供需双压致油价走低：美国汽油库存暴增520万桶，欧佩克计划持续增产，沙特降价争夺市场份额，叠 加贸易摩擦抑制需求预期，国际油价承压下行。邓正红软实力表示，美国数据显示汽油和柴油库存出人 意料地大幅增加，欧佩克联盟增产导致供需平衡趋松，且关税紧张局势引发的全球经济前景担忧持续发 酵，供需两端挤压石油软实力，周三（6月4日）国际油价走低。截至收盘，纽约商品期货交易所西得克 萨斯轻质原油7月期货结算价每桶跌0.56美元至62.85美元，跌幅0.88%；伦敦洲际交易所布伦特原油8月 期货结算价每桶跌0.77美元至64.86美元，跌幅1.17%。美国能源信息署（EIA）称，上周美国汽油库存 增加520 万桶，馏分油库存增加 420 万桶。据知情人士透露，沙特希望欧佩克联盟在未来几个月继续加 速石油增产，因为沙特更加重视夺回失去的市场份额。 宏观风险压制软实力扩张空间，贸易摩擦抑制需求预期。尽管美中计划元首通话，但特朗普政府持续指 责中国"违反协议"，叠加OECD下调全球增长预期，关税紧张局势持续发酵。贸易不确定性直接抑制原 油需求前景，加剧投资者对经济衰退的担忧。地缘政治博弈的复杂影响。伊朗宣布实现完整核燃料循 环，哈 ...

金十数据6月4日讯，据知情人士透露，沙特希望欧佩克+在未来几个月继续加速石油增产，因为沙特更 加重视夺回失去的市场份额。知情人士称，沙特欧佩克+中占据越来越大的主导地位，希望该组织在8 月和可能的9月至少增加41.1万桶/日的产量。一位知情人士表示，沙特渴望尽快解除减产，以利用北半 球夏季的需求高峰。欧佩克+已经同意在5月、6月和7月将日产量提高41.1万桶，尽管他们最近的会议在 这一战略上出现了一些分歧。俄罗斯领导的一派希望暂停增产，但最终沙特的观点占了上风。 沙特希望欧佩克+进一步"超大幅度"增产 ...

在全球历史的演变中，大国崛起与世界金融中心的转移之间，总有着一种紧密而微妙的联系。这种现象，仿佛一条不为人知的线索，穿越了过去五百年的世 界经济史、金融史与公司史，深刻地影响着全球格局的走向。 让我们从17世纪的荷兰开始追溯。当时，荷兰由于地势低洼，农业发展受限，因此他们选择了不同的道路，大力发展运输业。在这一过程中，世界上第一个 股份公司应运而生。阿姆斯特丹港，成为了远洋运输的结算中心及货物卸货交割的地方，见证了世界上第一个交易所和第一家银行的诞生。荷兰人接着成立 了东印度公司，并且占领了如今的美国纽约地区，那个时候，纽约还被称为"新阿姆斯特丹"。 美国的全球统治大致可以分为两个阶段。1971年，因越南战争和朝鲜战争的困境以及国际经济的快速发展，黄金储备有限无法满足需求，时任总统尼克松宣 布美元与黄金脱钩。此后，美元与"黑金"石油挂钩，至今这一货币体系依然与全球石油交易紧密相连，包括SWIFT系统。从1944年到2025年，美国的全球主 导地位将持续达到81年。 回顾历史，大国更替似乎是一种必然趋势。今天，中国已经成为世界第二大经济体。数据显示，美国的GDP为29.2万亿美元，而中国的GDP折算为美元约 1 ...

Group 1: Industry Overview - The petroleum and chemical indices mostly rose last week, with the chemical raw materials index down by 0.98%, the chemical machinery index up by 0.83%, the chemical pharmaceuticals index up by 2.47%, and the pesticide and fertilizer index up by 0.71% [1] - In the petroleum sector, the petroleum processing index rose by 0.81%, the petroleum extraction index rose by 1.41%, while the petroleum trade index fell by 7.98% [1] - International crude oil prices experienced narrow fluctuations, with WTI settling at $60.79 per barrel, down 1.20% from May 23, and Brent settling at $63.90 per barrel, down 1.36% [1] Group 2: Market Performance - The top five performing listed chemical companies in the Shanghai and Shenzhen markets last week were Lianhua Technology up by 38.97%, Baismei up by 25.00%, Suqian Liansheng up by 16.80%, Qingdao Jinwang up by 18.23%, and Honghe Technology up by 17.09% [2] - The bottom five performing listed chemical companies were Guangju Energy down by 15.95%, Tianan New Materials down by 14.66%, Hongbaoli down by 13.10%, Annada down by 12.38%, and Heimao Co. down by 12.14% [2] Group 3: Product Price Changes - The top five rising petrochemical products included hydrochloric acid up by 35.42%, liquid chlorine up by 21.85%, glyphosate up by 6.15%, dichloromethane up by 4.36%, and paraquat up by 4.35% [1] - The top five declining petrochemical products included acrylic acid down by 9.74%, butadiene down by 9.60%, natural rubber down by 6.55%, styrene-butadiene rubber down by 6.13%, and aniline down by 5.95% [1]

Key Points - The article highlights significant economic data and events to be monitored on June 4, 2025, including speeches from Federal Reserve officials and various PMI reports from different countries [1] Group 1: Federal Reserve Events - Federal Reserve's Goolsbee will participate in a Q&A session at 00:45 [1] - Federal Reserve Governor Cook will deliver a speech regarding the economic outlook at 01:00 [1] - Federal Reserve officials Bostic and Cook will attend an event at 20:30 [1] - The Federal Reserve will release the Beige Book at 02:00 the following day [1] Group 2: Economic Data Releases - API crude oil inventory data for the week ending May 30 will be released at 04:30 [1] - Australia's Q1 GDP year-on-year data will be available at 09:30 [1] - ADP employment numbers for May will be published at 20:15 [1] - ISM non-manufacturing PMI for May will be released at 22:00 [1] Group 3: PMI Reports - Final services PMI for France in May will be reported at 15:50 [1] - Final services PMI for Germany in May will be reported at 15:55 [1] - Final services PMI for the Eurozone in May will be reported at 16:00 [1] - Final services PMI for the UK in May will be reported at 16:30 [1] Group 4: Oil Inventory Reports - EIA crude oil inventory data for the week ending May 30 will be released at 22:30 [1] - EIA Cushing crude oil inventory data for the week ending May 30 will be released at 22:30 [1] - EIA strategic petroleum reserve inventory data for the week ending May 30 will be released at 22:30 [1] Group 5: Central Bank Decisions - The Bank of Canada will announce its interest rate decision at 21:45 [1]

National Energy Services Reunited (NESR) Q1 2025 Earnings Call June 03, 2025 08:00 AM ET Speaker0 Greetings, and welcome to the NESR Reports First Quarter twenty twenty five Financial Results Conference Call and Webcast. At this time, participants are in a listen only mode. You may be placed into question queue at any time by pressing star one on your telephone keypad. It's now my pleasure to turn the call over to your host, Blake Gendron, Vice President, Investor Relations. Please go ahead, Blake. Speaker1 ...

在全球金融体系的核心地带，美国国债市场犹如高悬的达摩克利斯之剑，其每一次波动都牵动着世界经济的神经。当6月美债到期节点来临，外界翘首以盼 的"暴雷时刻"并未如期而至，这场看似平静的表象之下，实则暗流涌动。美国国债危机早已不是新鲜议题，但其迟迟未引发剧烈震荡的背后，折射出全球经 济格局的复杂性与美国作为超级大国的特殊韧性。 中东国家在美债危机中的角色同样不容忽视。作为全球主要石油出口地区，中东产油国积累了大量美元外汇储备，而美债因其安全性与流动性，长期成为这 些国家的重要投资标的。 沙特阿拉伯、阿联酋等国的主权财富基金，持续增持美债以维持美元资产的保值增值。这种资金流入不仅缓解了美债的供需压力，更在关键时刻为美国政府 提供了融资支持。美国与中东国家的"石油-美元"同盟关系，实质上构建起美债危机的缓冲带，使得美国能够在债务泥潭中暂时站稳脚跟。 然而，美国化解美债危机的策略并非没有代价。为维持债务循环，美国政府不得不持续扩大财政赤字，挤压社会福利与公共投资；美联储的货币宽松政策则 加剧了全球通胀压力，引发新兴市场国家的货币贬值与资本外流。更值得警惕的是，这种"拆东墙补西墙"的做法，正不断侵蚀美国经济的长期健康。产业 ...

2025年3月石油沥青产量分析： 摘要：【图】2025年1-3月辽宁省石油沥青产量统计分析 2025年1-3月石油沥青产量分析： 据国家统计局数据，在2025年的前3个月，辽宁省规模以上工业企业石油沥青产量累计达到了70.3万 吨，与2024年同期的数据相比，增长了1.2%，增速较2024年同期高8.8个百分点，增速较同期全国低1.5 个百分点，约占同期全国规模以上企业石油沥青产量825.4万吨的比重为8.5%。 图表：辽宁省石油沥青产量分月（累计值）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。 产业调研网为您提供更多 石油化工行业最新动态 石油行业监测及发展趋势 化工未来发展趋势预测 日化现状及发展前景 润滑油发展前景趋势分析 汽油的现状和发展趋势 柴油行业现状与发展趋势 橡胶市场现状及前景分析 塑料市场调研与发展前景 化妆品发展现状及前景预测清洁护肤市场调研及发展趋势 单独看2025年3月份，辽宁省规模以上工业企业石油沥青产量达到了27.0万吨，与2024年同期的数据相 比，3月份的产量增长了12.0%，增速较2024年同期高12.2个百分 ...

Group 1: Oil Price Dynamics - Multiple factors have driven oil prices higher, including OPEC's steady production increase, geopolitical risks from Ukraine, and supply disruptions due to wildfires in Canada [1][5] - As of the latest close, West Texas Intermediate crude oil futures settled at $62.52 per barrel, up $1.73, a 2.85% increase, while Brent crude oil futures rose to $64.63 per barrel, up $1.85, a 2.95% increase [1] - The market is currently in a tight balance, indicating its ability to absorb additional supply despite concerns over geopolitical tensions in Ukraine and Iran [1][6] Group 2: OPEC and Supply Predictions - OPEC is expected to maintain its production increase of 410,000 barrels per day in July, alleviating market fears of a faster exit from production cuts [4][5] - Goldman Sachs predicts that OPEC will exit its voluntary production cuts by August, while Morgan Stanley believes that the increase in production will continue into the following months, potentially leading to a price drop [2][3] - Both firms maintain their price forecasts, with Goldman Sachs estimating average prices of $56 and $60 per barrel for WTI and Brent respectively this year, while Morgan Stanley anticipates Brent averaging $57.50 per barrel in the last two quarters of the year [2][3] Group 3: Geopolitical Risks and Market Reactions - The escalation of the Ukraine conflict has heightened geopolitical risk premiums, which counteract the bearish effects of OPEC's production increases [5] - The EU is preparing its 18th round of sanctions against Russia, focusing on energy revenues, which may further tighten global supply and increase oil prices [2][5] - Historical data suggests that U.S. sanctions on Russia and Iran have previously disrupted supply chains and elevated oil prices [5] Group 4: Market Self-Correction Mechanism - The current low oil price environment, around $60 per barrel, is triggering a self-correcting mechanism in the market, with shale oil producers warning of potential production declines [6] - Resilient demand supported by global economic indicators and seasonal consumption peaks is providing a foundation for oil prices, enhancing confidence in the market's tight balance [6]

摩根士丹利表示，预计OPEC+在8月、9月、10月这三个月继续恢复石油产量，从而令油价进一步走 低。OPEC+周六宣布同意连续第三个月大幅增加石油产量，对此摩根士丹利表示，这意味着到10月， 此前削减的220万桶/日的产量将被全数解除。 ...