美伊重启核谈判之际,伊朗“海上石油”储量达创新高,这对油价意味着什么?

华尔街见闻
Feb 26

随着美伊第三轮核谈判在日内瓦重启,伊朗正加速通过霍尔木兹海峡输出原油,导致其“海上石油”储量创下历史新高。当前油价中已计入显著的地缘政治风险溢价,但全球原油市场在中长期正面临深度的基本面重塑。 据央视新闻,美国总统特朗普在白宫与美国各州州长共进工作早餐前表示,他正在考虑对伊朗进行“初步的有限军事打击”,以迫使伊朗接受美方在核协议方面的要求。但军事行动与谈判妥协可能并非互不排斥。这一紧张局势叠加...

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