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全球最大钴矿供应国刚果(金),官宣大动作!
Mei Ri Jing Ji Xin Wen· 2025-09-22 04:28
(原标题:全球最大钴矿供应国,官宣大动作!) 据新华财经9月22日消息,刚果(金)战略矿产市场监管控制局21日宣布,该国自10月15日起结束自今 年2月以来实施的钴出口禁令,并于10月16日改为实行出口配额制度,直至另行通知。 该机构在声明中说,在今年余下时间内,在刚果(金)的矿企将被允许出口逾1.8万吨钴,2026年和 2027年每年最高出口量为9.66万吨。配额将根据企业历史出口量比例分配,并"将通知各公司"。 刚果(金)战略矿产市场监管控制局主席帕特里克·卢阿贝亚在接受彭博社采访时表示,目前局势"已无 需全面暂停出口",新的配额制度将在未来几个月内"完成未来数年市场再平衡所需的最后调整"。他强 调,该政策目标是将全球库存压缩至"相当于一个月钴需求量"的水平。 有分析指出,2025年钴价格显著上涨,主要源于全球最大钴供应国刚果(金)自2月起实施钴产品临时 出口禁令并多次延期,导致全球钴供应明显收紧。与此同时,新能源汽车、消费电子等行业对钴的需求 持续上升,进一步推动钴价走高。 国信证券认为,从全年维度看,对钴价持乐观态度。从长期看,刚果(金)可能实施钴出口配额来提升 对于钴的定价权,钴价中枢有望抬升。 据 ...
燃料油日报:埃及燃料油进口需求延续-20250917
Hua Tai Qi Huo· 2025-09-17 02:44
埃及燃料油进口需求延续 燃料油日报 | 2025-09-17 市场分析 上期所燃料油期货主力合约日盘收涨0.29%,报2795元/吨;INE低硫燃料油期货主力合约日盘收涨1.25%,报3395 元/吨。 原油价格维持区间震荡态势,炼厂秋季检修高峰来临导致需求季节性下滑,在欧佩克持续增产的趋势下,原油平 衡表预计逐步转松。然而,当前地缘局势不确定性仍存,且现实库存偏低,因此油价短期方向尚不明朗,对燃料 油价格方向指引有限。 就燃料油自身基本面而言,高硫燃料油处于市场再平衡的阶段,近端供应相对充裕,新加坡库存处于高位区间, 但压力相比前期已有所缓和。具体来看,中东燃料油发货量9月明显回落,此外埃及采购需求还在延续。参考船期 数据,埃及9月份高硫燃料油进口量预计在69万吨,环比8月增加26万吨,同比去年基本持平。对于发电终端整体 而言,消费旺季处于尾声阶段,短期对市场存在支撑,但进入10月份预计将逐步回落。 低硫燃料油方面,近期尼日利亚Dangote炼厂由于RFCC装置停工而增加低硫燃料油出口,市场供应压力增加,但 同时西区套利船货量下滑,国产量维持低位,整体并无严重过剩预期,外盘呈现轻度Back结构。在中期视角下 ...
邓正红能源软实力:欧佩克联盟加速增产将承受油价深度回调以换取市场再平衡
Sou Hu Cai Jing· 2025-05-31 03:30
Core Viewpoint - The article discusses the potential increase in oil production by OPEC, which raises concerns about the dilution of oil's soft power value and the impact on oil prices, leading to a downward trend in international oil prices [1][2][4]. Group 1: OPEC Production Decisions - OPEC is considering increasing production in July, potentially exceeding the previously set daily increase of 410,000 barrels, which could undermine market trust in supply discipline [4]. - The current oil market appears balanced, but increasing production could lead to a price drop of approximately 10%, with WTI crude potentially falling to between $53 and $55 per barrel [2][4]. - The ongoing geopolitical risks, including those from Russia and Iran, continue to provide some support for oil prices despite the weakening spot market [2][3]. Group 2: Market Conditions and Predictions - The global oil surplus has expanded to 2.2 million barrels per day, necessitating price adjustments to stimulate supply responses and restore market balance [2][4]. - Morgan Stanley predicts that oil prices may fall below $60 per barrel by the end of the year due to the continuous loss of supply soft power and weak demand recovery [1][5]. - The increase in short positions by hedge funds against Brent crude oil indicates a growing market pessimism regarding demand [3][4]. Group 3: Supply and Demand Dynamics - The supply-side soft power imbalance and strategic miscalculations are leading to a dilution of oil's value, as OPEC's decision to accelerate production may not align with the weak demand backdrop [4][5]. - Economic pressures, such as weak U.S. GDP data and ongoing trade tensions, are suppressing consumer demand for fuel, contributing to a negative outlook for the demand side [4][5]. - The article highlights the need for OPEC to recalibrate its supply strategy to balance market share protection and price stability, while also addressing demand-side challenges [5].
野村证券高管:过去几年美国市场的主导地位不健康,向欧洲和亚洲市场进行再平衡是件好事。
news flash· 2025-05-30 03:09
Core Viewpoint - The dominance of the U.S. market in recent years is considered unhealthy, and rebalancing towards European and Asian markets is viewed positively [1] Group 1 - The executive from Nomura Securities emphasizes the need for a shift in focus from the U.S. market to other regions [1] - The statement reflects a broader sentiment regarding market diversification and the potential benefits of investing in Europe and Asia [1]