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
ChainCatcher•9m agoKelp: rsETH recovery makes key progress, with multiple DeFi protocols collectively liquidating attacker positions
ChainCatcher•14m agoEcho Protocol confirmed the attack and suspended all cross-chain transactions
ChainCatcher•15m agoX announced the launch of Creator Connect, which uses AI to match brands and collaborate with creators
ChainCatcher•40m agoIonic Digital Mining Output in April Produced 20.45 BTC, Hashrate Decreased by 26.2% QoQ
ChainCatcher•1h agoData: A smart money bought 1,344.18 ETH on the chain again 10 hours ago, and now has a floating loss of $165,000
币界网•1h agoSouth Korea's FUI plans to tighten cryptocurrency regulations and imposes reporting obligations on large transactions
ChainCatcher•1h agoCasa co-founder warns: New phishing techniques use Google recovery forms to hide malicious links
Odaily•1h agoMusk's xAI launched Skills
ChainCatcher•1h agoIf SpaceX's IPO goes well, it could release about $20 billion in equity income opportunities to D1 Capital
ChainCatcher•2h agoThe ONDO project team transferred 328 million ONDO to the exchange within two months, or about $98.42 million