大宗商品每日快讯：油价自高位回落

关键论点

• 布伦特回调发生在供应风险持续之际，获利了结以及对联合国大会和特朗普-习近平会谈的建设性预期支撑了市场情绪。
• 沙特阿美警告部分欧洲客户，由于东西管道受损限制延布原油供应，下月可能无法按长期合同分配原油货，欧洲市场因此收紧。
• 投机头寸仍坚定看多：基金经理增持布伦特净多头16,904手至282,657手，为2026年5月底以来最大，主要受空头回补推动。
• 成品油市场紧张使ICE柴油裂解价差维持在约95美元/桶，黄金因美联储收紧而走低，LME铜因中国需求改善维持在14,500美元/吨上方。

对应原文证据

1. Saudi Aramco has warned some European customers that it may be unable to allocate crude cargoes next month under long-term contracts as disruptions to the East-West pipeline limit crude availability at Yanbu. · next month
2. Reduced Saudi supply has tightened the European market, with some North Sea crude grades trading at steep premiums to benchmark prices.
3. Metals - Gold edges lower Gold edged lower at the start of the week as investors assessed the implications of the Federal Reserve's first rate hike since 2023 and the prospect of further policy tightening. · 2023