冠通期货早盘速递-20260319

Group 1: Hot News - Iran's South Pars gas field and some petrochemical facilities in Asaluyeh were attacked by the US and Israel, and Iran declared to strike back at US - related oil facilities and listed energy facilities of Saudi Arabia, UAE, and Qatar as legitimate targets. Iraq reported a complete halt of Iranian - supplied natural gas [2] - The conflict between the US, Israel, and Iran has severely impacted global energy supply. The daily average oil exports of eight Middle - Eastern countries dropped by about 61% compared to the February average according to Kpler, and by 71% according to Vortexa [2] - The Federal Reserve kept the federal funds rate target range at 3.50% - 3.75%, with a 11 - 1 vote. Fed理事米兰 opposed and advocated a 25 - basis - point rate cut. The economic outlook has high uncertainty due to the Middle - East situation [3] - Guinea will limit bauxite exports by early April to stabilize prices and may link exports to production levels in mining feasibility studies [3] - As of the week ending March 18, national key steel product output and inventory data showed that building material output increased by 32.01 million tons, factory inventory decreased by 43.12 million tons, social inventory increased by 5.54 million tons, and total inventory decreased by 37.58 million tons [3] Group 2: Key Focus - Key commodities to focus on are urea, lithium carbonate, low - sulfur fuel oil, crude oil, and PP [4] Group 3: Night - trading Performance - Different commodity sectors had various night - trading performance. For example, non - metallic building materials had a 2.39% increase, precious metals had a 29.01% increase, and so on [4] Group 4: Position Changes - There were changes in the positions of different commodity futures sectors in the past five days [5] Group 5: Performance of Major Asset Classes - Different asset classes had different daily, monthly, and yearly performance. For example, the Shanghai Composite Index had a 0.32% daily increase, a - 2.40% monthly decrease, and a 2.37% yearly increase [6] Group 6: Major Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold, LME copper, etc. [7]