多重地缘因素共振 油价偏强运行！伊朗拒绝美国“交铀”要求！

Group 1: Iran's Nuclear Negotiations - Iran has rejected the U.S. proposal to exchange all enriched uranium for a three-month sanctions pause, stating it is "absolutely unacceptable" [2][3] - Iranian President Pezeshkian mentioned that Iran has made necessary arrangements to respond to the activation of the "snapback sanctions" mechanism [2] - The Iranian Foreign Ministry criticized the UK, France, and Germany for their irresponsible actions regarding the nuclear agreement and recalled ambassadors for consultations [2][3] Group 2: Oil Market Dynamics - Oil prices have shown a strong performance recently, with Brent and WTI crude oil futures rising by 4.6% and domestic SC crude oil futures increasing by 3.8% over three trading days [7] - Multiple geopolitical factors, including the Russia-Ukraine conflict and Iranian nuclear negotiations, are contributing to the oil market's strength [7][8] - The ongoing conflict has led to concerns over energy supply, with Ukraine escalating attacks on Russian energy facilities, affecting Russia's refining capacity [8][9] Group 3: Supply and Demand Outlook - Analysts indicate that the current support for oil prices stems from supply concerns due to geopolitical conflicts and a decrease in U.S. crude oil inventories [9][10] - The market is assessing the real impact of Russian exports and the potential tightening of sanctions by the U.S. and Europe [10] - Future oil price movements are expected to be volatile, balancing between geopolitical risks and supply-demand fundamentals, with a tendency towards a downward shift in price levels [10][11]