特朗普借美欧贸易谈判施压欧盟 力阻石油巨头受气候法规约束 金十数据6月26日讯，据华尔街日报，美国石油高管在废除欧洲环境法规的努力中赢得了特朗普的支 持。美国石油巨头和他们的游说者敦促特朗普和及其内阁成员利用与欧盟正在进行的贸易谈判，推动取 消《欧洲绿色协议》中的两项主要气候法律。知情人士透露，特朗普政府官员在最近的谈判中向欧盟官 员施压，要求他们缩减这些法律。化石燃料生产商抓住了美欧贸易争端的契机，多年来欧盟一直试图使 欧盟经济摆脱对化石燃料的依赖，并遏制排放。美国公司抵触的法律之一是欧盟去年通过的《企业可持 续发展尽职调查指令》（CSDDD），该指令旨在强制年收入超4.5亿欧元（约合5.22亿美元）的企业， 厘清并遏制其运营及全球供应链中的人权侵犯行为与气候影响。 ...

标普全球指出，亚洲各国政府将面临更多干预下一代燃料市场的诉求，包括更清晰的政策指引，甚至以 补贴和政府投资的形式呈现。尽管氢能源、氨能源和可再生能源领域存在巨大发展诉求，但这些投资的 回报仍处于低位，使得私营部门独立应对这一局面的难度日益增加。 标普全球副主席丹尼尔·耶金则撰文指出："对许多发展中国家而言，石油和天然气是其经济战略的关键 组成部分，对部分国家来说，放弃廉价且安全的煤炭并非易事。经验表明，这一转型周期将更长、挑战 更艰巨、成本更高，且需要政府部门做出权衡。" 近期，亚洲国家正加紧推进能源转型，但该地区对化石燃料的深度依赖和对低成本能源的偏好，给政策 制定者和企业带来了一系列挑战。在6月16日至18日于马来西亚吉隆坡举行的亚洲能源会议上，亚洲及 中东能源行业领袖指出，亚洲能源转型既需要采取务实路径，也需要加速变革，尤其在化石能源问题上 不走极端，达成平衡。 能源供应迎本土化契机 对于能源转型，来自标普全球大宗商品洞察的与会者将其描述为亚洲国家供应链本土化的战略窗口。标 普全球联席总裁戴夫·恩斯伯格指出："对亚洲而言，转向新能源更多是机遇而非挑战。各国政府正迎来 将能源供应链本土化的契机，并在国家安 ...

2025年，以可再生能源、核能、风能、电气化等为代表的清洁能源技术的引资规模有望达到创纪录的2.2万亿美元，几乎是传统 化石燃料（1.1万亿美元）所吸引投资规模的2倍。 过去10年来，无论就投资规模，还是细分领域而言，全球能源行业发生了巨大的变化。 近日，国际能源署（IEA）发布《世界能源投资报告2025》（下称"报告"）。报告显示，在全球地缘政治紧张局面加剧且经济不 确定性增强的背景下，2025年，全球能源领域的投资规模仍有望创历史新高，总投资规模将达3.3万亿美元，较2024年增长约 2%。其中，以可再生能源、核能、风能、电气化等为代表的清洁能源技术的引资规模有望达到创纪录的2.2万亿美元，几乎是传 统化石燃料（1.1万亿美元）所吸引投资规模的2倍。 对于创新高的能源投资，国际能源署署长法提赫·比罗尔（Fatih Birol）表示，在能源发展面临的诸多逆风因素中，能源安全将成 为今年全球能源投资不断走高的关键驱动力。 这是IEA第十年发布该报告。报告在聚焦能源领域最新趋势的同时，也探讨了过去10年来发生的主要变化。"过去10年，全球能 源供应链一体化降低了成本，增加了投资，加快了能源转型的步伐。得益于全球 ...

Core Insights - The International Energy Agency (IEA) reports that the demand for combustible fossil fuels, excluding petrochemical feedstocks and biofuels, is expected to peak as early as 2027 [1] Group 1 - The IEA's monthly report indicates a significant shift in the timeline for fossil fuel demand, suggesting a peak in oil demand could occur sooner than previously anticipated [1] - The report emphasizes the exclusion of petrochemical feedstocks and biofuels from the fossil fuel demand analysis, focusing solely on combustible fossil fuels [1]

Group 1 - The article highlights China's emergence as a new "world automotive superpower," showcasing its advanced automotive industry and significant production capabilities [1][2] - In 2000, the United States was the largest automobile manufacturer, producing approximately 12 million vehicles, while China produced only about 2 million. Currently, China produces over 30 million vehicles annually, significantly outpacing other regions [1][2] - China produces around 10 million electric vehicles each year, alongside approximately 20 million fossil fuel vehicles, making it the world's second-largest automobile producer, with production levels double that of the United States [2] Group 2 - The article emphasizes that China's automotive industry is no longer reliant on cheap labor, as evidenced by the high level of automation observed in manufacturing processes during factory visits [2] - The rapid expansion and global ambitions of Chinese automotive companies are contrasted with the slower response of Western nations, which are preparing for a trade war without recognizing that the competitive landscape has already shifted [2] - The enduring relevance of Sun Tzu's strategic insights is noted, suggesting that understanding the current dynamics of the automotive industry is crucial for future competitiveness [1][2]

Core Viewpoint - The U.S. Department of Energy has postponed the implementation of a fossil fuel ban for federal buildings, indicating a shift in policy approach towards energy use in government facilities [1] Group 1 - The decision to delay the ban reflects ongoing discussions about energy sources and their impact on federal operations [1] - The postponement may allow for further evaluation of alternative energy solutions and their feasibility for federal buildings [1] - This move could influence future energy policies and regulations at the federal level, potentially affecting the broader energy market [1]

Venus Zhao Good morning, everyone, and welcome to CBL International Limited's Annual Results Presentation for the year ended December 31st, 2024. Today's meeting will be conducted in English with simultaneous translation into Mandarin. Before we begin, I'd like to remind you that today's presentation will include forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are subject to risks and uncertainties that could ca ...