原油周报：OPEC+讨论7月增产事宜，国际油价波动-20250601

Report Information - Report Title: Crude Oil Weekly Report: OPEC+ Discusses July Production Increase, International Oil Prices Fluctuate [1] - Analyst: Chen Shuxian, CFA [1] - Research Assistant: Zhou Shaowen [1] - Release Date: June 1, 2025 [1] Industry Investment Rating - Not provided in the given content Core Viewpoints - This week, Brent/WTI crude oil futures had weekly average prices of $64.4/$61.2 per barrel, down $0.7/$0.6 per barrel from last week [2]. - The report provides comprehensive data on the US crude oil and refined oil markets, including prices, inventories, production, demand, and import/export volumes [2]. - Recommended companies include CNOOC, PetroChina, Sinopec, etc., and companies to be concerned about include Sinopec Oilfield Service, CNPC Engineering, etc. [3] Summary by Directory 1. Crude Oil Weekly Data Briefing - Upstream Key Company Performance: Provided the latest prices, weekly, monthly, quarterly, and annual price changes, and valuations of key upstream companies such as CNOOC and PetroChina [9]. - Crude Oil Market Data: Included oil prices (Brent, WTI, etc.), inventory (US total, commercial, strategic, and Cushing crude oil inventories), production (US crude oil production, rig count, and fracturing fleet count), refining (US refinery processing volume and utilization rate), and import/export data [9]. 2. This Week's Petroleum and Petrochemical Sector Market Review - Sector Performance: Not detailed in the provided content. - Listed Company Performance: Presented the latest prices, market capitalizations, price changes in different periods, and valuations of listed companies in the petroleum and petrochemical sector [23][25]. 3. Crude Oil Sector Data Tracking - Crude Oil Prices: Analyzed the prices and price differences of various crude oils such as Brent, WTI, Urals, and ESPO, and their relationships with the US dollar index and copper prices [27]. - Crude Oil Inventories: Tracked the inventories of US total, commercial, strategic, and Cushing crude oils and their relationships with oil prices [47]. - Crude Oil Supply: Monitored US crude oil production, rig count, and fracturing fleet count [64]. - Crude Oil Demand: Focused on US refinery processing volume and utilization rate [68]. - Crude Oil Import/Export: Followed US crude oil import, export, and net import volumes [74]. 4. Refined Oil Sector Data Tracking - Refined Oil Prices: Studied the prices and price differences of refined oils such as gasoline, diesel, and jet fuel in the US, China, Europe, and Singapore [84]. - Refined Oil Inventories: Tracked the inventories of US and Singapore gasoline, diesel, and jet fuel [114]. - Refined Oil Supply: Monitored US gasoline, diesel, and jet fuel production [132]. - Refined Oil Demand: Focused on US gasoline, diesel, and jet fuel consumption and passenger airport security checks [134]. - Refined Oil Import/Export: Followed US gasoline, diesel, and jet fuel import/export and net export volumes [143]. 5. Oilfield Services Sector Data Tracking - Tracked the average daily rates of self-elevating and semi-submersible drilling platforms in the oilfield services sector [155].