高盛：2025-2026年油价走低（即短期内出现过剩）可能导致美国页岩油产量的峰值提前且降低。 ...

高盛：未来两年，除俄罗斯以外的非欧佩克国家页岩油项目的石油产量增长可能会加速至100万桶/日。 ...

据俄新社报道，俄罗斯副总理诺瓦克周一表示，欧佩克+尚未在会议前讨论将石油产量再提高41万桶/日 的问题。欧佩克+将于28日举行线上部长级会议。诺瓦克表示，预计他们将讨论当前的市场形势、预测 和一些"调整"。欧佩克+的8个国家还将举行另一次会议，这些国家曾承诺额外自愿削减石油产量。三位 欧佩克+消息人士周一早些时候称，他们将于5月31日召开会议，比原计划提前一天。诺瓦克还表示， 七国集团和欧盟计划将俄罗斯石油价格上限从目前的60美元/桶收紧至50美元/桶，这是不可接受的，这 些限制措施未能遏制俄罗斯的石油出口。(第一财经) ...

Core Viewpoint - OPEC+ has postponed the meeting regarding July oil production policy to May 31 [1] Group 1 - Multiple representatives indicated the delay in the OPEC+ meeting [1]

Core Viewpoint - Oil prices are declining due to the dual impact of Trump's trade policies and OPEC+ production decisions, with the market awaiting further signals [1] Group 1: Oil Prices - Recent trends indicate a significant drop in oil prices, influenced by geopolitical factors and production strategies [1] - The market is closely monitoring the implications of OPEC+ decisions on future oil supply and pricing [1] Group 2: Trade Policies - Trump's trade policies are contributing to market volatility, affecting investor sentiment and oil demand forecasts [1] - The interplay between trade policies and oil production decisions is critical for understanding market dynamics [1]

图表：湖北省液化石油气产量分月（当月值）统计 摘要：【图】2025年3月湖北省液化石油气产量数据 2025年1-3月液化石油气产量分析： 据国家统计局数据，在2025年的前3个月，湖北省规模以上工业企业液化石油气产量累计达到了34.7万 吨，与2024年同期的数据相比，增长了40.4%，增速较2024年同期高4.1个百分点，继续保持快速增长， 增速较同期全国高41.9个百分点，约占同期全国规模以上企业液化石油气产量1357万吨的比重为2.6%。 图表：湖北省液化石油气产量分月（累计值）统计 2025年3月液化石油气产量分析： 单独看2025年3月份，湖北省规模以上工业企业液化石油气产量达到了11.5万吨，与2024年同期的数据 相比，3月份的产量增长了34.7%，增速较2024年同期高7.9个百分点，继续保持快速增长，增速较同期 全国高37.5个百分点，约占同期全国规模以上企业液化石油气产量451.5万吨的比重为2.5%。 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汽油市场调研与发展前景 柴油发展现状及前景预测橡胶市场调研及发展趋势 塑料行 ...

黑色盒属数据日报 | 2025/05/26 | | 国贸期货出品 ITG 国贸期货 | | --- | --- | --- | | 投资咨询业务资格:证监许可[2012] 31号 | | | | 黑色金属研究中心 | 执业证号 | 投资咨询证号 | | 张宝慧 | F0286636 | Z0010820 | | 黄志鸿 | F3051824 | Z0015761 | | 节子勖 | F03094002 | Z0020036 | | | 远月合约收盘价 | RB2601 | HC2601 | 12601 | J2601 | JM2601 | 7000 | | --- | --- | --- | --- | --- | --- | --- | --- | | | (元/吨) | | | | | | 6000 | | | 5月23日 | 3059.00 | 3198.00 | 682. 50 | 1406. 50 | 820. 50 | 5000 | | | 涨跌值 | -22.00 | -26.00 | -9.00 | -27.50 | -30. 00 | 4000 | | | | -0.71 | | | | | ...

Investment Rating - The report maintains a "Buy" rating for several steel companies including Baosteel, Hualing Steel, and Nanjing Steel, among others [5]. Core Viewpoints - The report indicates that pig iron prices are gradually declining, leading to a slight recovery in steel profits. The raw material costs are expected to ease further, which may enhance the profitability of steel companies [5]. - Economic data from January to April shows a continued weakness in the real estate sector, while automotive production maintains year-on-year growth. The potential for crude steel production regulation is increasing amid uncertain external demand and weak domestic recovery [5]. Price Trends - As of May 23, steel prices have decreased, with Shanghai's 20mm HRB400 rebar priced at 3160 CNY/ton, down 40 CNY/ton from the previous week. Other steel products also saw price declines [3][11]. - The report details specific price changes for various steel products, indicating a general downward trend in prices over the past week [12]. Production and Inventory - As of May 23, the production of five major steel products increased to 8.72 million tons, a rise of 40,900 tons week-on-week. However, the total inventory of these products decreased by 331,000 tons to 9.5954 million tons [4]. - The apparent consumption of rebar is estimated at 2.4713 million tons, reflecting a decrease of 131,600 tons week-on-week [4]. Profitability Analysis - The report notes an increase in profits for plate products, with long-process rebar, hot-rolled, and cold-rolled margins changing by 0 CNY/ton, +23 CNY/ton, and +69 CNY/ton respectively compared to the previous week [3]. Investment Recommendations - The report recommends several companies for investment: 1. General steel sector: Baosteel, Hualing Steel, Nanjing Steel 2. Special steel sector: CITIC Special Steel, Yongjin Co., and Xianglou New Materials 3. Pipe materials: Jiuli Special Materials, Wujin Stainless Steel, Youfa Group - It also suggests paying attention to high-temperature alloy stocks like Fushun Special Steel [5].

Core Viewpoint - Oil prices are expected to decline this week due to concerns over OPEC+ supply increases amidst an already oversupplied market [1] Group 1: OPEC+ Supply Concerns - There are growing worries about OPEC+'s potential significant increase in production levels for July, which is putting pressure on the oil market [1] - Analysts from ING indicate that the oil market is facing new pressures as rumors circulate regarding OPEC+'s handling of its production levels [1] - A larger scale supply increase following May and June will solidify OPEC's policy shift from defending prices to defending market share [1] Group 2: Geopolitical Factors - Traders are closely monitoring geopolitical developments, particularly concerns about a broader conflict in the Middle East [1] - The upcoming negotiations between the U.S. and Iran scheduled for Friday are also a point of concern for market participants [1]

农产品日报 | 2025-05-23 郑棉窄幅震荡，糖价承压运行 棉花观点 市场要闻与重要数据 期货方面，昨日收盘棉花2509合约13430元/吨，较前一日变动-10元/吨，幅度-0.07%。现货方面，3128B棉新疆到 厂价14539元/吨，较前一日变动+52元/吨，现货基差CF09+1109，较前一日变动+62；3128B棉全国均价14621元/吨， 较前一日变动+54元/吨，现货基差CF09+1191，较前一日变动+64。 宏观及政策风险、主产国天气 白糖观点 市场要闻与重要数据 期货方面，昨日收盘白糖2509合约5855元/吨，较前一日变动-8元/吨，幅度-0.14%。现货方面，广西南宁地区 白糖现货价格6160元/吨，较前一日变动+10元/吨，现货基差SR09+305，较前一日变动+18。云南昆明地区白 糖现货价格5980元/吨，较前一日变动+10元/吨，现货基差SR09+125，较前一日变动+18。 近期市场资讯，航运机构Williams发布的数据显示，截至5月21日当周，巴西港口等待装运食糖的船只数量为79艘， 此前一周为86艘。港口等待装运的食糖数量为314.74万吨（高级原糖数量为295.3 ...