亚洲早盘油价小幅走高，交易员正在消化美印贸易协议。近月西得州中质油 期货上涨0.3%，至每桶 62.33美元；近月布伦特原油期货上涨0.2%，至每桶66.45美元。美国总统特朗普周一表示，美国已同意 将对印度的关税降至18%。特朗普表示，印度总理莫迪"同意停止购买俄罗斯 石油，并从美国以及可能 从委内瑞拉购买更多石油。"澳新 银行研究部分析师在一份报告中称，作为协议的一部分，"特朗普表 示，他将取消因印度购买俄罗斯原油而额外加征的25%关税"。这些分析师补充说："这可能会引发印度 炼油商的更多买盘。" ...

亚洲早盘油价小幅走低，但或受伊朗紧张局势支撑，该局势可能导致供应中断。近月西得州中质油期货 下跌0.2%，报每桶60.52美元；近月布伦特原油期货下跌0.3%，报每桶65.40美元。澳大利亚国民银行高 级市场策略师Gavin Friend在评论中称，随着美国军事力量向中东移动，市场对伊朗可能发生的情况日 益担忧。媒体援引美国官员的话报道称，"亚伯拉罕·林肯"号航空母舰及其随行战舰已进入中东。此举 为美国总统特朗普提供了额外的进攻和防御能力，以备他选择推进对伊朗的攻击。 来源:金融界AI电报 ...

Core Viewpoint - Oil prices in Asia have declined due to easing tensions in the Middle East, which alleviates concerns over potential supply disruptions [1] Group 1: Oil Price Movements - West Texas Intermediate (WTI) crude futures fell by 0.7% to $59.01 per barrel [1] - Brent crude futures decreased by 0.6% to $63.74 per barrel [1] Group 2: Market Analysis - Barbara Lambrecht from Deutsche Bank Research indicated that the risk of immediate U.S. intervention in Iran has decreased following recent statements from President Trump [1] - This reduction in intervention risk has contributed to the decline in oil prices, although the risk of local escalation remains [1] - If tensions continue to ease, the upcoming International Energy Agency monthly report may shift focus to oversupply issues, potentially leading to further declines in oil prices [1]

Core Viewpoint - Oil prices in Asia have declined due to the easing of tensions in the Middle East, which has alleviated concerns over potential supply disruptions [1] Group 1: Oil Price Movements - West Texas Intermediate crude futures fell by 0.7% to $59.01 per barrel [1] - Brent crude futures decreased by 0.6% to $63.74 per barrel [1] Group 2: Market Analysis - Barbara Lambrecht from Deutsche Bank Research indicated that the risk of immediate U.S. intervention in Iran has decreased following recent statements from President Trump [1] - The decline in oil prices is attributed to this reduced risk, although the potential for escalation in the region still exists [1] - If the situation continues to stabilize, the upcoming International Energy Agency monthly report may shift focus to oversupply issues, potentially leading to further declines in oil prices [1]

Core Viewpoint - Oil futures in Asia experienced a slight increase following a significant decline in settlement prices for West Texas Intermediate (WTI) and Brent crude oil futures on Thursday, indicating a potential technical rebound in oil prices [1] Group 1: Price Movements - Near-month WTI futures rose by 0.3% to $59.35 per barrel [1] - Near-month Brent crude futures increased by 0.2% to $63.86 per barrel [1] Group 2: Market Influences - The oil market may be supported by potential supply disruptions, as the U.S. Southern Command confirmed the seizure of a sixth oil tanker near Venezuela [1] - Analysts from ANZ Research noted that this action appears to be part of a broader embargo on the sale of sanctioned oil [1]

Core Viewpoint - Asian oil futures experienced a slight decline due to potential technical corrections, following a peak settlement price not seen since the end of October [1] Group 1: Market Performance - Near-term West Texas Intermediate (WTI) crude oil futures fell by 0.3% to $60.99 per barrel [1] - Near-term Brent crude oil futures also decreased by 0.3% to $65.29 per barrel [1] Group 2: Influencing Factors - Analysts suggest that the price decline is expected to be limited due to several developments [1] - Escalating tensions between the U.S. and Iran, including a new 25% tariff on goods related to Iran, are contributing to market concerns [1] - Supply disruptions at the Caspian Pipeline Consortium terminal in Kazakhstan have heightened worries about potential oil supply losses [1]

Core Viewpoint - Asian oil futures declined following former President Trump's announcement regarding the transfer of Venezuelan oil to the United States, indicating potential shifts in oil supply dynamics [1] Group 1: Oil Market Reaction - West Texas Intermediate (WTI) crude oil futures fell by 2.3%, settling at $55.80 per barrel [1] Group 2: Venezuelan Oil Transfer - Trump stated that the interim authorities in Venezuela would hand over 30 million to 50 million barrels of high-quality sanctioned oil to the U.S. [1] - Trump has requested Energy Secretary Chris Wright to implement this plan immediately [1]

Group 1 - The core viewpoint is that oil prices are expected to fluctuate between $55 and $65 per barrel in the first quarter of 2026, primarily due to supply-demand imbalances in the market [1][2] - The market is currently awaiting statements from oil-producing countries regarding production strategies at the OPEC+ meeting scheduled for January 4 [1] - Recent trading data shows that West Texas Intermediate crude futures rose by 0.6% to $57.74 per barrel, while Brent crude futures increased by 0.5% to $61.17 per barrel [2]

Core Viewpoint - Asian morning oil prices have slightly declined due to market expectations that U.S. sanctions on Russian oil giants may not be as severe as anticipated [1] Group 1: Oil Price Movement - Near-term West Texas Intermediate (WTI) crude futures fell by 0.3%, trading at $61.14 per barrel [1] - Near-term Brent crude futures also decreased by 0.3%, priced at $65.45 per barrel [1] Group 2: Supporting Reasons - One reason for the price movement is that most of Russia's transactions are now conducted in rubles or other "friendly" currencies [1] - Another reason is that OPEC has expressed willingness to increase production if necessary [1]

Core Viewpoint - The Hong Kong stock market saw an initial rise in the shares of the three major oil companies, driven by an increase in oil prices following new sanctions imposed by the U.S. on Russian oil companies due to the ongoing Russia-Ukraine conflict [1]. Group 1: Oil Price Movement - Oil prices in Asia rose significantly, with West Texas Intermediate crude futures increasing by 2.9% to $60.22 per barrel and Brent crude futures also rising by 2.9% to $64.39 per barrel [1]. - The rise in oil prices is attributed to the U.S. sanctions on Russia's largest oil producers, which has alleviated concerns over supply excess amid signs of excessive recent selling and a decrease in U.S. crude oil inventories [1]. Group 2: Company Performance - China National Offshore Oil Corporation (CNOOC) saw its stock price increase by 2.36%, reaching HKD 19.960 [1]. - PetroChina's stock rose by 1.01%, reaching HKD 7.970 [1]. - Sinopec's stock experienced a smaller increase of 0.48%, reaching HKD 4.150 [1].