China Southern CNI Oil&Gas ETF

603353

159026

CRAK

Asian markets experienced a downturn as Brent crude oil prices surged above $105 due to the closure of the Strait of Hormuz, raising supply concerns. The KOSPI in Seoul dropped 3%, and the MSCI Asia ex-Japan index fell 1%, while Tokyo's Nikkei remained unchanged. Geopolitical risks escalated following Trump's rejection of Iran's terms, and his upcoming visit to China is anticipated to result in only symbolic trade gestures.

BP p.l.c.

HSPC

Occidental Petroleum

ISHRS S&P Glb Engy

iShares US Oil Equip & Svcs

United States Oil Fund LP

VG Energy

WisdomTree Brent Crude Oil 1mth

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

WisdomTree Brent Crude Oil

WisdomTree Brent Crude Oil Longer Dated

SPDR O&G Ex & Prd

VanEck Oil Services ETF

SPDR O&G Equip

Us Brent Oil

VanEck Oil Refiners ETF

Asian markets slip as Iran tensions lift oil prices

516570

159588

On April 13th, shipping in the Strait of Hormuz was interrupted again, and the oil and gas sector rebounded strongly, with Blue Flame Holding hitting the limit up. U.S. President Trump announced a blockade against Iran, leading to a halt in shipping through the strait, and oil prices could rise to $150 per barrel. The situation in the Middle East has worsened, energy prices are running high, and the global supply chain is disrupted. Analysts believe that geopolitical games will continue in the short term, and the geopolitical premium on energy may persist, with imported inflationary pressures emerging, necessitating attention to global economic growth and financial market stability. Strategically, it is recommended to focus on the energy and alternative demand sectors and defensive assets

腾讯新闻 - 财经

E Fund CSI Petrochemical Industry ETF

Blue Flame Holding

Huaan CNI Oil&Gas ETF

First Trust NASDAQ Oil & Gas

ChinaAMC CSI Petrochemical Industry ETF

GF Fund CNI Oil&Gas ETF

Us Natural Gas

Invesco Great Wall CNI Oil&Gas ETF

The Strait of Hormuz is once again "cut off," and the oil and gas sector soars

159309

Asian markets are unsettled as tensions over the Strait of Hormuz rise, pushing oil prices higher and reviving inflation concerns. Iran's claim of control over the strait and plans to impose tolls on vessels have raised fears of disruptions in a key energy corridor. The KOSPI slipped 0.4%, while US futures indicated a cautious start. Higher oil prices are reigniting inflation worries, complicating the outlook for interest rates. Investors are closely monitoring the situation for potential impacts on supply and central bank policies.

Invezz

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

China Universal CSI Oil & Gas Resources ETF

Kospi slips as Iran's Hormuz gambit puts Asian markets back on edge

On April 7th, the A-share market showed mixed performance, with the Shanghai Composite Index slightly up by 0.03% and the Sci-Tech Innovation 50 rising sharply by 1.63%. The chemical sector led the gains due to a surge in performance and expectations of price increases. The overall Asia-Pacific market saw mixed results, with geopolitical uncertainties suppressing risk appetite. The U.S.-Iran standoff remains deadlocked, and hopes for a ceasefire are slim, keeping international oil prices high. The market is focused on the dual themes of "benefiting from high oil prices + performance certainty."

F SAMSUNG OIL

ChinaAMC CNI Oil&Gas ETF

China Merchants CNI Oil&Gas ETF

The hope for a short-term ceasefire is slim! The Asia-Pacific market rose and then fell, with a focus on these two main lines in the future

159190

159518

513350

CICC Research points out that rising oil prices due to Middle Eastern conflicts may impact China's exports. Although rising oil prices pose a negative supply-side shock to exports, they may also increase China's export share of high-energy-consuming products and new energy products through demand transfer and demand creation effects. Compared to the Russia-Ukraine conflict in 2022, a potential US-Iran conflict in 2026 would have a more widespread impact on global energy supply, especially on the Asian region

Wallstreetcn

Tianhong ChiNext New Energy ETF

Harvest S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

Fullgoal S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

CICC: Oil prices may boost China's export share

03097

The Brent crude oil price is set for its largest monthly increase ever in March, rising by 51% due to disruptions caused by the Iran war. This surge surpasses the previous record of 46% in September 1990, following Iraq's invasion of Kuwait. As of Friday, Brent closed at $112.57 a barrel, up from $72.48 on March 1.

F GX OIL

China Southern Crude Oil Fund-A

Oil on track for record monthly surge as Iran war disrupts markets

159017

Thailand and Iran have reached an agreement to ensure the safe passage of Thai oil tankers through the Strait of Hormuz, in response to rising oil prices caused by the situation in the Middle East. Thai Prime Minister Anutin emphasized that the government will focus on diplomatic coordination, energy security, commodity price control, and the livelihoods of the people, while calling for public energy conservation. Foreign Minister Sihasak proposed convening a special ASEAN Foreign Ministers meeting to discuss solutions for easing tensions, and the government is also seeking additional energy sources

ICBCCS CNI Oil&Gas ETF

E Fund CNI Oil&Gas ETF

Thailand Reaches Agreement with Iran on Passage of its Oil Tankers Through Strait of Hormuz

Macquarie, the Australian investment bank, predicts that if the situation in Iran continues until June and the Strait of Hormuz is closed, oil prices could reach $200 per barrel. Founder Securities points out that oil prices are currently in a critical game phase, and the duration of the blockade will affect the oil price trend. If it extends to 12 weeks, oil prices could rise to $127 per barrel, and if it exceeds 25 weeks, it could reach $144 per barrel. If production cuts are triggered, oil prices may exceed $150. As of March 27, 2026, the China Securities Oil & Gas Index has risen by 0.34%

PETROCHINA

Tortoise N Americ Pipe

First Trust North American Energy Infra Fd

GLOBAL X MLP & Energy Infra

SINOPEC SSC

Sinopec Corp.

CNOOC

Alerian MLP

Global X MLP

The oil ETF Penghua Hongpan is trending upward, with geopolitical situations driving oil prices higher

China Southern CNI Oil&Gas ETF(159026.SZ)