20251106-永安期货-原油成品油早报_1页_1mb

本周原油成品油早报总结： reporting from the Energy Analytics Team, date 2025/11/06. Key data from past dates show Brent and WTI prices declining, with Brent down by 0.92% and WTI by 0.96%, amid supply concerns and export disruptions. Domestic SC crude rose slightly from 458.70 to 463.70. News highlights include a drone attack on a Russian refinery halting exports, HSBC predicting reduced supply excess, Libya's goal to increase production, and Saudi's December pricing for light crude. Inventory data from EIA shows U.S. crude exports up by 0.6 million barrels/day, with mixed changes in refined products like gasoline and diesel. Global inventories saw slight build-ups, but U.S. commercial crude decreased by 685,800 barrels. Weekly outlook suggests short-term volatility due to geopolitical risks, but long-term weak supply dynamics, including OPEC+ increases and high U.S. production, dominate, leading to an overall bearish view for crude.