沙特能源大臣Abdulaziz bin Salman私下告诉他人，沙特不会重复2018年的错误——当时特朗普说服 OPEC+在打击德黑兰出口前增产，但随后美国总统却向许多伊朗石油进口商发放豁免。 当以色列对伊朗发动突然袭击威胁中东石油供应时，沙特阿拉伯主导的OPEC+近期增产决定瞬间成为 市场焦点。 以沙特为首的产油国集团今年令石油市场大跌眼镜：即使在原油价格下跌的情况下，仍加速恢复闲置产 能。这一反常操作立即引发投机者猜测——沙特是否在响应白宫要求，为即将到来的对伊冲突提前释放 产能？ 美国此前已与伊朗举行多轮核谈判，但特朗普总统同时警告称，如果外交失败将考虑军事选择，而以色 列则公开推动对伊朗实施打击。 "我毫不怀疑特朗普要求沙特增产石油，以应对他的三大难题：伊朗、俄罗斯和通胀，"前布什政府顾 问、现任Rapidan Energy Group负责人Bob McNally表示。"但认为这种'要求'是为了使攻击成为可能，这 种推测过于牵强。" 利雅得的算盘：市场份额比政治压力更重要 分析师和交易员指出，沙特放松减产有其独立于地缘政治事件的内在逻辑。 在近三年的供应限制推高价格后，减产措施的效果正在减弱。重新恢 ...

Group 1 - The report by Wood Mackenzie predicts that oil production in the Gulf of Mexico will increase by 300,000 barrels per day by 2025 and by an additional 250,000 barrels per day by 2026, reaching over 2 million barrels per day, a 40% increase compared to 2022 [1] - The decline in U.S. shale oil production is attributed to falling oil prices, leading land producers to cut drilling activity and costs to offset the increasing oil supply from OPEC and its allies [1] - The U.S. Energy Information Administration (EIA) forecasts a 0.4% decrease in total U.S. oil production by 2026, marking the first decline since 2021, bringing production down to 13.37 million barrels per day [1] Group 2 - The significance of the Gulf of Mexico has changed dramatically over the past two decades, shifting from being overshadowed by the shale oil boom to regaining importance as oil prices decline [2] - Chevron plans to increase oil production in the Gulf of Mexico by 50% by 2026, reaching 300,000 barrels per day [2] - Shell's Sparta project is expected to come online by 2028, with a production capacity of 90,000 barrels per day, while BP aims to launch several projects by 2030, increasing capacity by approximately 20% to over 400,000 barrels per day [2] - The recovery of the Gulf of Mexico is attributed to a shift towards smaller-scale, simpler structures in offshore extraction, which reduces costs and enhances efficiency during price fluctuations [2]

伊朗石油部警告媒体未经官方批准不得发布涉及伊朗石油设施的潜在袭击或事件的新闻、图片或视频。 ...

Group 1 - The U.S. has rejected Europe's proposal to lower the price cap on Russian oil from $60 to $45 per barrel, which has diminished hopes for a production cut agreement among G7 leaders [1] - The EU and the UK are seeking to lower the price cap to further reduce Russia's oil revenue, which is seen as crucial funding for its war against Ukraine [1] - There are indications that the EU and the UK may explore lowering the price cap without U.S. involvement, as most Russian oil is transported near European waters [1] Group 2 - Following recent attacks by Israel on Iran, WTI crude oil prices surged over 13% in a single day, marking the largest daily increase since March 2022 [2] - The combination of policy disagreements and market volatility is creating a more unpredictable energy market environment for investors [5]

金融界2025年6月14日消息，国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团东 方地球物理勘探有限责任公司申请一项名为"三维层析反演连片并行计算实现方法及装置"的专利，公开 号CN120144234A，申请日期为2023年12月。 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事燃气生产 和供应业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集团 有限公司共对外投资了112家企业，参与招投标项目5000次，财产线索方面有商标信息1446条，专利信 息5000条，此外企业还拥有行政许可28个。 中国石油集团东方地球物理勘探有限责任公司，成立于2000年，位于保定市，是一家以从事专业技术服 务业为主的企业。企业注册资本1532478.7891万人民币。通过天眼查大数据分析，中国石油集团东方地 球物理勘探有限责任公司共对外投资了31家企业，参与招投标项目1974次，财产线索方面有商标信息 100条，专利信息3218条，此外企业还拥有行政许可241个。 专利摘要显示，本发明涉及石油勘探技术领域，提供了一种三维层析反演连片 ...

Geopolitical Impact on Oil Prices - The military strikes by Israel against Iran have heightened geopolitical risks in the Middle East, leading to significant fluctuations in international oil prices, with a closing increase of over 7% on June 13 [1][3] - As of the close on June 13, light crude oil futures for July delivery rose by $4.94 to $72.98 per barrel, marking a 7.26% increase, while Brent crude for August delivery increased by $4.87 to $74.23 per barrel, a 7.02% rise [1] Market Reactions and Concerns - Investors are concerned about potential retaliatory actions from Iran, which could escalate military conflicts and disrupt oil supplies, particularly if Iran targets U.S. or Israeli interests [3][5] - The price of oil briefly surged by 12% to over $77 per barrel due to fears of Iranian retaliation, indicating a shift in market focus from trade policies to geopolitical tensions [3] Oil Supply and Production Insights - Reports indicate that Israel's military actions have not yet disrupted Iran's oil infrastructure, allowing Iran to continue exporting oil [5] - Iran's average daily oil production was reported at 3.305 million barrels in April, and the International Energy Agency is monitoring the situation closely [4][5] Strategic Reserves and Market Stability - The International Energy Agency has 1.2 billion barrels of emergency oil reserves available, which could be utilized if necessary [5] - Analysts suggest that if Iranian oil production is temporarily interrupted, other OPEC countries could increase production to compensate, and the U.S. could release strategic oil reserves if market conditions tighten [5] Inflation and Price Projections - Rising energy prices could reverse the recent trend of declining inflation, with current comfortable oil price levels identified between $60 and $65 per barrel [6] - If tensions escalate and Iran closes the Strait of Hormuz, oil prices could potentially spike to $120 per barrel, significantly impacting inflation rates in the U.S. [6]

4、伊朗表示，以色列的袭击破坏了外交进程，并誓言将作出坚决果断的回应。美伊核谈判原定于本周 末恢复。 5、联合国安理会将召开会议。美国总统特朗普此前曾敦促伊朗"趁为时未晚"尽快达成核协议，国务卿 卢比奥称美国未参与袭击，卢比奥主管的国务院称"没有撤离以色列的计划"。英国首相斯塔默和法国总 统马克龙发表克制性言论。马来西亚谴责以色列。 1、6月13日，以色列从伊朗伊斯兰共和国对伊朗核设施发动空袭。革命卫队指挥官和核科学家在袭击中 丧生。联合国官员证实，伊朗唯一的铀转化工厂——伊斯法罕的一处设施遭到袭击。国际原子能机构 （IAEA）宣称，伊朗不遵守协议。 2、伊朗回应称向以色列发射了数百枚弹道导弹，以色列称伊朗发射了100多架无人机。特拉维夫可以看 到爆炸声，以色列人被建议寻求庇护。如此迅速的升级与以往的交锋截然不同，当时伊朗通常会等待数 天或数周的时间才对以色列的袭击进行反击。美国正在帮助以色列防御伊朗的猛烈攻击。 6、市场反应：油价飙升，油轮运费飙升，市场消化了全球大量石油运输船队可能中断的预期。美国股 市下跌，而黄金价格上涨。 3、以色列国防部长指责德黑兰袭击平民居住区"越过了红线"。以色列总理本雅明·内塔 ...

瑞银：石油市场尚未消化本周事件的持久性影响。 ...

贝克休斯油服：美国石油钻机数量降至2021年10月以来的最低水平。 ...

贝克休斯油服：美国石油和天然气钻机数量降至2021年11月以来的最低水平。 ...