Group 1 - The EIA's Short-Term Energy Outlook report projects Brent crude oil prices to be $55.87 per barrel in 2026, up from a previous estimate of $55.08, and WTI crude oil prices to be $52.21 per barrel, up from $51.42 [1] - IEA's December report indicates a global oil demand growth of 860,000 barrels per day for 2026, revised up by 90,000 barrels per day, with chemical feedstock demand expected to dominate this growth, increasing its share from 40% in 2025 to 60% [1] - On the supply side, IEA forecasts a global oil supply increase of 2.4 million barrels per day for 2026, revised down by 20,000 barrels per day, due to OPEC+ halting production increases and sanctions on Russian and Venezuelan oil [1] Group 2 - As of January 14, 2026, the National Petroleum and Natural Gas Index (399439) rose by 1.58%, with notable increases in stocks such as Jereh Group (up 7.61%) and Dewei (up 5.93%) [1] - The Oil and Gas ETF (159697) increased by 1.30%, marking a five-day consecutive rise, with a latest price of 1.25 yuan and a net subscription of 34 million shares in the morning session [1] - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 67.11% of the index [2]
油气ETF(159697)早盘净申购3400万份，EIA上调2026年原油价格预期
Sou Hu Cai Jing·2026-01-14 04:07