| 美原油主连 | | | | | | --- | --- | --- | --- | --- | | CLOW | | | | | | 昌 62.04 | 62.08 振幅 | 4.17% | 글 29.10万 | | | 59.64 ਵਿੰ | 昨结 | 58.50 | 持仓 39.82万 | | | 3.54 6.05% 开 59.94 | 今结 | | 日增 -26807 | | | 分时 日K 周Ｋ 月K | | 五日 | 更多。 | | | 均价:60.88 最新:62.04 3.54 6.05% | | | | | | 62.08 | | 6.12% 卖1 62.05 | 免费领实时行情> | 12 | | | | 买1 62.03 | 19:18 62.07 19:18 62.07 | 19 1 | | | | | 19:18 62.06 | | | | | | 19:18 62.07 | | | 58.50- | | 0.00% 19:18 62.06 | | 2 | | | | | 19:18 62.06 | 1 | | | | | 19:18 62.05 | 4 | | | | | 19 ...

Core Insights - WTI crude oil futures increased by 6%, reaching $62.04 per barrel, while Brent crude oil rose by 5.55% to $66.066 per barrel [1] Group 1: Market Reactions - The surge in oil prices follows the announcement of sanctions by U.S. Treasury Secretary Mnuchin against two major Russian oil companies [1] - President Trump reiterated that India will cease purchasing Russian oil, contributing to market volatility [1]

每经编辑｜何小桃 北京时间10月23日下午，国际原油价格突然拉升，WTI原油一度涨超5%。截至发稿，WTI原油涨幅收窄至4.99%，报61.42美元/桶；布伦特原油日内涨幅 达4.87%，报65.64美元/桶。 | W | NYMEX WTI原油 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | CL.NYM | | | | | | | 61.42 | 昨结 58.50 | | 总手 | | | 18.86万 | | +2.92 | 59.94 +4.99% 开盘 | | 现手 | | | 3 | | 最高价 | 61.46 持 仓 | 39.82万 | 外 | 월 | | 8.83万 | | 最低价 | 鲁 合 59.64 | -2.68万 | 内 盘 | | | 10.03万 | | સ્ત્ર B4 | 日K 王日 | 周K | 月K | | 曲ミ | (0) | | 叠加 | | | 均价:60.50 | | | | | 61.46 | | | - - 5.06% | | 61.43 | | | | | | | | 61.42 | ...

【导读】美财政部将制裁俄两大石油公司， 国际油价飙涨 中国基金报记者 李智 美国财政部宣布制裁，国际油价飙涨。 10月22日深夜，国际油价突然大涨， WTI原油期货和 布伦特原油期货均涨超4%。截至收盘， WTI原油期货上涨3.74%， 布伦特原油 期货上涨4.94%。 10月23日开盘，国际油价继续上攻。截至发稿，布油、美油期货涨幅超2%，短期涨幅显著。 ICE布酒 < w B.IPE 3.97 62.59 64.35 昨结 开盘 总手 1.49万 +2.20% 现手 1 +1.38 最高价 持 仓 35.33万 6903 64.44 外 盘 最低价 63.92 博 e 7951 留 0 B 分时 宣昌 日K 周K 月K 更多 0 64.50 5.63% 0.00% 61.06 57.62 -5.63% 10-19 10-21 10-22 10-17 10-23 美财政部将制裁俄两大石油公司 " 现在是停止杀戮并立即停火的时候了。 " 贝森特在声明中表示， " 鉴于普京总统拒绝结束这场毫无意义的战争，财政部正在制裁俄罗 斯最大的两家石油公司，这些公司为克里姆林宫的战争武器提供资金。财政部准备在必要时采取进一 ...

美财政部将制裁俄两大石油公司 据CCTV国际时讯报道，美国财政部长贝森特10月22日宣布，美国将制裁俄罗斯最大的两家石油企业， 并敦促俄罗斯与乌克兰立即停火。这是美国总统特朗普第二任期内首次对俄罗斯实施新制裁措施。 贝森特在一份声明中说，美国此次制裁针对俄罗斯国有企业俄罗斯石油公司和私有企业卢克石油公司。 声明未明确提及制裁生效日期。据彭博社估算，这两家企业的原油出口量共占俄罗斯原油出口总量近 50%。 美国财政部还宣布制裁这两家公司在俄的一系列子公司，所有由这两家公司直接或间接持有50%或以上 股权的实体将被制裁。 对于制裁，特朗普表示，他希望针对俄罗斯石油企业的制裁"不需要持续太长时间"。 【导读】美财政部将制裁俄两大石油公司，国际油价飙涨 "现在是停止杀戮并立即停火的时候了。"贝森特在声明中表示，"鉴于普京总统拒绝结束这场毫无意义 的战争，财政部正在制裁俄罗斯最大的两家石油公司，这些公司为克里姆林宫的战争武器提供资金。财 政部准备在必要时采取进一步行动，我们鼓励盟友加入我们并遵守这些制裁。" 美国财政部宣布制裁，国际油价飙涨。 10月22日深夜，国际油价突然大涨，WTI原油期货和布伦特原油期货均涨超4% ...

Group 1 - The U.S. government has imposed sanctions on major Russian oil producers, leading to a significant increase in oil prices, with West Texas Intermediate rising by 2.5% to nearly $60 per barrel and Brent crude settling around $63 per barrel [1] - The sanctions target state-owned Russian oil giants Rosneft PJSC and Lukoil PJSC, which together account for nearly half of Russia's crude oil exports, with an average daily export volume of approximately 2.2 million barrels in the first half of this year [2] - The sanctions come as part of a broader strategy to pressure President Putin to negotiate an end to the war in Ukraine, marking a shift in the U.S. administration's stance [1] Group 2 - The European Union has reached an agreement on a new package of sanctions against Russia, which is expected to be approved soon, targeting 45 entities that assist Russia in evading sanctions, including 12 companies based in mainland China and Hong Kong [2] - The oil and gas sector contributes about one-quarter of the Russian federal budget, highlighting the economic significance of these sanctions [2] - Despite the recent price increase, futures prices may continue to decline for the third consecutive month due to signs of global oversupply [1]

Group 1 - President Trump claims that Indian Prime Minister Modi has promised to stop purchasing Russian oil, warning of "huge" tariffs if this commitment is not fulfilled [1] - The issue of Russian oil purchases has been a core point of contention in the lengthy US-India trade negotiations, with Trump's 50% tariffs on Indian goods partly aimed at countering India's procurement of Russian oil [1] - Following the outbreak of the Russia-Ukraine conflict in 2022, Western countries ceased purchasing Russian oil, leading India to become the largest buyer of discounted Russian oil [1] Group 2 - Indian refining companies have placed oil orders for November shipments, with some expected to arrive in December, indicating that any reduction in oil imports may not be reflected until December or January [2] - Commodity data company Kpler estimates that due to increased Russian oil exports following drone attacks on Russian refineries, India's imports of Russian oil are expected to rise by approximately 20% this month, reaching 1.9 million barrels per day [2]

俄罗斯难道是在坑中国么？还是中国人傻钱多？俄罗斯的石油明明已经被西方国家联手制裁，出售价格必须有一个上线，但是中国的采购价格却要远远高 出， 而且同样是采购俄罗斯石油，中国的采购价要比印度的高，这到底是怎么回事呢？ 俄罗斯是一个资源丰富的国家，比如说石油跟天然气，在苏联刚解体的时候，俄罗斯之所以也想加入欧盟，主要有三个原因， 不过好在美国的实力虽然强，但世界上并不是所有的国家都喜欢当狗，也有一些硬汉，比如说我们中国，也有一些墙头草，比如说印度。 第一个原因就是欧洲在90年代的经济发展确实太好了，第二个原因就是俄罗斯的首都莫斯科以及大部分大型城市，其实都在欧洲地区，第三个原因就是俄罗 斯的能源大部分都要卖到欧洲。 如果采购的话，价格将抵到令人发指，而美国以及盟友则根本不会采购俄罗斯石油，这就导致俄罗斯的经济一度面临着崩溃。 在俄罗斯石油被制裁以后，中国跟印度成了俄罗斯石油的最大买家，可是中国的采购价格不但要高出美国给出的制裁价格，而且还要比印度的采购价格要 高，这到底是怎么回事呢？ 其实中国采购俄罗斯价格比较高的原因主要有三个，第一个原因就是美国要求的价格虽然低，但是这个价格是美国以及其没有对俄罗斯石油的制裁价 ...

Core Insights - The latest U.S. sanctions on Iranian petroleum exports significantly impact Sinopec, a major Chinese refining company, by targeting a terminal that handles 20% of its crude oil imports [1] Company Impact - Sinopec is affected by the sanctions as they specifically target a terminal crucial for its operations, which processes a substantial portion of its crude oil imports [1] Industry Implications - The sanctions represent a broader strategy by the U.S. to limit Iranian oil exports, which could lead to increased volatility in global oil markets and affect refining companies reliant on Iranian crude [1]

Report Industry Investment Rating - The oil price is expected to be volatile and weak, with a medium - term short - position allocation [3] Core Viewpoints - The US has intensified oil sanctions, adding a Chinese terminal, local refineries, and shadow tankers to the sanctions list, which affects the sensitive oil supply chain. Due to quota issues, local refineries have low willingness to process sensitive oil, but high sensitive oil shipments lead to high floating and shore - tank inventories and restricted circulation of sensitive oil [2] Summary by Related Catalogs Market News and Important Data - The November - delivery light crude oil futures price on the New York Mercantile Exchange fell $1.04 to $61.51 per barrel, a 1.66% decline; the December - delivery Brent crude oil futures price in London fell $1.03 to $65.22 per barrel, a 1.55% decline. The SC crude oil main contract closed down 0.96% at 464 yuan per barrel [1] - As of the week ending October 6, the total refined oil inventory at the Port of Fujairah in the UAE was 16.334 million barrels, an increase of 3.006 million barrels from the previous week. Light distillate inventory increased by 2.179 million barrels to 8.107 million barrels, medium distillate inventory increased by 0.416 million barrels to 2.307 million barrels, and heavy residual fuel oil inventory increased by 0.411 million barrels to 5.92 million barrels [1] - The EIA Short - Term Energy Outlook Report expects the 2025 Brent price to be $68.64 per barrel (previously $67.80), and the 2025 WTI crude oil price to be $65.00 per barrel (previously $64.16) [1] - As of the week ending October 8, Singapore's fuel oil inventory decreased by 892,000 barrels to a two - week low of 23.669 million barrels [1] - Russian Deputy Prime Minister Novak said Russia will gradually increase oil production, is committed to implementing the OPEC+ agreement, and diesel exports do not require quotas [1] Investment Logic - The US intensifying oil sanctions affects the sensitive oil supply chain. Local refineries' low processing willingness due to quotas and high shipments result in high inventories and restricted circulation of sensitive oil [2] Strategy - The oil price is expected to be volatile and weak, with a medium - term short - position allocation [3]