アメリカEIA ガソリン在庫の推移

アメリカEIA原油輸入の変化

アメリカEIAクッシング原油在庫の変化

アメリカEIAガソリン生産の変化

Brent crude oil futures swung between small losses and gains at around $69.7 per barrel on Wednesday, fluctuating slightly after two days of gains. Markets were cautious as US President Trump’s proposed 50% copper tariff raised fears of broader trade disruptions that could dampen oil demand. Also, OPEC+ is set to raise output again in September, following an approved 548,000 bpd increase for August. However, UAE Energy Minister Suhail Al Mazrouei said a lack of major inventory builds shows “the market needed those barrels". In addition, Saudi Aramco expects global oil demand to rise by 1.2–1.3 million bpd in the second half of 2025. Meanwhile, Red Sea tensions escalated as Houthi-linked attacks resumed, sinking a vessel and killing several crew. In the US, API data showed crude inventories surged by 7.1 million barrels last week, the biggest rise since January. The EIA also revised down its 2025 US output forecast, citing weaker oil prices slowing drilling activity.

Brent Crude Oil Fluctuates on Wednesday

WTI crude oil futures swung between small losses and gains at around $67.8 per barrel on Wednesday, fluctuating slightly after two days of gains. Markets were cautious as US President Trump’s proposed 50% copper tariff raised fears of broader trade disruptions that could dampen oil demand. Also, OPEC+ is set to raise output again in September, following an approved 548,000 bpd increase for August. However, UAE Energy Minister Suhail Al Mazrouei said a lack of major inventory builds shows “the market needed those barrels". In addition, Saudi Aramco expects global oil demand to rise by 1.2–1.3 million bpd in the second half of 2025. Meanwhile, Red Sea tensions escalated as Houthi-linked attacks resumed, sinking a vessel and killing several crew. In the US, API data showed crude inventories surged by 7.1 million barrels last week, the biggest rise since January. The EIA also revised down its 2025 US output forecast, citing weaker oil prices slowing drilling activity.

Oil Fluctuates on Wednesday

In New York,  the Dow Jones Index is picking up 271 points or 0.61 percent on Wednesday. Gains are led by Boeing (3.37%), Nvidia (2.36%) and Merck (2.20%). Biggest losers are UnitedHealth (-2.01%), Coca-Cola (-0.78%) and Verizon (-0.60%).

The Dow Jones Index Opens 0.61% Higher

Cocoa futures rose slightly to around $8,100 per tonne, just above the three-month low of nearly $7,950 reached on July 3, as the market remained volatile with renewed supply worries. Industry experts told Reuters that West African cocoa production, which has fallen for two seasons in a row, is expected to drop another 10% in 2025/26 despite somewhat better weather. Ivory Coast, Ghana, and Cameroon—together responsible for over two-thirds of global cocoa supply—are grappling with challenges like shifting weather, aging trees, disease, smuggling, and damaging small-scale gold mining. The new 10% decline forecast reverses an earlier prediction of a 5% increase made in May and June. The risk, therefore, is that the urgently needed replenishment of significantly depleted stocks may not materialize. Dealers noted that stocks have not increased substantially after sharply falling during the 2023/24 season (October–September), which experienced a large global deficit.

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