Group 1 - Iran's National Oil Company stated that the recent Israeli airstrikes did not damage any of its refining or oil storage facilities, and operations and fuel supply remain stable [1] - Following the airstrikes, oil prices surged by 13% in a single day, marking the largest daily increase since the Russia-Ukraine conflict began in 2022 [3] - Analysts from ING indicated that if Iran's midstream and upstream assets are targeted, up to 1.7 million barrels per day of export supply could be at risk, potentially shifting the oil market from surplus to deficit in the second half of the year [3] Group 2 - Commodity strategist Warren Patterson suggested that Brent crude prices could rise to $80 per barrel if tensions escalate, although prices may stabilize around $75 [3] - In a worst-case scenario, such as the closure of the Strait of Hormuz, approximately 14 million barrels of oil supply could be at risk, which could push prices to $120 per barrel [3] - Charu Chanana, chief investment strategist at Saxo Bank, noted that if Middle Eastern tensions escalate, oil prices could spike to $80, but increased OPEC+ production might limit this rise and lead to concerns about oversupply in the fall [3]

Core Insights - International oil prices have surged, positively impacting palm oil futures, which are leading the oilseed sector [1] - Analysts suggest that the spike in international crude oil prices may create a bullish sentiment for oilseeds [1] - There are renewed discussions regarding biodiesel in the U.S., which may lead to a short-term adjustment in palm oil prices [1]

订阅美国CPI +订阅 跟踪中东局势动态 +订阅 摩根大通：对伊朗发动袭击可能会使油价飙升至120美元/桶，并推动美国CPI升至5%。 ...