伊拉克石油部：土耳其寻求更广泛的能源协议，已提交新的草案协议，伊拉克将审查并协商该协议。 ...

Group 1: Executive Wealth Rankings - The 2025 fiscal year Australian executive wealth rankings reveal Richard White, founder and executive chairman of WiseTech Global, at the top with a net worth of approximately AUD 13.4 billion [1] - Mario Verrocchi, co-founder of Chemist Warehouse, ranks second with a wealth of about AUD 7.64 billion, while Sam Hupert, co-founder of Pro Medicus, is third with nearly AUD 6.9 billion [1] - The top 50 executives hold a combined wealth of nearly AUD 61 billion, with AUD 52 billion coming from the top 10 and AUD 57 billion from the top 20 [1] Group 2: Growth Superannuation Funds - Legal Super leads the 2025 fiscal year growth superannuation fund rankings with a return rate of 12.9%, followed by Vanguard at 11.8% and Colonial First State and Australian Retirement Trust both at 11.2% [1][2] - The median annual return for Australian growth superannuation funds in 2025 is 10.5%, an increase from 9.1% in the previous fiscal year [2] Group 3: M&A Activity in Australia - Australian M&A transaction value reached USD 63 billion (AUD 91.6 billion) in the first half of the year, marking a 97% year-on-year increase, significantly higher than the global average increase of 23% [15] - The increase is largely attributed to a single acquisition by Santos valued at AUD 36.4 billion, which accounts for 38% of the total M&A value [15] Group 4: Currency and Economic Outlook - The Australian dollar faces potential depreciation risks against multiple currencies due to global economic uncertainties and trade tensions, with specific attention to the AUD/JPY and AUD/CNY exchange rates [6] - The Australian dollar was reported at 96.581 JPY and 4.6675 CNY as of Monday morning [6] Group 5: Block's Inclusion in S&P 500 - Block, the parent company of Afterpay, is set to be included in the S&P 500 index, leading to a significant stock price increase of over 11% on the day of the announcement [8] - The stock price reached AUD 122.07, marking a year-to-date increase of 19.41% [8] Group 6: Real Estate Market Trends - The clearance rate for property auctions in Australian capital cities has risen for the fourth consecutive week, with Melbourne showing a notable recovery in property transactions [10] - The preliminary clearance rate for 1,574 property auctions across Australia was 74.4%, the second highest this year, with Melbourne achieving a clearance rate of 76.6% [10] Group 7: NOVONIX and Graphite Market - NOVONIX Limited is positioned to benefit from the U.S. Department of Commerce's preliminary ruling to impose a 93.5% anti-dumping duty on graphite imports from China, leading to a total effective tax rate of 160% [17] - NOVONIX is expanding its production capacity in Chattanooga, aiming to meet the growing demand for high-performance graphite in various sectors [18]

这态度转变得有点快，背后主要有两股推力。头一个，就是美国抡起的关税大棒快砸到印度头上了。眼下美国和印度还在为关税的事扯皮，但明眼人都看得 出，特朗普给印度预备的关税，不太可能比其他亚洲国家低太多。真要这么搞，印度经济压力可就大了。为了给自己多找条路，缓解美国加税带来的麻烦， 印度必须得拉拢其他伙伴。这时候，中国自然成了印度重点想争取的对象。别忘了，特朗普刚嚷嚷要对等关税那会儿，印度国内媒体就催着政府和中国搞好 关系。加上最近中印关系确实在回暖，印度已经对中国投资松了点口子。所以，中印走近点，对两边都不是坏事。 第二个压力源，就是特朗普直接威胁要对俄罗斯搞"二级制裁"。这话明面上没点中印的名，但谁都知道，中印可是买俄罗斯石油的大户，排头两名！印度这 次反应挺硬气。一边，它直接怼美国搞"双标"——你们欧美自己跟俄罗斯的买卖也没停啊，为了结束俄乌冲突，倒先拿我们开刀？另一边，印度的实际行 动，就是前面提到的，打算重启中俄印三方合作。说白了，印度想把跟中俄联手这事，当成跟美国讨价还价的筹码。 强硬表态背后的"软"动作 可以说，印度态度急转弯，完全是美国逼的。不过，印度嘴上说得挺硬，真动起手来，可能又是另一码事了。就在 ...

·欧盟通过第十八轮对俄制裁 降低对俄油价格上限金十数据7月18日讯，欧盟已就针对俄罗斯的第十八轮制裁方案达成 协议，新措施旨在进一步打击俄罗斯原油与能源产业。外交官表示，此次制裁将七国集团（G7）对俄罗斯石油价格上 限从每桶60美元调降至47.6美元。欧盟外交与安全政策高级代表卡拉斯在社交媒体平台X宣布："欧盟刚批准迄今最严厉 的对俄制裁方案，我们将持续提高战争成本，直至停止行动成为俄罗斯唯一出路。"制裁措施还将导致约20家俄罗斯银 行被切断国际支付系统SWIFT的服务并面临全面交易禁令，北溪天然气管道将受到制裁以确保其未来不会恢复运营，并 对俄罗斯在第三国提炼的石油施加限制。 · 初步计划显示，安哥拉将把9月份的石油出口提高到103万桶/日 。 · 声明显示，一架无人机袭击针对伊拉克库尔德斯坦塔克油田。 二、区域基本面 1. EIA报告：07月11日当周美国原油出口增加76.1万桶/日至351.8万桶/日。 2. EIA报告：07月11日当周美国国内原油产量减少1.0万桶至1337.5万桶/日。 3. EIA报告：除却战略储备的商业原油库存减少385.9万桶至4.22亿桶，降幅0.91%。 4. EIA报告 ...

联合石油数据库JODI数据显示，沙特5月原油出口量环比增加2.5万桶/日，至619.1万桶/日。 ...

Core Insights - Saudi Arabia's crude oil inventory decreased by 2.622 million barrels in May, reaching a total of 140.91 million barrels [1] Group 1 - The data is sourced from the Joint Oil Data Initiative (JODI) [1] - The decline in inventory indicates potential changes in supply dynamics within the oil market [1] - The current inventory level may influence global oil prices and trading strategies [1]

金十数据7月21日讯，根据官方公报发布的总统令，土耳其宣布将于明年7月终止允许伊拉克库尔德斯坦 地区经其领土出口石油的协议。一位熟悉内情的土耳其高级官员表示，土方对现有协议下管道的低利用 率不满，认为新协议将给土耳其和伊拉克带来更大利益。此举暗示土耳其官员将寻求与伊拉克中央政府 重新谈判，尽管安卡拉方面尚未明确表态。这条从库尔德地区通往土耳其杰伊汉地中海港口的管道因付 款纠纷已停运逾两年。上周，伊拉克联邦政府与半自治的库尔德地区政府就石油输送计划达成一致，为 恢复出口迈出第一步。但库区与石油公司的合同尚未签署。截至2023年3月停运前，该管道每日运输约 50万桶石油。当 土耳其宣布将于2026年7月终止伊拉克石油管道协议 ...

美国总统特朗普最近对俄罗斯发出了强烈威胁，要求其在50天内与乌克兰达成停火协议。如果俄罗斯未能按时履行这一要求，特朗普将对其采取相应的报复 措施。一旦美国实施针对俄罗斯的新一轮制裁，包括中印和巴西等与俄罗斯保持贸易关系的国家在内，都可能受到或多或少的影响。在特朗普发出这一威胁 后的三天内，印度总理莫迪的政府终于发出了回应，这段沉默的时间显得尤为微妙。 由于美国及其西方盟友的疯狂制裁，目前仍在购买俄罗斯石油的国家并不多，印度正是其中之一。近期，在针对美国"次级关税"的消息传出后，印度的莫迪 政府终于打破了沉默。根据俄新社在7月18日的报道，印度石油部长辛格·普里明确表示，如果美国以与俄罗斯的贸易为理由对印度加征次级关税，印度可能 会考虑从其他渠道购买石油。这番话传达了一个清晰的信息，莫迪政府似乎已经在思考：若因美国的"次级关税"而对印度造成损失，那么印度完全可能会放 弃与俄罗斯的合作，转向其他国家寻求能源供应。 放眼全球，具备抵抗美国霸权的国家并不多，拥有庞大人口和经济实力的印度本有可能是其中一个。但是，莫迪政府的表态实际上反映了对美国的畏惧，显 示出在关键时刻，印度并不一定是一个值得信赖的国际伙伴。 2025 ...

土耳其将于2026年7月起终止与伊拉克的石油管道协议。 ...

Core Viewpoint - The European Union has agreed on a new round of sanctions against Russia, focusing on significantly lowering the price cap on Russian oil and implementing a series of new financial and trade measures [1][2] Group 1: Oil Price Cap Mechanism - The new dynamic oil price cap mechanism will set the price for Russian oil exports to third countries at 15% below the average market price, reducing the price from $60 per barrel to approximately $47.60 [1] - This price cap will be reviewed every six months to adapt to market price changes [1] - The G7 initially established the price cap agreement in December 2022 to prevent Russia from funding its invasion of Ukraine [1] Group 2: Sanctions on Shipping and Financial Institutions - The 18th round of sanctions includes measures against 105 vessels in Russia's "shadow fleet," which are used to circumvent the price cap, bringing the total number of sanctioned vessels to over 400 [2] - The sanctions further prohibit transactions with 22 Russian banks [2] - A new trading ban related to the Nord Stream 1 and 2 gas pipelines has been introduced, aimed at preventing maintenance, operation, or future use of these pipelines, which have not been operational since 2022 [2] Group 3: Military Supply Restrictions - The sanctions also target 26 entities that supply the Russian military-industrial complex, further restricting Moscow's access to dual-use technologies [2]