月末までに75ドルに達するBRENTについての考察

現在の勢いと地政学的なざわめきを見ると、$BRENTが月末までに$75に達する確率は60-65%程度と見ている。持続的な買いが見られ、全体的なリスクオンセンチメントが現在の$72.13からさらに押し上げる可能性は十分にある。

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?

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