E Fund CNI Oil&Gas ETF

399439

159181

513350

S&P conducted a scenario analysis on non-financial companies in the Asia-Pacific region and found that if oil and gas supply is disrupted, credit quality may deteriorate. Assuming oil prices are $85 per barrel in the case of a swift resolution to the conflict, the proportion of affected companies is 9%; if the conflict prolongs, oil prices rise to $130, and the affected proportion increases to 15%. About 80% of companies are investment grade and have good financial flexibility, but if the disruption exceeds expectations, credit quality will be impacted more severely

AASTOCKS

Occidental Petroleum

CNI Oil&Gas

Us Brent Oil

VanEck Oil Services ETF

VG Energy

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

ISHRS S&P Glb Engy

Pro Ultr Bloomberg Crude Oil

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

SPDR Energy Select

SPDR O&G Equip

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

iShares US Oil & Gas Expl & Prod

iShares US Oil Equip & Svcs

Yinhua CSI Oil & Gas Resources ETF

United States Oil Fund LP

S&P Global

S&P assesses the impact of oil and gas supply risks on non-financial companies in the Asia-Pacific region, finding that 15% may experience a deterioration in credit quality under worst-case scenarios

159588

159697

At the 2026 Natural Gas Industry Development Conference, Yang Lei, Deputy Director of the Energy Research Institute at Peking University, pointed out that price is the core factor restricting the development of natural gas. As the world's largest incremental market for natural gas, China lacks influential price indices and needs to improve market structure and build regionally competitive markets. He suggested constructing internationally influential price indices and promoting the development of a comprehensive energy supply system to leverage the flexibility advantages of natural gas

腾讯新闻 - 财经

Invesco Great Wall CNI Oil&Gas ETF

Bosera CSI Oil & Gas Resources Index ETF

Penghua CNI Oil&Gas ETF

First Trust Natural Gas ETF

Global X U.S. Natural Gas ETF

Huaan CNI Oil&Gas ETF

Pro Ultr Natural Gas

China Merchants CNI Oil&Gas ETF

Ping An CNI Oil&Gas ETF

ChinaAMC CNI Oil&Gas ETF

Us Natural Gas

Fullgoal CNI Oil&Gas ETF

Yang Lei, Deputy Director of the Energy Research Institute of Peking University: Price remains the core factor restricting the development of natural gas

603353

161129

The EIA's Short-Term Energy Outlook report forecasts ongoing Middle East supply disruptions until the end of 2026, with oil production cuts expected to rise to 9.1 million barrels per day in April. The Brent-WTI crude oil price spread may peak at $15 per barrel during this period. US retail gasoline prices are anticipated to reach their highest average since 2022 in 2026. Global oil demand is projected at 104.6 million barrels per day in 2026, slightly lower than previous estimates, with further reductions expected in 2027.

CoinLive

HSPC

E Fund Crude Oil Fund(QDII)-A(CNY)

China Southern Crude Oil Fund-A

BP p.l.c.

Hwabao WP S&P Oil & Gas Exploration & Production Selected Industry Index Fund(LOF)-A(CNY)

EIA Short-Term Energy Outlook Report: Middle East supply disruptions are expected to continue until the end of 2026.

The tension in the Middle East has lasted for more than a month, and the obstruction of passage through the Strait of Hormuz has led to a surge in global energy prices, affecting multiple sectors including energy, chemicals, logistics, agriculture, and finance. The International Energy Agency's report indicates that the Strait of Hormuz is a critical passage for global oil supply, with an average daily transportation of about 20 million barrels of crude oil and refined oil. The conflict has resulted in a daily crude oil supply gap of 10 million to 16 million barrels. Despite the release of strategic oil reserves, international oil prices continue to rise rapidly. If the conflict persists until the end of June, global economic growth will decrease by 0.8%

iShares US Energy

ChinaAMC CSI Petrochemical Industry ETF

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

The flames of war in the Middle East have reached clothing, bread, garbage bags... It's not just "oil" that is rising in price

The ongoing Gulf War, particularly centered on Iran, poses a significant risk of pushing markets into a prolonged bear market. This conflict has already led to rising oil prices and declining equities, reminiscent of past financial crises. Investors face uncertainty as they assess whether the current market turmoil is a shallow or deep bear market. The potential for persistent inflation and disruptions in supply chains could further exacerbate economic challenges, leading to a cycle of market volatility and eroded confidence.

Business Standard

F GX OIL

iShares S&P Global Clean Energy

West Asia conflict threatens to push markets into bear market rhythm

600339

603477

The situation in the Middle East is escalating, driving the logic of cyclical price increases to ferment, with multiple price increase sectors strengthening. Individual stocks such as LESHAN GIANTSTAR FARMING&HUSBANDRY and CPEC have hit the daily limit, with active capital. Trump has stated that he will take action against Iran, increasing the risk to oil supply, making it likely for oil prices to rise and difficult to fall. Currently, the price increase trends in non-ferrous metals, petrochemicals, and agricultural products have not yet ended. It is recommended to pay attention to the three major E Fund thematic ETFs, which comprehensively cover the cyclical price increase market

CPEC

LESHAN GIANTSTAR FARMING&HUSBANDRY

The Middle East conflict may escalate further, highlighting the value of cyclical price increase allocation

A report released by the United Nations Conference on Trade and Development (UNCTAD) stated that the blockade of the Strait of Hormuz has exacerbated global economic pressure, with transportation activities nearly ceasing and ship traffic significantly decreasing. The report highlighted that the blockade affects global oil and natural gas supplies, potentially leading to sustained high energy prices and increasing inflationary pressures. The risks are particularly higher for regions like South Asia and Europe that rely on Middle Eastern energy. Global merchandise trade growth is projected to slow down in 2026, with developing countries facing risks of financial pressure and currency depreciation

Wallstreetcn

F SAMSUNG OIL

GF Fund CNI Oil&Gas ETF

Huaan S&P Global Oil Index Equity Fund(LOF)-A

GF CSI All Share Energy ETF

First Trust NASDAQ Oil & Gas

Us 12 Mth Natural Gas

Global X MLP

GLOBAL X MLP & Energy Infra

Range Global LNG Ecosystem ETF

UN Agency: "Blockade" of Strait of Hormuz Intensifies Global Economic Pressure

Geopolitical risks in the Middle East have risen again, causing oil prices to surge, with Brent crude surpassing $105 per barrel, up more than 4% during the day. The A-share oil industry has shown active performance, with the China Merchants CNI Oil & Gas Index rising by 3.5%. The global supply and demand pattern for crude oil may undergo fundamental changes, and oil, as a core strategic asset, has significantly increased its strategic value. Economies such as Japan, South Korea, and Germany have begun to release oil reserves, which will lead to a greater demand for strategic inventory replenishment in the future. The oil ETF E Fund (159181) closely tracks the China Merchants CNI Oil & Gas Index and has a low fee advantage, attracting investors' attention

Expectations of geopolitical risks in the Middle East have risen again, leading to a spike in oil prices, and the low-cost investment tool of the oil ETF E Fund has attracted significant attention

Brent crude oil prices fell by more than 4%, dropping below $100 per barrel for the first time, currently reported at $99.21. The market was volatile due to President Trump stating that the war in Iran may soon come to an end, with New York crude oil also down 3.96%. Trump is scheduled to give a speech on Wednesday evening to discuss the progress of the war in Iran. Among the three major oil companies in Hong Kong, CNOOC fell by 4.21%, PetroChina dropped by 1.4%, while Sinopec rose by 2.45%

PETROCHINA

COSL

CNOOC

Sinopec Corp.

SINOPEC SSC

ZPEC

SINOPEC CORP

CHINA OILFIELD

CHINA BLUECHEM

E Fund CSI Petrochemical Industry ETF

Brent crude oil futures fell over 4%, dropping below $100 per barrel

E Fund CNI Oil&Gas ETF(159181.SZ)