Now, let's get to Kevin Green who joins me for a snapshot across some of the other stories that we are tracking this morning. We've just got some S&P global manufacturing PMI data hitting the tape. What are you seeing there, KG.Good morning to you. >> Good morning, Sam. Yeah, we are actually seeing not only S&P Global Manufacturing PMIs, but also ISM.So, for the S&P side, we actually did see that coming in at 52.5%. So, in expansionary territory, she was looking for 52.2% 2 and that's a little bit better th ...

With this low prices. There's a lot of oil demand that seems to be vanishing. I mean, there have been they are literally and we don't really know where it's going.Right. And but oil is cheap. And you remember oil averaged $60 a barrel in 2009.We are in 2025. Okay. And again, it was the nominal average.If you you know, if you adjust for inflation. Oil actually pretty cheap is way too pretty was in 2009. So even even I think we averaged 60 I think was in 2006 060.So we have relatively low oil prices compared ...

国际油价走势 - 国际油价12日整体下跌 纽约商品交易所9月交货轻质原油期货价格下跌079美元至每桶6317美元跌幅124 10月交货伦敦布伦特原油期货价格下跌051美元至每桶6612美元跌幅077 [1] - 油价在隔夜市场上涨后12日早盘由涨转跌午后跌幅进一步扩大 [1] 地缘政治影响 - 市场关注美俄首脑会晤影响 若15日会谈带来乌克兰冲突停火或和平协议美国可能暂停对印度实施的二级制裁否则可能对其他俄罗斯石油购买者实施更严厉制裁 [1] - 特朗普与普京会面是当下石油市场最重要事件 若达成停火协议欧洲将面临解除对俄制裁压力若会谈破裂可能刺激市场出现大幅波动 [1] 供需预期调整 - 欧佩克维持2024年全球日均石油需求增长预期不变为129万桶/日 但将2026年全球日均石油需求增长预期上调10万桶/日至138万桶/日 [1] - 欧佩克预计2026年全球欧佩克+以外国家日均液体燃油产量同比增长60万桶 较此前预期减少10万桶/日 [2] - 欧佩克将今年全球经济增速预期从29上调至30 2026年经济增速预期维持在30不变 [2] 库存数据预测 - 行业分析人士预测上周美国商业原油库存环比下降180万桶 因炼厂开工率预计达7周最高水平 [2] - 同期汽油库存环比下降140万桶 蒸馏油库存环比下降20万桶 [2]

伊朗石油出口与霍尔木兹海峡 - 石油市场认为伊朗此次袭击表明其应对能力无效 且未从市场上减少任何石油 [1] - 分析师认为伊朗不会关闭霍尔木兹海峡 因这将阻碍其向主要客户出口石油 [1] - 关闭海峡对伊朗而言是"搬起石头砸自己的脚"的行为 [1]

2025年1-3月石油焦产量分析 - 2025年前3个月吉林省规模以上工业企业石油焦产量累计达7.2万吨，同比增长21.2% [1] - 增速较2024年同期高38.0个百分点，较全国同期增速高25.8个百分点 [1] - 占全国同期石油焦产量806.3万吨的0.9% [1] 2025年3月石油焦产量分析 - 2025年3月吉林省石油焦产量达3.1万吨，同比增长46.3% [2] - 增速较2024年同期高78.3个百分点，较全国同期增速高49.2个百分点 [2] - 占全国同期石油焦产量274.1万吨的1.1% [2] 统计范围说明 - 统计范围为年主营业务收入2000万元及以上的规模以上工业法人单位 [6]