IEA质疑俄罗斯石油产能可持续性，出口持续低迷引发担忧 金十数据7月11日讯，国际能源署（IEA）在其月度报告中称，俄罗斯原油和石油产品出口不断恶化， 令人怀疑该国支持其产能的能力。IEA表示："6月份俄罗斯原油和成品油的产量仍处于异常疲软的水 平，处于5年来的季节性低点。"IEA补充称，在2024年和2025年的大部分时间里，流量一直在恶化。该 机构表示，这"引发了对俄罗斯维持其上游产能能力的质疑"。根据IEA数据，上个月，俄罗斯每日原油 装载量稳定在468万桶，而成品油日出口则减少11万桶至255万桶。 ...

当前谈判进展显得尤为谨慎。欧盟委员会主席冯德莱恩明确表示，90天宽限期内"不可能"达成详细协 议，目标仅是达成"原则性协议"。欧盟贸易专员塞夫乔维奇则称在华盛顿的磋商"富有成效"，强调"达 成良好且雄心勃勃的跨大西洋贸易协议"仍是目标。相比之下，美国财长贝森特对最后期限前达成协议 的态度更为保守，仅表示"将看看能对欧盟做些什么"。 业内专家普遍认为，短期内达成全面协议的可能性较低。前美国驻欧盟大使加德纳指出，最终协议可能 类似美英贸易协定，以基础性条款为主，而非数千页的详细文本。Teneo咨询公司董事总经理尼克尔分 析，欧盟的最佳结果是达成广泛框架协议，接受美国10%基准关税，为后续行业豁免谈判争取时间。但 他同时提醒，即便达成此类安排，未来仍可能面临美国政策反复的风险，"协议仍将是激烈谈判的主 题，特朗普改变主意或转向其他方向的可能性始终存在"。 值得注意的是，欧盟的报复措施将严格遵循美方行动节奏。尼克尔判断，除非特朗普下周正式实施全面 关税，否则欧盟不会启动反制。即便如此，欧盟仍可能保持谨慎态度，避免贸易战全面升级。这场牵动 全球经济的谈判，正进入最后的关键倒计时。 智通财经APP获悉，当前全球贸易焦点正 ...

交易商表示，俄罗斯从黑海图普斯港出口的石油产品计划于七月达到103.5万吨，而六月份预计出口为 84.6万吨。 ...

Core Insights - The Haifa refinery, operated by Bazan Group, has partially resumed production following a missile attack by Iran two weeks ago [1] - Full operational capacity is expected to be restored by October of this year [1] - The missile attack resulted in damage to pipelines and power lines, and led to the death of three employees [1]

Group 1 - The PetroPars company, a subsidiary of the National Iranian Oil Company, announced that the damaged facilities at the Pars refinery in southern Iran have been repaired and the refinery has resumed operations [1] - The Pars refinery was affected by an Israeli airstrike on June 14, which caused explosions and fires at two refineries in Bushehr province, including the 14th phase project facilities of the Pars refinery [1]

Group 1: Oil and Gas Market - Japan's largest gas supplier, Tokyo Gas, is negotiating a long-term liquefied natural gas procurement agreement with the United States [1] - Shell is reportedly in preliminary talks to acquire BP [3] - If OPEC deems it necessary, Russia is willing to increase oil production again [3] - Vietnam's Ministry of Industry and Trade states that the country's refinery will produce 7.7 million tons of oil products in the second half of the year [3] - Israel's Ministry of Energy has approved the resumption of operations at a natural gas field [3] - The Turpan to Zhongwei section of the West-to-East Gas Pipeline has been fully completed and put into operation [3] Group 2: Metals and Mining - Goldman Sachs predicts that copper prices could reach a peak of $10,050 per ton this year [2]

沙特政府数据：沙特4月非石油出口价值同比增长24.6%，石油出口价值同比下降21.2%。 ...

Phillips 66 (PSX) 2025 Conference June 24, 2025 10:55 AM ET Speaker0 So welcome Mark Weisher, chairman and CEO of Phillips sixty six. Mark has been CEO since 02/2022, and he's, I believe, a lifer with the company back to Philips Petroleum and inclusive of his time at CPChem where he had several positions and ultimately ran CPChem prior to taking the helm of Philips as he's sick. So, Mark, thanks very much for joining us today. Speaker1 John, thanks for having us here. Speaker0 So let's start with probably t ...

联合石油数据库JODI：4月份对沙特石油产品的需求环比下降38.2万桶/日，降至183.6百万桶/日。 ...

6 月上半月中美航运量迅速反弹 6 月前 10 日韩国出口回暖 地产销售低位，一二线弱于三线 汽车销量同比抬升，新能源亮眼 01 6月上半月，中美航运量迅速反弹 本期Headline 关于本栏目 高频数据难懂？挖掘信息不易？【国金高频图鉴】每周一期，与您一同从高频数据库中抽丝剥茧，看懂 全球经济的新变化。如需底层数据库，欢迎联系国金宏观团队。 随着5月12日中美关税缓和，中美之间贸易往来有所升温，价格率先修复。但航运量安排具有一定 滞后性，一直到六月中美航运量才开始好转。 彭博编制的集装箱出港量（Container Ship Departure）本周均值59.1，较五月最后一周已反弹超 25%。 02 6月前10日，韩国出口回暖 | 月份 | 出口同比 | 美国 | 欧盟 | 中国 | 日本 | 印度 | 越南 | 新加坡 | 中国香港 中国台湾 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/ 06 | 5.4 | 3.9 | 14. 5 | 2.9 | - 5. 9 | 12. 0 | -9.5 ...