安如泰山 信守承诺 十一前后油市地缘风险升温,核心聚焦俄乌演绎 能源评论 本周地缘风险的升温再次引领原油系品种上行，从相对强弱来看，近两个交易日布伦特涨3.8%、WTI涨 4%，截至周四上午收盘内盘SC涨3.6%、FU涨4.6%、LU涨2.7%、BU涨1.9%，即对外部地缘犹动更为敏感的 原油、燃料油期货涨幅居前。 具体来看，本周油市的偏强表现受到俄乌局势、伊朗核谈、委内瑞拉出口限制多方因素的共振推动，那么 这些因素的利多影响是否可持续? 在8月15日美俄元首的阿拉斯加会谈未取得明确成果后，近期特朗普言论再次倒向支持乌克兰，不仅反复要 求欧盟国家停止购买俄罗斯所有能源产品，还称乌方可能"赢回全部乌克兰，恢复原状" Polvmarket对年内 小ツ 血档/水江 郑大邱 今 竹 吊 称 ￣q ， 梁 今 Ｊ 昭 厕 王 จ 为 一 ， 权 报 不 ， ヤ ym Kr 铁 中 中 中 中 中 中 中 中 中 中 中 中 中持续对俄罗斯施压，8月俄罗斯炼厂遇袭受影响的产能在120万桶/天左右，在俄罗斯占比17％，9月以来全国 炼厂加工量494万桶/天，较8月水平进一步下降15万桶/天，目最新周度数据显示开工率仍在环比 ...

伊朗外长阿拉格齐：如果欧盟/E3想要发挥作用，他们应该采取负责任的行动，放弃过时的威胁和施压 政策，包括他们完全缺乏道德和法律依据的"快速恢复制裁"。 ...

Group 1 - The foreign ministers of the UK, France, and Germany, along with the EU's High Representative for Foreign Affairs, urged Iran to return to nuclear negotiations, warning that if no "substantial progress" is made by the end of summer, all sanctions against Iran will be reinstated [1][3] - This communication marks the first contact between European foreign ministers and Iran following large-scale airstrikes by Israel and the US against Iran in mid-June [1] - The 2015 nuclear agreement, which involved Iran and six world powers, required Iran to limit its nuclear program in exchange for the lifting of sanctions, with the UN Security Council adopting Resolution 2231 to endorse the agreement [1] Group 2 - The UN Security Council Resolution 2231 is set to expire in October 2023, and the European nations aim to complete the "snapback" sanctions process before Russia assumes the presidency of the Security Council [3] - US and European officials view the "snapback" clause as a negotiation tool to pressure Iran, while Iran claims that reinstating sanctions lacks legal basis and threatens to withdraw from the Non-Proliferation Treaty [3][4] - Both Iran and the US have expressed willingness to resume negotiations, but Iran demands assurances that it will not face further attacks during the talks [4]