原油市场认知差：OPEC+增产≠真实供应 油价无视供应端利空，底气如何？炼油需求正冲历史峰值，美国页岩油钻井数暴跌，贸易乐观情绪提振 维持多久？油价将现"夏季闪电战"，注意多头反攻开启短暂时间窗口>> 相关链接 ...

American refiners are relying on oil supplies from the country’s biggest shale basins more than ever as flows of denser varieties from places like Mexico ebb https://t.co/amiPQYDH7H ...

Joining us now is Arjun Mertie. He is partner for energy macro and policy at energy consultancy Veritin and former equity analyst at Goldman Sachs. Arjun, welcome.So does lawyer lower oil today just reflect that investors believe Iran has been defanged. I think that's right. I mean, keep in mind, we probably had built as much as a 15 to20 dollar per barrel premium in oil over the last week versus where we were trading pre-Israel Iran and we're now in the process of eliminating that and I think the market is ...

Group 1 - The upstream shale oil and gas sector has experienced a significant downturn, with a 30% decline in oil prices since the beginning of the year, dropping from nearly $80 in mid-January [1] - Supply fears have been alleviated due to tariff-related tensions, impacting investor sentiment in the sector [1] - The Daily Drilling Report provides investment analysis for the oil and gas industry, including a model portfolio covering all segments of upstream oilfield activity and technical analysis to identify catalysts [1] Group 2 - Fluidsdoc is an expert in the upstream oil sector with 40 years of international experience across six continents and over twenty countries [2]