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美大豆还在苦苦支撑,原油先崩了,中方半年都没买,美油价狂跌
Sou Hu Cai Jing·2025-10-01 01:07

Group 1 - The core issue is the decline in U.S. crude oil prices, which has been exacerbated by China's reduced imports of American oil, leading to a challenging environment for U.S. shale oil producers [3][5][7] - Argentina has temporarily lifted export taxes on agricultural products, resulting in increased soybean purchases by Chinese buyers, with at least 10 ships ordered for November shipment [1][3] - U.S. shale oil executives express concerns about the future of the industry due to the combination of Trump's energy policies and increased OPEC production, which has led to an oversupply in the market [5][7] Group 2 - The price of West Texas Intermediate (WTI) crude oil has dropped by 18% since January, with recent prices falling below $70 per barrel, which is below the breakeven cost of over $61 per barrel for U.S. shale oil producers [5][7] - China's crude oil imports from the U.S. have decreased by 62.8% year-on-year, with no imports recorded for three consecutive months, marking the longest period without purchases since 2018 [5][9] - China's diversified sources for crude oil imports and advancements in domestic shale oil exploration have mitigated the impact of reduced U.S. imports, enhancing China's energy security [9]