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Oil prices fell sharply on February 2 as concerns about US military action in Iran subsided and nuclear talks appeared close. The US and India also agreed a trade deal that lowers US tariffs on Indian goods and ends the extra tariff tied to Indian purchases of Russian oil.
The analysts expect this to increase the volume of Russian crude available at sea.
Lower tariffs and a possible drop in Indian purchases of discounted Russian crude could push more Russian oil into the market and widen the Urals discount. That would weigh on global crude prices and could eventually force Russian output cuts.
think.ing.comWarren Patterson, Ewa Manthey2026年2月3日在过去 56 次看跌的贸易事件之后，原油(Brent) 在 5 个交易日内中位数变动 -5.6%（20% 上涨；中间一半区间为 -9.0% 至 -1.7%），20 个交易日内为 -4.5%。
在过去 80 次看跌的贸易事件之后，原油(WTI) 在 5 个交易日内中位数变动 -2.2%（30% 上涨；中间一半区间为 -6.9% 至 +0.8%），20 个交易日内为 -1.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
ING attributes the Feb 2 oil drop to fading fears of US military action in Iran, and the US-India deal could raise Russian crude supply at sea.
