石油石化行业：6月油价环比大幅上涨，美国成品车用汽油和石油产品供应量环比上升

Investment Rating - The oil and petrochemical industry is rated as "Positive" for the next 3-6 months [4] Core Insights - In June, Brent, WTI, and ESPO crude oil prices saw significant month-on-month increases, with Brent crude futures settling at $74.23 per barrel, up 11.41%, and WTI at $72.98 per barrel, up 14.63% [1][8] - OPEC and domestic crude oil spot prices decreased in May, with OPEC's price at $63.62 per barrel, down 7.77% [1][16] - U.S. refinery utilization rates increased to 94.30%, up 4.10 percentage points month-on-month, while gasoline supply rose to 9,170 thousand barrels per day, an increase of 4.28% [2][29] - U.S. crude oil imports averaged 5,928.80 thousand barrels per day in May, down 1.81% from the previous month, while China's crude oil imports decreased by 146 thousand tons, a decline of 3.04% [2][48] Summary by Sections 1. Crude Oil Prices - Brent crude futures settled at $74.23 per barrel, up $7.60 from the previous month, a rise of 11.41% [8] - WTI crude futures settled at $72.98 per barrel, up $9.31, a rise of 14.63% [8] - ESPO crude spot price reached $67.56 per barrel, up 10.57% [19] 2. Supply and Demand - OPEC crude oil production increased to 27,022 thousand barrels per day in May, up 1.17% month-on-month [22] - U.S. refinery crude oil production rose to 16.64 million barrels per day, an increase of 3.03% month-on-month [25] - U.S. gasoline supply increased to 9,170 thousand barrels per day, up 376 thousand barrels per day, a rise of 4.28% [29] 3. Inventory - Total U.S. crude oil and petroleum product inventory rose to 1,643,559 thousand barrels, an increase of 1.59% month-on-month [37] - U.S. gasoline inventory increased to 229,804 thousand barrels, up 2.27% [46] - U.S. distillate fuel oil inventory rose to 108,884 thousand barrels, up 5.15% [39] 4. Imports and Exports - China's crude oil imports in May were 4,660,000 tons, down 3.04% from the previous month [48] - U.S. crude oil imports averaged 5,928.80 thousand barrels per day in May, down 1.81% [48] - U.S. crude oil exports decreased to an average of 3,818.00 thousand barrels per day, down 4.63% [53]