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地缘扰动仍未结束 原油期货行情呈震荡上行走势
Jin Tou Wang· 2025-12-22 06:03
【消息面汇总】 美国财政部发布一般许可证,授权与委内瑞拉国家石油公司2020年发行的8.5%债券相关的特定交易。 12月22日,原油期货行情呈现震荡上行走势,截至发稿主力合约大幅上涨2.39%,报437.6元/桶。 机构观点 南华期货(603093):美委内瑞拉紧张局势加剧的背景下,油价止跌反弹。特朗普已下令"全面彻底封锁"进出委内瑞拉的受制裁油轮,这加剧了 要求总统尼古拉斯.马杜罗下台的压力。委内瑞拉在11月份出口了约60万桶/日的石油。鉴于最新的事态发展,这些交易量很可能会下降。标普数 据显示,在美国升级驱逐马杜罗之后,前往委内瑞拉的油轮数量有所下降。地缘局势升级将给短期油价带来上行驱动,后续关注美委局势进展。 华联期货:总体看,原油供需仍偏向过剩,但地缘扰动仍未结束,重点关注美国与委内瑞拉局势及俄乌谈判。技术面区间震荡偏弱。操作上期货 中线仍偏空对待,可买入持有看涨期权保护,SC2602合约压力位参考440-450元/桶。 洲际交易所:截至12月16日当周,ICE布伦特原油投机者将净多头头寸减少74,876手,至32,940手。ICE柴油投机者将净多头头寸减少19,818手, 至38,760手。 美国北 ...
国际时政周评:关注中美第四轮经贸会谈
CMS· 2025-09-14 13:30
Geopolitical Conflicts - The escalation of the Middle East conflict led to a 1.8% increase in Brent crude oil prices, despite concerns over oversupply and weak demand[4] - Israel's airstrike on Qatar was described as a "precision strike" against Hamas leaders, with potential implications for U.S.-Qatar relations[10] - The ongoing Russia-Ukraine conflict saw Poland shoot down a drone allegedly from Russia, raising tensions in the region[15] U.S.-China Trade Relations - The fourth round of U.S.-China trade talks is scheduled from September 14-17 in Spain, focusing on unilateral tariffs and export controls[17] - The U.S. Commerce Department added several Chinese entities to the export control "entity list," indicating ongoing trade tensions[17] - Trump's administration is pressuring the EU and NATO to impose significant tariffs (50-100%) on Russian oil buyers, contingent on their cooperation[16] Economic Indicators - The Shanghai Composite Index rose by 1.5% this week, while the Shenzhen Component increased by 2.6%[6] - The Dow Jones Industrial Average saw a 1.0% increase, and the S&P 500 rose by 1.6%[6] - Brent crude oil is currently priced at $66.88 per barrel, reflecting geopolitical tensions in the Middle East and Ukraine[6] Federal Reserve and Tariff Issues - The U.S. Supreme Court will expedite the review of the legality of tariffs imposed by the Trump administration, with oral arguments scheduled for early November[22] - The independence of the Federal Reserve is under scrutiny, with a court ruling temporarily blocking the dismissal of a Fed official[22] - Ongoing investigations into tariffs on various sectors, including pharmaceuticals and semiconductors, are expected to influence future trade negotiations[22]