金吾财讯 | 惠誉评级发布研判,预计2027年全球石油市场将重回大幅过剩。机构虽预期明年油价下行,但将2027年油价预测由每桶65美元上调至70美元,主要考虑中东冲突延续带来的地缘风险溢价。分析师Brian Coulton、Alex Muscatelli指出,本次预测存在较高不确定性;若美伊在2027年一季度达成协议,供需基本面或将更大程度主导油价走势。机构同时给出情景区间:受地缘扰动影响,油价上行或达85美元/桶;若供应快速恢复,油价下行或跌至55美元/桶。
金吾财讯 | 惠誉评级发布研判,预计2027年全球石油市场将重回大幅过剩。机构虽预期明年油价下行,但将2027年油价预测由每桶65美元上调至70美元,主要考虑中东冲突延续带来的地缘风险溢价。分析师Brian Coulton、Alex Muscatelli指出,本次预测存在较高不确定性;若美伊在2027年一季度达成协议,供需基本面或将更大程度主导油价走势。机构同时给出情景区间:受地缘扰动影响,油价上行或达85美元/桶;若供应快速恢复,油价下行或跌至55美元/桶。
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