KPLER原油库存数据报告:关注俄罗斯累库持续性
Zhong Xin Qi Huo·2025-11-24 11:53

Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - In the week of November 23, both global on - land crude oil inventories and floating storage inventories increased slightly, while the full - scope (including in - transit) inventories continued to decline from a high level. Year - on - year, the inventory pressure remained high. Regionally, inventories in China decreased slightly, while those in Russia, India, the Middle East, and Europe increased, with a significant jump in Russian inventories. Attention should be paid to the sustainability of subsequent inventory accumulation in Russia under the background of reduced exports [2] 3. Grouped Summaries - Global Inventory Situation - Global on - land crude oil inventories and floating storage inventories rose slightly in the week of November 23, and the full - scope (including in - transit) inventories continued to fall from a high level, but the year - on - year inventory pressure was still large [2] - Regional Inventory Changes - China: Crude oil inventories decreased slightly [2] - Russia: Crude oil inventories jumped significantly, and the sustainability of subsequent inventory accumulation under the background of reduced exports needs attention [2] - India: Crude oil inventories increased [2] - Middle East: Crude oil inventories increased [2] - Europe: Crude oil inventories increased [2]