每日全球大宗商品市场要闻速递（6月3日）
2025-06-03 07:26:22
能源行业动态及对投资者的影响分析
1. 特朗普政府计划出售100万桶储藏柴油以减少赤字
此举可能短期内增加柴油供应，压低市场价格。投资者需关注美国战略石油储备政策变化对能源市场的影响。
2. 欧盟起草对俄第18轮制裁措施，主要针对俄能源收入
欧洲能源供应格局可能进一步调整，LNG和替代能源供应商将受益。能源类投资者应密切关注制裁细则。
3. 美司法部调查印度阿达尼集团是否进口伊朗液化石油气
地缘政治风险可能推高合规成本，跨国能源贸易企业估值可能受到影响。
4. 日本燃气协会：未收到额外购买美国LNG的请求
亚洲LNG需求波动可能影响美国出口商营收预期，相关能源基建投资需重新评估。
5. 哈萨克斯坦5月原油产量下降4%
OPEC+减产背景下，非自愿减产可能加剧原油供应紧张，利好油价但增加炼厂成本压力。
6. 阿布扎比国家石油公司下调8月出口预测
主要产油国出口减少将支撑基准油价，但可能挤压亚洲炼油厂利润率。
7. 美伊谈判出现反复
伊朗原油重返市场的不确定性持续，油价波动率可能上升，能源衍生品投资者需加强风险管理。
贵金属与矿业要闻及投资启示
1. 加蓬2029年起停止锰矿原矿出口
锰加工产业链将向资源国转移，现有冶炼企业需提前布局原料供应渠道。
2. 美国钢铝关税加倍推升价格
本土金属生产商受益，但汽车、机械等下游行业成本压力加剧，板块表现可能分化。
3. 高盛上调铝价预测至2280美元/吨
绿色转型持续推高电解铝需求，能源密集型金属的区位溢价将更加明显。
4. 金价逼近历史高位
地缘政治风险和通胀预期支撑黄金避险需求，但需警惕美联储政策转向带来的回调风险。
全球贸易局势最新进展
1. 越南将采购20亿美元美国农产品
农业贸易流向持续调整，东南亚粮食进口商可能面临更高成本压力。
2. 欧美贸易摩擦持续
跨大西洋贸易关系紧张可能重塑汽车、科技等行业供应链布局。
3. 印度-欧盟自贸协定进展超预期
新兴市场消费升级机遇显现，关注医药、IT服务等优势产业的投资机会。
注：本报告信息可能影响多个资产类别：
- 能源股及大宗商品价格波动
- 地缘政治风险溢价变化
- 跨境贸易相关企业估值
- 通胀预期及利率敏感资产表现
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Citi: The supply gap in the gold market is expected to peak in the third quarter of 2025Citi: The supply gap in the gold market is expected to peak in the third quarter of 2025, before gradually weakening due to falling investment demand.
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Meitu Company: Granted a total of approximately 1.2097 million share awardsMeitu Company (01357.HK) The Hong Kong Stock Exchange announced that on 1 July 2025, the Company granted to the Grantee a total of approximately 1.2097 million share awards, namely 1.2097 million shares, representing approximately 0.03% of the total number of issued shares as of the date of this announcement, subject to the Grantee's acceptance.
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Market News: REX-OSPREY SOL Spot ETF to Begin Trading on WednesdayThe CEO of REX-OSPREY announced that the pledge-backed Solana ETF will begin trading on Wednesday.
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The White House plans to push for the inclusion of provisions proposed by Cynthia Lummis in the Big Beautiful Act.According to crypto journalist Eleanor Terrett, despite a temporary disagreement on Sunday, amendments to the Big Beautiful Act on cryptocurrency taxation continue to be considered today. It is reported that the White House has intervened in the matter and is pushing to include key provisions proposed by Senator Cynthia Lummis (the sponsor of the Bitcoin Reserve Act) in the final bill version.
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Robinhood: ETH and SOL staking are now open to US usersRobinhood officials posted on social media that its ETH and SOL staking services are now available to users in the United States.
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South Korea's IBK Corporate Bank and New Korea Financial Holdings have applied for the Korean won stablecoin trademarkSouth Korea's IBK Corporate Bank and Shinhan Financial Holdings have applied for the Korean won stablecoin trademark. It is reported that IBK Corporate Bank applied for 10 trademark rights including "IBKKRW", "IBKRW" and "ONEIBK" on the 27th. These trademarks are designed to be used in the fields of "stablecoin electronic transfer business" and "blockchain-based digital financial asset management business"; Shinhan Financial Holdings applied for 21 stablecoin-related trademarks including "KRWSHB...
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