《大行》摩通:石油定价由地缘风险转向中断预期 估至周末中断规模飙升

阿斯达克财经
Yesterday

摩根大通于上周五(6日)发表石油报告,霍尔木兹海峡的商业航运几乎完全停滞,活动主要限于伊朗船只。由于无法透过海峡运送原油,石油生产商被迫将库存转移到海上及其他设施。自2月底以来,约累积了7,600万桶原油——其中约4,600万桶在油轮上,2,200万桶在炼油厂,800万桶在商业储存设施,相当于区域原油出口的约4.5天。大部分库存似乎集中在沙特阿拉伯。该行指,管道的可用剩余能力低于名义值。总计约...

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