Group 1 - The domestic energy sector in the futures market showed mixed results, with crude oil futures experiencing a slight increase, reaching a high of 502.5 yuan per barrel, marking a 1.60% rise [1] - Recent geopolitical tensions, particularly the intensified conflict between Russia and Ukraine, have led to attacks on Russian refineries and export ports, impacting crude oil supply [1] - The Federal Reserve's upcoming interest rate decision is expected to provide short-term support for commodity markets, with a minimum rate cut of 25 basis points anticipated [1] Group 2 - Transneft, responsible for transporting over 80% of Russian oil, has begun to limit oil companies' storage in its pipeline system, despite denials from the company [2] - Increased attacks on Russian energy facilities by Ukraine and the potential for new sanctions from Western countries are contributing to the current high oil prices [2] - Despite the geopolitical premium dissipating, OPEC's minimal production increase is viewed as a market pressure test, with current oil prices considered relatively undervalued [2]
近期俄乌博弈再次加码 原油期价将重获高度空间
Jin Tou Wang·2025-09-17 06:08