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以色列和加沙之间不断升级的动荡加剧了中东主要生产国对供应中断的担忧。此外,驻伊拉克美军成为两起无人机攻击的目标,进一步加剧了市场情绪。 WIT 和布兰特原油都纷纷升至重要的技术关卡每桶 90 美元大关。

(布伦特原油年线图)

(WIT 美国原油年线图)
根据IEA最新报告,8月全球石油库存大幅下降,减少了6,390万桶(mb)。这一下降主要是由于原油库存大幅减少 102.3 MB。初步数据显示,9月陆地库存持续下降,但随着出口开始复苏,水上石油库存反弹。在 OECD 国家,8 月工业库存异常下降 6.5 mb,达到 2,816 mb,比五年平均值大幅下降 105.3 mb。
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