Group 1 - The core issue revolves around the unpredictability of Abu Dhabi National Oil Company's (Adnoc) Murban crude oil supply, leading to frustration among traders and questioning of official production information [1] - Adnoc previously announced a reduction in July's Murban crude supply but later informed some buyers they would receive their full allocations, creating confusion [1] - The inconsistency in supply signals from Adnoc is undermining market confidence and could pose reputational risks for the company [1][2] Group 2 - The uncertainty surrounding Murban crude supply has led to a significant decrease in trading activity in the spot market, with only three cargoes traded in the previous month, none of which were Murban crude [1] - Some traders are shifting from spot trading to long-term contracts for more secure supply options, although transitioning away from Murban crude is challenging for many Asian refiners [2] - The uncertainty in July's supply may cause mismatches between traders' hedging positions and expected supply, potentially resulting in trading losses [2]

金十数据整理：每日全球大宗商品市场要闻速递（7月8日） 4. 阿联酋阿布扎比国家石油公司ADNOC将8月Murban原油官方销售价格定为每桶69.81美元。 其他： 1. 胡塞武装自去年12月以来首次袭击红海商船。 2. 日本经济产业省：预计7-9月日本钢铁产量将较上一季度下降0.4%，至2011万吨；预计7-9月日本钢铁 产品出口量同比将下降11.5%，至609万吨。 3. 印尼官员：印尼与美国公司达成的340亿美元协议包括购买美国大豆、玉米和能源产品。 4. 印尼棕榈油协会：由于特朗普的关税措施，棕榈油对美国的出口可能会下降。由于关税，美国的棕榈 油出口量将下降15%至20%。 原油： 1. 消息人士：欧佩克+可能会在8月3日的会议上批准在9月再次增产约55万桶/日。 2. 美国财政部网站显示，美国发布委内瑞拉相关通用许可证，允许在7月7日或之前装船的液化石油气在 9月5日前卸载。 3. 阿联酋阿布扎比国家石油公司ADNOC将8月Das原油价格定为较Murban原油基准每桶贴水0.60美元。 5. 泰国财政部长：我们新的贸易提议对90%的美国进口商品提供关税减让。大部分美国进口商品将免征 关税。 ...

Group 1 - The Abu Dhabi National Oil Company (ADNOC) has set the August price for Das crude oil at a discount of $0.60 per barrel compared to the Murban crude benchmark [1]

Group 1 - The Abu Dhabi National Oil Company (ADNOC) has set the official selling price for Murban crude oil at $69.81 per barrel for August [1]

国泰君安期货·原油周度报告 国泰君安期货研究所·首席分析师、能源化工组行政负责人·黄柳楠 投资咨询从业资格号：Z0015892 日期：2025年6月15日 GuotaiJunanFuturesallrightsreserved,pleasedonotreprint | 01 | CONTENTS 02 | 03 | 04 | 05 | 06 | | --- | --- | --- | --- | --- | --- | | 综述 | 宏观 | 供应 | 需求 | 库存 | 价格及价差 | | 原油：或延续强势挑战85美 | 利率、贵金属与油价走势比较 | OPEC+核心成员国出口量一览 | 欧美炼厂开工率 | 美欧各类油品库存 | 基差 | | 元/桶，多单、正套酌情逢高 | 海外服务业数据 | 非OPEC+核心成员国出口量一览 | 中国炼厂开工率 | 亚太各类油品库存 | 月差 | | 止盈 | 中国信用数据 | 美国页岩油产量 | | | 内外盘原油价差 | | | | | | | 净持仓变化 | SpecialreportonGuotaiJunanFutures 2 观点综述 01 观点综述：或延续强势 ...

阿联酋阿布扎比国家石油公司ADNOC将8月份Murban原油的出口预测从177万桶/日下调至170.5万桶/ 日。 ...