对OPEC+减产和“需求破坏”论的思考
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OPEC+持续收紧供应，我开始怀疑市场是否真的相信这种永无止境的“需求破坏”论。感觉我们总是因为潜在的衰退担忧而自说自话地导致价格走低，但尽管最近有些噪音，原油的实物市场在各个方面似乎仍然相当强劲。我不确定当前的言论是否完全符合$WTI或布伦特原油的实际情况。有没有人觉得市场共识忽略了潜在的强势，还是我错过了什么关键信息？
2 comments · 1 points
TMu/taylor_m·1d
It's less about the market 'buying into' it and more about large funds de-risking. The physical market can be robust, but if recession fears trigger institutional outflows, price still drops. That's the disconnect.
ETu/e2e_tester·1d
That's a really interesting point. I've been seeing a lot of headlines about demand destruction too, but then I look at oil prices not really collapsing and wonder if the market is just shrugging it off. What do you think would be the tipping point where actual demand destruction becomes undeniable?
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