Oil and gas equipment and services
- 916.142
- -0.975-0.11%
Preparing for "Trump 2.0"? Hedge funds are increasing their Call on oil prices.
Bull positions in Crude Oil have increased by 41% over the past three weeks, with net long positions reaching the highest level since August of last year. For traders more focused on fundamentals, Trump's tough stance on Iran has made them reluctant to short; Trump's potential tariff policies raise inflation concerns, which has also prompted traders to hedge risks by going long on oil.
Biden has banned new offshore oil drilling along the Atlantic and Pacific coasts of the USA, and it will be difficult for Trump to reverse this decision.
① Biden has permanently prohibited oil companies from obtaining new Oil & Gas drilling leases in approximately 0.625 billion acres of offshore waters; ② The US Energy industry has expressed dissatisfaction and called on Trump to use all tools to overturn this policy; ③ Due to legal restrictions, Trump finds it difficult to simply reverse Biden's decision, while some Republican politicians in coastal states also support this policy.
Oil prices have risen for five consecutive times, Energy stocks lead the rise in U.S. stocks. What is the market anticipating?
The rise in oil prices is mainly due to the market's expectation of the Trump administration's upcoming sanctions against Iran, Venezuela, and Russia, which will lead to a reduction in Global Crude Oil Product supply, causing Energy Stocks to strengthen and become the stocks with the largest increase this week.
EIA Crude Oil Product inventories decreased by 1.178 million barrels month-on-month, a decrease lower than market expectations.
In the USA, commercial Crude Oil Product inventories excluding the Strategic Reserve decreased by 1.178 million barrels to 0.416 billion barrels, the lowest level since the week of September 20, 2024, with a decline of 0.28%.
2025 Crude Oil Product market outlook: Wall Street is pessimistic, and oil prices may head straight for 60 dollars?
① Due to the increase in global supply, many Wall Street Analysts believe that Crude Oil Product prices will show a downward trend in 2025; ② JPMorgan predicts that the average price of Brent Crude Oil will fall to $73 per barrel in 2025, while Bank of America forecasts that oil prices may drop to $65 per barrel in 2025; ③ The Organization of the Petroleum Exporting Countries (OPEC) may decide to increase Crude Oil Product supply in 2025.
Trump claims he wants to "bring down" oil prices? Experts warn that the USA will lose its Energy dominance.
① The USA's incoming president Trump promised to significantly reduce RBOB Gasoline prices after taking office, but Energy market experts warn that this move could end the USA's oil dominance; ② USA oil producers have reached record high production levels, and the Global oversupply of oil is currently driving down prices, which means that USA oil producers are also lacking the motivation to continue to significantly increase production.
The most bullish oil prices in four months! Traders focus on "Trump VS Iran".
Although oversupply puts pressure on the oil market in 2025, investors are still preparing for upside risks, primarily influenced by Trump's stance on Iran after returning to the White House, as well as the ongoing geopolitical risks.
There are dark clouds ahead! The oil market in 2025 is more likely to be a "buyer’s market."
The supply and demand outlook for oil increasingly indicates that oil prices will face downward pressure next year...
Year-end review of CSI Commodity Equity Index: Energy is under pressure, while cocoa and coffee beans become the "top commodities"! Will Precious Metals continue to attract investment heat in 2025?
Precious Metals shined, the Copper Doctor appeared in a dramatic short squeeze, and soft commodities skyrocketed... The CSI Commodity Equity Index market experienced a turbulent year in 2024.
Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.
The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.
Covering for "allied" production cuts to evade sanctions? In November, Saudi Arabia became the largest buyer of Russian Crude Oil Product.
Since the European Union's ban on Russian oil took full effect in February last year, countries in Asia have become the largest buyers of Russian fuel oil and VGO. However, think tank data shows that in November, India's imports of Russian Crude Oil Product decreased significantly by 55% month-on-month, reaching the lowest level since June 2022.
Midday Crude Oil Analysis: China's Crude Oil Product import volume has reached a record high, what kind of changes will the Global oil market face?
According to the latest customs statistics, China's Crude Oil Product imports reached a 15-month high in November, after which Brent Crude Oil Futures traded in Asia's early morning in......
Afternoon Crude Oil Product analysis: The escalation of conflicts in the Middle East is driving up Crude Oil Product prices, what other market fluctuations have occurred?
Against the backdrop of escalating conflicts in the Middle East, Brent Crude Oil Product Futures rose in early morning Trade in Asia.
U.S. stocks closed | "Triple Witching Day" saw a major rebound in U.S. stocks! All three major Indexes rose by over 1%; the AI application Concept exploded, with Palantir rising over 8%.
Ed Yardeni, the most accurate Analyst on Wall Street and president of Yardeni Research, is optimistic about the U.S. stock market, predicting that the S&P 500 will reach 7,000 points next year and 8,000 points the year after.
If a "perfect storm" hits, oil prices may fall below 50 dollars next year.
Oil market bulls are now most afraid of an economic recession.....
Noon Crude Oil Analysis: Will crude oil prices be pressured or rebound against the backdrop of a strengthening dollar?
Due to market expectations that a stronger US dollar may suppress oil demand, the Intercontinental Exchange (ICE) Brent Crude Oil Product Futures prices fell slightly in early morning trading in Asia.
Midday Crude Oil Analysis: Why did Brent Crude Oil prices fall against the trend despite the decrease in USA crude oil inventories?
Despite the decrease in USA Crude Oil Product inventories, Brent Crude Oil Futures prices on the Intercontinental Exchange fell during the early trading session in Asia.
The USA increases oil production to "snatch the market"; sources say OPEC+ will remain vigilant.
OPEC representatives stated that when Trump took office in the White House, OPEC+ remained cautious about the increase in USA oil production.
Ignoring OPEC+'s decision to postpone production cuts, Kazakhstan still plans to increase its oil production by 2025.
Kazakhstan insists on increasing its oil production next year, which may further exacerbate tensions with its OPEC+ partners.
Afternoon Crude Oil Product analysis: Brent Crude Oil Product prices are stable. How do the prospects for Iranian exports affect market sentiment?
During the early trading session in Asia, the futures price of Brent Crude Oil Product on the Intercontinental Exchange (ICE) remained largely stable, with the market focusing on Iran's crude oil export situation.