石油ETF（561360）涨超0.7%，连续5日迎资金净流入，航煤需求增长与地缘风险或支撑油价

Group 1 - The core viewpoint of the article highlights that geopolitical uncertainties, particularly the conflicts involving the U.S. and Venezuela, as well as the unrest in Iran, are providing a supportive backdrop for oil prices [1] - The International Energy Agency (IEA) projects a global oil demand increase of 860,000 barrels per day by 2026, with chemical feedstock demand expected to dominate this growth, rising from 40% in 2025 to 60% [1] - On the supply side, the IEA anticipates a global oil supply increase of 2.4 million barrels per day by 2026, influenced by OPEC+'s decision to pause production increases and the intensifying sanctions on Russian and Venezuelan oil [1] Group 2 - The oil ETF (561360) tracks the oil and gas industry index (H30198), which includes publicly traded companies involved in oil and gas exploration, extraction, refining, and sales, reflecting the overall performance of the oil and gas industry chain [1] - The article notes that the current environment of the Federal Reserve restarting its interest rate cut cycle and ongoing global trade conflict risks adds uncertainty that could impact future oil price expectations [1]