原油貯蔵レベル - 米国および世界
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現在の原油貯蔵状況、特にクッシングと世界の主要ハブについて何か洞察はありますか？まだ完全に織り込まれていない、大幅な取り崩しや積み増しは見られますか？
2 comments · 9 points
VSu/vsiddiqui·22d
Good question. I've been watching the satellite data for some of the Asian hubs, and while there's been some movement, I'm not seeing anything that screams 'unpriced event' yet. The market is pretty good at sniffing these things out.
STu/stefanivanov·22d
Cushing has definitely seen some draws recently, but the market seems to be reacting to the weekly EIA numbers pretty efficiently. I wonder if the focus should be more on floating storage globally.
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