欧佩克秘书长阿尔盖斯：非常担心国际能源署（IEA）在石油投资问题上的反复无常。 ...

欧佩克秘书长阿尔盖斯：石油需求在短期内不会见顶。 ...

美国能源部长：美国石油储备需要完成修复工作以便重新补充。 ...

Core Viewpoint - The U.S. Energy Secretary emphasizes the need to cancel some sales in order to replenish the Strategic Petroleum Reserve (SPR) [1] Group 1 - The U.S. government is considering actions to replenish the SPR, which has been depleted due to previous sales [1] - The cancellation of certain sales is deemed necessary to ensure the reserve is adequately stocked [1]

Core Viewpoint - The European Commission has proposed to lower the price cap on Russian oil to $45 per barrel [1] Group 1 - The proposed price cap aims to further restrict Russia's oil revenue amidst ongoing geopolitical tensions [1] - This adjustment reflects the EU's strategy to counteract Russia's economic stability by limiting its oil export income [1] - The new price cap is expected to impact global oil markets and may influence oil prices in other regions [1]

潜能恒信（300191）公告，蒙古Ergel-12区块首口探井"智慧1井"已于2025年6月9日正式开钻。该钻井总 包服务商为潜能恒信蒙古勘探开发工程服务有限公司，注册资本10万美元，由公司控股股东、实际控制 人周锦明先生控股的天津锦龙及其控股关联公司提供钻机及钻井配套设备服务，总费用预计不超过5000 万元人民币。蒙古Ergel-12区块2025年度计划实施的4口探井钻探总包服务将由潜能恒信蒙古勘探开发工 程服务有限公司承接，钻前准备阶段支出、钻井总包、钻井配套服务及大宗物料等全部费用预计不超过 1300万美元。 ...

Report Industry Investment Ratings - Crude oil: ★★★ (indicating a clearer upward trend and a relatively appropriate investment opportunity) [1] - Fuel oil: ★★★ [1] - Low - sulfur fuel oil: ★★★ [1] - Asphalt: ★★★ [1] - Liquefied petroleum gas: ★★★ [1] Core Viewpoints - The global oil inventory increased by 2.2% in Q1 and 1.6% since Q2. After the short - term negative impact of OPEC+ production increase in July, the crude oil is supported by risk sentiment repair, demand improvement in peak season and geopolitical risks, but the mid - term demand slowdown and supply increase will limit the short - term rebound. The focus is on whether Sino - US economic and trade consultations can reverse the macro - expectations [2]. - High - sulfur fuel oil demand is low, and its cracking spread is expected to weaken due to supply increase. Low - sulfur fuel oil cracking spread is expected to be under pressure due to insufficient demand and sufficient supply [3]. - Today's asphalt performance is weak, but the terminal demand is expected to improve. The de - stocking trend continues, and although the cracking spread faces short - term callback pressure, the upward trend is hard to reverse [4]. - Domestic LPG market is under pressure due to loose supply, limited growth in chemical demand and rising inventory. It maintains a low - level oscillation with some support from rising crude oil prices [5]. Summary by Related Catalogs Crude Oil - Global oil inventory increased by 2.2% in Q1 and 1.6% since Q2, with crude oil inventory up 2.1% and refined oil inventory up 0.8% [2]. - After the short - term negative impact of OPEC+ production increase in July, the crude oil is supported by macro - risk sentiment repair, demand improvement in peak season and geopolitical risks, but the mid - term demand slowdown and supply increase will limit the short - term rebound [2]. Fuel Oil & Low - sulfur Fuel Oil - High - sulfur fuel oil demand for ship bunkering and deep - processing is low. Although there is some support from power - generation demand in the Middle East and North Africa, the demand for crude oil power - generation may exceed that of fuel oil this summer. The cracking spread of high - sulfur fuel oil is expected to weaken due to supply increase [3]. - Low - sulfur fuel oil has insufficient demand for ship bunkering, and with sufficient supply from refineries, its cracking spread is expected to be under pressure [3]. Asphalt - Today's asphalt performance is weak, and the cracking spread continues to decline. The theoretical loss of processing diluted asphalt is serious, and the inventory of diluted asphalt at ports is at a low level [4]. - The production increase of asphalt by refineries with quotas may lack sustainability, and the increase in asphalt production by major refineries is expected to be limited after the maintenance peak [4]. - The terminal demand for asphalt is expected to improve, and the de - stocking trend continues. Although the cracking spread faces short - term callback pressure, the upward trend is hard to reverse [4]. LPG - The domestic LPG market has loose supply due to weak refinery prices, falling terminal sales and increased refinery output. The chemical demand has limited growth space, and the inventory at terminals and refineries is rising, so the market is under pressure [5]. - The LPG market maintains a low - level oscillation with some support from rising crude oil prices [5].

数据显示：哈萨克斯坦石油流量有望再次接近历史纪录。 ...

Core Viewpoint - The European Union is planning to impose new sanctions targeting the "Nord Stream" pipeline and the price cap on Russian oil [1] Group 1 - The new sanctions are part of the EU's ongoing efforts to respond to geopolitical tensions and energy security concerns [1] - The focus on the "Nord Stream" pipeline indicates a strategic move to limit Russia's energy export capabilities [1] - The price cap on Russian oil aims to reduce revenue for Russia while maintaining global oil supply stability [1]

Core Viewpoint - The European Union is planning to impose new sanctions targeting the "Nord Stream" pipeline and the price cap on Russian oil [1] Group 1 - The sanctions are part of a broader strategy to limit Russia's energy revenues amid ongoing geopolitical tensions [1] - The EU aims to enhance its energy security and reduce dependency on Russian fossil fuels through these measures [1] - The proposed sanctions may impact the operational dynamics of the energy market in Europe, particularly concerning natural gas supply [1]