April WTI crude oil (CLJ26) today is up +2.83 (+2.94%), and April RBOB gasoline (RBJ26) is up +0.0907 (+2.90%).  Crude oil and gasoline prices recovered from early losses and are sharply higher, with gasoline soaring to a 3.5-year high.  Escalation of the Iran war is pushing energy prices higher today after Iran said it will attack other Middle Eastern energy infrastructure targets in retaliation for US and Israeli attacks on Iran’s energy.  Crude prices maintained their gains despite an unexpected increas ...

能源价格走势 - 4月WTI原油期货今日上涨+1.41美元（+1.51%），4月RBOB汽油期货上涨+0.0849美元（+2.83%），汽油价格创1周新高 [1] - 原油和汽油价格今日大幅走高，原因包括中东关键能源基础设施遭袭和美元走弱 [1] 地缘政治与供应中断 - 能源价格上涨源于伊朗对中东关键能源基础设施的新一轮袭击 [1] - 原油上涨受到中东能源供应中断的推动，包括阿联酋沙赫气田运营暂停，以及伊朗无人机和导弹袭击伊拉克油田 [2] - 阿联酋富查伊拉港的原油装载在伊朗无人机袭击后再次停止 [2] - 霍尔木兹海峡基本保持关闭，波斯湾产油国被迫减产约6%，因当地储油设施已达容量上限 [4] - 霍尔木兹海峡通常处理全球五分之一的石油流量，高盛警告若3月该海峡流量持续低迷，原油价格可能超过2008年近150美元/桶的历史高位 [4] 市场结构与需求因素 - 原油价格今日亦获得支撑，因原油裂解价差跃升至1.5周高点，鼓励炼油商购买原油并精炼成汽油和馏分油 [3] 生产与供应动态 - 3月1日，OPEC+表示将在4月将原油产量提高206,000桶/日，高于估计的137,000桶/日，但由于中东战争迫使产油国减产，此次增产现在看来不太可能 [5] - OPEC+正试图恢复其在2024年初实施的220万桶/日的全部减产额度，但仍有近100万桶/日有待恢复 [5] - OPEC 2月原油产量增加+640,000桶/日，达到3.25年高位2,952万桶/日 [5] 库存状况 - 浮动储油中不断增加的原油供应对油价构成利空，Vortexa数据显示，由于对俄罗斯和伊朗原油的封锁和制裁，目前油轮上约有2.9亿桶俄罗斯和伊朗原油处于浮动存储状态，较一年前高出40%以上 [6] - Vortexa报告称，在截至3月13日的一周内，在油轮上储存至少7天的原油周环比下降-0.4%，至8,928万桶 [6]

April WTI crude oil (CLJ26) today is up +4.20 (+6.27%), and April RBOB gasoline (RBJ26) is up +0.0968 (+4.24%). Crude oil and gasoline prices are sharply higher today, with crude posting an 8.25-month high and gasoline posting a 19-month high.  The main bullish factor for crude prices is the war in Iran after the US and Israel launched joint attacks on the country.  Crude prices fell from their best levels after the dollar index ($DXY) rallied to a 5-week high and after OPEC+ raised its crude production l ...