北韓的石油動靜:
"According to the 1718 Committee website, which tracks reports of oil shipments to North Korea, no U.N. member state recorded an oil export to North Korea in April. China reported a small export the month prior, its first such report since September 2020, though perhaps the website has yet to be updated for more recent transfers."
[ Yet in their most recent report published in March this year, the U.N. PoE noted that in 2020, North Korea exceeded the U.N.-mandated cap on oil imports by “several times the annual aggregate” of 500,000 barrels per year. ]
石油再度重回檯面焦點:
"根據法律上規定，石油的國家儲備通常是該國日輸入量的90天分量以上容量。根據資源能源廳所述，在9月底的時間點的單日消費量可供國內145天分使用。儲備釋出通常是限於石油供給不足及地震等國内災害時等問題，在面對價格上昇的對應政策時，通常不會假設到釋出石油，但根據其他相關人士所透露，日本政府將會視法律允許的範圍内檢討石油可能的釋出量。"
OPEC內部也各有盤算：
＂To compensate for the new supply, Riyadh and Moscow are now considering a pause of the group’s monthly collective increase, OPEC delegates said. The U.A.E., a powerful OPEC member that has clashed with Saudi Arabia over OPEC policy in the past, and Kuwait are resisting a pause, according to the delegates.＂
中國的石油戰略：
“We’re seeing China embed itself more in Middle Eastern energy markets, and that goes hand-in-hand with them trying to expand their political influence in the region,”
在金融危機陰影下，中國也只能繼續買便宜原油減少外匯消耗了:
[ Refineries in China that turn crude into gasoline and other products have shifted to buying more oil from Iran because Iranian oil is now cheaper than Russian oil, Mr. Pavlov said. Iranian oil sells at a discount to world prices of about $10 a barrel, despite sanctions, while Russian oil sells at a discount of about $5 a barrel, despite sanctions, he said.
帕夫洛夫說，中國將原油加工成汽油和其他產品的煉油廠已經轉向從伊朗購買更多的石油，因為伊朗石油現在比俄羅斯石油便宜。他說，儘管受到制裁，伊朗石油的銷售價格仍比世界價格每桶低約10美元，而俄羅斯石油的銷售價格則比世界價格每桶低約五美元。
“China always goes with what is cheapest,” he said.
「中國總是選擇最便宜的，」他說。]
https://cn.nytimes.com/business/20231012/china-oil-saudi-arabia-iran/zh-hant/dual/
只漲五鎂算還好吧. 
"伊朗此一突然舉動，業內一位主管認為「違約」，此舉可能也代表美國去年10月解除對委內瑞拉石油制裁的後座力。美國解除制裁後，這個南美國家石油轉到美國與印度。隨著運往中國的原油減少，中國進口原油的價格也逐漸上漲。
伊朗國家石油公司、中國商務部和美國財政部均未立即回應路透社置評請求。
5名處理石油或熟悉市況的交易員指出，伊朗賣家上月初向中國買家表示，他們將把12月和1月交割的伊朗輕質原油折扣縮小至比布倫特（Brent）原油每桶低5至6美元。
交易員表示，這些交易在11月敲定的折扣原本是每桶低10美元左右。"
接著這篇看就覺得伊中雙方說不定因為武器給哈瑪斯恐攻以色列這事而有齟齬了：
『”问题当然是中国人是否知道武器被送给哈马斯，或者这是经过像伊朗这样的第三方运送的？这些基本上都是现代专业步兵的标准配备。尽管这不是重武器，但也是军中的标配。特别是榴弹发射器更是致命性的辅助武器，哈马斯武装分子使用这些武器可以大大提升其致命性，”布里说。
“如果数量很大，很可能是有国家参与其中，而且这个国家很可能就是伊朗。有可能伊朗从中国购买了这些东西，然后送到哈马斯手上，”布里又说。』
@Perfume @inertelcetrode
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