Core Viewpoint - Oil prices experienced a significant drop, with various factors contributing to the volatility in the market, including geopolitical tensions and supply-demand dynamics [4][5][20]. Market Dynamics - On Monday, oil prices fell sharply, with WTI crude oil futures closing at $62.14 per barrel, down $3.07 or 4.71%, and Brent crude oil futures at $66.30, down $3.02 or 4.36% [6][22]. - The decline in oil prices was attributed to a combination of easing geopolitical tensions, particularly between the U.S. and Iran, and a rise in global oil inventories as supply concerns diminished [5][21]. Supply and Demand Factors - Recent data indicated a rebound in global oil inventories, with the impact of North American cold weather subsiding and production at Kazakhstan's Tengiz oil field resuming [5][21]. - The market is expected to remain in a cautious wait-and-see mode as investors anticipate the outcomes of U.S.-Iran negotiations, which could further influence oil prices [21]. Recent Developments - OPEC+ has been monitoring compliance with production quotas, with November's production reported at 37.625 million barrels per day, which is 505,000 barrels below target levels [23]. - The European natural gas futures market saw a significant drop of over 12%, attributed to warmer weather forecasts and improved LNG supply, alleviating short-term supply concerns [24][26]. Price Trends - The European natural gas price fell to approximately €34.3 per megawatt-hour, down from a seven-month high of €40 per megawatt-hour [25][29]. - Despite the recent price drops, European gas storage levels remain low at around 41.1%, indicating ongoing supply vulnerabilities [29].

CCMN国际市场：今日伦铝震荡触底，LME三个月北京时间14：54报于2995.5美元/吨，较上一交易日 结算价跌140美元/吨，跌幅4.50%。 国内期货：今日沪铝主力月2603合约低开低走，午后触及封停；开盘价报24365元/吨，盘中最高24720 元/吨，最低23035元/吨刷新一个月低位，昨日结算25315元/吨，尾盘收至23035元/吨，跌2280元，跌幅 9.01%；沪铝主力月2603合约全天成交量927866手减少340251手，持仓量238005手减少46894手。 CCMN现货市场评述：今日长江现货成交价格23680-23720元/吨，跌960元，贴水240-贴水200，跌10 元；广东现货23675-23725元/吨，跌920元，贴水245-贴水195，涨30元；上海地区23670-23710元/吨， 跌960元，贴水250-贴水210，跌10元。 本轮铝价跌停，主要受到海外宏观消息冲击与资金抛售的双重作用。 新浪合作大平台期货开户 安全快捷有保障 宏观层面，当地时间1月30日，美国总统特朗普提名凯文·沃什（Kevin Warsh）接替将于5月任期结束的 杰罗姆·鲍威尔，出任下一任美联储主 ...