中信证券报告认为原油是受中东局势影响最为直接的大宗商品。从供给来看中东紧张局势一旦直接牵涉到产油国相关国家的石油供给往往

智通财经
23 Jun
中信证券报告认为原油是受中东局势影响最为直接的大宗商品。从供给来看中东紧张局势一旦直接牵涉到产油国相关国家的石油供给往往要在冲突烈度显著下降或战事彻底平息后才能恢复。从价格来看紧张局势推动下的油价上行往往发生在开战初期后续油价中枢仍由供需基本面决定。拉长时间来看随着中东产油国供给份额下降以及消费国石油储备、应急机制趋于完善中东紧张局势对全球油价的影响在边际弱化。

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