建信期货原油日报-20260109

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - In the short term, geopolitical tensions have eased, and there is insufficient support for oil prices. Venezuelan resources will flow to the US first, which will support the domestic asphalt market. In the long - term, as the US takes over Venezuela's oil sector, sanctions will be gradually lifted, and production capacity will gradually recover, putting pressure on the supply side [7] - The EIA data from the week ending on the 2nd shows that US crude oil inventories decreased by 3.83 million barrels, but gasoline and diesel inventories increased significantly, and the data is neutral [6] 3. Summary by Directory 3.1 Market Review and Operation Suggestions - WTI's opening price was $57, closing price was $56.4, highest price was $57.17, lowest price was $55.76, with a decline of 1.28% and a trading volume of 352,400 lots. Brent's opening price was $60.1, closing price was $60.39, highest price was $60.93, lowest price was $59.81, with a decline of 0.51% and a trading volume of 467,400 lots. SC's opening price was 421.4 yuan/barrel, closing price was 416.2 yuan/barrel, highest price was 422.5 yuan/barrel, lowest price was 414.1 yuan/barrel, with a decline of 2.02% and a trading volume of 70,300 lots [6] - The US has lifted some sanctions on Venezuelan crude oil and started selling Venezuelan crude. Trump said that Venezuela's interim administration will transfer 30 - 50 million barrels of high - quality, sanctioned oil to the US, and Venezuela must cooperate only with the US in oil production and prioritize the US when selling heavy crude [6] 3.2 Industry News - Trump said he has started making money for the US by obtaining sanctioned oil. Trump and his advisors are planning a large - scale plan to dominate Venezuela's oil industry in the coming years. Trump hopes to push oil prices down to $50 per barrel. If successful, the US will control most of the Western Hemisphere's oil reserves. One proposed plan is for the US to control the Venezuelan state - owned oil company PdVSA to some extent, including obtaining and selling most of its crude oil production [8] 3.3 Data Overview - The report presents multiple data charts, including global high - frequency crude oil inventories, EIA crude oil inventories, US crude oil production growth rate, WTI and Brent spot prices, and US gasoline and diesel consumption, with data sources from Bloomberg, EIA, and Wind [11][12][17]