建信期货原油日报-20260305

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The short - term geopolitical situation will make oil prices rise strongly. SC is more strongly supported than foreign markets, and its volatility will increase. There is still great uncertainty in the US - Iran situation, and attention should be paid to the later navigation time of the Strait [5] 3. Summary by Relevant Catalogs 3.1. Market Review and Operation Suggestions - Market Review: WTI opened at $71.23, closed at $74.80, with a high of $77.98, a low of $70.41, a daily increase of 5.01%, and a trading volume of 98.19 million hands. Brent opened at $79, closed at $81.96, with a high of $85.12, a low of $78.38, a daily increase of 5.43%, and a trading volume of 121.02 million hands. SC opened at 624.7 yuan/barrel, closed at 641.1 yuan/barrel, with a high of 651.1 yuan/barrel, a low of 594.1 yuan/barrel, a daily increase of 14%, and a trading volume of 25.49 million hands [5] - Operation Suggestions: Due to Iran's blockade of the Strait of Hormuz and the US's offer to protect ships passing through the strait, the market is still doubtful about the passage capacity of the strait. Short - term geopolitical factors will support the upward trend of oil prices, and SC will be more strongly supported and more volatile [5] 3.2. Industry News - Goldman Sachs: If the supply disruption in the Strait of Hormuz lasts for five weeks, Brent crude oil will rise to $100. - JPMorgan: The crude oil supply from Iraq and Kuwait may decrease by 3.3 million barrels per day within a few days. - Reuters: An oil tanker crossed the Strait of Hormuz to the UAE to load oil on Tuesday. - CNN: Only two oil tankers and chemical ships passed through the Strait of Hormuz on Monday [9] 3.3. Data Overview - The report includes data on global high - frequency crude oil inventory, EIA crude oil inventory, US crude oil production growth rate, WTI spot price, Oman spot price, Dtd Brent price, US gasoline consumption, and US diesel consumption. The data sources are EIA, wind, Bloomberg, etc. [8][14][15][19]