系统。泽连斯基表示，乌克 兰已提议与欧洲共同生产拦截型无人机。 当地时间9日夜间，大量无人机进入波兰领空，波兰军方紧急处置并击落部分无人机。波兰方面称无人机来自俄罗斯。俄方否认这一说法并表示准备与波兰国 防部进行磋商。俄罗斯驻波兰临时代办安德烈·奥尔达什被波兰外交部召见后表示，波方所说的无人机是从乌克兰飞入波兰境内，波方没有提供任何证据证明 这些无人机来自俄罗斯。 版权声明 此外，波兰空中航行服务局在一份声明中宣布，自9月10日22时至12月9日23时59分，波兰东部地区实 ...