小时候，和人争执吵架，哪怕被打得鼻青脸肿，也得硬生生顶住，这叫面子。可现在呢？前几天，美国 又搞了个新政策——印度商品的进口关税，从原先的50%降到18%。你别以为美国这是在为印度好，没 人比美国更懂得斤斤计较。这降关税的背后，印度付出的可不仅仅是个面子问题，而是把国家的里子都 掏了出来：签下了超过5000亿的采购合同，大量购买美国武器、农产品，甚至将自己能源的命脉交给了 华盛顿。 最近，印度就上演了一出让人看得直摇头的戏。印度总理莫迪一度以左右逢源的外交手腕著称，尤其在 俄乌冲突爆发后，印度一方面享受俄罗斯油价优惠，另一方面通过炼油厂大发战争财。但谁能想到，美 国突然出手，一记阴招——特种部队袭击了加拉加斯，抓走了委内瑞拉总统马杜罗，顺便接管了委内瑞 拉的石油公司。看热闹的人都忍不住咋舌，接下来，美国就直接下达命令：印度必须停止购买俄罗斯的 石油，只能买拉美油，而拉美油，都是在美国的控制之下。 莫迪平时爱装硬汉，在镜头前总是摆出一副铁血的模样，可这回却乖乖听命，社交媒体上满口高兴说关 税降了，却悄悄把断俄油的事当作秘密掩埋。把自己的国家尊严踩进泥里，打碎的牙齿都得往肚子里 咽，这是什么样的场面？看着印度的尴 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，唐山首钢京唐西山焦化有限责任公司取得一项名为"一种干熄焦副省煤器振 动消除的方法"的专利，授权公告号CN116004256B，申请日期为2023年1月。 天眼查资料显示，唐山首钢京唐西山焦化有限责任公司，成立于2009年，位于唐山市，是一家以从事石 油、煤炭及其他燃料加工业为主的企业。企业注册资本200000万人民币。通过天眼查大数据分析，唐山 首钢京唐西山焦化有限责任公司参与招投标项目5000次，专利信息177条，此外企业还拥有行政许可83 个。 ...

Group 1 - The core point of the article highlights that despite increasing sanctions, Russian oil has not completely vanished from the global market but has instead been redirected to a parallel ecosystem that is entirely decoupled from Western financial, logistics, and pricing systems [1] - This new market has developed its own operational model, featuring independent shipping routes, trading intermediaries, insurance arrangements, and settlement mechanisms [1] - The emergence of a resilient supply chain includes a large shadow fleet of oil tankers, active traders in this new market, insurance companies operating outside G7 jurisdictions, and small banks handling non-dollar transactions [1] Group 2 - For Russia, this gray area has somewhat preserved its physical oil exports, but each transition to a deeper gray area has made oil revenues increasingly strained [3] - As Russian crude oil moves away from mainstream markets, transaction costs are rising, and discounts are increasing, leading to a diminishing portion of export revenue that can be converted into taxable net income [3] - The designation of Russian oil and Lukoil as Specially Designated Nationals (SDN) marks a new height in the impact of sanctions, limiting their access to Western financial systems and infrastructure [3] Group 3 - The series of changes has increased downward pressure on Urals crude oil prices, with rising risks, logistics, and financing costs pushing some oil cargo prices close to breakeven or even into loss [5] - To survive, some producers are relying on mineral extraction tax (MET) zero rates or preferential tax rates, which have become a crucial support against market pressures [5] - By November 2025, budget revenues from oil and gas are expected to decline by approximately 33.8% year-on-year, dropping to about 531 billion rubles, with overall revenues falling to 8.03 trillion rubles, a 21.4% decrease from the previous year [5] Group 4 - Notably, some historically profitable Russian oil companies, such as Surgutneftegas, have begun reporting financial losses, with a loss of 453 billion rubles in the first half of 2025 [7] - The inclusion of Russian oil and Lukoil in the SDN list signifies not only tighter sanctions but also an attempt to strip Russia of its means to maintain stable oil and gas revenues through the gray area [7] - The cumulative effect indicates that U.S. oil sanctions are steadily progressing towards their intended goals [7]

亚洲早盘油价涨跌互现，交易员等待本周第二轮美伊会谈。荷兰国际集团大宗商品策略团队的两名成员 在一份研究报告中称："鉴于美伊局势如何演变存在不确定性，市场仍反映了很大的风险溢价。"这两名 成员补充说："美国总统特朗普上周末称政权更迭对伊朗最有利，这番言论可能不会缓解担忧。"近月西 得州中质油期货上涨1.1%，至每桶63.61美元；近月布伦特原油期货下跌0.3%，至每桶68.43美元。 责任编辑：安东 美股频道更多独家策划、专家专栏，免费查阅>> ...

责任编辑：刘明亮 尼日利亚上月原油产量升至146万桶/日，为去年7月以来最高水平，高于12月的142万桶/日。 尼日利亚上游石油管理委员会（NUPRC）数据显示，1月月度产量相当于尼日利亚OPEC+配额的97%。 1月原油及凝析油总产量从12月的154万桶/日升至163万桶/日，12月产量为2024年10月以来最低。 尼日利亚上游石油管理委员会称，当月产量在159万桶/日至182万桶/日之间波动。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：刘明亮 尼日利亚上月原油产量升至146万桶/日，为去年7月以来最高水平，高于12月的142万桶/日。 尼日利亚上游石油管理委员会（NUPRC）数据显示，1月月度产量相当于尼日利亚OPEC+配额的97%。 1月原油及凝析油总产量从12月的154万桶/日升至163万桶/日，12月产量为2024年10月以来最低。 尼日利亚上游石油管理委员会称，当月产量在159万桶/日至182万桶/日之间波动。 新浪合作大平台期货开户 安全快捷有保障 ...

Core Insights - The shale-oil revolution has positioned the U.S. as the leading oil producer globally, but this dominance is at risk of diminishing within five years due to various factors [1] Industry Overview - The U.S. energy sector is entering a new phase that may challenge its current leadership in oil production [1] - Potential erosion of the U.S. energy lead is attributed to changing market dynamics and production challenges [1]

油价在涨跌之间震荡，交易员密切关注美国与伊朗谈判前的地缘政治风险，双方预计将于周二重启谈 判。 油价在涨跌之间震荡，交易员密切关注美国与伊朗谈判前的地缘政治风险，双方预计将于周二重启谈 判。 布伦特原油在经历今年首次连续两周下跌后，价格接近每桶68美元；WTI原油则徘徊在63美元附近。据 报道，伊朗伊斯兰革命卫队海军在霍尔木兹海峡附近举行"智能演练"。该海峡是全球重要航道，约五分 之一的原油运输量经此通过。 美国总统特朗普周五表示政权更迭将是伊朗"可能出现的最好结果"，在日内瓦谈判前夕对德黑兰施加了 更大压力。 责任编辑：刘明亮 布伦特原油在经历今年首次连续两周下跌后，价格接近每桶68美元；WTI原油则徘徊在63美元附近。据 报道，伊朗伊斯兰革命卫队海军在霍尔木兹海峡附近举行"智能演练"。该海峡是全球重要航道，约五分 之一的原油运输量经此通过。 美国总统特朗普周五表示政权更迭将是伊朗"可能出现的最好结果"，在日内瓦谈判前夕对德黑兰施加了 更大压力。 责任编辑：刘明亮 ...

转自：智通财经 【匈斯两国请求克罗地亚允许俄石油过境】智通财经2月16日电，据俄罗斯卫星通讯社2月16日报道，匈 牙利外交部长西雅尔多·彼得表示，匈牙利和斯洛伐克请求克罗地亚允许通过海运运输的俄罗斯石油过 境，直到乌克兰出于"政治原因"恢复"友谊"输油管道的过境运输。西雅尔多表示，匈牙利和斯洛伐克在 欧洲禁运俄石油措施方面获得豁免。豁免规定，"在管道运输不可能的情况下，通过海上获取俄罗斯石 油的可能性"。匈牙利"曼迪纳"新闻网站报道称，乌克兰当局声称1月底发生石油管道损坏事件，尚未恢 复石油过境业务。但西雅尔多指出，基辅这么做是出于杜撰的政治动机，因为并不存在任何技术上的依 据。（参考消息） ...

2025年8月3日，新华社报道了印度对美国关税惩罚的回应，印度政府表示，他们不会因为美国的要求而停止与俄罗斯的石油交易，毕竟这些石油合同是长期 的，不能随便取消。然而，令人大跌眼镜的是，不到半年时间，印度却做出了让步。2026年2月2日，特朗普宣布，美国对印度的关税惩罚从50%降低至 18%，并称莫迪总理已经同意停止购买俄罗斯石油。 看来，莫迪的倔强最终也敌不过现实的压力，撑了六个月，俄印关系终究还是要走向结束。印度方面虽然没有明确证实这一点，但事实已经显现：印度的炼 油厂已开始停购俄罗斯石油。现在，印度三大炼油商已经拒绝接受3月和4月俄罗斯石油的报价，这就意味着，交易的可能性基本消失。那么，印度方面是如 何解释这一变动的呢？ 印度外交部发言人回应称：为了保障全球人口最多国家的能源安全，我们需要实现能源供应多元化。这个回答明显有些含糊其辞，回避了是否继续购买俄罗 斯石油的问题。按照印度一贯的风格，这种打肿脸充胖子的回应，也间接印证了特朗普的说法。从2022年起，俄罗斯在西方国家的制裁下，为了刺激石油销 售，不得不大幅降价，印度正是趁机捡便宜，采购了大量便宜的俄罗斯石油，这无疑降低了印度的工业基础成本，也让印度 ...

Market Overview - Gold prices experienced a decline, with the latest price reported at $4986.47 per ounce, down 0.65% from an opening price of $5019.14 per ounce, reaching a high of $5030.62 and a low of $4954.42 [1] - The U.S. inflation data for January was below expectations, reigniting hopes for a Federal Reserve rate cut this year, overshadowing the strong employment data from the previous week [1] - The S&P 500 index saw a slight increase due to favorable inflation data, while the Nasdaq index declined under pressure from major tech stocks [2] - The market is cautious ahead of the U.S. Presidents' Day holiday, with significant volatility expected as midterm elections approach and potential changes in Federal Reserve leadership loom [2] Gold Market - Gold prices rose over 2% last Friday, closing the week higher at $5022.06 per ounce, with a weekly increase of 1.2% [3] - The easing inflation concerns have alleviated market tensions, leading to a bullish sentiment for gold, with expectations of a cumulative rate cut of 63 basis points this year, the first cut anticipated in July [3] - Demand for gold remains strong in China ahead of the Spring Festival, while the Indian market has shifted to a discount [3] - ANZ has raised its second-quarter gold price forecast to $5800 per ounce, citing increased attractiveness of gold as a safe-haven asset [3] Oil Market - International oil prices saw a slight increase, with Brent crude futures rising by 0.3% to $67.75 per barrel, and U.S. crude futures up by 0.08% to $62.89 per barrel [4] - Despite the slight rebound, both benchmarks recorded weekly declines, influenced by concerns over OPEC+ potentially resuming production increases [4] - The U.S. inflation data has improved risk appetite, which may positively impact economic growth and energy demand [4] Currency Market - The U.S. dollar remained stable against major currencies, with January inflation data suggesting the Federal Reserve may keep interest rates unchanged [5] - The Japanese yen experienced its strongest weekly gain in about 15 months, supported by political stability following the recent election [6] - The Australian dollar has shown significant performance, becoming the best-performing major currency of 2026 so far, despite a slight decline at the end of the New York session [7]