东方证券煤炭行业周报:国际局势再生扰动 关注其对全球能源的影响

东方证券
Jan 04

国际局势再生扰动,关注其对全球能源的影响。(1)当地时间1 月3 日,美国对委内瑞拉境内目标进行空袭,随后委内瑞拉宣布进入国家紧急状态;(2)委内瑞拉已探明石油储量约3040 亿桶,位列世界第一,约占全球探明石油储量的17.5%,2024 年委内瑞拉石油产量96 万桶,约占全球总产量的1.0%;(3)考虑到石油、煤炭、天然气在能源角度具有相似性和相互替代性,后续需持续关注国际局势变动对全球能源价格...

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