原油现货市场日报-20260210

Report Information - Report Date: February 10, 2026 [1] - Report Type: Crude Oil Spot Market Daily Report [1] - Researcher: Zhao Ruochen [2] - Futures Practitioner Certificate Number: F03151390 [2] - Investment Consulting Practitioner Certificate Number: Z0023496 [2] - Email: zhaoruochen_qh@chinastock.com.cn [2] Core Views - The risk premium that had declined during the US-Iran nuclear negotiations has rebounded in recent days due to the US advising US-flagged vessels to stay away from Iranian waters in the Strait of Hormuz. International oil prices are expected to fluctuate widely, with the Brent main contract to be monitored in the range of $65 - $68 [3] Industry News Trade and Logistics - The Adani Group received information requests from the US due to a media report alleging the company's import of Iranian oil products into India, raising concerns about potential sanctions [3] - The US government advised US-flagged vessels to stay away from Iranian waters when passing through the Strait of Hormuz. Tensions between Washington and Tehran have been rising after a vessel was harassed in the area last week [3] - The EU proposed sanctions on ports in Georgia and Indonesia that handle Russian oil [3] - Venezuela's crude oil production has rebounded to 1 million barrels per day due to relaxed production controls in the Orinoco Oil Belt [3] Energy Transition - The US Environmental Protection Agency plans to repeal a policy this week that provided a legal basis for a series of greenhouse gas emission control regulations, marking a significant policy regression by President Trump in addressing climate change [3] Spot Transactions - India's state-owned refiner Bharat Petroleum Corporation purchased 2 million barrels of Middle Eastern crude oil through a tender, with the cargo expected to arrive between April 5 and 14 [3] Oilfield Pipelines - The exploration and production subsidiary of Thailand's national oil company approved a new oil and gas development project in Malaysia. The project is expected to start initial oil production in 2028, with a target capacity of 15,000 barrels per day [3] Refinery Dynamics - A 100,000-barrel-per-day crude distillation unit at the Sakai refinery of Japan's Cosmo Oil Company in Osaka unexpectedly shut down on February 9, and the resumption time is uncertain [3]