1月份,美国取暖油期货上涨至每加仑2.57美元以上,达到六个多月来的最高点,因为美联储降息的预期,在美国核心通胀数据低于预期的推动下,提振了人们对经济活动增强和能源需求增加的乐观情绪。此外,最新的EIA报告显示,原油库存连续第八次减少,减少了196万桶,超过了市场对截至1月10日的一周减少160万桶的预期。与此同时,全球石油需求预测仍然乐观,欧佩克预测到2026年将保持稳定增长,支持看涨情绪。然而,馏分油库存比预期的110万桶增加了近三倍,达到307万桶,而同期取暖油库存增加了65万桶,缓解了取暖商品的供应压力。
U.S. heating oil futures rose above $2.57 per gallon in January, reaching an over six-month high, as expectations of Federal Reserve rate cuts, fueled by softer-than-expected U.S. core inflation data, boosted optimism for stronger economic activity and higher energy demand. Additionally, the latest EIA report showed an eighth consecutive draw in crude oil inventories, which fell by 1.96 million barrels, surpassing market expectations for a 1.6 million-barrel draw for the week ending January 10th. Meanwhile, global oil demand forecasts remain positive, with OPEC predicting steady growth through 2026, supporting bullish sentiment. However, distillate stockpiles increased by nearly three times the expected 1.1 million-barrel build, reaching 3.07 million barrels, while heating oil inventories rose by 0.65 million barrels for the same period, easing supply pressures for the heating commodity.