【光大证券:中东地缘冲突升级 看好油运景气回升】光大证券研报表示,原油运输风险上升叠加对伊原油制裁可能性,油运景气有望回升。本轮伊以冲突对原油和油运市场的影响包括:地缘冲突加剧导致原油运输风险加剧。对伊朗石油生产销售的制裁可能加剧,有望释放油运合规需求。此前油运市场面临淡季导致的供需压力,运价承压,地缘政治冲突有望使油运价格压力得到缓解,看好运价进一步回升。

金融界
18 Jun
光大证券研报表示,原油运输风险上升叠加对伊原油制裁可能性,油运景气有望回升。本轮伊以冲突对原油和油运市场的影响包括:地缘冲突加剧导致原油运输风险加剧。对伊朗石油生产销售的制裁可能加剧,有望释放油运合规需求。此前油运市场面临淡季导致的供需压力,运价承压,地缘政治冲突有望使油运价格压力得到缓解,看好运价进一步回升。

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