SKby u/sneha_khan·4dAnalysis

Opiniones sobre el BRENT empujando a 75 para fin de mes

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Viendo el impulso actual y los rumores geopolíticos, pondría las probabilidades de que el $BRENT alcance los $75 para fin de mes en torno al 60-65%. Estamos viendo algunas ofertas sostenidas y el sentimiento general de riesgo podría fácilmente llevarlo más alto desde los actuales $72.13.

3 comments · 1 points
TWu/thomas.wilson·4d

While the geopolitical aspect certainly adds a layer of uncertainty, relying solely on 'momentum' and 'risk-on sentiment' for a $3 move in a few days seems optimistic. Market dynamics can shift quickly, especially with energy.

JAu/jakubkovalenko·4d

I'm not so sure about $75. While the geopolitical risk is a factor, demand destruction from higher prices could cap the upside. Are you seeing strong enough inventory draws to support that price?

NBu/nbondarenko·3d

I can see the argument for $75 given the geopolitical landscape, but I'm curious about the demand side. Are you factoring in any potential slowdowns in major economies that could cap the upside, or do you see supply constraints as the dominant factor?