---
title: "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"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/281456454.md"
description: "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"
datetime: "2026-04-02T02:44:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281456454.md)
  - [en](https://longbridge.com/en/news/281456454.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281456454.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/281456454.md) | [繁體中文](https://longbridge.com/zh-HK/news/281456454.md)


# 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

Middle East geopolitical risk expectations rise again, oil prices surge: There are significant differences in the statements from the main parties involved in the Middle East geopolitical turmoil, leading to a renewed escalation of geopolitical risk expectations. On April 2, Brent crude oil surpassed $105 per barrel, rising over 4% during the day. Correspondingly, the A-share oil sector performed actively. Today, the China Merchants CNI Oil & Gas Index rose by 3.5% (as of 10:10).

The strategic value of oil is fully highlighted, systematically raising the price center: This round of geopolitical turmoil has fully demonstrated the impact of oil on national security, and the global supply-demand pattern of crude oil may undergo fundamental changes. As a core strategic asset, the strategic value of oil far exceeds that of ordinary commodities. Against the backdrop of escalating global geopolitical conflicts, countries may begin to strategically replenish their reserves, with strong support from the demand side. It is reported that economies such as Japan, South Korea, and Germany have begun to release oil reserves on a large scale, which will subsequently generate a greater demand for strategic inventory replenishment. At the same time, oil-producing countries such as those in the Middle East and Russia may have a strong willingness to maintain oil prices at a high level due to their own strategic security and fiscal needs.

Related products: Oil ETF E Fund (159181) closely tracks the China Merchants CNI Oil & Gas Index,

(1) The index is more biased towards the midstream and upstream sectors in terms of industry structure, making it a resource-oriented oil industry index;

(2) The index has superior long-term return performance, with an annualized return of 15.9% over the past five years (as of 2026/3/31), providing excess returns compared to comparable indices;

(3) The product management + custody fee rate is 15+5bp/year, offering a low fee advantage. Investors are welcome to pay attention!

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