土耳其里拉/南非兰特 (TRYZAR) 加自选

由于亚洲主要生产商供应充足，而需求仍然疲软，大米期货交易价格低于每百斤14美元，为一周多来的最低水平。印度食品公司（FCI）编制的数据显示，2月初，最大生产国印度的大米库存达到6760万吨的新纪录水平，而政府的目标是760万吨。与此同时，越南计划在2025年出口超过750万吨大米，主要来自湄公河三角洲地区，据农业和农村发展部称，该地区今年预计将生产约2400万吨大米。与此同时，美国农业部2月份的WASDE报告将2024/25年美国大米产量上调至2.221亿英担，比上月增加230万英担，得克萨斯州和密苏里州的产量大幅增长。全球消费量减少10万吨，至5.302亿英担，主要原因是孟加拉国和中国的需求减弱。

Rice futures traded below $14 per hundredweight, their lowest in over a week, due to ample supplies from major producers in Asia while demand remains sluggish. Rice stocks in top producer India reached a fresh record level of 67.6 million tonnes at the start of February, compared to the government's target of 7.6 million tons, data compiled by the Food Corporation of India (FCI) showed. Concurrently, Vietnam plans to export over 7.5 million tons of rice in 2025, mostly from the Mekong Delta region, which is expected to produce around 24 million tons of rice this year, according to the Ministry of Agriculture and Rural Development. Meanwhile, the U.S. Department of Agriculture's February WASDE report revised U.S. rice production for 2024/25 upwards to 222.1 million cwt, an increase of 2.3 million from the prior month, with significant gains in Texas and Missouri. Global consumption was reduced by 0.1 million tons to 530.2 million, mainly due to weaker demand from Bangladesh and China.

天然气，WTI石油，布伦特原油预测-EIA报告后石油测试新高。石油市场测试每周高点，交易员在供应担忧的情况下保持看涨。

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Highs After EIA Report.Oil markets test weekly highs as traders stay bullish amid supply worries.

美国汽油期货价格上涨至每加仑2.10美元以上，今年涨幅超过4%，因为市场在季节性需求转变之前努力应对供应紧缩。最新的EIA报告显示，截至2月14日的一周，汽油库存下降了15.1万桶，超出了70万桶的预期。这种下降，再加上正在进行的炼油厂维护和北加州的意外停电，进一步加剧了已经压力重重的市场。与此同时，EIA数据显示，汽油需求从每天832万桶攀升至每天857万桶。更广泛的市场动态，包括欧佩克+可能推迟计划中的增产，以及在潜在制裁中围绕俄罗斯石油流动的不确定性，也加剧了油价上涨的压力。

US gasoline futures rose past $2.10 per gallon, rising more than 4% this year, as the market grapples with tightening supply ahead of the seasonal demand shift. The latest EIA report revealed a 151,000-barrel drop in gasoline stockpiles for the week ending February 14th, defying expectations of a 700,000-barrel build. This decline, combined with ongoing refinery maintenance and an unexpected outage in Northern California, has further strained an already pressured market. At the same time, EIA data shows gasoline demand climbing from 8.32 million barrels per day (bpd) to 8.57 million bpd. Broader market dynamics, including rising oil prices fueled by speculation that OPEC+ may delay planned production hikes and the uncertainty surrounding Russian oil flows amid potential sanctions, are also adding upward pressure.

布伦特原油期货周四早盘上涨至每桶77美元，受美元走软和供应减少风险挥之不去的支撑。欧佩克+代表表示，他们可能会推迟供应增加，理由是担心市场脆弱，因为该卡特尔成员此前难以将产量削减到目标水平。本周早些时候，一架乌克兰无人机袭击了里海管道财团的俄罗斯部分，该财团负责哈萨克斯坦约80%的石油出口，供应也受到压力。与此同时，美元走软提高了以美元计价的交易所主要进口国对石油的需求。另一方面，美国能源信息署的最新数据显示，2月第二周美国原油库存增加460万桶，超过市场预期的300万桶增长，标志着连续第四周增加。

Brent crude oil futures extended their early gain to $77 per barrel on Thursday, supported by a weaker dollar and lingering risks of lower supply. OPEC+ delegates indicated they may delay supply increases, citing concerns of a fragile market as members of the cartel previously struggled to cut output to target. Supply was also pressured earlier in the week after a Ukrainian drone hit the Russian portion of the Caspian Pipeline Consortium, which is responsible for about 80% of Kazakh oil exports. In the meantime, a softer dollar raised demand for oil by major importers in dollar-denominated exchanges. On the other hand, the latest data by the EIA showed that crude oil stockpiles in the US rose by 4.6 million barrels in the second week of February, more than market expectations of a 3 million barrel increase, marking the fourth consecutive build.