建信期货原油日报-20250926

Group 1: General Information - Report Type: Crude Oil Daily Report [1] - Date: September 26, 2025 [2] - Research Team: Energy and Chemical Research Team [4] Group 2: Market Review and Operation Suggestions - WTI Main Contract: Opened at $63.64, closed at $64.81, with a high of $65.05, a low of $63.25, a daily increase of 2.21%, and a trading volume of 26.19 million barrels [6] - Brent Main Contract: Opened at $67.17, closed at $68.26, with a high of $68.51, a low of $66.79, a daily increase of 1.93%, and a trading volume of 39.14 million barrels [6] - SC Main Contract: Opened at 486.3 yuan/barrel, closed at 490.6 yuan/barrel, with a high of 491.3 yuan/barrel, a low of 485.8 yuan/barrel, a daily increase of 1.72%, and a trading volume of 8.26 million barrels [6] - Core View: Due to continuous attacks on Russian energy facilities by Ukraine, overnight oil prices rose. EIA data showed that US crude oil and gasoline inventories declined simultaneously, and the pace of crude oil destocking slowed after net imports returned to normal. EIA and IEA raised their global crude oil supply forecasts in their monthly reports, with the expected pace of inventory accumulation accelerating. Oil prices will remain under pressure in the medium term, and a short - selling strategy is recommended. The restart of the Ceyhan pipeline may further pressure the supply side, so short on rallies [6] Group 3: Industry News - The European Commission will propose a plan to increase tariffs on Russian oil imports in due course [9] - The Russian Ministry of Economic Development expects Brent crude oil prices to reach $70 per barrel from 2026 to 2027 [9] - Oil exports through the Iraq - Turkey pipeline are about to resume [9] - Saudi Arabia's oil export value in July decreased by 0.7% year - on - year, while non - oil exports increased by 30.4% [9] Group 4: Data Overview - Data includes global high - frequency crude oil inventory, EIA crude oil inventory, US crude oil production growth rate, Dtd Brent price, WTI spot price, Oman spot price, US gasoline consumption, and US diesel consumption [10][11][14][20]