HUOXI,LUNDUNZIXUNGONGSIEnergy AspectsDELIANHECHUANGSHIRENAmrita SenJINRIBIAOSHI:“ZAISUOYOUTONGHUOZAIPENGZHANGZICHANZHONG,SHIYOUSHIZUIBIANYIDE。”TAYUJI,SUIZHEYIMIAODETUICHU,TOUZIZHEJIANGKAISHIZHONGFANSHIYOUXINGYE,YOUJIAJIANGJIXUZOUQIANG。
CONGNENGYUANGUBIAOSHENGHEBULUNTEYUANYOUJIAGEZI3YUEYILAISHOUCITUPO50MEIYUANLAIPANDUAN,TOUZIZHESIHUZHENGJITIHUIGUI。
SUIRANZAIMEIGUOGONGGONGWEISHENGSHIJIANFANFULAIXI,DANSUIZHEDIERBOFENGSUOCUOSHIDEFANGSONG,OUZHOUDEXUQIUZHENGZAIFANDAN,YAZHOUJIXUXINADALIANGYUANYOU。
在世界部分地区,需求已经复苏。
YINDUZUIDADELIANYOUSHANGSHANGZHOUBIAOSHI,QIGONGCHANGZHENGZAIKAIZUMALIJINXINGJIAGONG,YUJIRANLIAOXUQIUJIANGCHUXIAN“VXING”FANDAN。ZUOWEIQUANQIUDIERDAHEDISIDASHIYOUXIAOFEIGUO,ZHONGGUOHERIBENDEQIYOUXIAOFEIYECHUYUHUOJIEJINGONGGONGWEISHENGWEIJIQIANDESHUIPING。DAOLUSHIYONGHEJIAOTONGZHISHUXIANSHI,SUIZHEYINGGUO、XIBANYAHEFAGUODENGZHENGFUFANGSONGJIAOTONGFENGSUO,QIYEZHONGJIANKUCUNYIJISHENGDANGOUWUJIQUANMIANZHANKAI,OUZHOUGONGLUHUOYUNLIANGDAFUZOUGAO。ERMEIGUOZAIFUSUJINCHENGFANGMIANJIXULUOHOU。
The Bear Traps ReportCHUANGSHIRENLarry McDonaldDUICIBIAOSHIZANTONG,TADUI2021NIANCHILEGUANTAIDU,YUJIYINIANHOUYUANYOUJIAGEJIANGDADAO80MEIYUAN。
LarryRENWEI,QUANQIUJINGJIZHENGCHUYUCONGYIDAIRENZHIHUIJINGLIYICIDECHONGJIZHONGFUSUDEZAOQIJIEDUAN。CONGJINGJIXUEDEJIAODULAIKAN,YIBANQINGKUANGXIACHONGJIBUSHIJIYUXUQIU,JIUSHIJIYUGONGYING,ERGONGGONGWEISHENGSHIJIANCHONGJISHIJISHANGSHILIANGZHEJIANERYOUZHI。JIUSHIYOUERYAN,HANGBANTINGFEI、FENGSUOYIJIZONGTIBUQUEDINGXINGDEJIAJU,DOUYIWEIZHEJINNIANSHIYOUHESHIYOUGONGSIDEGUJIABIAOXIANFEICHANGZAOGAO。ZAIZHEICHANGFENGBAOBEIJINGXIA,TOUZIZHEDEGUANZHUZHONGDIANJIANGSHISHEIHUICHENGWEIXINGCUNZHE,YINWEICONGJINGYINGGANGGANDEJIAODULAIKAN,NENGGOUTINGGUOZHEICICHONGJIDEGONGSIJIANGCHUYUYOULIDIWEI,BIRUJINGZHENGJIANRUO,CIWAI,ZHEIXIEGONGSIHAIYOUWANGCONGBUDUANBIANHUADEQUANQIUFENGXIANLANGCHAOZHONGHUOYI。
XINXINGSHICHANGGUOJIAZHENGSHOUYIYUMEIYUANZOURUOHERENMINBIZOUQIANG。ZAIQUANQIUJINGJIFUSUDEZAOQIJIEDUAN,MEIGUODENGJINGJIQIANGGUOSHISHIDECIJICUOSHIZAIHENDACHENGDUSHANGDUIQUANQIUJINGJI、YOUQISHIXINXINGSHICHANGCHANSHENGJIJIYINGXIANG,YEYOULIYUSHIYOUSHANGZHANG。
DANGJINGJIZENGZHANGHEMAOYIHAOZHUANSHI,SHIYOUJIYUSHIYOUXIANGGUANDEGONGSITONGCHANGBIAOXIANLIANGHAO。LarryRENWEI,RUGUOZENGZHANGHEXUQIUDAOZHI2021NIANYOUJIAZHONGXINDIAOGAO,NEIMEOPEC+HEMEIGUOYEYANQIDEGONGYINGFANYINGJIANGHUIGENGJIAWENHE。LarryXIANGXIN,DAGUIMODECAIZHENGCIJICUOSHIZHIHUIJIAQIANGZHEIZHONGSHITOU,DUI2021NIANSHIYOUJISHIYOUXIANGGUANQIYEYINGGAISHIYOULIDE。
BUGUO,LarryDEBAOGAOZHICHU,YOUYIXIEDUANQIWENTIXUYAOGUANZHU。SHIYOUSHICHANGZAIDUANQINEIYIJINGDUIXUDUOYINSUZUOCHULEFANYING,BAOKUODANGQIANDUIGONGGONGWEISHENGSHIJIANDEDANYOU,YIJIJINGJIFENGSUOHEYILANGHUIFUSHENGCHANJIANGDAILAIDEDUANQIXUQIUWENTI。RANER,SHIYOUSHICHANGYIRANMIANLINZHEYILANGDENGGUOJIAZENGJIASHIYOUCHANLIANGDEFENGXIAN。BUGUO,OPEC+ZAIJUEDINGMINGNIANQIMEIRIZENGCHAN50WANTONGSHIYINGGAIKAOLVGUOZHEIGEWENTI。ZENGCHANJUEDINGKENENGYIWEIZHESHIYOUGONGYINGYIJINGMIANLINDUANQUE,EROPEC+ZHENGSHITUBIMIANYOUJIAKUAISUSHANGZHANG。
NENGYUANGUZAIDANGQIANSHICHANGSHANGDEBIAOXIANFEICHANGHAO,ZHIDEZHUYIDESHI,YOUJIAKENENGMIANLINYALI,ERGUPIAOKENENGHUIBIAOXIANDEGENGHAO,YINWEIZUIJINDEJIAZHI/ZENGZHANGLUNHUANSIHUYIJINGJIESHU。
YIXIAJIFANGMIANDEJIJIYINSUJIANGYOULIYUDIXIAOGONGGONGWEISHENGSHIJIANJIXINZENGGONGYINGDENGDUISHIYOUSHICHANGDEBULIYINGXIANG:
1)原油价差已转为现货溢价,表明现货市场趋紧
2)布伦特原油与WTI原油的价差为6个月来最大,表明市场呈现趋紧态势
3)The Bear Traps ReportRENWEIDAXIYANGPENDIXIANHUOYUANYOUHEYAZHOULIANYOULIRUNLVSHITUIDONGSHIYOUSHICHANGCHIXUSHANGZHANGDEZHUYAOYINSU,ZUIJINZHEILIANGGEZUIZHONGYAODEXIANHUOSHICHANGZHIBIAODOUYOUSUOGAISHAN。
RENMENYAZHUZHEIXIESHIWUSHICHANGZHIBIAOHUIYINWEIGONGGONGWEISHENGSHIJIANEREHUA,DANMUQIANTAMENXIANSHICHUSHICHANGGONGBUYINGQIU。
然而,部分分析人士认为中期复苏并没有那么乐观。
IHS MarkitXINJIAPONENGYUANZIXUNBUMENFUZONGCAIVictor ShumBIAOSHI:“XIANZAI,YOUJIAYIJINGZAINEIGECHONGMANXIWANGDEWEILAIDINGJIALE。”“ERWOMENBIXUYINGDUIJIJIANGDAOLAIDEHEIANDONGTIAN。”
YANJIUJIGOUZHICHU,YOULIYOURENWEI,MUQIANYOUJIAZUIGAOKENENGDADAO50MEIYUAN。YOUJIAKENENGHUIXIYINCONGBAGEDADAOEKELAHEMAZHOUDESHENGCHANSHANGZENGJIACHANLIANG。OPEC+NEIBUCUNZAIFENQI,YIXIECHENGYUANGUODUIGAIZUZHIZIXINGSHIJIADEGONGYINGXIANZHIGANDAOBUMAN。
BAOKUOEd MorseZAINEIDEHUAQIFENXISHIBIAOSHI:“YOUJIACHIXUSHANGZHANGKENENGHUISHIOPEC+BUZAINEIMEBAOSHOU,CONGERTUIDONGJIAGEHUILUO。”
CIWAI,XIANHUOYIJIAXIYINLETOUJIZHE。JIANADAHUANGJIAYINXINGFENXISHIMichael TranBIAOSHI,JINRONGSHIYOUSHICHANGFASHENGLEMINGXIANDEBIANHUA,TOUJIZHEZHENGZAIMAIRUBINGCHIYOUQIHUO,DANXINHUICUOGUOJINYIBUDEFANDAN。
NEIME,SHIYOUZHENDESHIZUIBIANYIDETONGHUOZAIPENGZHANGZICHANMA?HAISHIYOUYIMIAOYIJI“FOMO(HAIPACUOGUO)”DEKUANGREQINGXUSUOYINFADEGUODUTOUJI?
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(本文内容仅供参考,并不构成投资建议!投资者据此操作,风险自担。)