“停火导致俄罗斯石油恢复大规模流量的假设是错误的,”Natasha Kaneva等分析师在报告中称。
油价周三跌2.4%,创下两个多月来最大跌幅,因美国总统唐纳德·特朗普表示他将开始与俄罗斯谈判解决俄乌冲突。
“俄罗斯减产是其对OPEC+承诺的一部分,而不是为了回应美国或欧洲的制裁”。
除了贸易流动的转变之外,最新制裁将产生“有限的影响”。
摩根大通仍然预计2025年布伦特均价为73美元/桶,年底价格在“60美元/桶区间中段”。
该行预测2026年将“又是一个大量供应过剩的年份,将推动布伦特价格在年底前跌破60美元”,年均水平料为61美元/桶。
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