Group 1 - The geopolitical tensions have reversed the downward trend in the international oil market, with potential supply disruptions helping oil prices recover from a nearly five-year low of $59.94 per barrel on December 16 [1] - The U.S. interception of Venezuelan oil tankers has raised investor concerns about geopolitical situations, while the uncertainty surrounding the Russia-Ukraine conflict continues to support oil prices [1] - Despite the upward pressure on oil prices, the American Petroleum Institute (API) reported an increase in U.S. crude, gasoline, and distillate inventories, leading to a cautious outlook among investors regarding the Russia-Ukraine situation and its impact on oil prices [1] Group 2 - The recent rise in refined oil wholesale prices has been followed by a decline due to a lack of fundamental support, with diesel demand particularly weak as construction activity decreases in northern regions [2] - Market sentiment remains subdued, with downstream operations primarily focused on essential needs, and the overall purchasing atmosphere is described as lackluster [2] - Investors are closely monitoring the developments in the Russia-Ukraine peace process and upcoming EIA inventory data, which may influence future oil prices, while the domestic oil price is expected to remain under pressure in the short term [2]
消息面指向不稳叠加需求难有改善 国内油价或继续承压
Zhong Guo Neng Yuan Wang·2025-12-29 09:31