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一 | 成本方面,美国提议解除封锁和制裁,来换取伊朗开放霍尔木兹海峡。 "I’m not going to go into specific forms of support... I think we’ve — Israel has done quite a bit. And I think they just announced yesterday — Minister of Defense Gantz — about protective gear, other forms of humanitarian aid. And, of course, we welcome that. And I think there are some specific needs we might discuss with the Israelis," the official said on Wednesday during a press call ahead of Biden's visit to the Middle East.,Israel has been reluctant to supply Ukraine with weapons, balancing its position with relations with Russia. However, Israel joined in the UN General Assembly with a condemnation of Russia's actions in Ukraine.,The senior US official did not go into details on what specific assistance will be discussed between the leaders of the two countries during the meeting.,In May, the Israeli defense minister noted that the country sent humanitarian aid and non-offensive equipment to Ukraine. According to media reports, Israel rejected a US request to allow the transfer of its technology and weapons to Ukraine, arguing that the country would only supply nonlethal equipment.,Biden is traveling to the Middle East for the first time during his tenure as the US president, with visits to Israel, the West Bank and Saudi Arabia scheduled from July 13-16. Besides Lapid, Biden will meet with United Arab Emirates President Mohammed bin Zayed and Palestinian leader Mahmoud Abbas.。

二 | 据报道,美伊已就停火协议条款达成共识,内容包括霍尔木兹海峡的自由航行。伊朗与阿曼就霍尔木兹海峡临时新航线达成谅解,后续将就划设一条新的永久航线展开谈判。地缘局势缓和,海峡恢复通航预期上升,国际油价大幅下挫,能化板块集体调整。由于生产亏损,近期瓶片、短纤大厂加大减产力度,国内瓶片需求季节性转淡,短纤下游买盘谨慎,多观望消化前期库存为主。预计短期瓶片、短纤期价跟随成本端波动...。
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