2026-01-15 09:33:27

The US policy towards Iran has seen fluctuations. Aside from the existing sanctions framework, no more aggressive actions have been taken in the short term, and tensions have eased somewhat, but potential risks still exist. Iran has previously stated that if attacked, it will strike US allied bases in the Middle East, and this threat still hangs over us.

From a data perspective, the picture is clearer. Last week, US crude oil inventories unexpectedly increased by 3.4 million barrels, whereas the market had expected a decline; gasoline inventories surged by 9 million barrels, far exceeding expectations — what does this reflect? Insufficient demand or oversupply, both are not optimistic scenarios.

Logically, Iran’s protests mainly involve speculation on geopolitical risks to push up oil prices, but they do not directly impact actual supply. After all, the protests have not spread to major oil-producing regions, so the impact on crude oil output is limited. Therefore, crude oil prices initially surged to 62.3 before starting to fall back, and are now in a wait-and-see phase, with daily fluctuations significantly narrowing.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
7
Repost
Share

Comment

0/400

WhaleShadow

· 01-15 10:02

Stockpiles surge by 9 million barrels? Basically, this data means nobody wants it. Don't be scared by geopolitical fears.

View OriginalReply0

FrontRunFighter

· 01-15 10:02

ngl the inventory numbers are pure fiction territory... 9M barrels of gasoline? that's not demand destruction, that's straight up manipulation. someone's frontrunning the geopolitical narrative hard.

Reply0

PermabullPete

· 01-15 10:02

The recent move in oil prices is essentially a false alarm, with no real supply risk. A surge of 9 million barrels in gasoline inventories? Demand has really picked up. Geopolitical rhetoric may be intense, but it doesn't change the fundamentals, which is the key. Iran's threats are just threats; actual production remains unchanged, it's all just on paper. 62.3 has been retreated from, indicating that the bulls are uncertain inside.

View OriginalReply0

BlockchainFries

· 01-15 09:55

Stockpiles surge by 9 million barrels of gasoline? Is this demand really collapsing?

View OriginalReply0

WalletInspector

· 01-15 09:55

This move in oil prices is really a bit dull; it started to shrink at 62.3, it's not that exciting at all.

View OriginalReply0

PancakeFlippa

· 01-15 09:49

Inventory data clearly shows demand is cooling off. Is it really that exaggerated with 9 million barrels of gasoline stockpiled? Really? Geopolitical hype is driving oil prices, but supply hasn't been cut. That logic is just absurd. After rebounding to 62.3, it has fallen back. Now we're just waiting to see the subsequent data. Iran's threat, while looming, doesn't show any actual impact in the short term; it's just a psychological expectation. A surge in inventories > insufficient demand, this deduction couldn't be more straightforward. With oil prices swinging like this, it seems we have to wait for US data to come out before making a directional judgment.

View OriginalReply0

screenshot_gains

· 01-15 09:38

The inventory data is so bad, yet they still want to manipulate the market. Dream on. Everyone is speculating on geopolitical issues, but where is the real demand? Honestly, nobody wants it. What’s the use of Iran’s threats? They can't even hold 62.3. Are the bulls in this wave ruthless? The core issue is the lack of demand; everything else is just虚的. The oil price fluctuations feel like they’re just waiting for the Fed’s next move.

View OriginalReply0