Group 1 - The domestic futures market for black metals shows a predominantly positive trend, with iron ore futures experiencing fluctuations around 700.0 CNY/ton, reaching a high of 708.0 CNY and a low of 699.0 CNY, reflecting an increase of approximately 1.14% [1] - Copper Crown Jin Yuan Futures indicates a slight increase in port inventory, suggesting a slightly loose supply due to a rise in overseas shipments and arrivals, which are at the highest level for the same period in the last three years [1] - Demand from steel mills is weakening as maintenance and shutdowns increase during the off-season, leading to a continued decline in molten iron production [1] Group 2 - Zhongcai Futures analyzes that the overall supply of iron ore is strong while demand is weak, with an increase in shipments and arrivals expected to lead to a loose supply situation [1] - The average daily molten iron production is expected to continue declining as steel mills operate based on demand, indicating a weakening demand side [1] - Despite high port inventories, the high daily consumption of molten iron is expected to provide short-term support for iron ore prices, maintaining a view of weak fluctuations [2]

Core Insights - In the first three months of 2025, the production of soda ash (sodium carbonate) in Chongqing reached 322,000 tons, representing a decline of 10.6% compared to the same period in 2024, with a growth rate 22.5 percentage points lower than in 2024 and 14.8 percentage points lower than the national average [1] - In March 2025, the production of soda ash in Chongqing was 151,000 tons, showing a growth of 21.4% year-on-year, with a growth rate 13.8 percentage points higher than in 2024 and 13.6 percentage points higher than the national average [2] Production Analysis - The cumulative production of soda ash in Chongqing for the first quarter of 2025 accounted for 3.3% of the national total production of 9,794,672.5 tons [1] - In March 2025, Chongqing's production represented 4.3% of the national total production of 3,480,489.6 tons [2]

摘要：【图】2025年3月黑龙江省燃料油产量数据 2025年1-3月燃料油产量分析： 图表：黑龙江省燃料油产量分月（当月值）统计 注：主要能源产品产量月度统计范围为规模以上工业法人单位，即年主营业务收入2000万元及以上的工 业企业。 据国家统计局数据，在2025年的前3个月，黑龙江省规模以上工业企业燃料油产量累计达到了17.6万 吨，与2024年同期的数据相比，增长了0.5%，增速较2024年同期低8.6个百分点，增速放缓，增速较同 期全国高10.3个百分点，约占同期全国规模以上企业燃料油产量1084万吨的比重为1.6%。 图表：黑龙江省燃料油产量分月（累计值）统计 2025年3月燃料油产量分析： 单独看2025年3月份，黑龙江省规模以上工业企业燃料油产量达到了4.9万吨，与2024年同期的数据相 比，3月份的产量下降了20.4%，增速较2024年同期低37.6个百分点，增速较同期全国低18.7个百分点， 约占同期全国规模以上企业燃料油产量390.4万吨的比重为1.3%。 产业调研网为您提供更多 石油化工行业最新动态 石油发展前景趋势分析 化工的现状和发展趋势 日化行业现状与发展趋势润滑油市场现状及前景分析 ...

Group 1 - International oil prices showed volatility, with a decline in closing prices on June 10, 2023. The price of light crude oil futures for July delivery fell by $0.31 to $64.98 per barrel, a decrease of 0.47%. Brent crude oil for August delivery decreased by $0.17 to $66.87 per barrel, down 0.25% [1] - Optimism surrounding the China-US trade talks is providing support for oil prices, as indicated by Harry Tchilinguirian from Onyx Capital Group [1] - Saudi Aramco is expected to ship approximately 47 million barrels of crude oil to China in July, a decrease of 1 million barrels compared to June, which may signal an early indication of OPEC+ exiting production cuts [1] Group 2 - According to a survey by S&P Global, analysts estimate a decrease of 1.9 million barrels in US commercial crude oil inventories, while gasoline and refined product inventories are expected to increase by 1.7 million barrels and 0.9 million barrels, respectively [2] - The US Energy Information Administration's monthly short-term energy outlook report indicates that US oil companies will reduce drilling activities due to low oil prices, leading to a decrease in drilling and completion numbers over the next 18 months [2] - The report projects that US average daily crude oil production will decline from 13.5 million barrels per day in Q2 to 13.3 million barrels per day in Q4 of this year, with an average slightly above 13.4 million barrels per day expected for the year [2]

EIA：预计明年美国原油产量将下降 此前预测将创下历史新高 金十数据6月11日讯，美国能源信息署（EIA）周二在月度《短期能源展望》报告中称，明年美国原油 日产量将降至约1337万桶，今年约为1342万桶。该预测标志着美国能源统计部门首次预测明年美国原油 产量将下降，此前该部门曾预测2025年和2026年的产量将创下历史新高。 ...

美国6月EIA次年短期前景美国原油产量预期 1337万桶/日，前值1349万桶/日。 ...

美国6月EIA当年短期前景美国原油产量预期 1342万桶/日，前值1342万桶/日。 ...

美国能源信息署（EIA）下调了2025年和2026年美国乙烷产量的预测，预计如果没有出口渠道，乙烷将 不会从天然气中分离出来。 ...

美国6月EIA次年天然气产量预期 1064亿立方英尺/日，前值1064亿立方英尺/日。 ...

Core Viewpoint - The EIA Short-Term Energy Outlook report projects that U.S. crude oil production will reach 13.37 million barrels per day by 2026, a decrease from the previous forecast of 13.49 million barrels per day [1] Group 1 - The revised production forecast indicates a downward adjustment in expected U.S. crude oil output for 2026 [1]