Core Viewpoint - The domestic retail prices for gasoline and diesel will increase starting February 3, with gasoline prices rising by 205 yuan per ton and diesel by 195 yuan per ton, reflecting fluctuations in international oil prices during the adjustment period [3][7]. Price Adjustments - From February 3, the national average prices for 92-octane gasoline, 95-octane gasoline, and 0-octane diesel will increase by 0.16 yuan, 0.17 yuan, and 0.17 yuan per liter, respectively [3][7]. - Filling a 50-liter tank with 92-octane gasoline will cost an additional 8 yuan [3][7]. International Oil Price Trends - During the adjustment period from January 20 to February 2, international oil prices experienced a rise followed by a decline, with the average price higher than the previous adjustment cycle [3][7]. - Initial price increases were driven by geopolitical tensions, including increased U.S. pressure on Iran and severe winter weather affecting U.S. oil production and exports, leading to a significant drop in commercial oil inventories [3][7]. - Brent crude oil futures prices peaked above $70 per barrel but later fell to around $66 per barrel as geopolitical tensions eased with the initiation of U.S.-Iran negotiations [3][7]. Future Outlook - The National Development and Reform Commission anticipates continued volatility in international oil prices due to geopolitical uncertainties, despite the initiation of dialogue between the U.S. and Iran [5][9]. - The International Monetary Fund has raised its global economic growth forecast for 2026 by 0.2 percentage points to 3.3%, while the International Energy Agency has increased its global oil demand growth forecast for this year by 70,000 barrels per day to 930,000 barrels per day, indicating a potential support for future oil prices [5][9].

Core Viewpoint - The National Development and Reform Commission announced an increase in domestic gasoline and diesel prices, marking the second consecutive rise in fuel prices since 2026, with gasoline rising by 205 yuan per ton and diesel by 195 yuan per ton [1] Price Adjustment - As of February 3, the price adjustments will result in an estimated additional cost of around 8 yuan for filling a 50-liter tank of 92-octane gasoline [1] International Oil Prices - The recent increase in international oil prices is attributed to several factors, including reduced oil production in the U.S. due to weather conditions and geopolitical pressures affecting oil supply [1] - Despite a temporary drop in oil prices due to easing tensions between the U.S. and Iran, the overall trend remains upward [1] Future Price Outlook - Analysts suggest that if geopolitical situations stabilize, there may be potential for a decrease in international oil prices, which could lead to a higher probability of domestic price reductions in the future [1] Demand Dynamics - The demand for gasoline is expected to remain strong due to increased travel during the Spring Festival and pre-holiday stockpiling by consumers, while diesel demand is anticipated to be weak as outdoor construction projects halt for the holiday [1]

Core Viewpoint - The National Development and Reform Commission announced an increase in domestic gasoline and diesel prices due to fluctuations in international oil prices, marking the third adjustment in 2026 and the second increase this year [1] Group 1: Price Adjustments - As of February 3, 2026, domestic gasoline and diesel prices will rise by 205 yuan and 195 yuan per ton, respectively [1] - This adjustment translates to an increase of 0.16 yuan per liter for 92 gasoline and 0.17 yuan per liter for 0 diesel [1] - For an average private car with a 50L fuel tank, filling up will cost approximately 8 yuan more [1] Group 2: International Oil Price Trends - During the adjustment period from January 20 to February 2, international oil prices initially rose and then fell, with an average level higher than the previous adjustment period [1] - Factors influencing this trend included geopolitical tensions, particularly increased U.S. sanctions on Iran, and adverse weather conditions affecting U.S. oil production and exports [1] - Brent crude oil futures prices briefly exceeded $70 per barrel due to these factors [1] Group 3: Future Outlook - Following the easing of geopolitical tensions with the initiation of U.S.-Iran negotiations, international oil prices have significantly decreased, currently around $66 per barrel [2] - The National Development and Reform Commission anticipates continued volatility in international oil prices due to geopolitical uncertainties [2] - The International Monetary Fund has raised its 2026 global economic growth forecast by 0.2 percentage points to 3.3%, while the International Energy Agency has increased its global oil demand growth forecast by 70,000 barrels per day to 930,000 barrels per day, indicating improved economic prospects and oil demand [2]

据隆众资讯原油分析师李彦介绍，本轮调价周期原油综合变化率以正向开局，并一直维持在正向区间， 最终对应成品油为上调，也是2026年以来的第二次上调。"本轮调价周期内，变化率最高为第九个工作 日的5.01%，最低为第一个工作日的2.13%。最终调价窗口开启时、汽油和柴油对应上调幅度分别为205 和195元/吨。" 今晚24点，国内成品油调价窗口将再度开启。 据国家发展改革委今日傍晚消息，本轮成品油调价周期内（1月20日至2月2日）国际油价先升后降。据2 月3日的前10个工作日平均价格与上次调价前10个工作日平均价格对比情况，按照现行成品油价格机 制，自2月3日24时起，国内汽、柴油零售限价每吨分别上调205元、195元。 折合每升价格后，92号汽油上调0.16元/升、95号汽油上调0.17元/升、0号柴油上调0.17元/升。 本次调价对于私家车主和物流企业来说成本增加。 据行业机构隆众资讯分析，以油箱容量50L的普通私家车计算，这次调价后，车主们加满一箱油将多花 8元左右；按市区百公里耗油7L-8L的车型，平均每行驶一百公里费用增加1.2元左右。而对满载50吨的 大型物流运输车辆而言平均每行驶一百公里，燃油费用增 ...

新华社加拉加斯2月3日电 题：美军突袭一个月后，委内瑞拉情况如何？ 新华社记者田睿 席玥 2026年1月3日凌晨，美军突袭委内瑞拉，强行控制委内瑞拉总统马杜罗及其夫人并将他们带到美国。美总统特朗普随后称，美国将"管理"委内瑞 拉直至实施"安全"过渡，美大型石油企业将进入委内瑞拉投资。一个月过去了，委内瑞拉石油产业现状如何？美委关系有何变化？委内瑞拉国内 局势走向何方？ 委石油产业现状如何 对委军事行动后，特朗普政府一方面扣押与委内瑞拉有关的油轮，继续以军事力量切断委原油流通；另一方面通过签署行政令、与委达成石油交 易协议等手段，谋求掌控委石油销售及收入。美国副总统万斯公开表示，委内瑞拉只有在符合美国利益的前提下才能出售石油。 1月29日，委内瑞拉代总统德尔西·罗德里格斯签署一项石油法改革相关法案，其内容包括允许私人和外国投资委内瑞拉石油行业。一些媒体指 出，该法案赋予外国企业对委石油生产的运营控制权，是美国施压下的产物。 美国财政部随后发布政策文件，称将放松对委内瑞拉石油业的制裁，解除对部分涉及委内瑞拉石油交易活动的限制，这被外界认为旨在赋予美油 企在委更大的经营权限。美国能源行业分析人士指出，该政策的实施前 ...

研究所 原油研发报告 原油日报 2026 年 2 月 3 日 原油现货市场日报 研究员： 赵若晨 期货从业证号： F03151390 投资咨询从业证号： Z0023496 ： zhaoruochen_qh | 极端天气 | 根据欧洲中期天气预报中心 （ECMWF） 及MetDesk与维萨拉公司的 | | --- | --- | | | 联合分析， 未来两周欧洲西部将迎来异常温暖的天气， 而北欧和欧洲 | | | 东部边缘地区则将遭遇严寒天气。 | | 贸易物流 | 在特朗普总统表示将停止俄罗斯石油进口作为两国更广泛贸易协议的 | | | 一部分后， 印度炼油商正寻求新德里就未来采购俄罗斯原油事宜提供 | | | 指导。 | | | 美国总统特朗普表示， 在印度总理莫迪同意停止购买俄罗斯石油后， | | | 他将把对印度的关税降至18%， 此举缓解了两国间的紧张关系。 | | | 伊朗总统马苏德·佩泽希奇在X平台上表示： "我已指示外交部长， 在具 | | | 备适宜环境——即不受威胁与不合理预期干扰的条件下， 秉持尊严、 | | | " 审慎与高效的原则， 推动公平公正的谈判。 | | 能源转型 | 当前美国 ...

Group 1: Trade Agreement between the US and India - The US and India have reached a trade agreement where the US will reduce tariffs on Indian goods from 25% to 18% [1][4] - India has agreed to stop purchasing Russian oil and significantly increase oil purchases from the US and potentially Venezuela [1][4] - India will work towards reducing its tariffs and non-tariff barriers on US goods to zero, with a commitment to purchase over $500 billion worth of US products including energy, technology, and agricultural products [1][4] Group 2: Iranian Nuclear Negotiations - Iran's President has ordered the initiation of nuclear negotiations with the US, with high-level talks expected to occur in the coming days [2][10] - The US has confirmed that a presidential envoy will visit Israel to discuss the situation [2][10] Group 3: Silver Futures Adjustment - The Shanghai Gold Exchange has announced adjustments to the margin levels and price limits for silver futures contracts, reducing the margin from 26% to 23% and the price limit from 25% to 22% [3][12] Group 4: Market Reactions and Company News - Shares of Cambrian Technologies experienced a significant drop of nearly 14%, with the company stating it is unclear about the reasons behind the market fluctuations [5][14] - Nvidia's plan to invest $100 billion in OpenAI has stalled, with management expressing doubts about the deal [6][14] - Oracle issued $25 billion in investment-grade bonds to support infrastructure for AI projects [6][14]

国家发展改革委价格监测中心预计，短期内国际油价仍将因地缘政治不确定性而加剧震荡。美伊虽然开启对话，但美国同时持续在中东加强军事部署，并 推进对伊制裁，地缘局势不确定性较高。此外，国际货币基金组织将2026年全球经济增长预期上调0.2个百分点至3.3%，国际能源署也将今年全球石油需 求增长预测值上调7万桶/日至93万桶/日。经济前景和石油需求预期呈现改善迹象，预计将对后期油价提供支撑。 编辑|何小桃 杜恒峰 记者今天从国家发展改革委了解到，2月3日24时国内成品油调价窗口将开启。据国家发展改革委价格监测中心监测，本轮成品油调价周期内（1月20日—2 月2日）国际油价先升后降。 2月3日24时起，国内汽、柴油零售限价每吨分别上调205元、195元。全国平均来看：92号汽油、95号汽油、0号柴油每升分别上调0.16元、0.17元、0.17 元。央视财经记者给您算了笔账，用92号汽油加满50升油箱将多花8元。 国家发展改革委价格监测中心： 短期内国际油价仍将加剧震荡 调价周期内，受地缘政治局势变化、美国风暴天气影响生产等因素影响，国际油价先升后降，平均水平较上一轮调价周期上涨。期初，美国加大对伊朗施 压力度，宣布向伊 ...

Russian Deputy Prime Minister said on Tuesday that there is currently a balance on the global oil market, while demand will be gradually rising in March and April, when asked about the OPEC+ group's p... ...

Group 1 - The core viewpoint of the news is that domestic fuel prices in China will increase starting from February 3, with gasoline and diesel prices rising by 205 yuan and 195 yuan per ton respectively [1] - The average retail price increase for 92-octane gasoline, 95-octane gasoline, and 0-octane diesel will be 0.16 yuan, 0.17 yuan, and 0.17 yuan per liter respectively [1] - Filling a 50-liter tank with 92-octane gasoline will cost an additional 8 yuan for consumers [1] Group 2 - The National Development and Reform Commission's price monitoring center predicts that international oil prices will experience increased volatility in the short term due to geopolitical uncertainties [3] - Despite the initiation of dialogue between the US and Iran, the US continues to strengthen military presence in the Middle East and enforce sanctions against Iran, contributing to high geopolitical uncertainty [3] - The International Monetary Fund has raised its global economic growth forecast for 2026 by 0.2 percentage points to 3.3%, while the International Energy Agency has increased its global oil demand growth forecast by 70,000 barrels per day to 930,000 barrels per day for this year [3]