布伦特原油期货触及70美元/桶日内涨1.81% 美伊局势盖过供应过剩担忧推涨油价

Core Insights - Brent crude oil futures reached $70 per barrel, rising 1.81% in a single day, driven by heightened tensions in the U.S.-Iran situation overshadowing concerns about oversupply [1] - OPEC's monthly report warned of a decline in global demand for OPEC+ crude oil by 400,000 barrels per day in Q2 2026, down to 42.2 million barrels, compared to 42.6 million barrels in Q1 2026, raising concerns about potential oversupply [1] - The U.S. Energy Information Administration (EIA) reported an increase of 8.53 million barrels in U.S. crude oil inventories last week, with a 1.071 million barrel increase in Cushing, Oklahoma, further reinforcing oversupply expectations [1] Geopolitical Factors - The U.S. Department of Defense has prepared a second aircraft carrier strike group for deployment to the Middle East, indicating escalating military readiness [1] - U.S. President Trump and Israeli Prime Minister Netanyahu expressed a preference for continuing negotiations with Iran, but market concerns persist regarding potential escalations affecting energy transport and supply [1] - Geopolitical factors have become the primary driver of recent crude oil price movements, overshadowing supply surplus concerns [1] OPEC+ Production Decisions - OPEC+ has decided to pause production increases until the end of March and plans to review production policies in an online meeting on March 1 [1] - The market will continue to monitor adjustments in production levels and developments in the U.S.-Iran situation [1]