Jaipur Investment：Crude oil trading reminder： India buys Russia’s discount crude oil in April, the history of European monkey acne epidemic is unprecedented to limit the increase in oil prices
During the Asian period on Tuesday (May 24), American oil hovered around $ 109.70/barrel. On Monday, oil prices rose slightly. U.S. fuel demand, supply tensions and US dollars slightly supported the oil market.And the increase in many countries around the world, limiting the increase in oil prices.
During the day, the first value of the Markit manufacturing PMI in the United States in May, and announced on Wednesday at 00:20 Federal Reserve President Powell gave welcome words at a economic summit, and announced the API data at 4:30.
[The three major stock indexes of U.S. stock indexes are largely high]
The US stock market closed on Monday, and the S & P 500 index rose 1.86%. Bank stocks rising and market leader’s technology stocks rebounded to promote the market rising. Previously, the Wall Street stock market continued to decline the longest round of weekly foam more than 20 years ago.
The three major U.S. stock indexes increased by 1.6%-2.0%, and technology giants Apple and Microsoft rebounded the biggest boost.Bank stocks that are sensitive to interest rates have jumped 5.1%. Previously, Morgan Chase, the largest bank of the United States, raised interest revenue forecasts for this year.Morgan Chase’s stock price rose 6.2%.
WealthSpire Advisors Senior Vice President Oliver Pursche said, "This feels more like a rising in explanation, rather than fundamental changes in investors’ emotions."Yes. "
Chuck Carlson, CEO of Horizon Investment Services, said: "Today, the market does not seem to be so worried about inflation factors, and whether the Fed can promote economic soft landing." However, he added that "the risk is still biased down."
The Fed will release a record of the recent policy meeting on Wednesday, and investors will get a glimpse of the decision makers’ ideas.
The economic indicators that will be released this week may further support the view of inflation in March, and show whether high prices have hit the purchasing power of consumers.The 11 main sectors of the S & P 500 index closed high, of which financial stocks increased the largest, climbing 3.2%.
The first quarter of the financial report is close to the end, and 474 of the S & P 500 Index ingredients companies have announced their performance.According to Lufu special data, 78%of the performance exceeded expectations.Looking forward to the future, the company’s prediction of the current quarter is generally pessimistic. 59 enterprises give negative predictions, and 32 are given positive predictions. Lufute data shows that there were 37 negative forecasts and 52 positive predictions in the same period last year.
[Oil price may exceed $ 120/barrel within several months]
The Director of the International Energy Agency, Fatih Birr, said in Davos that we may see that oil prices have further risen, become more turbulent, and become an important risk of global economic recession.
As the expected demand for gasoline will remain high, the decline in oil prices is limited.Starting from the weekend of the generals of the generals of this weekend, the United States will enter the peak driving season.Although the market is worried that the rise in oil prices may weaken demand, analysts said that mobile travel data of Tomtom and Google have risen in recent weeks, showing that more drivers and other places in the United States and other places have been on the road.
BOFA Global Research said that when the risk of economic recession rises, oil prices should continue to be supported.The average price of Lente crude oil is $ 102, but it may exceed $ 120 in the short term.
With the tightening of monetary policy and economic recession, it has become the primary consideration of investors. The decline in global oil consumption is a risk of their average price of US $ 102/barrel in 2022 and 2023.Low inventory level, limited spare production capacity, and recovery of emerging market demand after the epidemic should jointly promote the level of Brent crude oil in the next few months.The $ 104/barrel and $ 100/barrel, it is predicted that the global demand in 2022 will rebound 3.4 million barrels per day and rebound 1.3 million barrels per day in 2023.
[India bought Russian discount crude oil in April]
India ’s crude oil imports in April were the highest in three and a half years. The world’ s third largest oil importer and consumer countries have increased their purchase of discounts on Russia to promote demand recovery and fight high prices.
According to data from the Petroleum Planning and Analysis Group on Friday, India ’s crude oil imports increased by about 9.7%compared with March, an increase of about 14.3%over the same period last year, and 20.87 million tons, the highest since October 2018.
Janiv Shah, a downstream analyst at Rystad Energy, said, "Indian refineers continue to buy a large discounted Russian oil, especially the median sulfur -containing crude oil, so as to meet domestic consumption and domestic consumption and the high price difference between diesel cracks.Exit.
One week’s oil tanker tracking data shows that Russia became India’s fourth largest oil supplier in April.The import volume of oil products increased by 23.7%compared with the same period last year, reaching 3.79 million tons, and the export volume climbed by 36.9%.Government data shows that at the export of 5.36 million tons in April, diesel accounts for 2.69 million tons.
[The threat of oil prices on the global economy is more threatened than inflation]
Hardeep Singh Puri, the Minister of Petroleum in India, said that the threat of oil prices at $ 110/barrel to the global economy may be greater than inflation.
Puri told CNBC TV18 in an interview in Davos that "If the oil price remains at $ 110 per barrel, it is not just inflation, but a greater threat.Come. If the global economy develops in that direction, all countries, including oil -producing countries, will have to face more serious consequences than inflation, "India has cut the tax rate of several products including fuel, so as toInhibit inflation.
[The United States considers the use of emergency diesel reserves to ease oil prices]
The Biden government is considering using emergency diesel reserves to alleviate supply tensions. This measure is rarely used before.The White House is considering announced an emergency state, so that it can use the Northeast family heating oil reserve in the New England region.A White House official said the reserve had 1 million barrels of ultra -low sulfur distillation.Although the reserve is only enough to supply one day in the east coast of the summer and may not significantly reduce the price of diesel, it can prevent fuel spot supply interruption.In recent weeks, diesel inventory has fallen to a historical low. The rise in the price of diesel and aviation fuel fuel has increased the cost from truck transportation to agriculture and aviation travel, and exacerbated inflation pressure.
[The European Union is in a deadlock on Russia’s oil embargo]
The European Union’s proposal to eliminate Russia’s oil has been obviously deadlocked.A person who asked for anonymity revealed that the Hungarian government hinted that the earlier negotiations would be possible to make progress as early as next month.
On the 23rd local time, the European Union announced that a special summit will be held from the 30th to 31st of this month to focus on issues such as Ukraine, defense, energy and security.Earlier this month, the European Commission proposed the sixth round of sanctions against Russia, including oil embargo and other measures. However, because Hungary opposed the implementation of oil embargo against Russia, the plan has not been passed so far.It is expected that further coordination of oil embargo and other coordination will be one of the most important tasks of this special summit.
Bob Yawger, the head of the futures department of Ruisui Securities, said: We stay in the $ 105-116 range and are seeking breakthroughs.European petroleum embargo can make crude oil touches historical highs.Jaipur Investment
[Zessky said that he has been ready to meet with Putin and will only discuss the suspension of war]
On the 23rd local time, according to Ukrainian UNIAN News Agency, Ukrainian President Zeleiski said he was ready to meet with Russian President Putin and will only discuss the issue of suspension.Zelei said that he had no willingness to meet the middlemen. In principle, he would not see any person from Russia except Putin.He emphasized that the only issue to meet with Putin was a stop war.
[EU help negotiation to restart the Iraqi nuclear agreement]
Qatar Foreign Minister claims that Iranian leaders will take a neutral attitude to solve the problem to restore the nuclear agreement reached with 6 major powers in the world in 2015.The minister said that restoring Iranian oil supply will help stabilize crude oil prices and relieve inflation.It is understood that if Iran returns to the oil market, it is expected to increase the supply of crude oil of 50,000-1 million barrels per day worldwide, which is enough to suppress the current high oil prices.
Negotiations between Iran and the world have fallen into a deadlock in recent months.Earlier this month, the EU special envoy visited Tehran and had "restarted" negotiations.It is reported that after the visit to Iran, the nuclear negotiations in the deadlock made progress.In 2018, the US President Trump announced that the United States had withdrawn from the Iran nuclear agreement and restarted sanctions against Iranian oil exports due to the Iran nuclear agreement.However, at the time of the world’s most tight oil lack, the hopes for the Bayeng government to restore the nuclear agreement with Iran are still very slim because of the complex Middle East geopolitical relations.
[Iran will form a joint technical committee with Oman to jointly develop the Henggum Oilfield]
On May 23, local time, the Iranian Petroleum Minister Java -Ogi told Iranian media that during his visit to Oman, he reached a series of economic cooperation agreements with Oman, especially in the energy field.
Ogi said that Hegom Oilfield is the only joint oil field in Iran and Oman. The two sides agreed to form a joint technical committee to jointly develop the oil field.He pointed out that, unlike competitive mining, cooperation mining will not damage the oil field reservoir, and both countries will benefit.
Ogi further stated that considering Oman’s oil and gas resources and Iran’s petroleum industry capabilities, Iran has the ability and foundation to export the technical engineering service in the field of oil and gas to Oman, and the two parties have reached an agreement on the issue.
[The history of the European Monkey Acne Extraction is unprecedented or related to two large -scale parties]
Monkey acne epidemic has spread in many European countries a few days ago.According to the Associated Press report on the 23rd, David Heman, an expert in infectious diseases in WHO, said in an interview with the media that the rare epidemic epidemic in Europe has an unprecedented epidemic, or it is related to the two large -scale partys held in Spain and Belgium.
The official also said that the monkey acne epidemic has never been extensive in the region outside Africa, which means that the situation of this wave of epidemic in Europe is very different from before.In Africa, human infection of monkey acne virus is mainly transmitted by animals.
As of now, WHO has recorded more than 90 cases of acne cases from more than a dozen countries including Britain, Spain, Israel, France, Switzerland, the United States, and Australia.
[The third case of suspected monkey acne found in the United States]
On May 22, local time, the US health department said that the third case of acne may have been found in the country, and a patient in Florida was detected to confirm whether it was infected.
According to a statement from the US Centers for Disease Control and Prevention and the Florida Health Department on the 22nd, the suspected case of this suspected case in Bravad County, Florida, is still in a state of isolation.
[4 cases of acne in Germany]
According to the German "Berlin Morning Post" reported on the 23rd, a spokesman for the Ministry of Health of Germany stated at a press conference that day that Germany had diagnosed 4 cases of acne infection, predicting more cases in the future.According to existing information, it is possible to spread only through close contact.Pune Stock
[France has found 3 confirmed cases of acne in France]
On the 23rd local time, the French Ministry of Public Health stated that on the same day, two new cases of acne were confirmed in France, and a total of 3 were diagnosed.On the 19th local time, the first case of acne diagnosis in the country in the country found in the country in France
[37 cases of acne cases have been diagnosed in Portugal]
The State General Administration of Health of Portugal reported on the 23rd that 14 newly diagnosed diagnosis of acne cases in the country. As of now, 37 cases of acne cases have been diagnosed, of which 35 were located in the Lisbon and Tago River Valley regions, northern regions and Alga.There are 1 confirmed cases in each of the Victoria District, and there are still more suspected suspected monkey acne infection cases waiting for test results.The State Health Administration of Portugal stated in the statement that the country’s current cases of monkey acne infection are stable, and the authorities are conducting an epidemiological survey of monkey acne epidemic to confirm the spread chain of monkey acne virus.
Generally speaking, although the United States will enter the peak driving season, it is expected that the demand for gasoline is expected to increase, and the decline in the US dollar has supported the rise in oil prices.Russian crude oil embargo has fallen into an impact, or restricts the increase in oil prices.
At 7:07 Beijing time, US crude oil is now reported at $ 109.63/barrel.
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