Ukraine's oil consumption is 6.5438+0.39 million tons (300,000 barrels per day), and its crude oil output is basically maintained at around 4 million tons (85,000 barrels per day), with a self-sufficiency rate of only 30%. At present, 33% of Ukraine's domestic oil supply comes from Russia, 45% is directly processed by domestic refineries, and 22% comes from other channels. The gas stations in Ukraine are basically operated by Rucker, TNK-BP in Russia and former oil companies in Eastern Europe.
At the beginning of 2022, the relationship between Ukraine and Russia deteriorated rapidly, and the two sides deployed a large number of military personnel and equipment in the border areas between the two countries. Since1mid-October, 65438, the two sides are still at loggerheads. At present, Ukrainian troops are gathering near the ceasefire line in eastern Ukraine, and NATO also indicated that it is increasing the deployment of military forces in Eastern Europe. Russia has assembled 654.38 million troops outside the border of Ukraine. In addition, the State Council has authorized the staff of the US Embassy in Ukraine to evacuate voluntarily, and Britain has also begun to evacuate the staff of the Embassy in Ukraine. At the same time, two batches of US military aid have arrived in Ukraine. The conflict between Russia and NATO continues to escalate, the pre-war clouds tend to be thick, geopolitical factors are significantly enhanced, and the crude oil market reacts in advance, with obvious premium effect. Since the beginning of the year, the international oil price has risen significantly, among which the US WTI crude oil futures price has risen from 75 US dollars/barrel to 87.65438 US dollars/barrel, with a cumulative increase of16.13%; Brent crude oil futures price rose from $77/barrel to $89.50/barrel, with a cumulative increase of 16.23%. Domestic crude oil futures prices rose from 489 yuan/barrel to 552.3 yuan/barrel, with a cumulative increase of 12.94%.