◂ 이벤트 타임라인

2020. 4. 2.지정학글로벌

Trump says he spoke to Putin, MBS and expects a 10 million barrel cut

Trump told CNBC he expected Vladimir Putin and Saudi Crown Prince Mohammed bin Salman to announce a cut of 10 million to 15 million barrels a day, with no timeframe given. WTI settled up 24.67% at $25.32 and Brent jumped 21% to $29.94, both record gains.

Trump later said the cut could be substantially more.

중요한 이유

A announced cut of this scale would sharply reduce crude supply and lift energy costs. Because no timeline or distribution was specified, the price impact depends on confirmation from the producers.

영향 대상원유 (WTI)▲원유 (Brent)▲대두유▲

출처 1건
cnbc.comPippa Stevens2020. 4. 2.

가격 반응 및 이력

원유 (WTI)▲상승현재까지1d +24.3%5d +23.3%20d -2.7%

과거 상승 지정학 이벤트 626건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +2.1% 변동(상승 62%; 중간 50% 범위 -2.3%~+8.5%), 20거래일 동안 +1.6%.

2020. 4. 9.OPEC and allies agree to historic 10 million barrel per day oil cut-20.7%
2026. 3. 1.Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say | Reuters+35.6%
2020. 5. 1.OPEC+ Moves To End Price War With 9.7 Million B/D Cut+23.8%
2018. 11. 12.OPEC analysis shows need for a production cut of 1 million bpd-6.2%
2020. 6. 6.OPEC and allies agree to extend record production cut-8.3%

원유 (Brent)▲상승현재까지1d +27.9%5d +49.5%20d +11.2%

과거 상승 지정학 이벤트 656건 이후, 원유 (Brent)은 5거래일 동안 중앙값 +1.9% 변동(상승 63%; 중간 50% 범위 -2.7%~+6.6%), 20거래일 동안 +0.7%.

2020. 4. 9.OPEC and allies agree to historic 10 million barrel per day oil cut-20.8%
2026. 3. 1.Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say | Reuters+31.0%
2020. 5. 1.OPEC+ Moves To End Price War With 9.7 Million B/D Cut+24.9%
2018. 11. 12.OPEC analysis shows need for a production cut of 1 million bpd-5.1%
2020. 6. 6.OPEC and allies agree to extend record production cut-7.2%

대두유▲상승현재까지1d +0.7%5d +4.3%20d +0.7%

과거 상승 지정학 이벤트 110건 이후, 대두유은 5거래일 동안 중앙값 +1.8% 변동(상승 65%; 중간 50% 범위 -0.7%~+3.6%), 20거래일 동안 -0.4%.

2026. 3. 8.Oil Prices Spike to Over $110 a Barrel, Highest Since Pandemic - The New York Times-0.7%
2026. 8. 25.Cuts to Sunflower yields and Black Sea Disruption Converge+1.8%
2026. 3. 8.Crude oil sells above $100 a barrel as Iran war impedes production | AP News-0.7%
2022. 7. 7.Ukraine exported a record amount of sunflower, but will cut production in half in the new season 07.07.2022 - UkrAgroConsult-1.5%
2022. 3. 10.It has never been more expensive to feed salmon | SalmonBusiness-7.2%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

연관 가격 변동

원유 (WTI)+72.7%5개 기간 · 2020. 4. 5.까지7.0σ
Trump's claim of a 10-15 million bpd Saudi-Russia cut drove WTI's record 24.67% one-day gain on April 2, the core driver of the 5-day rally (sentiment/supply expectation).
원유 (WTI)+19.9%1개 기간 · 2020. 4. 2.까지3.1σ
Trump's April 2 statement that he expected Putin and MBS to announce a 10-15 million bpd cut was the direct catalyst for the record one-day WTI rally (supply-cut sentiment shock).
원유 (Brent)+35.2%1개 기간 · 2020. 4. 2.까지5.0σ
Trump's statement that Putin and MBS would announce a 10-15M bpd cut triggered the record gains in Brent and WTI on April 2.
원유 (Brent)+40.0%5개 기간 · 2020. 4. 6.까지4.8σ
Trump's claim of a 10-15 million bpd Saudi/Russian cut triggered the record surge in Brent and WTI, a supply-side sentiment shock.
원유 (Brent)+44.4%5개 기간 · 2020. 4. 7.까지4.9σ
Trump's statement of an expected 10-15 mb/d cut was the catalyst for the record Brent gain on April 2.

원유 (WTI) WTI · GP ▸

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원유 (Brent) BRENT · GP ▸

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