财通证券：原油大周期依赖供给出清当下Q4旺季催化

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智通财经APP获悉，财通证券发布研报称，当前需求在OPEC+扩产、欧美制裁趋严背景下逐渐走强，运价端已给予强势回应。而供给侧当前出清欠佳，但高比例的老旧船占比表明出清潜力大，后续倘若灰色市场需求萎缩，供给端有望迎来拆解潮，从而给予运价长期支撑。财通证券主要观点如下：能源化工重要原材料，产销分布不均催化西油东运格局原油作为重要的能源化工原材料，储藏分布确有着明显的地域差异，中东&北美产量合计近六成，...

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财通证券：原油大周期依赖供给出清 当下Q4旺季催化

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财通证券：原油大周期依赖供给出清当下Q4旺季催化