建信期货原油日报-20250815

Group 1: Report Information - Industry: Crude Oil [1] - Date: August 15, 2025 [2] Group 2: Market Review and Operation Suggestions - WTI main contract opened at $62.38, closed at $62.04, with a high of $62.59, a low of $61.29, a decline of 0.7%, and a trading volume of 1.924 billion barrels [6] - Brent main contract opened at $66.14, closed at $65.74, with a high of $66.33, a low of $65.01, a decline of 0.57%, and a trading volume of 3.101 billion barrels [6] - SC main contract opened at 490.2 yuan/barrel, closed at 481.9 yuan/barrel, with a high of 490.5 yuan/barrel, a low of 480 yuan/barrel, a decline of 1.75%, and a trading volume of 777 million barrels [6] - EIA data showed that as of the week ending August 8, US crude oil inventories increased significantly, and the IEA monthly report raised the global supply forecast, causing overnight oil prices to continue to decline [6] - US and Russian leaders are about to have direct talks. The US hopes to achieve a cease - fire in Russia and Ukraine through sanctions. Sanctions on Russian oil may have a short - term impact [7] - As of the week ending August 1, US gasoline demand was below the 5 - year average. Gasoline consumption in the peak season did not pick up significantly, and oil consumption growth was barely positive after 5 consecutive weeks below the 2024 level. US peak - season travel consumption was lower than expected [7] - Overall, US peak - season consumption this year has not improved significantly, and oil prices are mainly bearish. If the US imposes secondary tariffs on Russian oil, it may be an opportunity to enter short positions [7] Group 3: Industry News - Russia announced a production cut of 85,000 barrels per day from July to November and an additional 9,000 barrels per day in December [8] - In July, Russia's seaborne oil product exports decreased by 6.6% month - on - month [8] - CPC's oil exports in July increased by 3% month - on - month to 6.55 million tons [8] Group 4: Data Overview - The report provides data on global high - frequency crude oil inventories, WTI and Brent fund positions, spot prices of WTI and Oman, Dtd Brent price, US crude oil production growth rate, and EIA crude oil inventories, with data sources including Bloomberg, wind, CFTC, and EIA [11][13][19]