https://www.reuters.com/business/energy/chinese-refiners-boost-diesel-output-profit-robust-export-margins-2022-11-08/#:~:text=SINGAPORE%2C%20Nov%208%20(Reuters),demand%20from%20COVID%2D19%20restrictions.

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%BF%A7%E5%B8%82%E5%9C%BA%E4%BD%8E%E8%BF%B7-%E4%BC%A0%E5%9B%BD%E6%B2%B9%E9%A2%91%E5%AF%86%E5%AF%B9%E5%86%B2

https://www.reuters.com/article/global-oil-kemp-idAFL1N31I0UO

https://www.bloomberg.com/news/articles/2022-10-12/poland-finds-leak-in-russia-s-druzhba-oil-pipeline-to-germany#xj4y7vzkg

https://www.orientaldaily.com.my/news/international/2022/10/10/517923

https://www.bloomberg.com/news/articles/2022-09-30/white-house-to-meet-with-oil-producers-amid-gasoline-concerns

Europe braces for heavy oil refinery outages amid tight supplies

https://www.euronews.com/next/2022/09/29/totalenergies-refinery-oil

https://www.google.com/amp/s/oilprice.com/Latest-Energy-News/World-News/Europes-Diesel-Crunch-Is-Set-To-Worsen.amp.html

https://money.usnews.com/investing/news/articles/2022-09-28/u-s-oil-refinery-run-rates-could-top-90-for-3rd-quarter-in-a-row

https://www.google.com/amp/s/www.bnnbloomberg.ca/china-s-top-refiners-see-better-outlook-in-possible-boost-to-oil-1.1824728.amp.html

https://www.reuters.com/article/global-oil-idAFL1N30Y2X6

GERMAN ENERGY REGULATOR SAYS FUEL SWITCHING TO OIL FROM GAS IN INDUSTRY TEMPORARILY IS WORKING TO SPARE USAGE OF TIGHT GAS, EXPECTS MORE SAVINGS TO BE LAUNCHED IN COMING WEEKS

https://www.sharenet.co.za/views/views-article.php?views-article=978067

https://www.google.com/amp/s/www.forexlive.com/news/russia-will-likely-propose-opec-reduce-output-by-1-million-bpd-at-the-next-meeting-20220927/amp/

过去第二季度业绩创klse历史记录盈利 eps 2.22，未来两个业绩如果平均可以eps 1.0，那全年可以做到4.38。

裂解价差到目前还是保持着不错价位，很好

对冲只是降低风险保护利润，在3,4,5,6月原油期货平均在120-125价位，这几个月份需求量大同时在原料高价自然做对冲保护的合约比较多，7,8,9 月 原油在85- 110 价位，原油平均118-98=20。

fed 在5,6,7,9月涨息，为了是降低通胀，也是在原油高价位期间做对冲是利好的，4,5,6月 美元在4.2-4.4 。6,7,8月 在4.4-4.58。

欧洲能源危机，现在刚进入秋天，制裁俄原油冬天接近开始。

股价在3.80-7.5 0，4.34 -3.80=（12.44%,） 4.34-7.50=（72.8%）

大市悲观，经济衰退，市场非理性，油气是刚需产品，生活还是必须继续，车还是继续跑，厂继续跳，必须乐观在悲观找机会。

https://finance.yahoo.com/news/dont-expect-gas-prices-to-go-much-lower-121254255.html

Turbulence is brewing again in oil markets, as the Ukraine war enters a dangerous new phase and Vladimir Putin gets more desperate for leverage.

 https://www.wsj.com/articles/russia-signals-opposition-to-opec-oil-production-cut-11662296032?mod=newsviewer_click

https://www.bharian.com.my/bisnes/lain-lain/2022/08/995037/ron95-diesel-dijangka-ikut-harga-pasaran-tahun-depan.