霍尔木兹海峡封锁正在制造一场被市场严重低估的供应危机,而这一次,惯常的避险逻辑可能全面失效。 顶尖能源咨询机构Energy Aspects创始人兼市场情报总监 Amrita Sen与凯雷首席能源分析师Jeff Currie在3月13日的最新对话中指出,当前局势与新冠疫情构成"镜像"——彼时是需求骤然蒸发,此次是供应大规模中断,规模相当,冲击方向相反。 两人均认为,金融市场目前仍处于集体否认状态,...
Source Link霍尔木兹海峡封锁正在制造一场被市场严重低估的供应危机,而这一次,惯常的避险逻辑可能全面失效。 顶尖能源咨询机构Energy Aspects创始人兼市场情报总监 Amrita Sen与凯雷首席能源分析师Jeff Currie在3月13日的最新对话中指出,当前局势与新冠疫情构成"镜像"——彼时是需求骤然蒸发,此次是供应大规模中断,规模相当,冲击方向相反。 两人均认为,金融市场目前仍处于集体否认状态,...
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