“油市三巨头”准备就绪？俄高官：或与美国、沙特联手稳定市场

Group 1 - Russian investment envoy Kirill Dmitriev indicated that Russia, the U.S., and Saudi Arabia could take joint action to stabilize the oil market if necessary, referencing a precedent from 2020 when leaders collaborated to cut production amid a price crash due to the pandemic [1] - The recent escalation of conflict in the Middle East, particularly Israel's attacks on Iranian nuclear facilities, has led to a surge in oil prices, with market dynamics determining the severity of this increase [1] - The geopolitical risk premium in oil prices is currently estimated at around $10 per barrel, which is considered reasonable given the potential for broader disruptions and reduced Iranian supply [2] Group 2 - Iran, as the third-largest producer in OPEC, extracts approximately 3.3 million barrels of oil daily, with significant concerns about potential disruptions to trade flows through the Strait of Hormuz, where about 19 million barrels of oil and products are transported daily [3] - The U.S. Federal Reserve maintained interest rates but is expected to implement two rate cuts by the end of the year, which could stimulate economic activity and subsequently increase oil demand, although this may also exacerbate inflation [4]