【地缘缓和大背景下供应制裁风险弱化，油价反弹空间亦不过分乐观】金十期货5月13日讯，中美日内瓦经贸会谈联合声明大超预期，本次关税降级对中美原油及油品贸易流并无直接影响，而是进一步延续了上周美英贸易协议以来的贸易战阶段性缓和、经济衰退担忧修复主题。需求现实层面同样具有韧性，临近北美夏季出行旺季，美国汽油表需相对坚挺，加之尼日利亚丹格特炼厂RFCC装置检修的供应扰动，全球轻质馏分产品库存屡创新低，海外汽油裂解、综合炼化利润迎来修复。但考虑到OPEC+已进入快速增产周期，近期美伊核谈判、俄乌和谈亦均有乐观信号释放，地缘缓和大背景下供应制裁风险弱化，油价反弹空间亦不过分乐观，布伦特关注70美元/桶压力位、SC关注510元/桶压力位。
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