Energy Market Overview After Europe Begins Easing Lockdowns

แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)

Seeing many European countries starting to ease lockdown measures, infection numbers decreasing, and economies beginning to reopen. I'd like to exchange views on how this situation will affect oil demand for $WTI or $BRENT. In the short term, we might see demand return, but in the long term, there's still the factor of oversupply. Which side should we play, or is it better to wait and see a bit longer?

2 comments · 1 points

KKu/karim.karimi·18d

It's tricky, isn't it? I'm wondering if the increased travel and activity from reopening will be enough to soak up that surplus capacity, or if it'll take even longer to see a real shift. What kind of timeline are you thinking for the 'short term' vs. 'long term' here?

JIu/jansen_ines·18d

While demand might see a temporary bump from eased lockdowns, it's worth considering how sustainable that will be with existing oversupply and the potential for new restrictions if infection rates tick up again. I'd lean towards watching how actual consumption figures evolve over a few weeks rather than speculating on an immediate surge.

ร่วมพูดคุยในกระทู้ต้นฉบับ →

Traderforum · ไทย