花旗上调短期布伦特原油预测价格至85美元,并警告若出现油气基础设施被打击的极端情景,布油恐飙至120美元。汇丰指出,如果霍尔木兹海峡原油运输要道断航,将令OPEC+约4.6百万桶/日的闲置产能沦为摆设,这些产能根本无法运出,届时使油价将面临显著上行压力。霍尔木兹海峡航运受阻正在把油市重新定价为“地缘冲击优先”的市场,多家投行的共同结论是,风险的关键不在于OPEC+是否有闲置产能,而在于这些增量能否...
Source Link花旗上调短期布伦特原油预测价格至85美元,并警告若出现油气基础设施被打击的极端情景,布油恐飙至120美元。汇丰指出,如果霍尔木兹海峡原油运输要道断航,将令OPEC+约4.6百万桶/日的闲置产能沦为摆设,这些产能根本无法运出,届时使油价将面临显著上行压力。霍尔木兹海峡航运受阻正在把油市重新定价为“地缘冲击优先”的市场,多家投行的共同结论是,风险的关键不在于OPEC+是否有闲置产能,而在于这些增量能否...
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