石油:尽管霍尔木兹海峡存在风险,价格仍保持低迷 – 荷兰合作银行
荷兰合作银行高级市场策略师本杰明·皮克顿强调,尽管霍尔木兹海峡在其基线情景中实际上已关闭,布伦特原油期货仍大幅下跌,油市依然成为关注焦点

荷兰合作银行高级市场策略师本杰明·皮克顿强调,尽管霍尔木兹海峡在其基线情景中实际上已关闭,布伦特原油期货仍大幅下跌,油市依然是关注焦点。皮克顿指出,美伊僵局持续,国际原子能机构(IAEA)访问受限,需求大幅减少以及战略储备释放大致抵消了霍尔木兹海峡供应的损失,他警告称,低库存最终将在发达市场转化为更紧张的供需状况。

霍尔木兹海峡关闭被需求减少所抵消

“油市继续成为关注焦点。近期交割的布伦特原油期货昨日收盘下跌2.84%,市场对霍尔木兹海峡的状况仍持乐观态度。”

“两周前,RaboResearch更新了我们对伊朗战争的基线预测,认为短期内不会达成有意义的协议,因此霍尔木兹海峡至少将功能性关闭至九月。”

“不用说,随着美伊僵局持续,全球原油及油品库存持续下降,接近危险的低位。”

“Vitol董事会成员汤姆·贝克最近表示,该油商估计全球需求减少约400万桶/日,主要来自新兴亚洲和非洲。”

“然而,这仍然是一个库存与流量的问题,裂缝无法无限期掩盖,供应紧张最终将在发达市场中显著体现。”

(本文借助人工智能工具撰写,并由编辑审核。)

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