Group 1 - Oil prices continued to rise due to extreme cold weather, which led to a significant spike in natural gas prices, with a daily increase of 30% and a cumulative rise of over 60% in two days. This cold weather also boosted demand for heating, resulting in a two-month high for diesel prices in Europe and the US, which in turn supported a rebound in crude oil prices [3][20]. - The International Energy Agency (IEA) reported a notable oversupply pressure in the oil market, adjusting the 2026 oil demand growth forecast upward by 70,000 barrels per day to 930,000 barrels per day, compared to last year's growth of 850,000 barrels per day. The global oil supply growth forecast was also revised to 2.5 million barrels per day from the previous estimate of 2.4 million barrels per day [4][23]. - IEA emphasized that the large inventory levels are suppressing oil price increases and stated that it is currently unable to fully assess the impact of recent geopolitical developments on the oil market [4][23]. Group 2 - The IEA's report indicated that ample global oil supply is alleviating concerns regarding geopolitical risks associated with oil production and exports from Venezuela, Iran, and Russia. The report noted that while the geopolitical dynamics' impact on the oil market is not fully understood, the current inventory levels provide some comfort to market participants [7][23]. - The Middle Eastern benchmark crude, Murban, has seen a rise for three consecutive trading days, supported by strong demand from Asian buyers seeking alternatives to US supplies. Indian refiners are also using Murban crude to replace Russian oil, which has bolstered the price of this flagship light sour crude from the UAE [8][24]. - The state-owned Indian Oil Corporation has awarded a one-year procurement tender for Iraqi and Omani crude oil and is seeking to purchase Murban crude from the UAE through another tender [10][25].
小伙伴都惊呆了！美天然气连续二天暴涨近60%，这一夜油价终于守住了涨幅
Xin Lang Cai Jing·2026-01-21 23:45