FINWIRES · TerminalLIVE
FINWIRES

EMEA Oil Update: Brent Firm as Traders Assess Trump Administration's 'Project Freedom'

作者

-- Oil prices remained firm on Monday as skepticism surrounding US shipping plans and a deadlock in Iran peace talks offset a modest production increase by OPEC+.

The Brent futures contract gained 0.8% to $109.01 per barrel. Murban closed at $103.76 on May 1 and was not trading as of the time of publishing this oil price update.

"The market is steadier at the start of the new trading week, despite continued noise around developments in the Persian Gulf," ING said.

Sentiment was briefly shaken by the announcement of "Project Freedom," a US plan to guide commercial ships out of the Strait of Hormuz.

However, initial selloffs were quickly reversed as the market grew unconvinced by the plan's scope.

Analysts note that without active US Navy escorts for inbound vessels, the move likely only provides temporary relief by clearing out existing floating storage rather than restoring normal trade flows.

Supply concerns are further exacerbated by a lack of progress in diplomatic channels and shifts within OPEC+.

Although the group announced a 188,000 b/d supply increase for June, its first meeting since the UAE's surprise exit, market experts doubt the full volume will reach the market.

Over half of the scheduled increase is tied to Persian Gulf producers currently restricted by the Strait of Hormuz blockade.

With President Trump reportedly labeling Iran's latest peace proposal "unacceptable" and Tehran refusing to discuss nuclear terms until port blockades are lifted, crude prices continue to hold a significant risk premium.

相关文章

Asia

HFCL获得价值8.42亿印度卢比的光纤电缆订单;股价上涨8%

据周一提交给印度证券交易所的文件显示,HFCL(NSE:HFCL,BOM:500183)及其子公司HTL从一家未具名的私营电信公司获得了价值8.423亿印度卢比的采购订单。 该合同内容为在8月前供应光纤电缆。 这家电信设备制造商的股价在最近的交易中上涨了近8%。

$BOM:500183$NSE:HFCL
Asia

4月份钢带轮净营业额增长18%。

根据周五提交给印度证券交易所的文件显示,Steel Strips Wheels(NSE:SSWL,BOM:513262)4月份净营业额同比增长超过18%,达到50.1亿印度卢比,而去年同期为42.4亿卢比。 该公司股价在周一的交易中上涨超过1%。 文件还显示,总营业额同比增长超过12%,从51.9亿卢比增至58.2亿卢比。

$BOM:513262$NSE:SSWL
Oil & Energy

市场动态:澳大利亚Viva Energy计划于6月重启吉朗炼油厂

据路透社报道,澳大利亚维瓦能源公司(Viva Energy)周一表示,其位于吉朗的炼油厂在4月份发生火灾后,预计将在六周左右完成维修工作。 这家澳大利亚最大的炼油厂日产能达12万桶,预计将于6月份重启其残渣催化裂化装置(RCCU)。此前,该装置因长期停产而停工。目前正值伊朗战争导致供应中断,持续造成燃料短缺之际。 维瓦能源公司周一在一份声明中表示:“RCCU重启后,预计产量将提升至产能的90%以上。” 维瓦能源公司尚未回复就此事的置评请求。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息被认为是来自可靠来源,但可能包含传闻和猜测。准确性无法保证。)