建信期货原油日报-20250806

Group 1: Report Overview - Report Type: Crude Oil Daily Report [1] - Date: August 6, 2025 [2] - Research Team: Energy and Chemical Research Team [4] Group 2: Market Review and Trading Suggestions - Market Performance: WTI dropped 1.62% to $66.24, Brent fell 1.42% to $68.68, and SC decreased 1.55% to 508.8 yuan/barrel. Trading volumes were 25.39 million hands for WTI, 30.84 million hands for Brent, and 10.72 million hands for SC [6] - Market Drivers: India will continue importing Russian oil, OPEC+ will increase production by 550,000 barrels per day, and the revised US non - farm payroll data triggered recession fears [6] - Fundamental Analysis: OPEC+ and US production growth is limited, demand in the peak season is slightly below expectations, and the fundamentals are neutral. In the medium term, demand will enter the off - season [7] - Trading Strategy: Consider shorting after a rebound due to negative macro sentiment [7] Group 3: Industry News - Demand Forecast: Saudi Aramco CEO expects oil demand to grow by 1.1 - 1.3 million barrels per day this year, approaching the upper end of the range, and reach 105.8 million barrels per day [8] - OPEC Production: OPEC production remained stable as Saudi's cuts offset UAE's increase [8] - Business Cooperation: Libya's National Oil Corporation signed a memorandum with ExxonMobil after a ten - year interruption [8]