高盛认为,布伦特原油今年已上涨近6美元至66美元/桶以上,涨幅相当于市场已将未来12个月持续70万桶/日的伊朗供应中断计入价格。期权数据显示,布伦特触及70美元概率从两周前不足7%升至15%。同时,供给端出现新变化:重质油与轻质油价差扩大约2美元/桶,市场开始消化委内瑞拉增供预期,高盛预计其产量年底将增加30万桶/日。高盛称,全球原油市场“先把风险写进去了”,已经将伊朗供应中断计入预期。1月16日...
Source Link高盛认为,布伦特原油今年已上涨近6美元至66美元/桶以上,涨幅相当于市场已将未来12个月持续70万桶/日的伊朗供应中断计入价格。期权数据显示,布伦特触及70美元概率从两周前不足7%升至15%。同时,供给端出现新变化:重质油与轻质油价差扩大约2美元/桶,市场开始消化委内瑞拉增供预期,高盛预计其产量年底将增加30万桶/日。高盛称,全球原油市场“先把风险写进去了”,已经将伊朗供应中断计入预期。1月16日...
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