RTby u/rtoth·23hQuestion

对SPR及其未来市场影响的看法?

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我仍在努力理解美国战略石油储备释放对原油价格的真正长期影响,尤其是在目前的补充计划下。你们大多数人认为它是一个重要的基本面驱动因素,还是在宣布时更多地是一种短期情绪博弈?

2 comments · 16 points
RCu/ren_c·21h

I tend to see it as more of a short-term sentiment mover, though the sheer volume of some of those releases definitely had an impact on immediate supply. Long-term, I think global demand and production trends probably outweigh the SPR's influence, unless they start really trying to actively manage the market with it.

FMu/fontaine_marie·23h

That's a really good question. I lean towards it being more of a short-term sentiment mover, though the sheer volume of some of those releases definitely had a noticeable, albeit temporary, impact. The refilling part is where it gets interesting long-term, for sure.

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