Core Viewpoint - Oil prices surged due to ongoing tensions surrounding US-Iran nuclear negotiations, with market reactions reflecting concerns over geopolitical risks [4][17]. Market Performance - WTI crude oil futures closed at $65.14, up $1.93 (3.05%) - Brent crude oil futures closed at $69.46, up $2.13 (3.16%) - INE crude oil futures closed at 473.50 yuan, up 3.32% [6][19]. EIA Report Insights - US commercial crude oil inventories decreased by 3.455 million barrels to 420 million barrels, a decline of 0.82% - Strategic Petroleum Reserve (SPR) increased by 214,000 barrels to 415.2 million barrels, an increase of 0.05% - US crude oil production fell by 481,000 barrels to 1.3215 million barrels per day, marking the largest decline since January 19, 2024 [7][20]. Geopolitical Developments - The US is expected to issue a general license for oil production in Venezuela, aiming to boost the country's oil output [21]. - Iranian naval vessels approached a US-flagged oil tanker in the Strait of Hormuz, highlighting ongoing regional tensions and the potential for increased shipping risks [22][23]. Russian Oil Market - The price of Russian Urals crude oil has tripled compared to pre-sanction levels from October last year, with India expected to maintain stable imports of 1.1 to 1.3 million barrels per day in the near term [5][18].
美伊谈判取消？油价应激跳涨2美元显示投资者对该地缘的担忧
Xin Lang Cai Jing·2026-02-04 23:09