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

ExxonMobil Signs MoU with Egypt to Develop Eastern Mediterranean Gas

Citi Analyst Scott Gruber Maintains Hold Rating on Occidental Petroleum with $62 Target

Chevron and Motiva limit key motor oil raw material deliveries

Fed Raises 2026 Inflation Forecast to 2.7% as US Strategic Petroleum Reserve Drops Below 300 Million Barrels

ConocoPhillips: Iran Conflict Disrupts LNG Supply, Qatar Joint Venture Delay Limited to Months

FactSet Survey: 26 Analysts Raise ConocoPhillips 2026 EPS Median Estimate to $9.43

Glenfarne and ConocoPhillips Sign Precedent Agreement for North Slope Gas Sales in Alaska LNG Project

Jefferies and others reaffirm or initiate Buy ratings on Devon Energy with $63 target price

Exxon Mobil Options Surge on May 15, Call Ratio Hits 77%

Devon Energy Exec Adam M. Vela Sells 24,342 Shares at $47.21 Per Share

ExxonMobil dismisses ISS objections to Texas relocation as irrelevant and questions independence

FactSet Survey Shows Analysts Raise DVN 2026 EPS Median Estimate to $5.44

White House Considers Pausing Federal Gas Tax Amid Rising Oil Prices

Innovation Energy Holdings to Acquire Chevron's Singapore SRC Refinery Shares and Other Regional Assets for $2.17B

US Upstream Oil and Gas M&A Reaches New High, Mitsubishi Acquires Aethon Energy for $7.6B

Devon Energy's EVP Jeffrey Ritenour Sells Company Stocks

ExxonMobil Reports Atmospheric Pollution Leak at Beaumont Refinery in Texas

ADL and JLens urge Chevron shareholders to oppose Proposal 6

513350

513310

As of the midday close, the Shanghai Composite Index fell by 0.45%, the Shenzhen Component Index fell by 0.37%, and the ChiNext Index rose by 0.05%. The semiconductor ETF performed strongly, with the Fullgoal S&P Oil & Gas ETF (513350) rising by 4.70%, and the Huatai-PB SSE KSE China Korea Semiconductor ETF (513310) leading in trading volume, reaching 5.988 billion yuan. The power ETFs generally retreated, with significant declines

同壁财经

Huatai-PB SSE KSE China Korea Semiconductor ETF(QDII)

SSE Index

Shenzhen Index

ChiNext

China Southern CSI Semiconductor Industry Custom ETF

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

Penghua SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Bosera CSI All Share Electric Utilities ETF

Yinhua CSI All Share Power Public Service ETF

China Southern CSI All Share Power Public Service ETF

FullGoal CSI Green Power ETF

GF CSI All Share Power Public Service ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

Harvest SSE STAR Chip ETF

CS CSI A500 ETF

Huatai-PB CSI A500 ETF

Guotai CSI A500 ETF

China Southern CSI 500 ETF

E Fund GEM ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Huaan Yifu Gold ETF

ETF Midday Review | Semiconductors strengthen, Fullgoal S&P Oil & Gas ETF (513350) rises 4.70%, Huatai-PB SSE KSE China Korea Semiconductor ETF (513310) has the highest trading volume

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159518

The UAE's decision to exit OPEC by May 1st marks a significant shift in global energy markets, weakening OPEC's control over oil supplies and impacting Iran's economic leverage. The UAE plans to increase production from 3 million to over 5 million barrels per day, potentially leading to lower energy prices in the post-Iran war era. This change could result in gas prices dropping to around $3.50 per gallon by the end of the year and below $3 in 2027. The dissolution of OPEC's influence may reshape the energy landscape for years to come.

ZeroHedge

Occidental Petroleum

BP p.l.c.

HSPC

Bosera CSI Oil & Gas Resources Index ETF

Pro Ultr Bloomberg Crude Oil

WisdomTree Bloomberg WTI Crude Oil

SPDR O&G Ex & Prd

United States Oil Fund LP

SPDR O&G Equip

ISHRS S&P Glb Engy

Guotai CSI Oil & Gas Industry ETF

Us Brent Oil

iShares US Oil Equip & Svcs

China Universal CSI Oil & Gas Resources ETF

Global X MLP

ChinaAMC CSI Petrochemical Industry ETF

VanEck Oil Refiners ETF

Yinhua CSI Oil & Gas Resources ETF

GLOBAL X MLP & Energy Infra

WisdomTree WTI Crude Oil

VG Energy

iShares US Oil & Gas Expl & Prod

SPDR Energy Select

Alerian MLP

VanEck Oil Services ETF

What Does The End Of OPEC Mean For The Iran War And Global Energy Prices?

399439

159181

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

CNI Oil&Gas

E Fund CNI Oil&Gas ETF

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

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

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

Investors are concerned about the sustainability of the ceasefire in the Middle East, while the Strait of Hormuz in southern Iran remains blocked, leading to a rebound in international oil prices, approaching $100 per barrel. As of 6:20 AM Eastern Time, the May delivery price of West Texas Intermediate crude oil on the New York Mercantile Exchange rose by $4.66 to $99.07 per barrel; the June delivery price of Brent crude oil in London increased by $3.48 to $98.25 per barrel

法新社

Us 12 Mthn Oil

Market concerns over the ceasefire situation in the Middle East have led international oil prices to rebound close to 100 dollars

Recently, the situation in the Middle East has changed rapidly, and the market's view on oil prices has shifted to the expectation that high oil prices will persist. Polymarket data shows that the probability of the Strait of Hormuz returning to normal by the end of April is only 22%. Different oil and gas indices have varying exposure directions along the industry chain, with the midstream and upstream resource segments benefiting more directly from high oil prices. The National Index of Oil and Gas shows a similar trend to Brent crude oil futures prices, indicating sensitivity to oil price fluctuations. High oil prices are more favorable for the midstream and upstream segments, as their profit improvements are more direct

F SAMSUNG OIL

Oil prices surge, this index has a high "oil" content

501018

The Strait of Hormuz has been closed again, leading to sharp fluctuations in oil prices. Brent crude oil futures rose by 63.3% in March, marking the largest monthly increase since 1988. Lutz Kilian, Vice President of the Dallas Federal Reserve Bank, pointed out that geopolitical risks have a profound impact on oil price expectations, and oil price volatility could trigger macroeconomic ripple effects, affecting central bank interest rate decisions. Kilian's research categorizes oil price shocks into three types: supply, demand, and precautionary demand, challenging traditional views

Tong Petrotech

China Southern Crude Oil Fund-A

How to Anchor Oil Price Expectations with the Closure of the Hormuz Strait Again?

03097

JPMorgan's commodity analyst Natasha Kaneva highlights a looming energy crisis due to the Iran war, predicting a delayed supply shock in global oil and LNG markets. As shipments reach their destinations without future deliveries, the report examines how long global energy reserves will last before depletion. This situation mirrors the sequential disruptions seen during COVID, with impacts varying by region based on shipping times and inventory levels.

F GX OIL

Range Global LNG Ecosystem ETF

JPMorgan Chase

Defiance Daily Target 2X Long JPM ETF

Pro Ultrshrt Crude Oil

How Long Before The World Hits Crude Oil Operational Minimum: JPMorgan Does The Math

603843

162411

Shanghai Stock Exchange: This week, key monitoring was conducted on funds with high premiums such as Huatai-PB SSE KSE China Korea Semiconductor ETF(QDII), China Southern Crude Oil Fund-A, and S&P Oil & Gas ETF, as well as stocks with abnormal fluctuations and Delisting Risk Warnings such as ZHENGPING ROAD & BRIDGE CONSTRUCTION

Wallstreetcn

ZHENGPING ROAD & BRIDGE CONSTRUCTION

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

159018

159133

CNI Oil & Gas, CSI Petrochemical Industry, and CSI Chemicals Sub-industry indices each have different focuses. CNI Oil & Gas concentrates on the oil and gas sector, with a high concentration of constituent stocks, making it suitable for investors optimistic about rising oil prices; the Petrochemical Industry covers both oil and gas and chemicals, with a more balanced distribution of constituent stocks; the Chemicals Sub-industry focuses on chemical products, with a low concentration of constituent stocks. Investors can choose the corresponding index based on their needs, and the management fee for related ETFs is 0.15% per year, offering a cost advantage

GF Fund CNI Oil&Gas ETF

Tianhong CSI Chemicals Sub-industry ETF

细分化工

Fullgoal CSI Subdivision Chemical Industry Theme ETF

E Fund CSI Petrochemical Industry ETF

What are the differences between CNI Oil & Gas, Petrochemical Industry, and Subdivision Chemicals indices?

Fullgoal S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)(513350.SH)