布伦特原油期货自7月份以来首次收于每桶70美元上方，此前美国总统特朗普警告伊朗，要么达成核协 议，要么面临军事打击。 作为全球油价基准的布伦特原油在周四上涨3.4%，连续第三天走高。美国的WTI原油则突破65美元。随 着军事冲突风险再度升温，带来伊朗原油出口受到干扰的风险，以及假如关键运输航道遭封锁将波及全 球市场的风险，油价近期攀升。 特朗普周三在社交媒体发文称，他命令前往该地区的美国舰船已准备好在"必要时以迅猛之势"完成任 务。美联社后来援引两名巴基斯坦安全官员以及EOS Risk Group的消息报道称，伊朗向海上船只发出警 告，称计划于下周在霍尔木兹海峡举行实弹射击演习。该消息推动油价进一步走高。 受股市走弱以及美元一度走强影响，油价从盘中高点有所回落。 截至收盘 截至收盘 3月WTI原油在纽约市场上涨3.5%，收于每桶65.42美元。 3月布伦特原油上涨3.4%，收于每桶70.71美元。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：李桐 布伦特原油期货自7月份以来首次收于每桶70美元上方，此前美国总统特朗普警告伊朗，要么达成核协 议，要么面临军事打击。 作为全球油价基准的布伦特原油在周四上涨3 ...

Group 1 - The article discusses China's recent decision to halt imports of Venezuelan oil and U.S. soybeans, indicating a strategic response to U.S. actions in Venezuela [1][2][7] - China's suspension of Venezuelan oil purchases is framed as a calculated move to avoid endorsing U.S. control over Venezuelan resources and to mitigate risks associated with U.S. sanctions [1][4][7] - The decision to pivot to Brazilian soybeans, following the fulfillment of a previous purchasing agreement with the U.S., reflects a market-driven approach rather than a political one [8][10][27] Group 2 - The article highlights the decline in the attractiveness of Venezuelan oil due to reduced discounts and increased political risks, making it an unwise choice for Chinese companies [7][10] - China's procurement strategy emphasizes flexibility and cost-effectiveness, demonstrating a commitment to market principles over political pressures [10][18][21] - The ongoing military cooperation between China and Russia, marked by recent communications, signals a deepening strategic partnership aimed at enhancing national security and reducing reliance on external powers [12][14][17] Group 3 - The article asserts that China's actions are not merely reactive but part of a broader strategy to establish a self-sufficient security network across various sectors, including energy and agriculture [17][18][29] - The emphasis on "strategic autonomy" reflects a shift in China's approach, moving from passive compliance to proactive engagement in international trade [27][31][32] - The narrative concludes that China's recent decisions are grounded in rational economic calculations, reinforcing its position as a significant player in global trade dynamics [29][35][36]

雪佛龙公司（CVX）周四尾盘上涨1.2%，此前有报道称特朗普政府与一些能源公司商讨快速提高委内 瑞拉石油产量。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：张俊 SF065 雪佛龙公司（CVX）周四尾盘上涨1.2%，此前有报道称特朗普政府与一些能源公司商讨快速提高委内 瑞拉石油产量。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：张俊 SF065 ...

There is something significant going on in China. There are significant buyers of all the metals. They really started with gold last year.Gold got expensive, so they trickled over to everything. The bottom line, though, with copper is it's not a speculative metals industrial and China's number one source of demand. It's going up more because of issuances with the tariffs in the US and supply constraints.And I'm very concerned to copper, so I'm very concerned as long as the stock market gets going up, it's f ...

Core Insights - Ghana's total export revenue reached a historic high of $31.1 billion in 2025, a significant increase from $19.1 billion in 2024 [2] - The trade surplus expanded to a record $13.6 billion, driven by strong performance in gold and cocoa exports [2] Export Performance - Gold exports surged from $10.3 billion in 2023 to $20 billion in 2025 [2] - Cocoa exports doubled from $1.9 billion to $3.8 billion, despite a decline in international cocoa prices [2] - Oil exports decreased from $3.8 billion to $2.6 billion due to falling international oil prices [2] - Other categories contributed approximately $3.6 billion to total exports [2] Import Dynamics - Total import expenditure for 2025 was $17.4 billion, with oil imports rising from $4.6 billion in 2024 to $5.1 billion [2] - Non-oil imports increased from $10.7 billion to $12.3 billion during the same period [2] Economic Indicators - Ghana's international reserves reached a record $13.8 billion by the end of 2025 [2] - The current account balance exceeded $900 million, reflecting a robust economic position [2] - The total economic output of Ghana reached $1.4 trillion [2]

With an armada of U.S. Navy ships steaming toward the Mediterranean, military action against Iran would pose significant risks to global oil markets due to Iran's control over the Strait of Hormuz, through which roughly 20-30% of the world's seaborne oil passes. ...

来源：北京日报客户端 #有色金属暴涨#【#铜铅锌锡镍都涨了#】有色金属加速上涨。当地时间周四，美股三大股指开盘涨跌不 一，道琼斯指数涨0.08%，标普500指数涨0.18%，纳斯达克综合指数跌0.12%。微软股价暴跌逾10%， 创2020年以来最大盘中跌幅。财报显示其资本支出创历史新高，AI"狂烧钱"吓坏投资者。商品方面，现 货白银涨3.75%，报121.07美元/盎司；现货黄金涨2.26%，报5536.98美元/盎司。有色金属大涨。伦敦金 属交易所(LME)三个月期铜涨10.32%，报14437.5美元/吨；COMEX铜期货涨9.45%，报6.485美分/磅。 伦敦金属交易所(LME)三个月期铅涨1.96%，报2056.5美元/吨；伦敦金属交易所(LME)三个月期锌涨 5.90%，报3562.5美元/吨；伦敦金属交易所(LME)三个月期锡涨5.11%，报58814.0美元/吨；伦敦金属交 易所(LME)三个月期镍涨4.24%，报19045.0美元/吨。WTI原油涨幅一度触及5%，报66.3美元/桶。消息 面上，据新华社，伊朗伊斯兰议会议长卡利巴夫表示，在当前局势下难以信任美国总统特朗普，在伊朗 人民的经济利 ...

Group 1 - Oil stocks experienced a broad rally, with Occidental Petroleum (OXY.US) rising over 4%, ConocoPhillips (COP.US) increasing more than 3%, and ExxonMobil (XOM.US) and Chevron (CVX.US) both gaining over 2% [1] - Brent crude oil futures surged more than 4% during the day, strongly breaking through the $70 per barrel mark, driven by market concerns over escalating tensions between the U.S. and Iran [1] - President Trump continues to apply pressure on Iran to terminate its nuclear program, threatening military action and deploying naval forces to the region [1] Group 2 - Reports indicate that Trump is considering options that include precise strikes against Iranian security forces and leaders to incite protests and potentially overthrow the current Iranian regime [1] - Analysts warn that if Iran retaliates, such as by closing the Strait of Hormuz, it could have catastrophic effects on the transportation of over 20 million barrels of oil per day [1]

Core Viewpoint - Oil stocks experienced a significant rally, driven by rising tensions between the U.S. and Iran, which have led to a surge in Brent crude oil prices above $70 per barrel [1] Group 1: Oil Stocks Performance - Occidental Petroleum (OXY.US) rose over 4% - ConocoPhillips (COP.US) increased by more than 3% - ExxonMobil (XOM.US) and Chevron (CVX.US) both saw gains exceeding 2% [1] Group 2: Market Dynamics - Brent crude oil futures surged more than 4% in a single day, breaking the $70 mark - The market is concerned that escalating tensions between the U.S. and Iran are a primary driver of rising oil prices [1] Group 3: Geopolitical Factors - President Trump is intensifying pressure on Iran to halt its nuclear program, threatening military action and deploying naval forces to the region - Reports indicate that Trump is considering options for precise strikes against Iranian security forces and leaders to incite protests and potentially overthrow the current regime [1] Group 4: Potential Risks - Analysts warn that if Iran retaliates, such as by closing the Strait of Hormuz, it could have catastrophic effects on the transportation of over 20 million barrels of oil per day [1]

据悉，以沙特阿拉伯和俄罗斯为首的八个OPEC+成员国将于周日召开会议，审议3月份的产量政策。3 月是联盟此前制定的第一季度增产暂停计划的最后一个月。三位代表在周四重申，目前预计OPEC+将 批准延续现有策略，但也有代表指出，若出现重大供应中断，联盟可能被迫调整立场。 值得注意的是，本周油价上涨并未明显改变OPEC+的谨慎态度。伦敦布伦特原油价格周四一度升至每 桶70.35美元，为去年9月以来最高水平。市场此轮反弹主要受到地缘政治风险驱动，美国总统特朗普警 告伊朗必须就核协议达成新安排，否则可能面临军事打击。 分析人士指出，OPEC+通常不会因地缘政治紧张局势迅速调整供应政策，而是倾向于等待实际供应受 到影响后再采取行动。 回顾此前政策，八个OPEC+国家曾在去年迅速恢复部分产量，意在夺回全球市场份额。但随着燃料消 费进入季节性淡季，联盟在去年11月决定今年第一季度暂停进一步增产，以避免供需失衡加剧。 智通财经APP获悉，尽管美国对伊朗发出强硬威胁，推动国际油价升至每桶70美元附近，OPEC+目前仍 倾向于按既定计划维持现有供应限制政策。多位与会代表表示，该联盟预计将在周日举行的线上会议上 确认，3月份将继续执 ...