库尔德油田遇袭，但市场影响有限

Report Industry Investment Rating - Oil prices are expected to trade in a range, with a medium - term short - position allocation [3] Core View of the Report - An oil field in the Kurdish region of northern Iraq was attacked by unknown armed drones, affecting a production capacity of about 150,000 barrels per day, which is currently shut down. Since Kurdish oil exports have not resumed and are mainly digested by local small refineries, the impact on the international market is limited. The possibility of resuming exports is increasing as the Iraqi federal government and the Kurdish regional government have reached an agreement, and the progress of this event deserves continuous attention [2] Summary by Related Catalogs Market News and Important Data - The price of light crude oil futures for August delivery on the New York Mercantile Exchange rose by $1.16, closing at $67.54 per barrel, a gain of 1.75%; the price of Brent crude oil futures for September delivery rose by $1.00, closing at $69.52 per barrel, a gain of 1.46%. The main SC crude oil contract closed up 2.04%, at 524 yuan per barrel [1] - As of July 16, Indonesia's biodiesel consumption this year has reached 7.42 million kiloliters. The world's largest palm oil producer has raised the mandatory biodiesel blending ratio from 35% to 40% to reduce dependence on imported diesel [1] - According to a US assessment of the damage caused by military operations, one of the three Iranian nuclear enrichment facilities attacked by the US last month was basically destroyed, significantly impeding related work. The other two were not severely damaged, and nuclear enrichment activities may resume within a few months if Iran intends. Trump vetoed the plan as it contradicts his foreign - policy intuition and may cause heavy casualties [1] - Russia's Energy Ministry said that the domestic market has sufficient supplies of all major types of automotive fuels. The reserve levels of gasoline and diesel are close to historical highs, ensuring uninterrupted domestic supply. The observed price dynamics are due to seasonal factors, including increased demand [1] - India's Oil Minister Hardeep Singh Puri said that if Russia's oil supplies are hit by secondary sanctions, India is confident of finding other sources to meet its oil needs. Trump warned that countries buying Russian exports may face sanctions if Moscow fails to reach a peace agreement with Ukraine within 50 days [1] - The foreign ministers of France, the UK, and Germany (E3) and the EU's high - representative had a call with Iran's foreign minister. They told Iran that it must immediately return to diplomatic channels to reach a verifiable and lasting nuclear agreement and emphasized that if no substantial progress is made by late summer, UN sanctions on Iran will be re - imposed [1]