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Sources say that oil exports from Novorossiysk, Russia, were delayed by 10 days in March due to drone attacks and storms.

2026-03-12

Sources say that oil exports from Novorossiysk, Russia, were delayed by 10 days in March due to drone attacks and storms.

Other News
2026-03-12

Internationally: 1. Goldman Sachs: Hedge fund positions may create conditions for a significant rebound in US stocks. 2. Goldman Sachs: If traffic in the Strait of Hormuz remains sluggish in March, oil prices could surpass the 2008 peak. 3. JPMorg

Internationally: 1. Goldman Sachs: Hedge fund positions may create conditions for a significant rebound in US stocks. 2. Goldman Sachs: If traffic in the Strait of Hormuz remains sluggish in March, oil prices could surpass the 2008 peak. 3. JPMorgan: High oil prices may trigger tightening of monetary policy in Asia. 4. Morgan Stanley: Oil price shocks may cause the Federal Reserve to postpone its next rate cut. 5. Morgan Stanley: LNG supply risks may be more significant for Asia than oil. 6. Barclays: If oil prices remain around $100, the Stoxx Europe 600 index will fall to around 550 points. 7. Mitsubishi UFJ: The speed of oil reserve releases is key to their effectiveness. 8. Capital Economics: Energy diversification is a sustainable strategy to cope with price shocks. 9. ING: The IEA's reserve release plan may struggle to fill the supply gap. 10. ING: Changes in ECB rate hike expectations may not weaken the euro; oil prices remain the main driving factor. 11. Fitch Ratings Research: Average silver price in 2026 may more than double year-on-year. Domestic: 1. CITIC Securities: US CPI year-on-year growth is expected to rise in March and April. 2. CITIC Securities: The RMB is expected to appreciate moderately to around 6.7-6.8. 3. CITIC Securities: Continues to recommend the global power shortage industry chain. 4. Guojin Securities: Domestic chemical machinery polishing companies are expected to further expand their market space. 5. Huatai Securities: Geopolitical disturbances may suppress automakers' export demand in the short term; we suggest focusing on two major investment directions. 6. Huatai Securities: Hydrogen energy may usher in a non-linear growth inflection point under the resonance of domestic and international policies.
2026-03-12

U.S. Energy Secretary: There are currently no discussions regarding potential restrictions on U.S. exports.

U.S. Energy Secretary: There are currently no discussions regarding potential restrictions on U.S. exports.
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