伯恩斯坦:持续供应短缺可能推动油价触及 120 至 150 美元。

智通财经
5 hours ago
【伯恩斯坦:持续供应短缺可能推动油价触及 120 至 150 美元。】伯恩斯坦表示,由于中东石油输送量持续低于战前水平,市场处于 “长期供应不足” 状态,布伦特原油可能上涨至每桶 120 至 150 美元。分析师尼尔・贝弗里奇与布莱恩・何等人在一份 9 月 14 日发布的报告中称,此前对布伦特原油 2026 年每桶 90 美元的预测 “已被现实情况推翻”,风险偏向价格上行。目前,霍尔木兹海峡、曼德海峡与苏伊士运河的合计石油输送量低于每日 700 万桶;冲突前这一数值约为每日 2000 万桶。在美国,战略石油储备到 9 月底或将触及 2.52 亿桶的法定下限。尽管存在 7000 万桶这一理论下限,意味着还可继续释放 1.8 亿桶储备,但 “我们正在逼近战略储备的动用极限。”

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