伊朗战争已三周,美国“稳油价”的牌“几乎打完”,原油“期现价差”越拉越大

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伊朗战争进入第三周,全球原油市场出现罕见的"期现脱钩":布伦特原油基准期货飙升逾50%至约112美元/桶,但现货市场真实成本远不止于此——航空煤油等成品油价格已突破200美元/桶。凯雷集团能源路径首席策略官Jeff Currie直言:"期货市场已与实物市场完全脱节,我们正面对一场巨大的供应冲击。"期货之所以未能反映现货的全部涨幅,很大程度上源于美国为压制油价而密集动用的一系列政策工具。但这些工具...

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