在全球能源版图上，这场"石油停滞"透露出的信息值得深思。委内瑞拉作为欧佩克成员国，其石油供应链波动不仅影响本国经济，也牵动亚洲能源进口格局 和国际市场情绪。库存堆积、减产扩大、航运受阻，这一系列连锁反应可能在未来几周甚至几个月持续发酵。美国制裁体系在全球能源博弈中的作用，由此 显露得淋漓尽致。 更耐人寻味的是去年12月的情况：至少12艘受制裁油轮完成装货，悄悄驶离委内瑞拉，船上装载约1200万桶发往亚洲的原油及成品油。为了躲避美国的封锁 令，这些油轮关闭了船舶应答器，以"隐身模式"航行，仿佛在全球航运地图上蒸发。美国方面至今未明确表态是否批准这些油轮离港，而委内瑞拉石油公司 对此亦未回应。沉默中隐藏的，是力量与利益之间复杂博弈的痕迹，也显现出美国在制裁执行中选择性操作的策略逻辑。 停滞与暗潮、封锁与例外、制裁与自家便利——委内瑞拉石油局势就像一幅错综复杂的棋局。亚洲客户被迫等待，库存压力攀升，原油生产可能进一步减 产，这些都将直接影响国际油市供给格局。与此同时，雪佛龙的通道开放又像是一条隐藏的供氧管，让美国自身能源安全与经济利益得到保障，而其他国家 则只能在等待与观望之间度过焦灼时刻。 对于委内瑞拉而言，压力 ...

Group 1 - Israel and Iran agreed to a ceasefire on June 24, alleviating market concerns over tensions, leading to a decline in international oil prices [1] - NYMEX crude oil futures for August fell by $4.14 to $64.37 per barrel, a decrease of 6.04% [1] - ICE Brent crude oil futures for August dropped by $4.34 to $67.14 per barrel, a decrease of 6.07% [1] - China's INE crude oil futures for the main contract 2508 fell by 16.3 to 553.6 yuan per barrel, with a night session drop of 51.3 to 502.3 yuan per barrel [1] Group 2 - Trump stated on his social media platform that China can continue purchasing oil from Iran and expressed hope that China would also buy oil from the U.S. [2] - The White House clarified that Trump's comments do not indicate a relaxation of U.S. sanctions, emphasizing that the focus is on encouraging imports of U.S. oil rather than Iranian oil [2] - Historically, the U.S. has imposed sanctions on several Chinese refineries and ports for importing Iranian oil [2] Group 3 - By March 2025, China's oil purchases from the U.S. are projected to decrease by 90% year-on-year, from a peak of 29 million barrels per month to approximately 3 million barrels per month [4] Group 4 - In response to Trump's comments, China's Foreign Ministry stated that it will take reasonable energy security measures based on its national interests [5]