Group 1 - The meeting between US President Trump and Turkish President Erdogan focused on Turkey's purchase of Russian oil and the potential lifting of the F-35 ban [1][2] - Erdogan expressed a desire for the US to lift the F-35 ban and discussed the procurement of 40 F-16 fighter jets [1][2] - Trump urged Erdogan to stop buying oil from Russia, indicating a potential deal could be reached [1] Group 2 - Turkey is Russia's fourth-largest trading partner, with bilateral trade reaching $52 billion last year [2] - Ukraine has intensified drone attacks on Russian energy infrastructure, threatening supply capabilities [3] - Brent crude oil prices rose above $70 per barrel, marking a 5.2% increase for the week, influenced by geopolitical factors [3][5] Group 3 - Market sentiment has shifted, with commodity trading advisors turning net long on Brent crude for the first time since early August [5] - Strong US PCE inflation data has supported oil prices, alleviating concerns over short-term demand [5] - OPEC+ is expected to approve a new round of production increases in November to regain global market share [6]

随着地缘政治压力加剧，国际油价录得逾三个月来最大单周涨幅，布伦特原油一度突破70美元关键心理关口。 据新华社，美国总统特朗普25日在白宫会晤土耳其总统埃尔多安，并在会谈开始时告诉媒体记者："我希望他（埃尔多安）停止从俄罗斯购买石 油。"本周早些时候，他还曾指责购买俄罗斯燃料的北约成员国。 俄罗斯副总理亚历山大·诺瓦克也在当天表态称，目前已实施的汽油出口禁令将延长至年底，并将在汽油限制措施的基础上，增加禁止非生产商出 口柴油的禁令。 特朗普的施压推升原油市场的担忧情绪，叠加周五强于预期的美国通胀数据和走弱的美元，共同推高了油价。周五，布伦特原油最终收于每桶70 美元以上，为7月底以来首次，本周涨幅录得5.2%，WTI原油收盘价接近每桶66美元。 与此同时，交易员的入场进一步放大了涨势。数据显示，大宗商品交易顾问（CTA）自8月初以来首次转为净多头头寸，表明市场技术面出现关键 转变。 地缘政治火药桶点燃油价涨势 除了特朗普直接向俄罗斯石油的买家施压外，乌克兰也加强了对俄罗斯能源基础设施的无人机袭击，直接威胁其供应能力。 据媒体援引知情人士消息，欧洲外交官本周向克里姆林宫发出警告，称北约已准备好对任何进一步侵犯其领 ...