原油日报-20260211

Report Information - Report Title: Crude Oil Daily Report, February 11, 2026 [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 Viewpoint - International oil prices are trending strongly. There are continuous contradictory reports about the progress of diplomatic negotiations between the US and Iran, and the market is interpreting different signals regarding the risk of supply disruptions in the Middle East. The market is closely watching the meeting between Trump and Israeli Prime Minister Benjamin Netanyahu, with the general expectation that Netanyahu will urge the US to take a tougher stance on Tehran's ballistic missile program. It is expected that international oil prices will fluctuate strongly, with the Brent main contract focusing on the range of $67 - $69 [3] Summary by Directory Trade Logistics - The Indian Coast Guard seized three oil tankers suspected of oil smuggling, the country's first tough measure against the so - called "dark fleet" [3] Spot Transactions - Bharat Petroleum Corporation and Mangalore Refinery and Petrochemicals Limited in India have purchased Venezuelan Merey crude oil, expected to arrive in April [3] Oilfield Pipelines - Petronas of Malaysia announced on Wednesday that it will launch nine exploration blocks in the "2026 Malaysia Tender Round" [3] - Two Saudi Arabian companies and three US companies plan to form a consortium for oil and gas exploration and energy production in northeastern Syria [3] - Equinor plans to significantly increase its overseas oil and gas production by 2030, and its international oil and gas asset portfolio will resume growth in the coming years [3] - The US government issued a general license allowing oilfield service companies to operate in Venezuela, and the Trump administration is relaxing sanctions to promote the reconstruction of Venezuela's crude oil infrastructure [3] Geopolitics - Israeli Prime Minister Benjamin Netanyahu met with Donald Trump at the White House on Wednesday, as Israel's concerns about a possible diplomatic agreement between Iran and the US are increasing [3] Refinery Dynamics - The sale of the parent company of Citgo Petroleum, owned by Venezuela, to an affiliate of Elliott Investment Management is still frozen months after the US court approved the sale process, making it difficult for the US refiner to make key investment and financial decisions [3] - The management of a Russian - owned refinery in Germany has privately warned the Berlin authorities that US sanctions are harming its business and threatening the fuel supply in the German capital and surrounding areas [3]