宝城期货原油早报-2026-03-12-20260312

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report believes that due to the ongoing geopolitical conflicts in the Middle East, international crude oil futures prices remain in a relatively strong pattern, which boosts domestic energy and chemical commodity futures prices. Although the US President signaled a possible end to the war with Iran, the actions between the US - Israel and Iran may not end, and geopolitical risks still exist. The IEA member countries have agreed to release 400 million barrels of strategic reserve crude oil, with the US planning to release 172 million barrels to suppress the short - term rapid rise in oil prices. In the short term, geopolitical risks persist, and the crude oil premium has increased again. It is expected that domestic crude oil futures on Thursday may maintain a trend of oscillating and strengthening [5]. 3. Summary by Relevant Catalog 3.1 Price and Trend - For the crude oil 2604 contract, the short - term, medium - term, and intraday trends are all oscillating and strengthening, with the core logic being the ongoing geopolitical conflicts [1]. - The intraday and medium - term views of crude oil (SC) are both oscillating and strengthening, and it is expected that domestic crude oil futures on Thursday may maintain this trend [5]. 3.2 Driving Logic - Although the US President signaled a possible end to the war with Iran, the actions between the US - Israel and Iran may not end, and the Middle East geopolitical risks still exist, keeping international crude oil futures prices in a strong pattern [5]. - As oil prices rise sharply, IEA member countries have agreed to release 400 million barrels of strategic reserve crude oil, with the US releasing 172 million barrels to suppress short - term rapid price increases [5]. - Geopolitical risks remain in the short term, and the crude oil premium has increased again. The prices of domestic and international crude oil futures remained firm and rebounded significantly on Wednesday night [5].