沥青数据日报-20251127

Group 1: Market Data - Current spot prices of asphalt in different regions: East China 3200, Northeast 3440, South China 3100, Northwest 3940, Shandong 3020 [1] - Previous spot prices of asphalt in different regions: East China 3200, Northeast 3440, South China 3100, Northwest 3940, Shandong 3020 [1] - Spot price changes in different regions: Northeast -10, others 0 [1] - Current futures prices: BU2512 3036, BU2601 3043, BU2602 3037 [1] - Previous futures prices: BU2512 3064, BU2601 3068, BU2602 3060 [1] - Futures price changes: BU2512 -0.91%, BU2601 -0.81%, BU2602 -0.75% [1] Group 2: Oil Market News - As of the week ending November 21, US crude oil inventories decreased by 1.86 million barrels [1] - Market expectations for the Fed to cut interest rates at the December 9 - 10 policy meeting are rising, providing support to the oil market [2] - Even if US sanctions ease, European country's oil production is unlikely to increase significantly due to OPEC+ quota and full - capacity facilities [2] - Ukraine has agreed in principle to a US - proposed peace agreement, but some terms need discussion [2] - Experts predict that in 2026, crude oil supply growth will exceed demand growth, with an expected surplus of at least 2 million barrels per day in 2026 and no clear path to supply shortage in 2027 [2] Group 3: Asphalt Market Analysis - High - priced asphalt resources in North China have a slow shipment rhythm, and traders lowered prices to promote sales [3] - In the Northwest, due to the fire - transport price cut of Zhenhai Refining yesterday, the mainstream quotation center decreased [3] - In South China and East China, demand is lower than expected, and downstream enterprises are cautious in purchasing, keeping inventory prices stable [3] - In the short term, asphalt prices in Shandong and North China are likely to be weak, while in South China and East China, prices may remain stable due to expected supply contraction [3]