
Trump told CNBC he expected Vladimir Putin and Saudi Crown Prince Mohammed bin Salman to announce a cut of 10 million to 15 million barrels a day, with no timeframe given. WTI settled up 24.67% at $25.32 and Brent jumped 21% to $29.94, both record gains.
Trump later said the cut could be substantially more.
A announced cut of this scale would sharply reduce crude supply and lift energy costs. Because no timeline or distribution was specified, the price impact depends on confirmation from the producers.
過去の強気な地政学イベント626件の後、原油(WTI) は5営業日で中央値 +2.1% 動き(62% が上昇。中央50%は -2.3% から +8.5%)、20営業日では +1.6% 動きました。
過去の強気な地政学イベント656件の後、原油(ブレント) は5営業日で中央値 +1.9% 動き(63% が上昇。中央50%は -2.7% から +6.6%)、20営業日では +0.7% 動きました。
過去の強気な地政学イベント110件の後、大豆油 は5営業日で中央値 +1.8% 動き(65% が上昇。中央50%は -0.7% から +3.6%)、20営業日では -0.4% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Trump's claim of a 10-15 million bpd Saudi-Russia cut drove WTI's record 24.67% one-day gain on April 2, the core driver of the 5-day rally (sentiment/supply expectation).
Trump's April 2 statement that he expected Putin and MBS to announce a 10-15 million bpd cut was the direct catalyst for the record one-day WTI rally (supply-cut sentiment shock).
Trump's statement that Putin and MBS would announce a 10-15M bpd cut triggered the record gains in Brent and WTI on April 2.
Trump's claim of a 10-15 million bpd Saudi/Russian cut triggered the record surge in Brent and WTI, a supply-side sentiment shock.
Trump's statement of an expected 10-15 mb/d cut was the catalyst for the record Brent gain on April 2.