建信期货原油日报-20250904

Group 1: General Information - Report Type: Crude Oil Daily Report [1] - Date: September 4, 2025 [2] Group 2: Research Team - Energy and Chemical Research Team: Li Jie (Crude Oil and Asphalt), Ren Junchi (PTA, MEG), Peng Haozhou (Industrial Silicon and Carbon Market), Peng Jinglin (Polyolefins), Liu Youran (Pulp), Feng Zeren (Glass and Soda Ash) [4] Group 3: Market Review and Operation Suggestions - Price Changes: WTI rose 2.52% to $65.62, Brent rose 1.35% to $69.07, and SC rose 0.69% to 493.2 yuan/barrel [6] - Trading Volume: WTI had 29.61 million lots, Brent had 34.61 million lots, and SC had 9.09 million lots [6] - Market Drivers: Tension between the US and Venezuela and falling US oil and product inventories supported prices, but the end of the US travel season and weak consumption may limit upside [6] - Outlook: Oil prices are expected to continue to consolidate and may fall again in the medium term, and short - sellers should watch for entry opportunities [6] Group 4: Industry News - Kazakhstan's crude oil production in August increased 2% month - on - month to 1.88 million barrels per day [7] - Russia and the US will hold a new round of consultations [7] - Iran said the path to negotiations with the US is not closed [7] Group 5: Data Overview - Data Charts: Include global high - frequency crude oil inventory, WTI and Brent fund positions, spot prices, US crude oil production growth rate, and EIA crude oil inventory [9][11][19][22] - Data Sources: Bloomberg, wind, CFTC, EIA, and the research and development department of CCB Futures [10][11][15]