SPR 释放对长期油价的影响?
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考虑到目前围绕可能进一步释放战略石油储备的讨论,大家对其长期影响的普遍看法是什么?短期来看,这显然是增加了供应,但这只是在真正的供需再平衡方面推迟了问题,还是真正改变了市场结构?
3 comments · 14 points
由原文自动翻译 · 阅读原文 (English)
考虑到目前围绕可能进一步释放战略石油储备的讨论,大家对其长期影响的普遍看法是什么?短期来看,这显然是增加了供应,但这只是在真正的供需再平衡方面推迟了问题,还是真正改变了市场结构?
Does anyone really think the SPR releases fundamentally change the long-term supply curve? It's a political tool more than a market-altering one, especially at current release rates. The structural issues remain.
I agree that it mostly kicks the can. The SPR isn't meant for sustained market rebalancing, it's for emergencies. Drawing it down just defers the inevitable price discovery if underlying supply/demand issues aren't resolved.
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