"Boss, the international crude oil market is still falling. Pen ~ Fun ~ Pavilion www.biquge.info"

In the self-operated department of Dafu Bank, seeing that Ji Er and others had not yet reached a consensus with Zheng Fan's ideas, Ji Keying couldn't help but feel a little anxious while making an offer.

"In the U.S. presidential election, the Republican Party's constituencies are mostly in the central and southeastern parts of the United States, including the very important Alaska, because these places are mostly where U.S. arms dealers and oil giants are located, so they need to be supported by energy and arms dealers, while the Democratic Party is located in the constituencies are mostly in the west and north, which naturally includes Silicon Valley, where high-tech companies are located, as well as traditional steel and automobile companies." Regarding Ji'er's statement, Zheng Fan smiled and gave a more detailed explanation.

For Zheng Fan's calm demeanor, Ji Er couldn't help but be secretly surprised, he was able to analyze the American consortium and politics from international crude oil, and the most incredible thing is that he is still an Oriental.

"Although Clinton is a representative of the Democratic Party, the US presidential election is far from being as simple as it seems, and it is necessary to take into account the overall interests of all aspects, I don't know if you have paid attention to a piece of news, that is, a week ago, the Alaska Federation of Oil Unions in the United States has expressed its dissatisfaction with low oil prices and urged the US government to consider a plan to raise oil prices as soon as possible?" Zheng Fan said with a smile that made Erica's eyes light up.

"It is very common for various trade union unions to speak out in the United States, and the trouble will naturally subside, and it is not worth using as a basis for long international crude oil." Ji Er said disapprerovingly.

"If it is an ordinary time, it is just that, but now it is approaching the US presidential election, I believe that no one will ignore the demands of the oil unions, especially in the case of economic growth and oil prices, the oil union alliance not only represents the interests of oil workers, but also represents the demands of many oil merchants, if the matter is not properly resolved, it is likely to evolve into a strike of oil workers." Zheng Fan speculated with a smile, which surprised everyone.

"Clinton is still in power for a second term and is still in office, so you mean he will be pressured by the alliance of oil merchants and oil unions to push oil prices higher?" Ji Er stared at Zheng Fan Dao tightly.

"The United States has just cut interest rates not long ago, liquidity is abundant, if the initial rise in oil prices is more conducive to the economy, even if Clinton, as a representative of the Democratic Party, there is no reason to suppress too much, which can reduce the resistance to his re-election as president, of course, if the oil union union really launches an oil workers' strike, it will form an extremely unexpected boost to oil prices." Zheng Fan took a puff of his cigar and said with a smile.

"Production cuts such as OPEC and strikes by the oil union union are based on your guesswork, and it's hard to convince with certainty." Ji'er shook her head, giving a sense of indecision.

"This is not speculation, but a substantial game because of the rise in labor costs in the era of low oil prices." Zheng Fan's eyes were very profound.

"The OPEC meeting will be held soon, and November is the US presidential election, and these two expectations alone are enough to make the international capital market turbulent." Luo Hong always feels that the international crude oil market may be a preliminary warm-up.

As early as November last year, the main leader of the Israeli Labor Party, Rabinin, was killed by extremists because he pushed the peace process too quickly, which marked that the situation of the Palestinian-Israeli peace process began to suffer great resistance, and at the beginning of this year, the coming to power of Israel's radical right-wing Likud party and Netanyahu's power led to the large-scale bloody conflict between Palestine and Israel. Some time ago, it was even reported that there were signs of intensification of friction between the two sides. Zheng Fan rubbed his hands, looking afraid that the world would not be chaotic.

"Could the bloodshed turn into a situation where the two sides go to war again?" Liu Mingxuan is more sensitive to the war and conflict in the Middle East.

"The war of local friction between Palestine and Israel has not stopped at all, but it is just a matter of whether it is big or not, an explosion occurred at an important Israeli oil refinery the day before yesterday, Netanyahu claimed that it was a terrorist attack by the Palestinian side, and his strong remarks did not rule out retaliation, if the conflict between Palestine and Israel obviously affects the oil refining industry, maybe it will light a fire to the international oil price, and if it launches an air attack, it may be faster." The situation that Zheng Fan said is all public information on the New York Mercantile Exchange, which is not easy to find.

"How long have you been following international crude oil?"

Ji'er couldn't help but ask the guess in everyone's hearts.

"I haven't been to the company much recently, and I've just seen the news when I'm at home." Zheng Fan laughed.

"Is there any valuable information other than what the boss said above?" Erica asked, slightly expectant.

"As early as half a month ago, there was another piece of news that was very important to international crude oil, that is, with the low level of international oil prices, the exploitation of some deep-sea crude oil seemed to have a tendency to stop." After Zheng Fan motioned for the restaurant waiter to enter the self-operated department, he smiled and said to everyone.

"As far as I know, the cost of oil production on offshore rigs is much higher than that on onshore rigs, and the cost of labor and equipment and materials will rise." Ji'er's expression showed obvious strangeness.

"As far as the cost of offshore exploration in different regions is concerned, except for the Middle East to maintain a low level, other regions are at a high level, especially in recent years, the cost of labor and equipment has risen, and the cost of offshore oil exploration and development has increased significantly, although I am not an oil expert, but I can roughly imagine that in the era of low oil prices, offshore offshore oil fields are likely to have an inversion of costs and revenues because of the high cost of exploitation." Zheng Fan said with a little deep meaning.

"Compared with onshore oilfields, although the proportion of offshore oilfields in the global energy system is not large, once the income is inverted, it will stop the production activities of offshore oilfields, which from another aspect, also confirms that the boss said that the cost of oil production is surging." Erica's attitude has begun to change.

"Two years ago, I did a survey, at that time, the exploration cost of offshore oil fields in the United States has reached 25 US dollars a barrel, and the main oil fields in Europe are North Sea oil fields, which also belong to the category of offshore oil fields. Liu Mingxuan looked at the falling oil prices on the disk, and seemed to realize the opportunity.

"This is just the beginning, affected by the surge in oil production costs, not only offshore oil fields, they are just the first unbearable, now even oil-producing countries and oil companies are not having a good time, price increases have become the expectation of many parties, compared to the potential support of international crude oil, on the surface of those bad news, is nothing at all." Zheng Fan smiled extremely confidently.

"What a terrible person, this has not really started to operate, and has already carried out detailed deductions and calculations on all aspects of the situation, and this sense of hunger and thirst is derived from the stickiness in all aspects, as if he wants to devour his opponent alive!" It was only at this time that Ji'er realized that the benefits of Tatfook Bank's capital operation were the result of Zheng Fan's calculation of the market to his bones.

"If you look at the current month and other month contracts, the difference between the main bears' positions in terms of positions." Zheng Fan first glanced at the time, and then sat down at the table covered with white dinner cloths.

"The open interest in the month was very large, but in the forward contract month, there was no significant increase in open interest." Liu Mingxuan quickly checked the inventory, and his expression flickered.

"Obviously, the main institutions of the short side are also a little confident in the current market, which shows that there is no basis for the decline of international crude oil in the medium term." Zheng Fan's five fingers on his right hand fluctuated.

"Today's signs of intraday pressure in oil prices are particularly obvious, are we going to take the opportunity to enter the market?" Erica couldn't help but get agitated.

"But in the current month's contract, the main force of the bears occupies the initiative, and oil prices are still disturbed by some negative factors, if we enter the market at this time, I am afraid that there will be a lot of uncertainty." Ji'er was still a little worried.

"The main institution that operates the contract of the month is likely to be speculating with the help of the clean energy summit in Switzerland, as long as the internal pressure of the market is taken into account, there is nothing to be afraid of, so be prepared." Zheng Fan motioned to Eika Yoshii to put the lunch box she brought from home on the dining table.

"Is this about playing your opponent's cards?"

Ji Er has a feeling that Zheng Fan has taken a fancy to the large number of positions held by the main force of the market bears.

"Offer."

Zheng Fan, who opened the insulated lunch box, was very punctual in time to eat.

"The current month contract for U.S. crude oil is now at $19.15." Ji Keying informed the price as soon as possible.

"It's not enough, let's go in and help it, sell the goods, and within half a minute, I'm going to make the oil price $18.90." Zheng Fan said something that surprised Luo Hong and the others.

"Shall you sit down first?"

Ji'er can still stay calm, and only feels that the $0.25 downside is not too big.

"The price of oil is $19.10, and a million lots are sold."

Ye Qian manipulated the funds on the account and immediately left an extremely large position.

"Oil prices are down, but the orders at the $19 integer mark are relatively thick, and then two million hands will be thrown to break through the multi-party entrustment intensive area." Minister of Justice Nguyen Yuan followed very quickly, not giving oil prices a chance to breathe at all.

"The market has poured out, and it has been very smooth, and 500,000 lots have been sold at $18.90, and the target price has been seen." Ji'er took a deep breath, without the slightest hint of joy.

"Continue to sell, let the current month's oil price look at $18.60."

Zheng Fan looked at the time-sharing trend of oil prices on the electronic large screen, and was not very satisfied with the amplification of the short side following the trend and selling orders.

(The first one will be delivered, and there will be a little later.) ）