高盛预警：若霍尔木兹海峡持续被卡，油价将冲破120美元！

市场资讯07-21

来源：金十　　　7月19日，摩根士丹利发布报告称，在多项重大供应挑战同时出现的背景下，欧洲正面临柴油供应趋紧局面。该行指出，当地炼油利润率已创纪录，库存也在持续下降。　　报告写道：“目前形势确实吃紧。我们的供需模型显示，欧洲柴油库存到年底将降至多年低点。” 　　摩根士丹利认为，当前石油体系的核心约束不在原油供应，而在炼油能力。分析师表示：“当前石油系统中真正的瓶颈是炼油环节，而非原油本身。” ...

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