原油：价格先跌后涨。周内前期，美国和伊朗会谈前景乐观，担心原油供应量或将增加，同时亚洲一些国家疫情恶化引发对需求担忧，墨西哥湾风暴正在形成，可能会影响美国墨西哥湾地区石油供应量。周内后期，美国原油库存减少，加之北半球夏季驾车出行季节临近，汽油消费通常会在美国阵亡将士纪念日临近时开始上升，原油价格持续上涨。截止周末，布伦特原油价格为69.46（+3.02）美元/桶，WTI 原油价格为66.85（+3.27）美元/桶。

近日，湖南省发改委、住建厅、市场监督局联合发布《关于进一步规范燃气 工程安装收费的通知》（以下简称‘,(（通知｝)''）。（（通知》明确了城镇燃气工程 安装费的内涵和收费范围，收费范围仅限于建筑区划红线内产权属于用户的 资产，不得向红线外延伸。同时，规定了加快构建市场竞争体系，鼓励具备 燃气工程安装资质的企业依法取得市政公用工程施工资质后参与市场竞争。 并且，(（通知》废除了2019年颁布的明确省内1800元的居民燃气工程安装 费（也称接驳费）最高限价的文件。 

6月1日举行的OPEC＋会议决定继续维持4月初制定的增产计划，继5月和6月增产后，了月合计增产84.1万桶／天10 会议未讨论了月之后的产量计划。在此次会议前，市场对OPEC＋维持原有产量决策已有预期，尤其是三季度欧美航空煤 油需求改善预期下，布油暂时回到了0美元／桶左右，已经基本和疫情前价格水平相近。在OPEC较强的供给约束下，一 季度石油供需错配缓解库存压力，当前石油库存接近五年均值水平。OPEC＋联合技术委员会近期表示9月到12月库存 将持续下滑，至少下降200万桶／天。我们认为，尽管当前石油消费仍未见起色，但近期欧美疫情缓解，临近三季度，投 机因素可能提前反映需求改善预期。因此，相比于欧美需求复苏空间，OPEC渐进式增产对油价的负面影响可能较小。 

石油化工产品出现不同程度的涨价，涨价原因是多方面的：年初以来石油化工产品价格延续2020 年下半年的走势而继续上涨，涨价的原因是多方面的，主要包括需求好转、供给收缩、成本支撑、金融炒作等因素。

天然气价格夏季消费淡季出现罕见的大幅上涨。亚太LNG 现货市场价格近期达到9 美金/百万英热；欧洲LNG 现货市场的价格达到8 美金/百万英热。这是之前难以想象的夏季价格水平。

在油价回归背景下，考虑到影响石油加工行业的主要不利因素在2021 年“由负转正”，石油加工行业存在业绩周期改善的预期；同时看好进行低成本业务布局实施规模扩张的头部企业。重点推荐卫星石化（002648.SZ）、上海石化（600688.SZ）、中国石化（600028.SH）；油价回暖也利于油服行业的景气复苏，推荐石化油服（600871.SH）、通源石油（300164.SZ）。同时建议关注宝丰能源（600989.SH）、三友化工（600409.SH）、广汇能源（600256.SH）等。

当下石油市场的基本面：全球原油库存已经回到正常水平。Q3 原油需求预期复苏。预计接下来一段时间，随着美国和欧洲疫苗注射推进和出行的修复，尤其是6-8 月份美国出行旺季的到来，原油需求持续改善的确定性比较强。而OPEC+比较节制的边际增产，将使其产量将低于“call-on OPEC+“水平。

The graphite coatings market is segmented on the basis of application, end use, and region. By application, the market is classified into lubrication, anti-seize agent, release agent, and other. Depending on end use, it is segregated into automotive, displays & sensors, metal coating, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report covers the strategies adopted by key players in the market to sustain the competitive environment and increase their market share. The key players operating the global market include Imerys Graphite & Carbon, Asbury Carbons, Mersen, Elcora Advanced Materials Corp., Triton Minerals, CONDAT Corporation, Whitford, Van Sickle Paint Mfg. Company, Final Advanced Materials, and BECHEM. In addition, the market drivers, restraints, and opportunities are explained in the report.

Synthetic rubber is an artificial elastomer, which is produced from the by-products of petroleum. Liquid synthetic rubber is a polyurethane in liquid state, which exhibits enhanced flow properties superior abrasion resistance. It finds its major application in industrial rubber manufacturing, tire manufacturing, polymer modification, and adhesive manufacturing. For the purpose of analysis, the report segments the global liquid synthetic rubber market based on product, application, and region. The report outlines the details about the various products available in the market, which include liquid isoprene rubber, liquid butadiene rubber, liquid styrene butadiene rubber, and others. The applications covered in the study include adhesives, industrial rubber, tire manufacturing, polymer modification, and others. The report further analyzes the market trends across North America, Europe, Asia-Pacific, and LAMEA. In addition, it highlights market dynamics that impact the growth of the global market such as key drivers, restraints, growth opportunities, and the role of key players.