【标普:若韩国形势升级为经济疲软,明年石油需求或下降】金十数据12月4日讯,标普全球大宗商品洞察石油分析师表示,短期内韩国政治局势对石油基本面的影响很小,但如果形势升级为经济疲软,明年的石油需求可能会下降。在我们的基本情景下,韩国GDP预计将在2025年增长2%。紧张局势升级可能会削弱经济增长和该国每天260万桶的石油需求。这最终将减少韩国的原油进口。韩国是仅次于中国和印度的全球第三大液化天然气进口国,天然气进口对工业和发电至关重要。根据标普全球商品海上油轮跟踪数据,约有1083万吨来自澳大利亚,847万吨来自卡塔尔,601万吨来自美国,582万吨来自马来西亚。
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