摩通:霍尔木兹海峡长期封锁情景下 明年布油或均值87美元/桶

格隆汇
Sep 09
大宗商品研究主管娜塔莎・卡涅娃牵头的摩根大通分析师团队在一份研报中表示:即便出现“永久冲突”情景、霍尔木兹海峡实质关闭,明年布伦特原油期货均价仍可能达到每桶87美元。摩根大通基准情景预测明年布伦特原油均价为63美元/桶,该情景假设“2027年全球维持和平状态”。“冲突持续时间可能远长于”基准情景中的预设。“但这并不代表油价需要从此处大幅走高。”

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