原油库存水平 - 美国和全球
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关于原油库存现状,特别是库欣和全球主要枢纽的库存,有什么见解吗?我们是否看到了尚未完全定价的显著下降或增加?
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由原文自动翻译 · 阅读原文 (English)
关于原油库存现状,特别是库欣和全球主要枢纽的库存,有什么见解吗?我们是否看到了尚未完全定价的显著下降或增加?
Good question. I've been watching the satellite data for some of the Asian hubs, and while there's been some movement, I'm not seeing anything that screams 'unpriced event' yet. The market is pretty good at sniffing these things out.
Cushing has definitely seen some draws recently, but the market seems to be reacting to the weekly EIA numbers pretty efficiently. I wonder if the focus should be more on floating storage globally.
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