2month21At the beginning of the Asian market on Tuesday, American Oil Trading Co., Ltd77.25dollar/桶附近;油价周一上涨超过1%,受中国需求的乐观情绪、主要产油国持续减产以及俄罗斯控制供应计划的影响,且拜登突然现身基辅,在俄乌战争爆发周年之际力挺乌克兰,加剧地缘不确定性风险;由于周一美国市场逢总统日假期,成交低迷。俄罗斯海运原油出货量在这个全球第三大产油国即将减产之前迎来大幅增长。数据显示,在截至2month17日的一周内,俄罗斯海运原油出货量升至36010000 barrels/日,为一个多月以来最高水平,较上一周增长了26%;by2month17日的过去四周平均出货量为33010000 barrels/日。俄罗斯此前宣布计划将3月原油产量削减5010000 barrels/日。一些分析人士曾表示,尽管这可能是俄罗斯对美欧等西方国家实施价格上限机制的应对措施,但也反映出俄罗斯在维持原油出口方面所面临的困难。而俄罗斯海运原油出货量的高水平在某种程度上削弱了这一论点。总体来看,在需求乐观预期下,油价短线或主要受地缘局势因素影响;日内俄罗斯总统普京发表俄乌冲突周年讲话,且乌克兰、北约和欧盟代表首次举行三方会议,地缘不确定性风险或支持油价震荡上行。
(Note: The above article was written by the team of Song Yiyang. Please indicate the source when reprinted. It is a warm reminder that there are risks in investment and caution should be taken when entering the market. The article has a lag, and due to differences in platform locations and delays in online publishing, the above analysis does not provide specific entry points. Operational suggestions are for reference only. Please do your own risk control.)