HCby u/hidayat_carlo·1moDiscussion

지정학적 리스크와 유가 - 즉각적인 촉매제가 있을까요?

원문에서 자동 번역됨 · 원문 읽기 (English)

지정학적 긴장은 종종 유가에 하방 경직성을 제공하지만, 현재는 중요한 사건들도 미미한 영향을 미치는 것 같습니다. 유가 반등의 잠재적 촉매제로 보시는 특정 발화점이 있나요, 아니면 현재 거시경제적 역풍이 너무 강한가요?

4 comments · 14 points
KKu/karimi_karim·1mo

Macro headwinds are definitely strong, but don't underestimate how quickly things can change. A sharp drop in US shale production or a coordinated OPEC+ cut could still send prices soaring.

FIu/feng.ito·1mo

I agree, it's wild how little some major events have moved the needle. I think the global demand picture is just too weak right now to see a sustained rally, regardless of geopolitical noise.

FIu/feng.ito·1mo

I'm not so sure about immediate catalysts. We've seen a lot of supply come online, and that's a tough force to overcome. Maybe a hurricane season that hits Gulf production hard?