Core Viewpoint - The international oil market is experiencing a mild upward trend, supported by the extension of the tariff suspension period between China and the U.S., which alleviates concerns over trade tensions affecting the year-end consumption season [1][3] Group 1: Market Dynamics - Brent crude futures settled at $66.65 per barrel, while WTI closed at $63.89 per barrel, with narrowed intraday volatility [1] - The extension of the tariff suspension aims to provide more time for bilateral negotiations and prevent supply chain disruptions during the holiday shopping season [3] Group 2: Geopolitical Factors - Attention is shifting to the upcoming U.S.-Russia high-level talks in Alaska, focusing on de-escalating the Russia-Ukraine conflict and discussing potential easing of secondary sanctions on Russian oil buyers [4] - A substantial peace agreement between Russia and Ukraine could significantly reduce the risk of oil supply disruptions, potentially providing further upward momentum for oil prices [4] Group 3: Economic Indicators - The upcoming U.S. inflation data is viewed as a critical variable; a signal of potential interest rate cuts by the Federal Reserve could weaken the dollar, providing price support for dollar-denominated oil [5] - Conversely, if inflation remains sticky and exceeds expectations, concerns over tightening liquidity may suppress risk asset performance [5] Group 4: Technical Analysis - WTI crude oil has formed a short-term support level around $63, with short-term moving averages showing signs of stabilization and bullish momentum [6] - Key resistance is identified at $64.80 per barrel; a breakthrough could challenge the $66 per barrel mark, while $63 serves as a critical support level [6] Group 5: Market Sentiment - The market is currently benefiting from the dual expectations of eased trade tensions and reduced geopolitical conflicts, though the actual impact will depend on the substantive progress of negotiations and Federal Reserve policy direction [8] - Investors are advised to closely monitor the interplay between political and economic signals, along with key technical levels for risk management [8]
ETO Markets 市场洞察:中美联手按下暂停键,原油多头已偷偷布局这个价位!
Sou Hu Cai Jing·2025-08-12 05:23