美伊日内瓦核谈判进入关键回合，双方立场分歧显著。伊朗表示谈判"非常深入严肃"，但美方强硬要求与伊方核心立场之间的鸿沟清晰可见。 当地时间26周四，美国与伊朗第三轮谈判在瑞士日内瓦举行，谈判进行约三小时后暂停。据央视新闻，参加第三轮伊美谈判的伊朗外交部发言人巴加 埃表示，本轮谈判非常深入，伊美代表团将在日内瓦时间26日17时30分继续进行谈判。"双方在核领域和解除制裁方面提出了非常重要且切实可行的 建议，并认真推进了讨论。" 巴加埃通过伊朗国家媒体发表声明称，谈判"非常严肃"，"希望今晚能以务实的方式继续就解除制裁和核问题进行谈判。" 巴加埃未透露会谈的具体内容，而是表示，伊朗代表团对会谈"充满信心"，"我们必须继续努力、拭目以待"。他指出："外媒和一些美国官员的自相矛 盾的言论仍在加剧人们的疑虑。对我们而言，重点在于最终结果。我们始终坚持立场，言行一致。" 本轮谈判被外界视为达成协议的关键节点。据新华社援引美媒报道，美国将在同伊朗的谈判中提出强硬要求，双方仍存在巨大分歧。美方代表预计将 要求伊朗拆除位于福尔道、纳坦兹和伊斯法罕三处的主要核设施、将全部浓缩铀移交美国，并坚持任何协议必须"永久有效"。 伊朗展示谈 ...

新华社加拉加斯2月3日电 题：美军突袭一个月后，委内瑞拉情况如何？ 新华社记者田睿 席玥 2026年1月3日凌晨，美军突袭委内瑞拉，强行控制委内瑞拉总统马杜罗及其夫人并将他们带到美国。美总统特朗普随后称，美国将"管理"委内瑞 拉直至实施"安全"过渡，美大型石油企业将进入委内瑞拉投资。一个月过去了，委内瑞拉石油产业现状如何？美委关系有何变化？委内瑞拉国内 局势走向何方？ 委石油产业现状如何 对委军事行动后，特朗普政府一方面扣押与委内瑞拉有关的油轮，继续以军事力量切断委原油流通；另一方面通过签署行政令、与委达成石油交 易协议等手段，谋求掌控委石油销售及收入。美国副总统万斯公开表示，委内瑞拉只有在符合美国利益的前提下才能出售石油。 1月29日，委内瑞拉代总统德尔西·罗德里格斯签署一项石油法改革相关法案，其内容包括允许私人和外国投资委内瑞拉石油行业。一些媒体指 出，该法案赋予外国企业对委石油生产的运营控制权，是美国施压下的产物。 美国财政部随后发布政策文件，称将放松对委内瑞拉石油业的制裁，解除对部分涉及委内瑞拉石油交易活动的限制，这被外界认为旨在赋予美油 企在委更大的经营权限。美国能源行业分析人士指出，该政策的实施前 ...

U.S. officials are working to issue a general license soon that would lift some sanctions on Venezuela's energy sector, three sources close to the preparation said on Tuesday, a shift from a previous ... ...

Core Insights - The traditional logic of geopolitical risks driving oil prices is being fundamentally rewritten due to the U.S. shale oil revolution and the normalization of the "shadow market" for sanctioned oil [1][2] - The current oil market has split into two parallel worlds: a transparent public market and a "don't ask, don't tell" market for sanctioned oil, which has buffered geopolitical shocks [3] - The expectation of regime change no longer solely implies supply disruption; instead, it may lead to normalized oil trade and increased market supply, negatively impacting energy investors [2][4] Market Dynamics - Venezuela's oil production now accounts for less than 1% of global supply, approximately 900,000 barrels per day, a significant decline from its previous market share of over 3% [1] - The U.S. refining system is primarily designed to process heavy crude oil from Venezuela, not light crude from domestic shale, indicating a structural dependency [4][6] - If sanctions are lifted, U.S. refiners could more easily access the heavy crude they need, potentially lowering costs and improving refining margins [4] Geopolitical Impact - The flexibility of U.S. shale producers allows for rapid adjustments in production in response to price fluctuations, diminishing the impact of geopolitical events on U.S. gasoline prices [6] - Historical events that previously caused significant oil price spikes, such as the 1979 Iranian Revolution, no longer have the same effect due to the current market structure [1][6] - Challenges remain for restoring production in Venezuela, including high costs, unresolved legal disputes, and local security issues, which complicate the recovery of this unstable country's oil sector [6]

Core Viewpoint - The CEO of Mitsui O.S.K. Lines stated that the company's shipping operations in the Arabian Sea are continuing normally while closely monitoring the situation between Israel and Iran [1] Group 1: Shipping Operations - The company is maintaining normal shipping operations in the Arabian Sea despite regional tensions [1] - There are no alternative routes available, making it very difficult to reduce or halt transportation in the Arabian Gulf [1] Group 2: Regulatory Discussions - The company is in discussions with the European Union to lift certain sanctions on liquefied natural gas carriers [1]

Core Viewpoint - The Syrian Finance Minister stated that investors welcomed the U.S. commitment to lift sanctions [1] Group 1 - The announcement of potential sanction relief has generated positive sentiment among investors [1]