A decrease in crude oil held worldwide on tankers is bullish for oil prices. Vortexa reported Monday that crude oil stored on tankers that have been stationary for at least seven days fell by -7.2% w/w to 67.96 million bbl in the week ended September 12.Monday's weaker-than-expected global economic news is bearish for energy demand and crude prices. The US Sep Empire manufacturing survey of general business conditions fell -20.6 to a three-month low of -8.7, weaker than expectations of 5.0. Also, China's Au ...

October WTI crude oil (CLV25) on Friday closed up +0.32 (+0.51%), and October RBOB gasoline (RBV25) closed up +0.0061 (+0.31%). Crude oil and gasoline prices settled higher on Friday on concerns that a decline in Russian oil exports will curb global oil supplies.  The US on Friday proposed that the Group of Seven allies impose tariffs as high as 100% on China and India for their purchases of Russian oil in an effort to convince Russia to end the war in Ukraine.  Also, Ukrainian drone attacks have damaged ...

EUR/USD (^EURUSD) on Thursday rose by +0.37%. The euro moved higher on Thursday after the ECB kept interest rates unchanged, as expected, and raised its 2025 Eurozone GDP forecast. The euro added to its gains on hawkish comments from ECB President Lagarde, who said the ECB now sees growth risks in the Eurozone as more balanced and the disinflationary process is over, signaling the ECB is done cutting interest rates.The markets are now pricing in a 100% chance of a -25 bp rate cut and a 10% chance of a 50 bp ...

October WTI crude oil (CLV25) on Thursday closed down -1.30 (-2.04%), and October RBOB gasoline (RBV25) closed down -0.0287 (-1.43%). Crude oil and gasoline prices fell sharply on Thursday due to concerns about a global crude supply glut after the IEA boosted its 2026 global oil surplus estimate.  Concerns that weakness in the US labor market will crimp economic growth and energy demand also weighed on crude prices after weekly jobless claims unexpectedly rose to a 3.75-year high.  Thursday's weaker dolla ...

October WTI crude oil (CLV25) today is down -1.10 (-1.73%), and October RBOB gasoline (RBV25) is down -0.0372 (-1.85%). Crude oil and gasoline prices are falling sharply today on concerns about a global crude supply glut after the IEA boosted its 2026 global oil surplus estimate.  Concerns that weakness in the US labor market will crimp economic growth and energy demand are weighing on crude prices after weekly jobless claims unexpectedly rose to a 3.75-year high.  Today's weaker dollar is limiting losses ...

The dollar index (DXY00) on Wednesday rose by +0.03%.  The dollar found support on Wednesday on an increase in safe-haven demand from an escalation of geopolitical risks in Europe after Poland shot down Russian drones that had entered its airspace.  However, the dollar gave up most of its advance after bond yields declined on a weaker-than-expected US Aug PPI report, which cemented expectations for at least a 25 bp rate cut by the Fed at next week’s FOMC meeting.  The forex markets now await the key US CPI ...

原油价格表现 - 10月WTI原油期货价格上涨0.99美元（涨幅1.58%）[1] - 10月RBOB汽油期货价格上涨0.0190美元（涨幅0.95%）[1] 价格驱动因素 - 美元走弱推动原油和汽油价格上涨[2] - 地缘政治风险升级支撑油价 波兰击落俄罗斯无人机事件被认定为"侵略行为"[2][3] - 中东冲突扩大风险支撑油价 以色列袭击卡塔尔多哈目标威胁全球三分之一石油供应来源[3] 供需基本面 - EIA库存报告显示原油供应意外增加且汽油库存超预期上升[2] - OPEC+同意10月起增产13.7万桶/日 远低于8-9月54.7万桶/日的增产幅度[4] - OPEC+表示重启剩余166万桶/日闲置产能将取决于"市场条件演变"[4] - 俄罗斯原油加工量降至509万桶/日 创3.25年来最低月度平均水平[4] 地缘政治影响 - 乌克兰对俄罗斯炼油厂的袭击限制了俄罗斯原油处理能力[4] - 俄乌战争可能导致对俄罗斯能源出口实施额外制裁[5] - 特朗普表示愿对印度和中国征收新关税 这两个国家是俄罗斯原油主要进口国[5]

市场表现与指数动态 - 全球股市跟随美国主要指数创历史新高后继续上涨 受美联储降息预期推动 [1] - 美国标普500指数期货上涨0.3% 纳斯达克指数期货上涨0.3% 道琼斯工业平均指数期货下跌0.1% [4] - 欧洲股市开盘上涨 法国CAC 40蓝筹指数早盘上涨0.3% [6] 地缘政治与国防板块 - 以色列打击哈马斯领导层及俄罗斯无人机进入波兰领空事件推高地缘政治风险 [3] - 国防类股票表现强劲 法国泰雷兹上涨2.4% 达索航空上涨1.8% 德国莱茵金属和意大利莱昂纳多均上涨0.7% 英国BAE系统上涨0.6% [5] - 波兰当局关闭包括华沙在内主要机场 为俄乌战争爆发以来首次 [5] 企业动态与业绩公告 - 诺和诺德股价下跌1.0% 六周内第二次下调业绩指引 计划裁员约11% 预计每年节省13亿美元成本 [6] - 甲骨文股价盘前大涨29% 因在截至8月31日的季度与三家客户签订四份价值数十亿美元的合同 [7] 政策与法律事件 - 美国最高法院同意快速审理特朗普全球关税案 [1] - 联邦法官禁止特朗普在诉讼期间解除丽莎·库克美联储理事职务 [1] - 法国总统马克龙任命国防部长塞巴斯蒂安·勒科努为新任总理 [6] 经济数据预期 - 8月生产者价格指数数据将于周三公布 通胀数据将于周四发布 [2] - 周四关键通胀读数将影响投资者对美联储年底利率路径的预期 [4]

October WTI crude oil (CLV25) on Tuesday closed up +0.37 (+0.59%), and October RBOB gasoline (RBV25) closed up +0.0339 (+1.73%). Crude oil and gasoline prices moved higher on Tuesday on concern that the conflict in the Middle East could widen after Israel conducted a strike in Qatar targeting Hamas leaders.   Also, Ukraine said it has stepped up attacks on Russian refineries and oil infrastructure, which is reducing Russian crude production capabilities.   Dollar strength on Tuesday limited the upside in ...

原油价格走势 - 10月WTI原油期货上涨1.09美元（+1.75%）[1] - 10月RBOB汽油期货上涨0.0452美元（+2.31%）[1] 地缘政治风险 - 以色列针对哈马斯领导人在卡塔尔的袭击可能扩大中东冲突[1][2] - 乌克兰加强对俄罗斯炼油厂和石油基础设施的袭击[1] - 俄罗斯8月前27天原油加工量降至509万桶/日 为3.25年来最低月均水平[3] 供应端动态 - OPEC+同意10月起增产13.7万桶/日 低于8-9月的54.7万桶/日增幅[3] - OPEC+重启166万桶/日闲置产能将取决于"市场条件演变"[3] - 中东地区供应风险持续 该地区占全球石油供应约三分之一[2] 政策与制裁 - 美国财长表示将"密切审查对俄制裁"[4] - 德国总理和法国总统呼吁对支持俄罗斯战争行为的第三国公司实施次级制裁[4] - 潜在额外制裁可能进一步减少俄罗斯能源出口[4] 市场影响因素 - 美元走强限制原油价格上涨空间[1] - 地缘政治紧张局势推动油价大幅走高[1] - 俄罗斯原油产量下降导致全球供应收紧[3]