机构:伊朗战争正以前所未有的速度消耗全球石油缓冲库存

Odaily星球日报讯 随着伊朗战争导致波斯湾石油运输受阻,全球石油库存正以创纪录的速度被消耗,这正在侵蚀原本用于抵御供应冲击的缓冲库存。库存的迅速萎缩意味着,出现更极端价格飙升和供应短缺的风险正越来越近。在霍尔木兹海峡接近关闭两个月之际,各国政府和各行业应对超过 10 亿桶供应损失冲击的选择越来越少。库存的急剧消耗也意味着,即使在冲突结束后,市场仍将在更长时间内容易受到未来供应中断的影响。摩根士丹利估计,在 3 月 1 日至 4 月 25 日期间,全球石油库存平均每天减少约 480 万桶,这远远超过了国际能源署汇编数据中季度库存减少的此前峰值。其中原油占减少量的近 60%,其余为成品油。关键在于,石油系统也需要设定一个最低库存水平。摩根大通全球大宗商品研究主管娜塔莎·卡内瓦表示,这意味着在库存真正见底之前,就先触达了不能再动的那部分安全库存。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
The Federal Reserve may find it difficult to cut rates this year, and inflationary pressures continue to rise
Catcher Predict:“Spurs vs. Thunder” 巨鲸单笔 198,000 美元买入 “Spurs vs. Thunder”
Ostium accesses Nasdaq data and launches on-chain stock perpetual contract products
Zerohash has obtained a European EMI license, expanding its stablecoin and brokerage service compliance capabilities
Revolut launches its first physical crypto card, featuring a Dogecoin theme
Kevin Walsh will be sworn in at the White House on Friday, with Trump presiding over the ceremony
Tempo integrates with the DeFi lending marketplace Morpho
Galaxy is licensed by the State of New York BitLicense to legally conduct crypto businesses in New York State
Minnesota signed bill allowing banks to offer crypto custody services
Anza recommended Solana mainnet validators to upgrade Agave 4, and the Turbine retransmission delay dropped to about 0.8ms

