中信建投 | OPEC渐进增产,中东到中国原油运价超过6万美金/天

中信建投证券研究
Sep 08

文|韩军梁骁1)本周原油运价先跌后涨。OPEC+内部八个成员国将在周日的会议上讨论是否在10月份进一步提高产量目标。此前,该组织已决定自4月至9月逐步增产220万桶/日,并为阿联酋单独增加30万桶/日的配额。美国制造业已连续六个月萎缩,关税政策持续拖累企业信心与经济活动,对能源需求的担忧情绪增加。OPEC+或再度增产预期及供给端担忧情绪拖累油价。全球原油运输市场VLCC型油轮运价由跌转涨。中国进口...

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