板块异动 | EIA降库存超预期 油气存储概念早盘拉涨

Core Viewpoint - The oil and gas storage sector experienced a rise of 1.91% in early trading on October 30, driven by a significant decrease in U.S. crude oil inventories and a subsequent increase in international oil prices [1] Group 1: Oil Inventory and Price Movements - The U.S. Energy Information Administration (EIA) reported a decrease of 6.86 million barrels in crude oil inventories for the previous week, exceeding expectations, following a decline of 0.961 million barrels the week before [1] - On October 29, international oil prices rose, with light crude oil futures for December delivery closing at $60.48 per barrel, an increase of 0.55%, and Brent crude oil futures for December delivery closing at $64.92 per barrel, an increase of 0.81% [1] Group 2: Federal Reserve Interest Rate Decision - The Federal Reserve announced a rate cut of 25 basis points, lowering the target range for the federal funds rate to between 3.75% and 4.00% [1] Group 3: Market Analysis and Future Outlook - A senior researcher from 52HZ Shipping Research Institute indicated that historical trends show a correlation between declining U.S. dollar interest rates, a weakening dollar index, and rising international oil prices [1] - The long-term oil price is driven by three core factors: the initiation of a rate-cutting cycle by the Federal Reserve, increased liquidity that will eventually push oil prices higher, and OPEC+'s strategic autonomy to reverse policies and restore production cuts when oil prices are too low [1]