石油需求预期下调

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刷屏了!刚刚宣布,下调!
中国基金报· 2025-07-15 09:24
Core Viewpoint - The article highlights a reduction in domestic fuel prices in China, with gasoline and diesel prices decreasing by 130 yuan and 125 yuan per ton, respectively, effective from July 15, 2025 [2]. Price Adjustment Summary - The price adjustments translate to a decrease of 0.10 yuan per liter for 92 gasoline, 0.11 yuan per liter for 95 gasoline, and 0.11 yuan per liter for 0 diesel. Filling a 50-liter tank with 92 gasoline will save approximately 5 yuan [5]. - For a small private car with a monthly distance of 2000 kilometers and a fuel consumption of 8 liters per 100 kilometers, the cost savings will be around 7 yuan before the next price adjustment window on July 29 [5]. - In the logistics sector, a heavy truck running 10,000 kilometers monthly with a fuel consumption of 38 liters per 100 kilometers will see a reduction of about 195 yuan in fuel costs before the next adjustment [5]. - Year-to-date, there have been 14 rounds of price adjustments, resulting in a net decrease of 225 yuan per ton for gasoline and 215 yuan per ton for diesel compared to the beginning of the year [5]. International Oil Market Insights - The international oil market has experienced volatility, with overall trends showing a potential rebound. The U.S. Independence Day holiday saw record numbers of travelers, raising optimistic expectations for energy demand during peak seasons [7]. - Geopolitical tensions, particularly in the Red Sea region due to attacks by Houthi forces, have increased uncertainty in energy supply, providing some support for oil prices [7]. - OPEC has revised its global oil demand forecasts downward for 2025 and 2026, which may impact oil price trends [7]. - Goldman Sachs has indicated that rising recession risks and increased OPEC+ oil supply may lead to declining oil prices by the end of this year and into next year, with projected Brent crude prices around $59 per barrel in Q4 of this year and $56 per barrel in 2026 [8].
明晚!油价或现年内最大降幅
Zheng Quan Shi Bao· 2025-04-16 14:00
新一轮成品油调价窗口将在4月17日24时开启。记者注意到,由于国际油价在近期出现断崖式下跌,国 内成品油价或出现年内最大的下调幅度。 据卓创资讯(301299)监测,本周期(4月2日24时至4月17日24时)内,国际油价整体呈现先跌后涨的走 势。其中,前期原油市场出现了近三年来的单日最大跌幅,国内参考的原油变化率由正转负并在负值内 不断加深。预计4月17日24时国内成品油零售限价或下调,此次下调幅度或为年内最大。 金联创成品油分析师毕明欣表示,本轮计价周期内,利空消息占据市场主导位置,国际油价走势震荡下 行。具体来看,美国所谓的"对等关税"增加了全球经济衰退的可能性,投资者担心美国关税政策可能导 致企业价格上涨,从而使美国经济活动放缓,最终损害石油需求。 此外,4月3日,石油输出国组织(欧佩克)发表声明说,8个欧佩克和非欧佩克产油国("欧佩克+")决定自 今年5月起日均增产41.1万桶——这一增产量远高于市场预期。此次增产包含原定于5月增加的产量以及 额外两个月的增产量。同时,"欧佩克+"将根据市场情况灵活调整增产节奏,以维护石油市场稳定。 "欧佩克+"2023年11月宣布日均220万桶的自愿减产措施,此后减 ...