原油成品油早报-20260324

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core Viewpoints of the Report - This week, oil prices continued to rise, with the traffic volume in the Strait of Hormuz remaining low. On March 18, 3 oil tankers passed through, none of which were crude oil tankers. The average daily tanker traffic volume in the past week was less than 2 vessels, resulting in a de - facto paralysis of navigation. [5] - Trump threatened to strike and destroy various power plants in Iran if it did not resume the passage of the Strait of Hormuz within 48 hours. Iran responded that if its power plants were targeted, it would strike energy and oil facilities in the entire Middle East, leading to a long - term increase in oil prices. [5] - This week, the premium of Oman crude oil rose to $60 per barrel. Affected by the escalation of the Middle East situation, the spread between Brent and WTI reached the highest level in nearly a decade. [5] - On March 20, the United States approved a 30 - day authorization to conditionally relax sanctions on Iranian oil products. [5] - Recently, the global floating storage has significantly reduced its inventory, with an average daily inventory reduction of 1.8 million barrels. Goldman Sachs estimates that there are about 131 million barrels of Russian oil and 105 million barrels of Iranian oil at sea, which can offset the supply interruption in the Strait of Hormuz for two weeks. [5] - In the case of a de - facto interruption of the strait, the price in the compliant market still faces an upward drive. Attention should be paid to whether Trump will have constructive dialogues with Iran regarding the strait's navigation and geopolitical situation next week. [5] Group 3: Summary by Relevant Catalogs 1. Daily News - Iranian media reported that the US and Israel attacked two energy infrastructure facilities in Iran, including a natural gas company building and a natural gas decompression station in Isfahan, and a natural gas pipeline at the Khorramshahr power plant, with no casualties. [3] - The Trump administration is secretly evaluating the possibility of taking Iranian Parliament Speaker Ghalibaf as a potential partner and even a future Iranian leader. [4] - Thousands of US Marines are expected to arrive in the Middle East on Friday. Trump set this day as the deadline for Iran to reopen the Strait of Hormuz. [4] - An Iranian senior official said that Trump has no right to set conditions or deadlines for negotiations. Iran and the US have exchanged information through Egypt and Turkey to ease tensions, but the US has not accepted Iran's two core conditions: compensation for losses and recognition of aggression against Iran. [4] - Trump said that he is in consultations with Iran to reach a broader agreement, and the discussions started last Saturday. [5] 2. Weekly Inventory - In the week ending March 13, US crude oil exports increased by 1.464 million barrels per day to 4.898 million barrels per day, while domestic crude oil production decreased by 10,000 barrels to 13.668 million barrels per day. [5] - Commercial crude oil inventories excluding strategic reserves increased by 6.156 million barrels to 449 million barrels, a 1.39% increase. [5] - The four - week average supply of US petroleum products was 21.041 million barrels per day, a 2.14% increase compared to the same period last year. [5] - The US Strategic Petroleum Reserve (SPR) inventory remained unchanged at 415.4 million barrels in the week ending March 13. [5] - US imports of commercial crude oil excluding strategic reserves were 7.194 million barrels per day in the week ending March 13, an increase of 772,000 barrels per day compared to the previous week. [5] - The EIA gasoline inventory in the week ending March 13 was - 5.436 million barrels (expected - 1.607 million barrels, previous value - 3.654 million barrels), and the EIA refined oil inventory was - 2.527 million barrels (expected - 1.525 million barrels, previous value - 1.349 million barrels). [5]