建信期货原油日报-20260121

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The US is accelerating the takeover of Venezuela's oil industry and has started selling the first batch of Venezuelan oil, which is marginally bearish for the supply side. It is highly likely that Venezuela will achieve a daily production increase of 100,000 barrels this year. The situation in Iran has cooled down, but the US still retains the option to strike. Geopolitical conflicts that do not substantially affect crude oil production and exports will be good selling points. It is expected that short - term oil prices will follow the Middle East situation, and investors should be cautious about chasing up [6]. 3. Summary by Directory 3.1行情回顾与操作建议 - Market Quotes Review: WTI's opening price was $58.94, closing price was $59.43, with a maximum of $59.56, a minimum of $58.53, a daily increase of 0.15%, and a trading volume of 11.99 million hands. Brent's opening price was $63.63, closing price was $64.18, with a maximum of $64.39, a minimum of $63.26, a daily increase of 0.08%, and a trading volume of 22.42 million hands. SC's opening price was 437.5 yuan/barrel, closing price was 437 yuan/barrel, with a maximum of 440.8 yuan/barrel, a minimum of 436.3 yuan/barrel, a daily decrease of 1.27%, and a trading volume of 5.2 million hands [6]. - Operation Suggestion: It is expected that short - term oil prices will follow the Middle East situation, and investors should be cautious about chasing up [6]. 3.2 行业要闻 - The International Energy Agency states that due to sufficient supply, oil and gas prices will face downward pressure for several years. - Market news indicates that operations at four oil terminals in Libya have been suspended due to bad weather. - According to Interfax, sources say that Russia's ban on gasoline exports by producers may be lifted in February [7]. 3.3 数据概览 - The report presents multiple data charts, including 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, with data sources from Bloomberg, EIA, and wind [9][13][20][22].