CPT Markets:霍尔木兹扰动油价预期

市场资讯07-06

7月6日，霍尔木兹航道相关不确定性让原油预测难度上升，CPT Markets表示，油价展望正在同时受到供应风险、库存变化和需求韧性的共同影响。　　CPT Markets认为，能源市场最难定价的是低概率高影响事件，一旦关键航道出现运输担忧，风险溢价会迅速进入油价，但若实际供应未受影响，溢价又可能回落。当前原油市场并非单一供需逻辑。OPEC+产量安排、美国库存、亚洲炼厂采购节奏以及航运成本都在影响...

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