原油成品油早报-20260319

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - This week, the impact of the US-Iran situation on the global crude oil market supply has escalated. VLCCs still cannot pass through the Strait of Hormuz, and about 10 million barrels per day of Middle Eastern production has been shut down. The International Energy Agency has announced the largest - scale emergency oil reserve release in history, but it cannot fundamentally alleviate the upstream production interruption problem. The core depends on the duration of the strait blockade. The crude oil forward curve currently prices the interruption disturbance for about 30 days, but the disturbance time is expected to be longer, and the international crude oil market still faces upward price risks next week [6] 3. Summary by Relevant Catalogs 3.1 Oil Price Data - From March 12 to March 18, 2026, WTI increased by 0.11 to 96.32, BRENT increased by 3.96 to 107.38, and DUBAI increased by 13.58 to 136.42. Other indicators such as SC, OMAN, and various refined oil products also had corresponding price changes [3] 3.2 Daily News - Saudi Arabia's foreign minister stated that the little trust left with Iran has completely broken down - Iran's energy facilities were attacked, and Iran vowed to strike the oil facilities of three Middle - Eastern countries in retaliation - Trump hopes that Israel will suspend further attacks on Iran's energy facilities - US Vice - President Vance will hold a closed - door meeting with oil executives and announce several measures to deal with oil prices within 24 to 48 hours [3][5][6] 3.3 Weekly Inventory - In the week of March 13, US crude oil exports increased by 1.464 million barrels per day to 4.898 million barrels per day, domestic crude oil production decreased by 100,000 barrels to 13.668 million barrels per day. Commercial crude oil inventories (excluding strategic reserves) increased by 6.156 million barrels to 449 million barrels, with a growth rate of 1.39%. EIA gasoline inventory decreased by 5.436 million barrels, and EIA refined oil inventory decreased by 2.527 million barrels [6]