Hong Kong Stock Concept Tracking | Trump's tariff policy may disrupt Global oil demand and supply, tanker freight rates may rise in the short term (with concept stocks attached).

If tariffs continue to be implemented, it is expected that the demand for tanker ton-miles will increase, while domestic refining capacity in the USA may decline.

Zhitong FinanceFeb 12 13:51

CITIC SEC: Crude Oil Product prices may reach a turning point in supply and demand relations, with the overall investment safety margin in the Chemical Sector being relatively high.

In 2025, the energy and chemical industries still face significant challenges amidst increasing uncertainty in domestic and foreign policies.

Zhitong FinanceFeb 7 08:23

International oil prices are experiencing significant fluctuations! What new variables might arise in the future?

Under the pressure of President Trump in the USA, international oil prices fell by about 3.5% last week, ending four consecutive weeks of increase.

Brokerage ChinaJan 27 07:09

Hong Kong stock Concept tracking | Shipping costs for Crude Oil Product from North America to Asia have surged, making the risk-reward ratio for oil shipping companies attractive (with related stocks included).

Trade officials say that due to the new sanctions imposed by the USA on Russia, the shipping costs for Crude Oil Product from North America to Asia have soared.

Zhitong FinanceJan 22 13:54

Hong Kong stock movement | Petroleum stocks continue to decline as the market worries about an oversupply in the oil market. Trump plans to increase Oil & Gas production.

Petroleum stocks continue to decline. As of the time of writing, China Oilfield Services (02883) is down 2.59%, trading at 7.16 HKD; KUNLUN ENERGY (00135) is down 1.62%, trading at 7.31 HKD; and PetroChina (00857) is down 0.98%, trading at 6.06 HKD.

Zhitong FinanceJan 21 13:42

CPI Data, Oil Inventories Take Center Stage Wednesday

InvestingJan 15 03:02