美联储降息落地，油价小幅上升

Oil Market Overview - Brent and WTI crude oil futures averaged $67.6 and $63.6 per barrel this week, respectively, both up by $0.9 per barrel compared to last week [1] - Total U.S. crude oil inventory stands at 82 million barrels, with commercial inventory at 42 million barrels, strategic inventory at 41 million barrels, and Cushing inventory at 2 million barrels, showing a week-on-week change of -878, -929, +50, and -30 thousand barrels respectively [1] - U.S. crude oil production is at 13.48 million barrels per day, down by 10 thousand barrels per day from the previous week [1] - Active U.S. oil rigs increased by 2 to 418, while active fracturing fleets rose by 5 to 169 [1] U.S. Crude Oil Demand and Supply - U.S. refinery crude processing volume is 16.42 million barrels per day, down by 390 thousand barrels per day week-on-week, with a refinery utilization rate of 93.3%, down by 1.6 percentage points [1] - U.S. crude oil imports, exports, and net imports are 569, 528, and 42 thousand barrels per day, respectively, reflecting a week-on-week change of -58, +253, and -311 thousand barrels per day [2] U.S. Refined Products - Average prices for gasoline, diesel, and jet fuel are $85, $98, and $89 per barrel, with week-on-week changes of +$1.5, +$1.1, and -$5.1 per barrel respectively [3] - U.S. gasoline, diesel, and jet fuel inventories are 22 million, 12 million, and 4 million barrels, showing week-on-week changes of -235, +405, and +63 thousand barrels [4] - Production of gasoline, diesel, and jet fuel is 941, 496, and 190 thousand barrels per day, with week-on-week changes of -18, -27, and +1 thousand barrels per day [5] - Consumption of gasoline, diesel, and jet fuel is 881, 362, and 162 thousand barrels per day, with week-on-week changes of +30, +24, and -13 thousand barrels per day [5] U.S. Refined Products Trade - U.S. gasoline imports, exports, and net exports are 16, 97, and 81 thousand barrels per day, with week-on-week changes of +7, -2, and -9 thousand barrels per day [5] - U.S. diesel imports, exports, and net exports are 10, 85, and 76 thousand barrels per day, reflecting week-on-week changes of -12, -54, and -42 thousand barrels per day [5] - U.S. jet fuel imports, exports, and net exports are 5, 24, and 18 thousand barrels per day, with week-on-week changes of -7, +5, and +12 thousand barrels per day [5] Related Companies - Recommended companies include China National Offshore Oil Corporation (CNOOC), PetroChina, Sinopec, CNOOC Services, Offshore Oil Engineering, and CNOOC Development [6] - Companies to watch include Sinopec Oilfield Services, China Oil Engineering, and Petrochemical Machinery [6]