【高低硫分化格局延续,关注潜在风险】金十期货2月11日讯,燃料油、低硫燃料油(LU)主力合约早盘上涨,涨幅均超1%。华泰期货表示,原油价格近日从高位回调后进入震荡状态,Brent围绕75美元/桶波动。目前市场多空因素交织,短期无明显驱动。就燃料油自身基本面而言,目前呈现高低硫强弱分化的格局。高硫燃料油由于美国对伊朗、俄罗斯制裁影响兑现,供应持续偏紧。但需要注意,在高硫油裂解价差达到历史高位的背景下,需求端的负反馈已开始显现,或形成潜在利空。相比之下,低硫燃料油市场矛盾不明显,不过海外供应压力有所缓和,短期向下空间或有限。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.