特朗普：由于油价低迷，预计将可以与俄罗斯达成停火协议。 ...

Core Viewpoint - The article discusses President Trump's expectation of reaching a ceasefire agreement with Russia due to the current low oil prices [1] Group 1 - The low oil prices are influencing geopolitical negotiations, particularly between the U.S. and Russia [1]

特朗普：因油价低迷，预计（乌克兰）将与俄罗斯达成停火协议。 ...

全球最大石油企业沙特阿美公布第一季度利润下滑，原油价格走低给这家能源巨头的财务状况带来压 力。 根据周日发布的财报，该公司当季净利润下降4.6%至975亿沙特里亚尔(260亿美元)。尽管总派息额减 少，自由现金流仍未能覆盖股息支出。同比下降5.3%的营业利润则超出分析师预期。 这些数据再次印证了沙特阿美的资产负债表压力。作为此前公布计划的一部分，该公司今年早些时候决 定将2025年股息削减约三分之一至850亿美元。虽然此举有助于缓解沙特阿美部分财务压力，但同时也 减少了沙特政府的关键收入来源——该国财政正面临日益加剧的紧张局势。 沙特阿美首席执行官Amin Nasser在财报声明中表示："2025年第一季度，全球经济不确定性影响了石油 价格，国际贸易形势对能源市场造成冲击。在此环境下，沙特阿美强劲的财务表现再次证明了我们独特 的规模优势、运营可靠性以及低成本业务的价值。这样的时期更凸显了我们在保持长期发展战略的同 时，实施审慎资本规划的重要性。"他补充道："在市场波动时期，沙特阿美的抗风险能力为财务表现和 可持续增长的股息政策提供了坚实保障。" 低迷油市或将持续 随着王储穆罕默德.本.萨勒曼推进数千亿美元的经 ...

Core Viewpoint - Kpler indicates that the growth rate of U.S. crude oil supply will be slower than expected for the remainder of 2025 and into 2026, with a potential peak in production as early as this year due to low WTI prices testing the breakeven point for shale oil production [1][3] Group 1: Oil Price Dynamics - WTI crude oil prices have dropped over 15% since early April, currently around $58.5 per barrel, which is still below the breakeven point for many shale oil wells [1][3] - OPEC+ recently decided to increase production by 410,000 barrels per day, nearly three times the planned increase, contributing to downward pressure on oil prices [1] Group 2: Production Forecast Adjustments - Kpler has revised its forecast for U.S. crude oil supply growth down by 120,000 barrels per day to 170,000 barrels per day for the remainder of 2025 and into 2026, citing weak prices potentially slowing shale oil production [3] - The company expects U.S. crude oil production to peak in 2025 and then gradually decline [3][4] Group 3: Industry Sensitivity and Response - U.S. shale oil producers are highly sensitive to price changes and are likely to reduce drilling activities as profits decline [3] - The cautious approach of the U.S. oil industry is influenced by OPEC+'s recent actions aimed at capturing market share and constraining U.S. shale oil production [3]