Report Industry Investment Rating - Not provided Core Viewpoints - Saudi Arabia raised the official selling price of its flagship Arab Light crude oil for September sales to Asia to a premium of $3.20 per barrel over the Oman/Dubai average, up $1 from August, citing tight supply and strong demand [1] - The U.S. commercial crude oil inventory decreased by 3 million barrels to 423.7 million barrels in the week ending August 1st, due to an increase in crude oil exports [2] - Trump's envoy's meeting with Putin made "significant progress", but the possibility of further sanctions on Moscow's oil revenue was not ruled out, and Trump signed an executive order to impose an additional 25% tariff on Indian goods [3] - OPEC+ agreed to increase oil production by 547,000 barrels per day in September, and the UAE will increase production by about 2.5 million barrels per day, accounting for about 2.4% of global demand [3] - Russian President Putin and former U.S. President Trump have reached an intention to meet, and the summit is likely to be held next week [3] - In the asphalt market, prices in North China and Shandong decreased by 10 - 70 yuan/ton, while prices in other regions remained stable. The asphalt price in Shandong and Hebei may still have a slight downward space [4] Summary by Related Content Crude Oil Market - Saudi Price Adjustment: On August 6th, Saudi Arabia raised the official selling price of its September - bound Arab Light crude oil to Asian customers to a $3.20 - per - barrel premium over Oman/Dubai crude, up $1 from August [1] - U.S. Inventory Report: As of August 1st, U.S. commercial crude oil inventory decreased by 3 million barrels to 423.7 million barrels, with exports increasing by 620,000 barrels per day to 3.3 million barrels per day [2] - Political Uncertainty: Trump's envoy's meeting with Putin had "significant progress", but further sanctions on Moscow's oil revenue were not excluded, and Trump imposed a 25% tariff on Indian goods [3] - OPEC+ Production Increase: OPEC+ agreed to increase September oil production by 547,000 barrels per day, and the UAE will increase production by about 2.5 million barrels per day [3] - Russia - U.S. Summit: Putin and Trump are likely to hold a summit next week [3] Asphalt Market - Price Changes: North China and Shandong's asphalt prices decreased by 10 - 70 yuan/ton, while other regions' prices were stable. The price in Shandong and Hebei may still decline slightly [4] - Demand and Inventory: In the northwest, demand was boosted by key projects; in the south, demand was delayed by rain and funds, and social inventory needed to be digested [4]
沥青数据日报-20250808
Guo Mao Qi Huo·2025-08-08 08:46