对本月底布伦特原油突破75美元的看法

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.

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?

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?